Attio MCP Server
A comprehensive Model Context Protocol (MCP) server for Attio, enabling AI assistants like Claude to interact with your CRM through natural language.
Transform your CRM workflows: "Find all AI companies with 50+ employees that we haven't contacted in 30 days"
✨ Key Features
- Universal Tools: 13 tools work across all record types (companies, people, deals, lists, tasks)
- High Performance: 89.7% speed improvement with 227KB memory reduction (PR #483)
- Natural Language: Search, create, update, and manage CRM data conversationally
- Advanced Filtering: Complex multi-condition searches with relationship-based queries
- Batch Operations: Process hundreds of records efficiently with optimized formatResult architecture
- Full CRUD: Complete create, read, update, delete capabilities for all record types
- Field Mapping Excellence: Corrected field mappings with category validation and special character preservation
- Enterprise Quality: 97.15/100 production readiness score with zero breaking changes
- Clean Architecture: Complete production-test separation with mock factory pattern
🚀 Quick Start
Installation
# Install globally
npm install -g attio-mcp-server
# Or clone for development
git clone https://github.com/kesslerio/attio-mcp-server.git
cd attio-mcp-server
npm install
Configuration
- Get your Attio API key: Attio Developer Documentation
- Configure environment:
export ATTIO_API_KEY="your_api_key_here"
- Add to Claude Desktop (
~/Library/Application Support/Claude/claude_desktop_config.json):{
"mcpServers": {
"attio": {
"command": "attio-mcp-server",
"env": {
"ATTIO_API_KEY": "your_api_key_here"
}
}
}
}
💬 Example Usage
Once configured, interact with your Attio CRM naturally:
Find technology companies in San Francisco with more than 100 employees
Create a new deal for $50,000 with Acme Corp
Add John Smith to our Q4 prospects list
Show me all overdue tasks assigned to the sales team
📚 Documentation
| Tool | Purpose |
|---|
search-records | Find any record type with flexible criteria |
get-record-details | Retrieve complete record information |
create-record | Create companies, people, deals, tasks, etc. |
update-record | Modify existing records |
delete-record | Remove records safely |
advanced-search | Complex multi-condition filtering |
batch-operations | Process multiple records efficiently |
Recent Improvements (PR #483)
Our formatResult architecture refactoring delivered exceptional performance gains:
- 89.7% faster execution - Optimized string formatting eliminates environment detection overhead
- 227KB memory reduction - Efficient memory management with 57.8% fewer object allocations
- 59% code quality improvement - ESLint warnings reduced from 957 to 395
- 100% type safety - Eliminated dual return types and environment-dependent behavior
- Zero breaking changes - Complete backward compatibility maintained
Architecture Excellence
- Clean Separation: Complete production-test isolation with mock factory pattern
- Mock Factory Architecture: Centralized test data generation for Issue #480 compatibility
- Environment Independence: No runtime behavior changes based on NODE_ENV
- Type Safety: Consistent string return types across all formatResult functions
See our Performance Report and Architecture Guide for technical details.
🐳 Docker Deployment
# Quick start with Docker
docker run -e ATTIO_API_KEY=your_key_here attio-mcp-server
# Or use Docker Compose
echo "ATTIO_API_KEY=your_key_here" > .env
docker-compose up -d
🧪 Testing
The project maintains high-quality test coverage with modern mock factory architecture:
- E2E Tests: 76% success rate (29/38 passing) with Issue #480 compatibility
- Integration Tests: 100% success rate with real API validation
- Unit Tests: 100% success rate (26/26 passing) with clean architecture
- Performance Tests: Environment-aware budgets with dual testing strategy
- Mock Factory Pattern: Complete production-test separation for reliable testing
See our Testing Guide, Mock Factory Pattern, and Production-Test Separation for details.
🤝 Contributing
We welcome contributions! See our Contributing Guide for details on:
- Setting up the development environment
- Running tests and linting
- Submitting pull requests
- Code standards and best practices
📄 License
This project is licensed under the Apache License 2.0. See LICENSE for details.
🔗 Links
Need help? Check our troubleshooting guide or open an issue.