Attio MCP Server

Customer Data PlatformsJavaScript

Connect to Attio CRM to manage company records and notes

Available Tools

readCompanyRecords

Retrieves company records from Attio CRM

readCompanyNotes

Retrieves notes associated with company records in Attio

writeCompanyNotes

Creates new notes for company records in Attio

Attio MCP Server provides a seamless integration with Attio, the AI-native CRM platform. This integration allows AI assistants to read company records, access company notes, and create new notes directly within your Attio workspace. With this MCP, you can leverage the power of AI assistants to interact with your customer relationship management data, making it easier to retrieve information and document interactions without leaving your conversation.

Overview

The Attio MCP Server enables AI assistants to interact with your Attio CRM data. Currently, it supports reading company records, reading company notes, and writing new company notes.

Prerequisites

Before using the Attio MCP Server, you'll need:

Node.js (v22 or higher recommended)
npm
An Attio account with API access
An Attio API key (bearer token)

Installation

You can install and run the Attio MCP Server using npx:

First, ensure you have your Attio API key ready. You can obtain this through the API Explorer on the Attio developer portal or by configuring OAuth and retrieving one through the Attio API.
Configure your AI assistant client to use the Attio MCP Server. The configuration will vary depending on which client you're using.

Claude Desktop Configuration

Add the following to your Claude Desktop configuration:

{
  "mcpServers": {
    "attio": {
      "command": "npx",
      "args": ["attio-mcp-server"],
      "env": {
        "ATTIO_API_KEY": "YOUR_ATTIO_API_KEY"
      }
    }
  }
}

Replace YOUR_ATTIO_API_KEY with your actual Attio API bearer token.

Usage

Once configured, your AI assistant can interact with your Attio CRM data. You can ask it to:

Retrieve information about specific companies in your CRM
Read notes associated with company records
Create new notes for company records

Example prompts:

"Can you look up information about Acme Corp in our Attio CRM?"
"What are the latest notes for XYZ Company?"
"Add a note to ABC Inc about our recent call discussing their expansion plans."

Limitations

Currently, the Attio MCP Server supports:

Reading company records
Reading company notes
Writing company notes

Support for other activities and record types may be added in future updates.