Attio CRM MCP Server

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.

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...

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...

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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...

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

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

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

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...

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

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

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

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

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

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

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

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...

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...

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 ...