Attio MCP

Using the Model Context Protocol, Attio MCP enables compatible AI assistants to securely access and take action on your CRM data once it has been configured and authenticated. This makes it possible to search, create, and update records, work with notes, and manage tasks in Attio using natural language.

If you are building AI powered workflows or connecting tools like ChatGPT, Claude, or other MCP compatible clients to Attio, this is the supported way to do it.

What is MCP?Copy link

MCP stands for Model Context Protocol. It is an open standard that allows AI systems to securely interact with external tools and data sources.

Attio’s MCP implementation provides a structured and permissioned way for AI tools to access your workspace. Actions are authenticated and respect your existing workspace permissions.

Who should use Attio MCP?Copy link

Attio MCP is for anyone who wants to connect an external AI tool to their Attio workspace.

This can include developers building custom workflows, as well as operators or team members who want to use tools like ChatGPT or other MCP compatible clients to query or update CRM data.

If you are only using AI features inside Attio, you do not need MCP. MCP is only required when connecting an external AI system to your workspace.

What you can do with Attio MCPCopy link

With Attio MCP, compatible AI tools can:

• Search for people, companies, deals, and other records

• Create and update records

• Search and create notes

• Search emails and meetings

• Create and update tasks

Access is scoped to your authenticated Attio account, so AI tools can only access data and take actions that you already have permission to access in your workspace.

Example use casesCopy link

Here are a few ways teams use Attio MCP with external AI tools:

For sales teamsCopy link

Ask an AI assistant to summarize recent notes and meetings for a deal and create follow up tasks.

For founders and RevOpsCopy link

List open deals by stage, and summarize key notes from recent meetings.

For customer success teamsCopy link

Search recent emails and meeting notes for a specific account and create follow up tasks directly from the conversation context.

For recruiting teamsCopy link

Look up candidates, review recent notes, and create new tasks without manually navigating through records.

For operators building internal workflowsCopy link

Connect an AI tool to search and retrieve CRM data, summarize records or recent activity, and create or update records and tasks using natural language prompts.

When to use Attio MCP or Ask AttioCopy link

Ask Attio allows you to use AI directly inside Attio. It is designed for fast, in product answers and assistance with your workspace, with no additional setup required.

Attio MCP is a good fit when you want to connect Attio to external AI tools and workflows. For example:

• Using AI clients like ChatGPT or Claude to generate structured outputs such as sales summaries or reports based on your CRM data

• Connecting Attio with other MCP enabled tools to move or sync information between systems

• Using more advanced AI agent environments that can combine Attio with custom scripts or multi step automations

Ask Attio and MCP are complementary, and the best option depends on whether you are working inside Attio or connecting Attio to external systems.

How to get startedCopy link

To set up and configure Attio MCP, including authentication and supported actions, refer to the developer documentation for Attio MCP. The developer docs provide full setup instructions, technical requirements, and implementation details.