Attio MCP server

Connect Attio to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Attio MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the delete note tool in Attio
  • Use the update record tool in Attio
  • Use the list tasks tool in Attio
  • Use the search records tool in Attio
  • Use the create comment tool in Attio
  • Use the list objects tool in Attio

Supported Tools

delete_note

Delete Note

Permanently delete a note. This action cannot be undone.

update_record

Update Record

Update an existing record's attribute values. By default, multi-select values are appended. Set **overwriteMultiselect** to true to replace multi-select values entirely.

list_tasks

List Tasks

List tasks with optional filters for assignee, completion status, and linked records. Returns task content, deadlines, assignees, and linked records.

search_records

Search Records

Fuzzy search across records in one or more objects. Matches on names, domains, emails, phone numbers, social handles, and labels. Good for finding records when you have partial or approximate information.

create_comment

Create Comment

Create a new comment on a record, list entry, or within an existing thread. Specify either a **threadId** to reply to an existing thread, a **record** to start a new thread on a record, or an **entry** to comment on a list entry.

list_objects

List Objects

List all objects (data types) in the workspace, including built-in objects like People and Companies, and any custom objects. Useful for discovering available objects and their slugs before querying records.

list_notes

List Notes

List notes, optionally filtered by a specific record. Returns note titles and content. Useful for retrieving all notes attached to a person, company, or other record.

update_task

Update Task

Update an existing task's deadline, completion status, linked records, or assignees. Can be used to mark tasks as complete, reassign them, or change deadlines.

create_task

Create Task

Create a new task in the workspace. Tasks can be assigned to workspace members and linked to records (people, companies, etc.).

add_list_entry

Add List Entry

Add a record to a list as an entry, or update an existing entry using upsert. When **upsert** is true, creates the entry if the record isn't already in the list, or updates it if it is.

update_list_entry

Update List Entry

Update attribute values on an existing list entry. By default multi-select values are appended; set **overwriteMultiselect** to replace them entirely.

get_record

Get Record

Retrieve a single record from any Attio object (People, Companies, Deals, or custom objects) by its ID. Returns the full record with all attribute values.

create_note

Create Note

Create a new note attached to a record. Notes can contain markdown-formatted content. Specify the parent object and record to attach the note to.

query_records

Query Records

Query and filter records from any Attio object using structured filters. Supports sorting, pagination, and complex filter expressions. Use the shorthand filter format for simple equality: `{ "email_addresses": "[email protected]" }` Or use the verbose format for complex conditions: `{ "$and": [{ "name": { "full_name": { "$eq": "John" } } }] }`

list_attributes

List Attributes

List all attribute definitions for an object or list. Returns attribute metadata including title, slug, type, and configuration. Useful for understanding the data model before creating or querying records.

get_lists

Get Lists

Retrieve all lists in the workspace, or get details for a specific list. Lists organize records into structured collections (e.g. sales pipelines, recruitment pipelines).

list_workspace_members

List Workspace Members

List all members of the Attio workspace, including their names, emails, roles, and avatar URLs. Useful for finding assignees for tasks or identifying team members.

delete_record

Delete Record

Permanently delete a record from an Attio object. This action cannot be undone.

delete_task

Delete Task

Permanently delete a task. This action cannot be undone.

query_list_entries

Query List Entries

Query and filter entries in a list. Supports the same filter and sort syntax as record queries. Useful for retrieving entries from sales pipelines, recruitment stages, etc.

get_thread

Get Thread

Retrieve a comment thread by its ID, including all comments in the thread.

delete_list_entry

Delete List Entry

Remove a record from a list by deleting its entry. This does not delete the underlying record.

create_or_update_record

Create or Update Record

Create a new record or update an existing one (upsert) in any Attio object. When **matchingAttribute** is provided, performs an "assert" (upsert): if a record with that attribute value exists, it's updated; otherwise a new record is created. Without matchingAttribute, always creates a new record.

delete_comment

Delete Comment

Delete a comment. If the comment is the head of a thread, the entire thread is deleted. This action cannot be undone.

Connect Attio to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Attio in Metorial. In your Metorial portal, enable the Attio MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Attio tools.

Run Attio through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Attio and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Attio tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Attio

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Technical notes for Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Frequently asked questions

Common questions about connecting Attio to AI agents with Metorial.

  1. How many tools does the Attio MCP server have?
    The Attio MCP server exposes 24 tools, including Delete Note, Update Record, List Tasks. Each one is governed and traced through Metorial.
  2. Attio exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Attio MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Attio and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Attio MCP server yourself or use the hosted gateway.

Connect Attio to production AI agents

See how Metorial gives your team governed access to Attio, with tracing and security controls built in.