How to connect Attio to ChatGPT

1. 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. 2. Add a custom MCP server

   On ChatGPT web, open Plugins, select +, then Add custom MCP server.

3. 3. Paste your Metorial MCP URL

   Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>), choose OAuth and accept the risk notice.

4. 4. Create and install the plugin

   Select Create as a plugin, install it and sign in to load Attio tools.

• Delete Note: Permanently delete a note.
• Update Record: Update an existing record's attribute values.
• List Tasks: List tasks with optional filters for assignee, completion status, and linked records.
• Search Records: Fuzzy search across records in one or more objects.
• Create Comment: Create a new comment on a record, list entry, or within an existing thread.
• List Objects: List all objects (data types) in the workspace, including built-in objects like People and Companies, and any custom objects.
• List Notes: List notes, optionally filtered by a specific record.
• Update Task: Update an existing task's deadline, completion status, linked records, or assignees.
• Create Task: Create a new task in the workspace.
• Add List Entry: Add a record to a list as an entry, or update an existing entry using upsert.
• Update List Entry: Update attribute values on an existing list entry.
• Get Record: Retrieve a single record from any Attio object (People, Companies, Deals, or custom objects) by its ID.
• Create Note: Create a new note attached to a record.
• Query Records: Query and filter records from any Attio object using structured filters.
• List Attributes: List all attribute definitions for an object or list.
• And 9 more on the Attio MCP server page.

• Type @ and pick the plugin. The selection applies to that message only, so @mention it again when a follow-up needs fresh Attio data.
• For write actions, ChatGPT may ask you to confirm first, depending on the app permissions and the action.
• Once published for a workspace, ChatGPT keeps a snapshot of the tool list. When your team adds Attio tools in Metorial, an admin refreshes the actions in Workspace settings before they appear.
• You can use several apps in one prompt, for example read Attio data and then create a ticket in another app.

Add custom MCP server is missing

Workspace policy controls it. On Enterprise and Edu, an admin grants the permission to create plugins with MCPs; ask them to enable it for you.

The plugin exists but no tools appear

Creating the plugin is not enough: install it from your plugins, then start a new conversation so ChatGPT loads its tools.

ChatGPT answers without using the tools

Pick the plugin with @ in the composer and name the action you want, for example "use Metorial to look up the latest ticket".

Based on the ChatGPT MCP documentation.