Claude

Access Attio directly from Claude for your go-to-market work. The Attio connector brings your CRM into Claude so you can prep for the next call, draft the follow-up, and keep your pipeline up to date as you go.

Ask a question and get a real answer, grounded in your live Attio workspace. Decide what to do next, and Claude takes it from there. Look up decision makers, filter your pipeline, summarize a discovery call, log a note, create a task, move a deal forward, pull together a deal review, or run a forecast, all from one conversation.

Because Claude works with your live data, every answer reflects your actual workspace, not a stale export. And because your Attio permissions carry over, Claude only ever sees what you can see.

Once connected, Claude can:

• Look up contacts and companies, like "Find all the decision makers at Stripe and show me their email addresses."
• Search and filter your pipeline, like "Show me all Series B companies in our pipeline that are based in New York."
• Log activity and notes, like "Log a note on the Acme Corp record summarizing today's discovery call. They're interested in enterprise pricing."
• Manage tasks, like "Create a follow-up task for next Tuesday to send the proposal to Sarah at Notion."
• Tap into meeting intelligence, like "Search my recent call recordings for any discussions about pricing objections."
• Pull interaction history, like "What's our full interaction history with Linear? Show me all notes, emails, and meetings."
• Update records, like "Update the deal stage for Figma to 'Negotiation' and set the expected close date to end of Q2."

To activate the Attio connector in Claude:

1. Go to claude.ai. Log in if not already done.
2. In the side navigation, select Customize.
3. Choose Connectors
4. Add connector (the + icon)
5. Search for Attio and click on + on the connector.
6. You will be redirected to Attio. Choose your workspace and press Confirm access.
7. Claude can now connect to Attio.