Attio MCP Server — Hosted Api Connectors Integration

mcp-attio — Attio CRM MCP Server

Automate your entire Attio workspace — manage people, companies, deals, notes, tasks, and workspace members from any AI agent.

Attio is a modern, data-driven CRM built for high-growth B2B teams. This MCP server gives your agents complete access to the Attio REST API: listing and creating records across people, companies, and deals; searching with rich filters; logging notes and tasks on any record; and introspecting workspace membership.

Live endpoint: https://mcp.aerostack.dev/s/aerostack/mcp-attio

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What You Can Do

• Enrich and sync people and company records from external data sources automatically
• Create and progress deals through pipeline stages based on external signals (signed contracts, payments, emails)
• Log call summaries and meeting notes directly to CRM records without opening Attio
• Assign tasks to workspace members and track completion via AI-driven workflows
• Search and filter across people, companies, and deals using Attio's native filter syntax

Available Tools

Tool	Description
list_people	List people records with cursor-based pagination
get_person	Get a person record by record_id
create_person	Create a person with name, email, and phone
update_person	Update person attributes
delete_person	Delete a person record
list_companies	List company records with cursor-based pagination
get_company	Get a company record by record_id
create_company	Create a company with name, domains, and employee range
update_company	Update company attributes
delete_company	Delete a company record
list_deals	List deal records with cursor-based pagination
get_deal	Get a deal record by record_id
create_deal	Create a deal with name, stage, and monetary value
update_deal	Update deal stage, value, or close date
delete_deal	Delete a deal record
search_records	Search people, companies, or deals using Attio filter syntax
list_record_entries	List all timeline entries on a record
create_note	Create a note attached to any record
list_notes	List notes for a specific record
list_tasks	List tasks, optionally filtered by record or completion status
create_task	Create a task linked to people, companies, or deals
list_workspace_members	List all members in the workspace
_ping	Verify connectivity — calls GET /v2/self

Configuration

Variable	Required	Description	How to Get
ATTIO_ACCESS_TOKEN	Yes	Attio API Bearer token	Attio Workspace Settings → API → Access tokens → Create token with required scopes

Required Token Scopes

Your access token needs read/write scopes for the objects you intend to manage:

• Records — record:read, record:write
• Notes — note:read, note:write
• Tasks — task:read, task:write
• Workspace members — workspace_member:read

Quick Start

Add to Aerostack Workspace

1. Go to aerostack.dev → Your Project → MCPs
2. Search for "Attio" and click Add to Workspace
3. Add your ATTIO_ACCESS_TOKEN under Project → Secrets

Once added, every AI agent in your workspace can manage Attio CRM data automatically — no per-user setup needed.

Example Prompts

"Find all people at Acme Corp in Attio and list their email addresses"
"Create a new deal for Acme Corp in the Qualification stage worth $75,000"
"Move deal rec_deal_001 to Closed Won and log a note saying the contract was signed"
"List all incomplete tasks assigned to workspace members due this week"

Direct API Call

curl -X POST https://mcp.aerostack.dev/s/aerostack/mcp-attio \
  -H 'Content-Type: application/json' \
  -H 'X-Mcp-Secret-ATTIO-ACCESS-TOKEN: your-token' \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"search_records","arguments":{"object_slug":"people","filter":{"name":{"$str_contains":"Jane"}},"limit":10}}}'

License

MIT