How to connect Attio to Codex

  • Codex gets 24 Attio tools through one Metorial MCP URL.
  • Setup is 3 steps; teammates then sign in with SSO.
  • You need the Codex CLI, IDE extension or ChatGPT desktop app.

What Codex can do with Attio

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

  • Ask Codex to use the get thread tool in Attio
  • Ask Codex to use the delete list entry tool in Attio
  • Ask Codex to use the create or update record tool in Attio
  • Ask Codex to use the delete comment tool in Attio
  • Ask Codex to use the delete note tool in Attio

Add the Attio MCP server to Codex

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 the server and sign in

    The Codex CLI, IDE extension and ChatGPT desktop app share this config.

    codex mcp add metorial --url <your-magic-mcp-url>
    codex mcp login metorial
  3. 3. Check the connection

    Type /mcp in Codex to see Metorial and its Attio tools.

Give your team Attio in Codex

Once Attio is enabled in Metorial, teammates sign in with SSO and get the same connection in Codex, 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 Codex

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 Codex

What to expect once Attio is connected.

  • Limit which Attio tools Codex sees with enabled_tools and disabled_tools on the metorial server in config.toml.
  • Set default_tools_approval_mode to auto, prompt, writes or approve. writes prompts only for tools that are not marked read-only.
  • Type /mcp in the composer to see the connected servers.
  • Override the approval behavior for a single Attio tool with tools.<tool>.approval_mode.

Troubleshooting Codex

Metorial is listed but tools are missing
Codex can connect without credentials and then see nothing. Run codex mcp login metorial to complete the OAuth sign-in.
Metorial times out at startup
Codex waits 10 seconds by default. Raise startup_timeout_sec under [mcp_servers.metorial] in ~/.codex/config.toml.
Long tool calls fail after a minute
The default tool timeout is 60 seconds. Raise tool_timeout_sec for the metorial server in config.toml.

Based on the Codex MCP documentation.

Frequently asked questions

Common questions about connecting Attio to AI agents with Metorial.

  1. Does Codex support the Attio MCP server?
    Yes. Codex connects to the Attio MCP server through one CLI command, pointed at your Metorial URL. You need the Codex CLI, IDE extension or ChatGPT desktop app.
  2. No. You sign in to Attio once through Metorial, and Codex uses that connection. No API keys go into Codex'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 Codex, and every call is logged with the person's identity.
  5. Codex can connect without credentials and then see nothing. Run codex mcp login metorial to complete the OAuth sign-in.