Attio MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| ATTIO_API_KEY | Yes | Your Attio API Key |
Capabilities
Server capabilities have not been inspected yet.
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| aaa-health-checkA | Returns server status without requiring any credentials. |
| search-recordsB | Universal search across all resource types (companies, people, records, tasks) |
| get-record-detailsB | Get detailed information for any record type |
| create-recordB | Create a new record of any supported type |
| update-recordB | Update an existing record of any supported type |
| delete-recordB | Delete a record of any supported type |
| get-attributesB | Get attributes for any resource type (companies, people, lists, records, tasks, deals, notes) |
| discover-attributesB | Discover available attributes for any resource type |
| get-detailed-infoB | Get specific types of detailed information (contact, business, social) |
| create-noteB | Create a note for any record type (companies, people, deals) |
| list-notesB | Get notes for any record type (companies, people, deals) |
| advanced-searchB | Advanced search with complex filtering across all resource types |
| search-by-relationshipB | Search records by their relationships to other entities |
| search-by-contentC | Search within notes, activity, and interaction content |
| search-by-timeframeB | Search records by temporal criteria (creation, modification, interaction dates) |
| batch-operationsC | Perform bulk operations (create, update, delete, get, search) |
| batch-searchB | Perform batch search operations with multiple queries in parallel |
| searchB | Search Attio data by query for OpenAI MCP clients. |
| fetchA | Retrieve the full record payload for a search result ID. |
| get-listsB | Get all CRM lists from Attio (sales pipelines, lead stages, customer segments, etc.) |
| get-record-list-membershipsA | Find all CRM lists that a specific record (company, person, etc.) belongs to |
| get-list-detailsC | Get details for a specific CRM list (pipeline stages, field configuration, etc.) |
| get-list-entriesB | Get entries for a specific CRM list (companies, people, etc. in sales pipelines) |
| filter-list-entriesC | Filter entries in a CRM list by a specific attribute (e.g., stage, status) |
| advanced-filter-list-entriesB | Filter entries in a CRM list with advanced multiple conditions (complex sales pipeline queries) |
| add-record-to-listC | Add a company or person to a CRM list (sales pipeline, lead list, etc.) |
| remove-record-from-listC | Remove a company or person from a CRM list (sales pipeline, lead list, etc.) |
| update-list-entryC | Update a list entry (e.g., change stage from 'Interested' to 'Demo Scheduling') |
| filter-list-entries-by-parentB | Filter CRM list entries based on parent record properties (find companies by industry, people by role, etc.) |
| filter-list-entries-by-parent-idA | Filter CRM list entries by parent record ID (find all lists containing a specific company or person) |
| list-workspace-membersB | List all workspace members for task assignment |
| search-workspace-membersC | Search workspace members by name, email, or role |
| get-workspace-memberC | Get details of a specific workspace member |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| Create a new person | Create a new person record in Attio with the provided details |
| Find a person by email | Search for a person in Attio using their email address |
| Update person details | Update an existing person record in Attio |
| Add a note to a person | Add a note to an existing person record in Attio |
| Create a new company | Create a new company record in Attio with the provided details |
| Find a company by name | Search for a company in Attio using its name |
| Update company details | Update an existing company record in Attio |
| Add a note to a company | Add a note to an existing company record in Attio |
| Search for deals | Search for deals in Attio by name or other criteria |
| Get deal details | Retrieve detailed information about a specific deal |
| Create a new deal | Create a new deal record in Attio |
| Update a deal | Update an existing deal record in Attio |
| Add a note to a deal | Add a note to an existing deal record in Attio |
| Create a new list | Create a new list in Attio for a specific object type |
| Add a record to a list | Add an existing record to a list in Attio |
| Remove a record from a list | Remove a record from a list in Attio |
| Check if a record is in a list | Check if a specific record is present in a list |
| Get entries in a list | Retrieve all entries in a specific list |
| Create a new note | Create a new note for a person or company in Attio |
| Get notes for a record | Retrieve all notes for a specific person or company |
| Update a note | Update an existing note in Attio |
| Delete a note | Delete an existing note in Attio |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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