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Attio MCP Server

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AI-powered Attio CRM access. Manage contacts, companies, deals, tasks, notes and workflows.

GitHub source repository ↗

★ 69 Stars Category · Collaboration Popular Source revision 770e0b846c44

52FMRS · D

Reliability

7/20

Security and permissions

11/20

Maintenance

10/20

Documentation

12/20

Setup experience

12/20

Attio MCP Server is a feature-rich MCP server providing a comprehensive toolset for Attio CRM, including universal tools, list management, and pre-built prompts. It is suitable for users wanting to integrate AI assistants into CRM workflows. While unofficial, it is well-documented and actively maintained. Requires API key and be mindful of data modification permissions.

Read the FMRS scoring method →

The Attio MCP Server is a comprehensive Model Context Protocol (MCP) server for Attio, providing complete CRM surface coverage. It enables AI assistants like Claude and ChatGPT to interact directly with your entire Attio workspace through natural language—manage deals, tasks, lists, people, companies, records, and notes without falling back to raw API calls. The server offers 19 universal tools, dedicated list tools, and pre-built prompts for sales, marketing, customer success, and data operations workflows.

Tools

search_records

Search records using universal search tools.

get_record_details

Get detailed information about a record.

get_record_attributes

Get attributes of a record.

discover_record_attributes

Discover available attributes for records.

search_records_advanced

Perform complex searches with advanced filtering.

search_records_by_relationship

Search records by relationships (e.g., company↔person↔deal).

search_records_by_content

Search records by content (e.g., notes, tasks, lists).

search_records_by_timeframe

Search records by timeframe.

batch_records

Batch create, update, or delete records.

create_record

Create a new record.

update_record

Update an existing record.

delete_record

Delete an existing record.

create_company

Create a new company.

update_company

Update an existing company.

create_deal

Create a new deal.

update_deal

Update an existing deal.

create_note

Create a note for a record.

list_notes

List notes for a record.

filter_list_entries

Filter list entries with multiple modes.

manage_list_entry

Manage list entries (add, remove, update membership).

get_list_entries

Get list entries.

get_record_list_memberships

Get list memberships for a record.

get_record_attribute_options

Get available options for select/status fields.

aaa_health_check

Health check tool that does not require an API key.

Setup

Install the npm package globally: npm install -g attio-mcp
Set environment variables: export ATTIO_API_KEY="your_api_key_here" (and optionally ATTIO_WORKSPACE_ID, ATTIO_DEFAULT_DEAL_STAGE, etc.)
Configure your client: Add an MCP server entry to your client config (e.g., claude_desktop_config.json) specifying command attio-mcp and environment variables.
Restart your client.
(Optional) Configure field mapping file configs/runtime/mappings/user.json to match your workspace's custom fields.

claude_desktop_config.json

{
  "mcpServers": {
    "attio-mcp": {
      "command": "attio-mcp",
      "env": {
        "ATTIO_API_KEY": "your_api_key_here"
      }
    }
  }
}

Generate and validate client config

Fit and risk

Best for

Attio users looking to automate CRM workflows with AI assistants, reducing manual input
Teams needing integration with Claude Desktop, Cursor, or Claude Code
Those who want to query CRM data and manage deals, lists, and tasks via natural language

Not for

Users without an Attio account or API key
Scenarios requiring local data storage or offline operations (server proxies API, does not store data)
Those who wish to restrict to read-only tools (can be achieved by setting `ATTIO_MCP_TOOL_MODE=search`)

Required permissions

Requires `ATTIO_API_KEY` environment variable (required API key)
Optional workspace ID: `ATTIO_WORKSPACE_ID`
Optional tool mode: `ATTIO_MCP_TOOL_MODE` ('full' or 'search')
Optional log level: `MCP_LOG_LEVEL`
Options for default deal stage, owner, currency can be configured

Risks and side effects

API key exposure: if the API key is shared or exposed, others could access your CRM data
Data modification risk: default tool mode allows write operations (create, update, delete), potentially leading to accidental changes
Third-party dependency risk: open-source project, self-audit required
Configuration error risk: improper field mapping configuration can lead to API call failures

Troubleshooting

Ensure correct npm package name: `attio-mcp` (not `attio-mcp-server`)
Check environment variables are correctly set, especially `ATTIO_API_KEY`
Verify field mapping file `user.json`; missing mappings may cause field recognition errors
Consult official troubleshooting guide (TROUBLESHOOTING.md) and GitHub Issues
Test server installation with `attio-mcp --help`

Use cases

Sales teams: find prospects, update records, manage pipeline, create follow-up tasks

Marketing teams: build lists based on engagement, add conference attendees

Customer success: monitor renewal dates, create check-in tasks for customers

Data operations: bulk update companies, export data, merge duplicate records

Supported clients

Claude DesktopFull support

Claude WebFull support

Cursor IDEFull support

Claude Code (CLI)Full support

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