Attio MCP Server
A comprehensive Model Context Protocol (MCP) server for Attio, the AI-native CRM. This server enables AI assistants like Claude to interact directly with your Attio data through natural language, providing seamless integration between conversational AI and your CRM workflows.
🎯 What is Attio MCP Server?
Transform your CRM workflows with AI-powered automation. Instead of clicking through multiple screens, simply ask Claude to find prospects, update records, manage pipelines, and analyze your data using natural language commands.
"Find all AI companies with 50+ employees that we haven't contacted in 30 days and add them to our Q1 outreach list"
✨ Core Features
68% Tool Reduction: Consolidated 40+ resource-specific tools into 13 universal operations for consistent, powerful CRM management.
📊 Company Management
- Universal Search: Find companies with
search-records and advanced-search - Full CRUD: Create, read, update, and delete with universal record operations
- Relationship Discovery: Find companies through
search-by-relationship - Batch Operations: Process hundreds of companies with
batch-operations - Detailed Information: Get contact, business, and social info with
get-detailed-info
👥 People Management
- Universal Contact Search: Find people by any criteria using universal search tools
- Relationship Tracking: Link people to companies with
search-by-relationship - Activity Timeline: Track interactions with
search-by-content and search-by-timeframe - Advanced Filtering: Multi-attribute search with universal filtering
- Bulk Operations: Efficiently manage contacts with universal batch operations
- Pipeline Operations: Move deals through sales stages
- Smart Segmentation: Create and manage targeted contact lists
- Advanced Filtering: Complex multi-condition filtering with AND/OR logic
- Entry Management: Add, remove, and update list memberships
- Deal Tracking: Monitor opportunities and revenue pipeline
✅ Task Management
- Universal Task Operations: Create, update, and manage tasks with universal tools
- Record Linking: Associate tasks with any record type using
resource_type parameter - Progress Tracking: Monitor completion with universal search and filtering
- Team Coordination: Streamline follow-ups with consistent universal operations
🔧 Advanced Capabilities
- Batch Processing: Handle bulk operations with error tracking
- Flexible Filtering: Text, numeric, date, boolean, and relationship filters
- Data Export: JSON serialization for integrations
- Real-time Updates: Live data synchronization with Attio
🚀 Installation
Option 1: NPM (Recommended)
# Global installation for CLI usage
npm install -g attio-mcp
# Or local installation for project integration
npm install attio-mcp
Option 2: One-Command Script Installation
curl -fsSL https://raw.githubusercontent.com/kesslerio/attio-mcp-server/main/install.sh | bash
Option 3: Manual Installation
git clone https://github.com/kesslerio/attio-mcp-server.git
cd attio-mcp-server
npm install
npm run build
⚡ Quick Start
Prerequisites
- Node.js (v18 or higher)
- Attio API Key (Get one here)
- Attio Workspace ID
1. Set Environment Variables
export ATTIO_API_KEY="your_api_key_here"
export ATTIO_WORKSPACE_ID="your_workspace_id_here"
2. Test the Installation
# Test the MCP server
attio-mcp --help
# Discover your Attio workspace attributes
attio-discover attributes
Add to your Claude Desktop MCP configuration:
{
"mcpServers": {
"attio-mcp": {
"command": "attio-mcp",
"env": {
"ATTIO_API_KEY": "your_api_key_here",
"ATTIO_WORKSPACE_ID": "your_workspace_id_here"
}
}
}
}
🌟 Example Use Cases
For Sales Teams
"Find all companies in the AI space with 50+ employees that we haven't contacted in 30 days"
"Create a task to follow up with Microsoft about the enterprise deal"
"Add John Smith from Google to our Q1 prospect list"
For Marketing Teams
"Create a list of all SaaS companies who opened our last 3 emails but haven't responded"
"Show me engagement metrics for our outbound campaign this month"
"Add all attendees from the conference to our nurture sequence"
For Customer Success
"Show me all enterprise customers with upcoming renewal dates in Q1"
"Create tasks for check-ins with accounts that haven't been contacted in 60 days"
"Find all customers who mentioned pricing concerns in recent notes"
For Data Operations
"Update all companies with missing industry data based on their domains"
"Export all contacts added this quarter to CSV"
"Merge duplicate company records for Acme Corporation"
🔐 Security & Privacy
- Secure API Authentication: Industry-standard API key authentication
- No Data Storage: Direct API passthrough with no local data retention
- Open Source: Full transparency with Apache 2.0 license
- Optional On-Premises: Deploy in your own infrastructure
📚 Documentation
Comprehensive documentation is available in the docs directory:
Getting Started
API Reference
Advanced Topics
Deployment
🛠 Development
Setup Development Environment
git clone https://github.com/kesslerio/attio-mcp-server.git
cd attio-mcp-server
npm install
npm run build
npm run test:offline
Available Scripts
npm run build # Build TypeScript
npm run test # Run all tests
npm run test:offline # Run tests without API calls
npm run lint # Check code style
npm run check # Full quality check
🤝 Contributing
We welcome contributions! Please see our Contributing Guidelines for details on:
- Adding new tools and features
- Improving documentation
- Reporting bugs and requesting features
- Testing and quality assurance
📈 What's Next?
This initial release provides a solid foundation for CRM automation. Future versions will include:
- Enhanced AI Insights: AI-powered data analysis and recommendations
- Custom Workflow Builders: Visual workflow creation for complex automations
- Advanced Reporting: Comprehensive analytics and dashboard integrations
- Third-Party Integrations: HubSpot, Salesforce, and other CRM sync capabilities
🔗 Links
- NPM Package: https://www.npmjs.com/package/attio-mcp
- GitHub Repository: https://github.com/kesslerio/attio-mcp-server
- Issues & Support: https://github.com/kesslerio/attio-mcp-server/issues
- Releases: https://github.com/kesslerio/attio-mcp-server/releases
- Attio Documentation: https://developers.attio.com/
📄 License
This project is licensed under the Apache License 2.0 - see the LICENSE file for details.
Original Work Attribution: This project is based on initial work by @hmk under BSD-3-Clause license, with substantial modifications and enhancements by @kesslerio. The original BSD license notice is preserved in the LICENSE file as required.
Ready to transform your CRM workflow? Install Attio MCP Server today and experience the future of CRM automation with AI!