Work anywhere with Attio

The more context that lives in your CRM, the more powerful it becomes.

But getting it there can be a challenge. Switching tabs, hunting for the right record, and manually typing out updates. In the middle of a busy day, that friction adds up. The CRM becomes less useful to the people who need it most.

Using your CRM doesn’t have to interrupt your flow anymore.

Attio meets you where you are

You can now connect to Attio directly inside your favorite tools like Claude, ChatGPT, and Notion. Access and orchestrate your CRM without leaving the places you already like to work.

Search for a contact, update a deal, pull account history, log a note. All of it can happen through simple conversation wherever you happen to be working.

No more tab switching or manual data entry.

New possibilities

With Attio connected, your entire CRM is available through conversational prompts. This means you can:

Turn research into pipeline. Run deep research on target companies, then ask Claude to create the new records, add them to a prospecting list in Attio, and draft a personalized outreach email. The whole top-of-funnel motion happens in one place.

Update records on the fly. Just got off a call? Your AI assistant knows what happened from call recordings and meeting notes, and it updates the right record in Attio. Deal stage, notes, and next steps all done in seconds.

Surface actionable insights. Ask ChatGPT which deals haven't had activity in two weeks, which accounts are due for a check-in, or what your pipeline looks like for the quarter. Get answers through natural conversation. 

Automate routine CRM work. Set up recurring triggers so your AI agent handles the repetitive stuff without you having to ask every time. Whether it’s generating reports or flagging warm leads, the work that used to pile up just gets done.

Spend less time on admin. Get more time back for the work that actually moves things forward.

More power together

These connections aren't just about Attio. They're part of a broader shift in how AI tools work together. The biggest unlock comes with working across multiple tools at once.

When Claude connects to Attio alongside Granola or Linear, the tools can all work in concert. Meeting notes in Granola can be used to update an Attio record. Product feedback noted on a deal in Attio can be used to create a Linear ticket.

You're not just connecting Attio to one tool. You're connecting your entire workflow, with your CRM context always at the center.

Every tool gets smarter, drawing from richer, more complete data.

Secure by default

Connecting to Attio in external tools doesn't mean giving up control. 

The ability to orchestrate across tools is powered by Attio MCP, a standard that lets AI tools securely read from and write to other systems.

Authentication is handled securely via OAuth, and you choose which workspace to connect. Permissions stay user-scoped, so access reflects exactly what each person can see and do.

You can also require explicit confirmation before any action is taken. That means no record gets updated and no data gets changed without your knowledge and consent. 

Your AI assistant moves fast when you want it to, but it never acts without you.

Get connected

Attio is available natively in Claude, ChatGPT, and Notion today.

You can also connect to Attio in any MCP client alongside any other MCP servers.

Your CRM should work where you work. Now it does.