What Claude Code can do with Attio
Ask your agent in plain language. Each of these maps to a real tool on the server.
- Ask Claude Code to use the get lists tool in Attio
- Ask Claude Code to use the list workspace members tool in Attio
- Ask Claude Code to use the delete record tool in Attio
- Ask Claude Code to use the delete task tool in Attio
- Ask Claude Code to use the query list entries tool in Attio
Add the Attio MCP server to Claude Code
Run these once. Afterwards, everyone you give access to signs in the same way.
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 the server over HTTP
Add --scope user to use it in every project.
claude mcp add --transport http metorial <your-magic-mcp-url>3. Sign in
Run /mcp, select Metorial and sign in to load Attio tools.
Give your team Attio in Claude Code
Once Attio is enabled in Metorial, teammates sign in with SSO and get the same connection in Claude Code, 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 Code
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 Code
What to expect once Attio is connected.
- Attio tools appear as mcp__metorial__<tool>. Use that name in permission rules to allow or deny a tool.
- Run /mcp to see whether Metorial is connected and to sign in again.
- Claude Code warns when a tool result passes 10,000 tokens and caps it at 25,000 by default. Raise the cap with MAX_MCP_OUTPUT_TOKENS.
- Pre-approve trusted Attio tools with allow rules in your settings so Claude Code stops asking each time.
Troubleshooting Claude Code
- claude mcp list shows "Needs authentication"
- Run /mcp, select Metorial, and sign in. If sign-in keeps failing, choose Clear authentication in the same menu and sign in again.
- A teammate sees "Pending approval"
- Servers shared through a project .mcp.json need approval. Run claude in the project and approve Metorial when asked.
- Large tool results are cut off
- Claude Code limits MCP tool output to 25,000 tokens by default. Raise it with the MAX_MCP_OUTPUT_TOKENS environment variable.
Based on the Claude Code MCP documentation.
Frequently asked questions
Common questions about connecting Attio to AI agents with Metorial.
Does Claude Code support the Attio MCP server?
Yes. Claude Code connects to the Attio MCP server through one CLI command, pointed at your Metorial URL. You need the Claude Code CLI.Do I need an API key to connect Attio to Claude Code?
No. You sign in to Attio once through Metorial, and Claude Code uses that connection. No API keys go into Claude Code's settings.Which Attio tools can Claude Code use?
All 24 Attio tools your team allows, such as Delete Note, Update Record, List Tasks. Admins can narrow that list per team.Can I control which teammates use Attio in Claude Code?
Yes. Role-based access control decides who can use Attio and which of its tools appear in Claude Code, and every call is logged with the person's identity.What if Claude Code doesn't show Attio tools?
Run /mcp, select Metorial, and sign in. If sign-in keeps failing, choose Clear authentication in the same menu and sign in again.
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