Attio

By thumbsupordown

The Attio MCP server connects AI agents to the Attio modern CRM. Agents can run universal and advanced searches across companies, people, deals, notes, tasks, and lists, follow relationships between records, create and update records, batch-process large sets, and manage notes and tasks.

Tools

batch_records

Process many records at once with chunked error handling.

create_company

Create a brand-new company record in the Attio CRM.

create_deal

Create a new Attio deal with intelligent field mapping.

create_note

Create a new note attached to an Attio record in the connected account.

create_record

Create a brand-new record of any Attio resource type.

create_task

Create a task in Attio with multi-assignee support.

delete_record

Remove an existing record from your Attio workspace.

get_record_details

Retrieve comprehensive details for any Attio record.

search_records

Run a universal search across notes, tasks, and lists.

search_records_advanced

Run an advanced query with intelligent field mapping.

search_records_by_content

Find records by text content in notes and descriptions.

search_records_by_relationship

Search across company, person, and deal relationships.

search_records_by_timeframe

Filter Attio records by date ranges and time periods.

update_company

Update the information on an Attio company record.

update_deal

Update a deal's details, including stage transitions.

update_record

Update an existing Attio record with field changes.

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