Attio MCP server: connect your CRM to Claude, ChatGPT and Cursor

• Finds people, companies, deals and other records by name, email or domain

  Searches your whole CRM for records by name, email address, domain or other indexed fields, so you can find a contact or company without knowing where it lives.

  Try: “Find all contacts at Stripe”

  Read · search-records

• Lists records of one type, filtered and sorted the way you ask

  Lists the records in one object, such as companies or deals, with filters and sorting, for example open deals or companies added this month.

  Try: “List all open deals”

  Read · list-records

• Shows every detail on specific records

  Fetches the full details of one or more records you already found, so the assistant can show their complete profile.

  Try: “Show me all details for these three companies”

  Read · get-records-by-ids

• Finds past and upcoming meetings by person, record or date

  Searches your past and upcoming meetings by who attended, which records they relate to, or a time range.

  Try: “What meetings do I have with Notion this week?”

  Read · search-meetings

• Finds call recordings by participant, record, title or date

  Searches your recorded calls by who was on them, the related records, the title or when they happened.

  Try: “Find call recordings with the Stripe team”

  Read · search-call-recordings-by-metadata

• Finds calls by what was discussed

  Uses AI search to find recorded calls about a topic, even when the exact words differ.

  Try: “Find calls where we discussed enterprise pricing”

  Read · semantic-search-call-recordings

• Shows a call recording's details and full transcript

  Fetches the full details and transcript of one recorded call so the assistant can summarize or quote it.

  Try: “Get the transcript from yesterday's call with Linear”

  Read · get-call-recording

• Finds synced emails by sender, domain or date

  Searches the emails synced to Attio by participants, domain or time range.

  Try: “Find emails from stripe.com in the last week”

  Read · search-emails-by-metadata

• Finds emails by topic

  Uses AI search to find synced emails about a subject, such as a renewal or a proposal.

  Try: “Find emails discussing contract renewal”

  Read · semantic-search-emails

• Shows the full text of an email

  Fetches the full body of one synced email so the assistant can read or summarize it.

  Try: “What did that pricing email say?”

  Read · get-email-content

• Finds notes by record, author, meeting or date

  Searches notes by the record they are attached to, who wrote them, the meeting they came from, or when they were created.

  Try: “Find notes I created for the Notion deal”

  Read · search-notes-by-metadata

• Finds notes by what they talk about

  Uses AI search to find notes about a topic, such as pricing objections or competitors.

  Try: “Find notes where we discussed pricing objections”

  Read · semantic-search-notes

• Shows the full text of a note

  Fetches the full content of one note so the assistant can read or summarize it.

  Try: “Show me the full text of that meeting note”

  Read · get-note-body

• Lists tasks, filtered by due date, status or record

  Lists tasks in your workspace, with filters such as incomplete, due this week or linked to a company.

  Try: “Show my incomplete tasks due this week”

  Read · list-tasks

• Lists your pipelines and other lists

  Shows the lists in your workspace, such as sales pipelines or recruiting lists, with optional filtering by name.

  Try: “What lists do we have?”

  Read · list-lists

• Shows the entries in a pipeline or list

  Lists the entries in one list with filters and sorting, along with the records they belong to, for example everyone in the onsite stage.

  Try: “Show me all entries in the sales pipeline”

  Read · list-records-in-list

• Shows the comments on a record or list entry

  Lists the comment threads on a record or list entry, with their first replies.

  Try: “Show me comments on the Linear account”

  Read · list-comments

• Loads more replies in a comment thread

  Fetches further replies for a comment thread when there are more than were first shown.

  Try: “Show all replies to this comment thread”

  Read · list-comment-replies

• Lists logged calls, visits and other activities

  Lists the records of one activity type, such as outbound calls or site visits, with filters and sorting.

  Try: “Show me all outbound calls from last week”

  Read · list-activity-records

• Runs totals, averages and breakdowns on your data

  Runs a quick report over records or list entries, such as counts, totals or averages grouped by stage or owner.

  Try: “Count open deals by stage”

  Read · run-basic-report

• Answers complex questions with a read-only SQL query

  Runs a read-only SQL query over your workspace data for reports simple filters cannot answer. Not available on every Attio plan.

  Try: “Give me a weighted pipeline report by stage, segment and owner”

  Read · query-particle-sql

• Lists the people in your workspace and their teams

  Lists the members of your Attio workspace with their details and team memberships.

  Try: “Who's on the sales team?”

  Read · list-workspace-members

• Lists the teams in your workspace

  Lists every team set up in your Attio workspace.

  Try: “What teams exist in our workspace?”

  Read · list-workspace-teams

• Adds a new person, company, deal or custom record

  Creates a new record in any object, such as a contact, company or deal.

  Try: “Add a new contact: John Smith, CTO at Acme Corp”

  Write · create-record

• Updates a record if it exists, or creates it if not

  Matches a record by a unique value such as email or domain, updates it if found and creates it if not, which avoids duplicates.

  Try: “Add or update Sarah's contact with her new title”

  Write · upsert-record

• Changes fields on an existing record

  Updates the values on a record you already found, such as a title, deal value or stage.

  Try: “Change Sarah's title to VP Product”

  Write · update-record

• Logs a note on a record

  Writes a new note and attaches it to a record, for example a summary of a call.

  Try: “Log a note on the Linear account: had a great demo call, they want to see pricing”

  Write · create-note

• Adds text to a note or renames it

  Adds text to the start or end of a note, or changes its title.

  Try: “Add a follow-up action item to the end of the Linear meeting note”

  Write · update-note

• Creates a task with a due date, owner and linked record

  Creates a new task, optionally with a deadline, an assignee and a linked record.

  Try: “Add a task to follow up with Ramp in 3 days”

  Write · create-task

• Changes a task's due date, status, owner or record

  Updates a task, for example marking it done, moving its deadline or reassigning it.

  Try: “Mark the Stripe follow-up task as complete”

  Write · update-task

• Adds a record to a pipeline or list

  Adds a record as a new entry in a list, such as putting a company into the sales pipeline.

  Try: “Add Acme to the sales pipeline”

  Write · add-record-to-list

• Moves or updates a record's entry in a list

  Finds a record's entry in a list and updates it, such as changing its stage. It stops if the record has no entry or more than one.

  Try: “Update Acme's entry in the sales pipeline to Proposal Sent”

  Write · update-list-entry-by-record-id

• Updates a list entry you already have the ID for

  Updates one specific list entry directly, such as its stage or owner, when its entry ID is known.

  Try: “Move this sales pipeline entry to Closed Won”

  Write · update-list-entry-by-id

• Creates a new pipeline or list

  Creates a new list for one type of record, such as a pipeline of companies, and can make it private to you.

  Try: “Create a list called Enterprise Sales for companies”

  Write · create-list

• Renames a list or changes who can access it

  Changes a list's name, its short API name, or who in the workspace can see and edit it.

  Try: “Rename this list to Enterprise pipeline”

  Write · update-list

• Adds a comment or reply on a record

  Posts a comment on a record or list entry, or replies to an existing thread.

  Try: “Add a comment to the Acme company record: waiting on legal review”

  Write · create-comment

• Logs a call, visit or other activity

  Records a new activity, such as one specific phone call or site visit.

  Try: “Log an outbound call with Sarah from Acme today at 2pm”

  Write · create-activity-record

• Edits a logged call, visit or other activity

  Updates an existing activity record, such as its title or the records it is linked to.

  Try: “Change the title of this call to Renewal call”

  Write · update-activity-record

• Logs an activity, or updates it if it already exists

  Creates or updates an activity record by matching a unique value, such as an ID from your own system.

  Try: “Log this call, or update it if it already exists with call ID 4821”

  Write · upsert-activity-record

• Merges two duplicate records into one

  Combines two records of the same type into one. Where both have a value, the primary record's value wins.

  Try: “Merge these two duplicate Acme company records”

  Write · merge-records

• Deletes a task

  Removes a task from the workspace, such as a duplicate or finished follow-up.

  Try: “Delete the Ramp follow-up task”

  Delete · delete-task

• Deletes a comment you wrote, with its replies

  Deletes a comment you created. Deleting a top-level comment also removes all its replies.

  Try: “Delete my last comment on the Acme account”

  Delete · delete-comment

• Used by the assistant behind the scenes

  Shows which Attio user and workspace you are connected as

  Returns your Attio identity, workspace and access level, which helps confirm the connection points at the right workspace.

  Try: “Which Attio workspace am I connected to, and what access level do I have?”

  Read · whoami

• Looks up the record types in your workspace

  Lists the objects in your workspace, such as companies, people and deals, so the assistant knows what it can work with.

  Try: “What objects do we have?”

  Read · list-objects

• Looks up the fields and options on a record type

  Lists the fields on an object with their types and valid options, so the assistant uses the exact names.

  Try: “What fields are available on company records?”

  Read · list-attribute-definitions

• Looks up the fields you can set on a list's entries

  Lists the entry fields on a list, such as stage or owner, with their types and options.

  Try: “Show me the status options for this list”

  Read · list-list-attribute-definitions

• Looks up the activity types you track

  Lists the activity types in your workspace, such as phone calls or site visits.

  Try: “What activities do we track?”

  Read · list-activities

• Looks up the fields on an activity type

  Lists the fields on an activity type with their types and valid options.

  Try: “What fields are available on phone calls?”

  Read · list-activity-attribute-definitions

Watch out for

• It can change and merge your CRM records

  It creates, updates and merges records, lists and notes as you. Keep approval on for write actions and spot-check changes in Attio. docs.attio.com

• It can delete tasks and your own comments

  Deleting a top comment also removes its replies. Read delete requests before you approve them. docs.attio.com

• New records can turn into duplicates

  Give an email for people or a domain for companies so Attio matches the record you already have. attio.com

• It sees everything your Attio user sees

  That includes synced emails and call transcripts. Revoke the session in your Attio account settings when you stop using it. docs.attio.com

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