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Glama

Attio MCP Server

by kesslerio

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
ATTIO_API_KEYYesYour Attio API Key

Schema

Prompts

Interactive templates invoked by user choice

NameDescription
Create a new personCreate a new person record in Attio with the provided details
Find a person by emailSearch for a person in Attio using their email address
Update person detailsUpdate an existing person record in Attio
Add a note to a personAdd a note to an existing person record in Attio
Create a new companyCreate a new company record in Attio with the provided details
Find a company by nameSearch for a company in Attio using its name
Update company detailsUpdate an existing company record in Attio
Add a note to a companyAdd a note to an existing company record in Attio
Search for dealsSearch for deals in Attio by name or other criteria
Get deal detailsRetrieve detailed information about a specific deal
Create a new dealCreate a new deal record in Attio
Update a dealUpdate an existing deal record in Attio
Add a note to a dealAdd a note to an existing deal record in Attio
Create a new listCreate a new list in Attio for a specific object type
Add a record to a listAdd an existing record to a list in Attio
Remove a record from a listRemove a record from a list in Attio
Check if a record is in a listCheck if a specific record is present in a list
Get entries in a listRetrieve all entries in a specific list
Create a new noteCreate a new note for a person or company in Attio
Get notes for a recordRetrieve all notes for a specific person or company
Update a noteUpdate an existing note in Attio
Delete a noteDelete an existing note in Attio

Resources

Contextual data attached and managed by the client

NameDescription

No resources

Tools

Functions exposed to the LLM to take actions

NameDescription
aaa-health-check

Returns server status without requiring any credentials.

search-records

Universal search across all resource types (companies, people, records, tasks)

get-record-details

Get detailed information for any record type

create-record

Create a new record of any supported type

update-record

Update an existing record of any supported type

delete-record

Delete a record of any supported type

get-attributes

Get attributes for any resource type (companies, people, lists, records, tasks, deals, notes)

discover-attributes

Discover available attributes for any resource type

get-detailed-info

Get specific types of detailed information (contact, business, social)

create-note

Create a note for any record type (companies, people, deals)

list-notes

Get notes for any record type (companies, people, deals)

advanced-search

Advanced search with complex filtering across all resource types

search-by-relationship

Search records by their relationships to other entities

search-by-content

Search within notes, activity, and interaction content

search-by-timeframe

Search records by temporal criteria (creation, modification, interaction dates)

batch-operations

Perform bulk operations (create, update, delete, get, search)

batch-search

Perform batch search operations with multiple queries in parallel

search

Search Attio data by query for OpenAI MCP clients.

fetch

Retrieve the full record payload for a search result ID.

get-lists

Get all CRM lists from Attio (sales pipelines, lead stages, customer segments, etc.)

get-record-list-memberships

Find all CRM lists that a specific record (company, person, etc.) belongs to

get-list-details

Get details for a specific CRM list (pipeline stages, field configuration, etc.)

get-list-entries

Get entries for a specific CRM list (companies, people, etc. in sales pipelines)

filter-list-entries

Filter entries in a CRM list by a specific attribute (e.g., stage, status)

advanced-filter-list-entries

Filter entries in a CRM list with advanced multiple conditions (complex sales pipeline queries)

add-record-to-list

Add a company or person to a CRM list (sales pipeline, lead list, etc.)

remove-record-from-list

Remove a company or person from a CRM list (sales pipeline, lead list, etc.)

update-list-entry

Update a list entry (e.g., change stage from 'Interested' to 'Demo Scheduling')

filter-list-entries-by-parent

Filter CRM list entries based on parent record properties (find companies by industry, people by role, etc.)

filter-list-entries-by-parent-id

Filter CRM list entries by parent record ID (find all lists containing a specific company or person)

list-workspace-members

List all workspace members for task assignment

search-workspace-members

Search workspace members by name, email, or role

get-workspace-member

Get details of a specific workspace member

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