Attio MCP Server

# User Guide: Working with Attio MCP Server This guide covers common workflows and examples for using the Attio MCP Server with AI assistants like Claude. ## Quick Start Once configured, you can interact with your Attio CRM using natural language. The server supports universal tools that work across all Attio record types (companies, people, deals, etc.). ### Basic Operations - **Search**: "Find all people at Google" - **Create**: "Create a new company called Acme Corp" - **Update**: "Update John Smith's email to john.smith@example.com" - **View**: "Show me details for the Acme Corp company" ## Common Workflows ### Lead Management #### Capturing a New Lead ``` Add a new contact named John Smith with email john@example.com and phone 555-123-4567 ``` #### Lead Follow-up ``` Add a note to John Smith that I need to follow up next week about our product demo ``` #### List Management ``` Add John Smith to our New Leads list ``` ### Account Management #### Preparing for Customer Meetings ``` Find Acme Corporation in our CRM and show me their recent activity ``` #### Deal Tracking ``` Create a new deal for $10,000 with Acme Corp for Q4 software licensing ``` ### Data Management #### Bulk Operations ``` Find all companies in the Technology industry and show their contact information ``` #### Advanced Filtering ``` Show me all people who work at companies with more than 100 employees ``` ## Best Practices ### Efficient Searching - Use specific criteria when possible - Combine multiple filters for precise results - Utilize relationship-based searches ### Data Quality - Always verify data before bulk operations - Use consistent naming conventions - Keep notes and activities up to date ### Security - Never share API keys in chat logs - Use appropriate field visibility settings - Follow your organization's data handling policies ## Troubleshooting ### Common Issues - **Authentication errors**: Check your ATTIO_API_KEY environment variable - **Record not found**: Verify spelling and check record existence - **Permission errors**: Ensure your API key has appropriate permissions ### Getting Help - Check the API reference in `/docs/api/` - Review error messages for specific guidance - Consult the troubleshooting guide ## Next Steps - Explore the [API Reference](api/universal-tools.md) for advanced usage - Learn about [extending functionality](development/extending-mcp.md) - Review [deployment options](deployment/README.md)