Attio MCP Server

# Getting Started: 5 Minutes to Your First AI-Powered CRM Query _Get up and running with Attio MCP Server in 5 minutes. From installation to your first successful AI-powered CRM interaction._ ## ⏱️ 5-Minute Quick Start ### ✅ Step 1: Prerequisites Check (30 seconds) **Before you begin, verify you have:** - [ ] **Attio Account** with API access - [ ] **Claude Desktop** installed on your computer - [ ] **Node.js** (v18+) - Check with: `node --version` _Don't have these? See [Full Setup Guide](#full-setup-guide) below._ --- ### 🔑 Step 2: Get Your Attio API Credentials (60 seconds) 1. **Go to Attio API Settings**: [app.attio.com/settings/api](https://app.attio.com/settings/api) 2. **Create New API Key**: Click "Generate API Key" 3. **Copy Your Key**: It looks like: `att_1a2b3c4d5e6f...` (64 characters) 4. **Save It Safely**: You'll need this in the next step --- ### ⚡ Step 3: One-Command Installation (60 seconds) **Choose your preferred installation method:** **Option A: NPM Global Install (Recommended)** ```bash npm install -g attio-mcp-server ``` **Option B: One-Line Script Install** ```bash curl -fsSL https://raw.githubusercontent.com/kesslerio/attio-mcp-server/main/install.sh | bash ``` **Option C: Smithery Auto-Install** ```bash npx -y @smithery/cli install @kesslerio/attio-mcp-server --client claude ``` _With Smithery, skip to Step 5 - it handles Claude configuration automatically!_ --- ### 🔧 Step 4: Configure Claude Desktop (90 seconds) 1. **Find Claude Config File**: - **Mac**: `~/Library/Application Support/Claude/claude_desktop_config.json` - **Windows**: `%APPDATA%\Claude\claude_desktop_config.json` 2. **Add Attio MCP Server** (copy and paste this, replacing YOUR_API_KEY): ```json { "mcpServers": { "attio-mcp": { "command": "attio-mcp-server", "env": { "ATTIO_API_KEY": "YOUR_API_KEY_HERE", "ATTIO_DEFAULT_DEAL_OWNER": "user@company.com", "ATTIO_DEFAULT_DEAL_STAGE": "Interested", "ATTIO_DEFAULT_CURRENCY": "USD" } } } } ``` 3. **Optional: Configure Deal Defaults** The additional environment variables shown above configure default values for deal creation: - `ATTIO_DEFAULT_DEAL_OWNER`: Email address of the default deal owner (typically your email) - `ATTIO_DEFAULT_DEAL_STAGE`: Default stage for new deals (check your Attio workspace for available stages) - `ATTIO_DEFAULT_CURRENCY`: Default currency code (e.g., USD, EUR, GBP) These are optional but recommended if you plan to create deals via Claude. 4. **Save and Restart Claude Desktop** --- ### 🎯 Step 5: Test Your First Query (60 seconds) **Restart Claude Desktop, then copy and paste this exact prompt:** ``` Test my Attio CRM connection using universal tools: 1. Use records.search with resource_type="companies" to count total companies 2. Use records.search with resource_type="people" to count total contacts 3. Use records.search_by_timeframe to find companies added in last 5 days 4. Use get-lists to show available lists and pipelines Limit each result to 10 items and format as dashboard for setup verification. ``` **Alternative Simple Test:** ``` Show me a CRM overview using universal tools: company count, contact count, and recent activity. Verify my Attio connection is working properly. ``` **🎉 Success!** If you see your CRM data, you're ready to go! **❌ Having issues?** Jump to [Quick Troubleshooting](#quick-troubleshooting) below. --- ## 📋 Your Next 5 Minutes: Essential Prompts to Try Once your test query works, try these essential prompts to explore capabilities: ### 🔍 **Data Exploration** ``` Show me my CRM health status: - Companies missing key information (industry, website, employee count) - People without email addresses - Any duplicate records you can identify - Data completeness overview ``` ### 👥 **People & Contacts** ``` Find all people added to my CRM in the last 30 days. Show me their names, companies, job titles, and how they were added to the system. ``` ### 🏢 **Company Intelligence** ``` Show me all technology companies in my CRM with more than 50 employees. Include their industry, location, and any recent activity or notes. ``` ### 📊 **Quick Analytics** ``` Give me a business intelligence summary: - Distribution of companies by industry - Geographic distribution of my contacts - Recent activity trends (last 30 days) - Top opportunities or deals in my pipeline ``` ### ✅ **Task Management** ``` Show me all open tasks in my CRM. Group them by priority and due date so I can see what needs immediate attention. ``` --- ## 🚨 Quick Troubleshooting ### ❌ "Attio MCP Server not found" **Likely cause**: Installation issue or Claude can't find the command **Quick fixes**: 1. **Reinstall globally**: `npm install -g attio-mcp-server` 2. **Use full path**: Change `"command": "attio-mcp-server"` to `"command": "npx attio-mcp-server"` 3. **Check installation**: Run `attio-mcp-server --help` in terminal ### ❌ "Authentication failed" **Likely cause**: Incorrect API key or formatting **Quick fixes**: 1. **Check API key**: Ensure it's exactly 64 characters starting with `att_` 2. **No extra spaces**: Remove any spaces before/after the key 3. **Regenerate key**: Create a new API key in Attio settings ### ❌ "No data returned" or empty results **Likely cause**: Empty CRM or permission issues **Quick fixes**: 1. **Check Attio data**: Log into Attio web app to verify you have data 2. **API permissions**: Ensure your API key has read access to companies/people 3. **Try simple query**: `"Show me anything in my Attio CRM"` ### ❌ Claude doesn't recognize the server **Likely cause**: Configuration or restart issue **Quick fixes**: 1. **Restart Claude completely**: Quit and reopen Claude Desktop 2. **Check JSON syntax**: Validate your `claude_desktop_config.json` is valid JSON 3. **File location**: Double-check you're editing the correct config file location --- ## 📚 What's Next? ### 🎯 **Immediate Next Steps** (Next 15 minutes) 1. **Try the playbooks**: Check out ready-to-use prompts in [Sales Playbook](playbooks/sales-playbook.md) 2. **Learn key workflows**: See [Daily Sales Workflows](workflows/daily-sales-workflows.md) for systematic processes 3. **Explore advanced features**: Try [Customer Success Playbook](playbooks/customer-success-playbook.md) for account management ### 🚀 **Power User Development** (Next hour) 1. **Master advanced search**: Learn complex filtering in [Operations Playbook](playbooks/operations-playbook.md) 2. **Optimize your routine**: Build systematic workflows with [Weekly Operations](workflows/weekly-operations.md) 3. **Customer journey mapping**: Implement [Customer Lifecycle Workflows](workflows/customer-lifecycle.md) ### 🏆 **Team Implementation** (This week) 1. **Share success patterns**: Document what works best for your use cases 2. **Train team members**: Use this guide to onboard colleagues 3. **Customize for your business**: Adapt playbook prompts to your specific industry and processes --- ## 📖 Full Setup Guide (For New Users) ### 🎯 Prerequisites Setup **Get Attio Account & API Access**: 1. Sign up at [attio.com](https://attio.com) if you don't have an account 2. Add some sample data (companies, contacts) for testing 3. Navigate to Settings > API to generate your API key **Install Node.js**: - Download from [nodejs.org](https://nodejs.org) (LTS version recommended) - Verify installation: `node --version` (should show v18+) **Install Claude Desktop**: - Download from [claude.ai](https://claude.ai) - Complete setup and sign in to your account ### ⚙️ Advanced Configuration Options **Environment Variables** (optional): ```bash # Optional: Set deal defaults for streamlined deal creation export ATTIO_DEFAULT_DEAL_STAGE="Interested" export ATTIO_DEFAULT_DEAL_OWNER="your_member_id" export ATTIO_DEFAULT_CURRENCY="USD" ``` **Development Setup** (for advanced users): ```bash # Clone repository for customization git clone https://github.com/kesslerio/attio-mcp-server.git cd attio-mcp-server npm install npm run build # Use local development version # In Claude config, use: "command": "node /path/to/attio-mcp-server/dist/index.js" ``` **Docker Deployment** (for teams): ```bash # Pull and run via Docker docker run -e ATTIO_API_KEY=your_key -p 3000:3000 kesslerio/attio-mcp-server # Or use docker-compose for production # See docs/deployment/ for full Docker guide ``` --- ## 🎯 Success Metrics: Know You're Ready **✅ You're successfully set up when you can:** - [ ] Get a data summary of your Attio CRM through Claude - [ ] Search for specific companies or contacts using natural language - [ ] Create new records (companies, people, tasks) through Claude - [ ] Get meaningful insights about your CRM data quality and trends **🏆 You're a power user when you can:** - [ ] Use complex filtering to find exactly what you need - [ ] Execute systematic daily workflows using AI prompts - [ ] Generate business intelligence reports and insights - [ ] Manage your entire sales or customer success process through AI **📈 You're driving business value when you can:** - [ ] Save 2+ hours per day on CRM tasks through AI automation - [ ] Identify opportunities and risks faster than manual processes - [ ] Make data-driven decisions based on AI-generated insights - [ ] Scale your CRM processes without proportional time investment --- ## 💡 Pro Tips for Maximum Success ### 1. **Start Simple, Scale Complexity** Begin with basic data queries, then gradually add filters, automation, and advanced workflows. ### 2. **Be Specific in Your Requests** Instead of: "Show me companies" Try: "Show me technology companies with 50+ employees added in the last 30 days" ### 3. **Use the Playbooks** The playbooks contain battle-tested prompts that solve real business problems - don't reinvent the wheel. ### 4. **Build Daily Habits** Consistency beats perfection. Use AI for 2-3 CRM tasks daily rather than trying to do everything at once. ### 5. **Share and Learn** Document what works best for your team and industry. Share successful prompts with colleagues. --- ## 🤝 Getting Help & Community **📞 Need Support?** - [Troubleshooting Guide](troubleshooting.md) - Scenario-based problem solving with known issue workarounds - [Universal Tools Quick Reference](universal-tools-quick-reference.md) - Validated copy-paste prompts for all 14 universal tools - [GitHub Issues](https://github.com/kesslerio/attio-mcp-server/issues) - Bug reports and feature requests - [Documentation](../README.md) - Complete reference guide **🚀 Ready to Go Deeper?** - [Sales Playbook](playbooks/sales-playbook.md) - 25+ optimized prompts with universal tools syntax - [Customer Success Playbook](playbooks/customer-success-playbook.md) - Account management automation - [Operations Playbook](playbooks/operations-playbook.md) - Data excellence and bulk operations **💪 Power User Resources** - [Daily Workflows](workflows/daily-sales-workflows.md) - Systematic AI-powered routines - [Customer Lifecycle Management](workflows/customer-lifecycle.md) - End-to-end journey automation - [Universal Tools Quick Reference](universal-tools-quick-reference.md) - Master all 14 universal tools with validated examples --- **🎉 Congratulations!** You're now ready to transform your CRM workflow with AI-powered automation. Start with simple queries, build confidence with the playbooks, and scale to systematic workflows that save hours every day. _Ready to level up? Try your first workflow from the [Daily Sales Workflows](workflows/daily-sales-workflows.md) guide!_