How to connect Attio to Claude

  • Claude gets 24 Attio tools through one Metorial MCP URL.
  • Setup is 4 steps; teammates then sign in with SSO.
  • You need any Claude plan; Free plans allow one custom connector.

What Claude can do with Attio

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

  • Ask Claude to use the delete note tool in Attio
  • Ask Claude to use the update record tool in Attio
  • Ask Claude to use the list tasks tool in Attio
  • Ask Claude to use the search records tool in Attio
  • Ask Claude to use the create comment tool in Attio

Add the Attio MCP server to Claude

Run these once. Afterwards, everyone you give access to signs in the same way.

  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 connector

    Open Customize, then Connectors. Select Add, then Custom, then Web.

  3. 3. Paste your Metorial MCP URL

    Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.

  4. 4. Sign in

    Select Add and sign in to load Attio tools.

Give your team Attio in Claude

Once Attio is enabled in Metorial, teammates sign in with SSO and get the same connection in Claude, with only the tools their role allows.

One link covers every app you approve. See how the MCP gateway handles access, roles and audit logs for the whole company.

Attio tools available in Claude

Full descriptions and inputs are on the Attio MCP server page.

  • 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.

Using Attio tools in Claude

What to expect once Attio is connected.

  • Turn Metorial on for a conversation with the + button, then Connectors; each connector has its own toggle.
  • Claude asks before it runs a Attio tool. Choose Allow always only for tools you trust to run unsupervised.
  • Use the Search and tools menu to switch off tools you do not need in the current conversation.
  • Remove the connector from Customize, then Connectors. Team and Enterprise owners can do this for the whole organization.

Troubleshooting Claude

Members on a Team or Enterprise plan cannot add the connector
On Team and Enterprise plans an Owner adds custom connectors in Organization settings, then Connectors. Members then connect it with their own account.
The Free plan only allows one custom connector
One is enough: your Metorial URL carries every app your team approves, so you never need a second connector.
Tools do not show up in a chat
Connectors are switched on per conversation. Open the + menu in the chat, choose Connectors, and turn Metorial on.

Based on the Claude MCP documentation.

Frequently asked questions

Common questions about connecting Attio to AI agents with Metorial.

  1. Does Claude support the Attio MCP server?
    Yes. Claude connects to the Attio MCP server through its connector settings, pointed at your Metorial URL. You need any Claude plan; Free plans allow one custom connector.
  2. No. You sign in to Attio once through Metorial, and Claude uses that connection. No API keys go into Claude's settings.
  3. All 24 Attio tools your team allows, such as Delete Note, Update Record, List Tasks. Admins can narrow that list per team.
  4. Yes. Role-based access control decides who can use Attio and which of its tools appear in Claude, and every call is logged with the person's identity.
  5. On Team and Enterprise plans an Owner adds custom connectors in Organization settings, then Connectors. Members then connect it with their own account.