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Attio Tools MCP Server

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Complete Attio CRM access — manage records, lists, notes, tasks, comments, meetings, call recordings, threads, enriched lists, workspace settings, objects, attributes, and webhooks.

60 tools
Agent guide included
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AI Skill
SKILL.md

Domain knowledge for Attio Tools — workflow patterns, data models, and gotchas for your AI agent.

Attio

Attio uses objects (e.g. people, companies) with attributes. Records are rows in an object. Lists are saved filters; entries are the member rows when a record appears inside a list. Discover which objects exist and which attributes are defined before you filter or write data.

Data Model

  • Objects — entity types (people, companies, deals).
  • Records — object instances. Require object slug.
  • Attributes — record fields. Select options and statuses for enum-like fields.
  • Lists — saved views over records; entries tie a record into a list context; enriched shapes join related data for reporting.
  • Notes, Tasks, Comments — attach to records.
  • Threads — email threads. Call recordings and meetings for activity.
  • Webhooks — event notifications.

Gotchas

  • object_slug required: Most record ops need object slug (e.g. people, companies). Discover schema first.
  • Attribute api_slug: Use attribute api_slug in upsert, not display name.
  • Entries vs bare records: A list entry is still the same underlying record—lists only add membership metadata.
  • Record id format: record_id is a UUID—thread it through associations, notes, tasks, and single-row reads.

Tools in this Server (60)

Attio Assert List Entry

Assert a list entry by parent record: if the record already exists in the list, update it; otherwise add it. Idempotent upsert for list entries.

Attio Assert Record

Assert a record: find by matching attribute and update, or create if not found. IMPORTANT: matching_attribute must be an attribute with is_unique=true...

Attio Create Attribute

Create a new attribute (field/column) on an object or list. Supports text, number, select, status, currency, date, and many other types.

Attio Create Comment

Create a comment on a record or reply to an existing thread. Use thread_id to reply, or record_id + object to start a new thread. Workspace members ca...

Attio Create List

Create a new list (pipeline/board) in your Attio workspace. Lists contain entries that reference records. After creating, add attributes with create_a...

Attio Create Note

Create a new note on a record. Notes cannot be edited after creation — to change a note, delete it and create a new one. Returns the created note.

Attio Create Object

Create a new custom object type in your Attio workspace. Objects define data models (like people, companies, or custom types). After creating, add att...

Attio Create Select Option

Create a new option for a select-type attribute. Use list_select_options to see existing options first.

Attio Create Status

Create a new status for a status-type attribute (pipeline stage). Use list_statuses to see existing statuses first.

Attio Create Webhook

Create a webhook with one or more event subscriptions. target_url must be HTTPS. Each subscription requires event_type and filter (null for no filter,...

Attio Delete Comment

Delete a comment permanently. CAUTION: This action cannot be undone.

Attio Delete List Entry

Delete a list entry permanently. CAUTION: This action cannot be undone. All entry data will be permanently removed.

Attio Delete Note

Delete a note permanently. CAUTION: This action cannot be undone. All note data will be permanently removed.

Attio Delete Record

Delete a record permanently. CAUTION: This action cannot be undone. All record data, relationships, and associated entries will be permanently removed...

Attio Delete Task

Delete a task permanently. CAUTION: This action cannot be undone. All task data will be permanently removed.

Attio Delete Webhook

Delete a webhook permanently. CAUTION: This cannot be undone.

Attio Fetch List

Fetch detailed configuration for a specific list. Returns list metadata including attributes, relationships, and configuration. Use this to understand...

Attio Fetch List Entry

Fetch detailed information for a specific list entry. Returns all entry attributes, relationships, and metadata.

Attio Fetch Note

Fetch detailed information for a specific note. Returns all note attributes including title, content (rich text), and linked record.

Attio Fetch Object

Fetch detailed configuration for a specific object. Returns object metadata including attributes, relationships, and configuration. Use this to unders...

Attio Fetch Record

Fetch detailed information for a specific record. Returns all record attributes, relationships, and metadata. Use this to get complete details about a...

Attio Fetch Task

Fetch detailed information for a specific task. Returns all task attributes including title, description, status, due date, assignments, and linked re...

Attio Fetch Workspace Member

Fetch detailed information for a specific workspace member. Returns member details including name, email, roles, and permissions.

Attio Find Or Create Meeting

Find an existing meeting or create a new one. If a calendar_url is provided and matches an existing meeting, returns that meeting. Otherwise creates a...

Attio Get Attribute

Get detailed configuration for a specific attribute including type, options, and validation rules.

Attio Get Call Recording

Get a single call recording by ID. Returns recording details including status, web URL, and creation metadata.

Attio Get Call Transcript

Get the transcript for a call recording. Returns timestamped speech segments with speaker names. Each segment includes the spoken text, start/end time...

Attio Get Comment

Get a specific comment by ID. Returns the comment content, author, thread, and metadata.

Attio Get Meeting

Get a specific meeting by ID. Returns full meeting details including title, description, time, participants, and linked records.

Attio Get Self

Get information about the authenticated user and workspace. Returns user details, workspace information, and authentication status. Use this to verify...

Attio Get Thread

Get a specific thread by ID. Returns the thread with all its comments.

Attio Get Webhook

Get details of a specific webhook by ID.

Attio List Attributes

List attributes (fields/columns) for an object or list. Use this to understand the schema before creating records or filtering. Returns attribute name...

Attio List Call Recordings

List all call recordings for a meeting. Returns recording IDs, status (processing/completed/failed), web URLs, and creation metadata. Use get_call_tra...

Attio List Enriched Entries

List entries in a pipeline/list WITH parent record details included inline. Use this instead of list_list_entries when you need human-readable pipelin...

Attio List Entry Attr Values

List values for a specific attribute on a list entry. Useful for reading individual fields on pipeline entries.

Attio List List Entries

List entries in a specific list. Entries reference records and contain their own attribute values. Returns entries with their attributes and metadata.

Attio List Lists

List all lists in your Attio workspace. Lists are used to model processes and contain entries that reference records. Returns list metadata including ...

Attio List Meetings

List meetings with optional filtering by linked record, participants, or date range. Returns meeting details including title, time, participants, and ...

Attio List Notes

List notes in your Attio workspace. The API returns notes in oldest-first order and does not support sorting. BEST PRACTICE: use parent_object + paren...

Attio List Objects

List all objects configured in your Attio workspace. Objects are data models like people, companies, deals, or custom objects. Returns object metadata...

Attio List Record Attr Values

List values for a specific attribute on a record. Useful for reading individual fields, especially multiselect or historical values.

Attio List Record Entries

List all list entries that a record appears in. Shows which lists/pipelines a person, company, or deal is part of.

Attio List Records

List records for a specific object type (e.g., people, companies, deals). Returns records with their attributes and metadata. Use filters to narrow re...

Attio List Select Options

List all select options for a select-type attribute. Use this to discover valid values before setting select fields on records or entries.

Attio List Statuses

List all statuses for a status-type attribute. Use this to discover valid status values for pipeline/workflow stages.

Attio List Tasks

List all tasks in your Attio workspace. Tasks are actionable items with references to linked records and assigned workspace members. Returns task deta...

Attio List Threads

List comment threads on a record or list entry. Returns threads with their comments and metadata.

Attio List Webhooks

List all webhooks configured in your Attio workspace.

Attio List Workspace Members

List all workspace members. Workspace members are users with access to the workspace. Returns member details including name, email, and roles.

Attio Search Records

Search records across all objects using Attio's native search endpoint. Returns matching records from people, companies, deals, and custom objects. Us...

Attio Update Attribute

Update an existing attribute's title, description, slug, or settings (required, unique, multiselect, archived).

Attio Update List

Update an existing list's name, slug, or access permissions.

Attio Update Object

Update a custom object's name or slug.

Attio Update Select Option

Update a select option's title or archive it. Use list_select_options to find option IDs.

Attio Update Status

Update a status's title, celebration effect, target time, or archive it. Use list_statuses to find status IDs.

Attio Update Webhook

Update a webhook's target URL or event subscriptions. Subscriptions are fully replaced when provided.

Attio Upsert List Entry

Create a new list entry or update an existing entry. If entry_id is provided, updates the entry with specified fields. If omitted, creates a new entry...

Attio Upsert Record

Create a new record or update an existing record. If record_id is provided, updates the record with specified fields (partial update). If omitted, cre...

Attio Upsert Task

Create a new task or update an existing task. If task_id is provided, updates the task with specified fields. If omitted, creates a new task. Returns ...

Frequently Asked Questions

What is the Attio Tools MCP server?

Complete Attio CRM access — manage records, lists, notes, tasks, comments, meetings, call recordings, threads, enriched lists, workspace settings, objects, attributes, and webhooks. It provides 60 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Attio Tools to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/attio. Authentication is handled automatically.

How many tools does Attio Tools provide?

Attio Tools provides 60 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does Attio Tools require?

Attio Tools uses API Key or One-click sign in. Attio requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Attio Tools to any MCP client in minutes

https://mcp.mcpbundles.com/bundle/attio

What is MCP?

Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.

Use this bundle in 3 steps

  1. Copy the MCP URL above
  2. Open your AI tool and add a new MCP/connector
  3. Paste the URL and follow any auth prompts

Claude Desktop Users

Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.

Pick your tool tab for exact steps

Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.

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Attio Tools MCP Server & Skill — 60 Tools