Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Attio Simple MCP Server find the contact info for Jane Smith at Acme Corp"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
An MCP (Model Context Protocol) server that integrates Attio CRM with AI clients like Claude Code, Claude Desktop, ChatGPT, Windsurf, and Cursor.
This template was created by Manoel Lemos as a shortcut for people interested in deploying Attio MCP servers.
14 Tools for managing companies, people, and notes in Attio
Schema Discovery - Dynamically discover your workspace's objects and attributes
Type-Safe - Full TypeScript with auto-generated Attio API types
Related MCP server: Attio MCP Server
Category | Tools |
Schema |
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Companies |
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People |
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Notes |
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npm installcp .env.example .envEdit .env and add your Attio API key:
ATTIO_API_KEY="your_api_key_here"
ATTIO_WORKSPACE_SLUG="your-workspace-slug" # Optional: for web URLsGet your API key from Attio Settings > Developers > API Keys.
npm run buildAdd to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS):
{
"mcpServers": {
"attio": {
"command": "node",
"args": ["/absolute/path/to/attio-mcp/dist/index.js"],
"env": {
"ATTIO_API_KEY": "your_api_key_here",
"ATTIO_WORKSPACE_SLUG": "your-workspace-slug"
}
}
}
}claude mcp add attio node /absolute/path/to/attio-mcp/dist/index.jsThis template includes tools for standard Attio objects (companies, people). To add tools for your custom objects:
Use get_workspace_schema to discover your workspace's objects and attributes
Copy an existing tool (e.g., search-companies.ts) as a template
Modify the API endpoint, fields, and types for your custom object
Register the new tool in src/tools/index.ts
npm run dev # Watch mode
npm run build # Build
npm test # Run tests
npm run test:watch # Watch testsMIT
Create a new company in Attio CRM. Only the company name is required. Optionally provide domains, description, and LinkedIn URL. Returns the created company record including the new record_id.
Inputs: name (required), domains, description, linkedin.
Create a new note attached to a record in Attio CRM. Notes can be attached to people, companies, or any other object type. Supports plaintext and markdown formatting.
Inputs: parent_object (required), parent_record_id (required), title (required), content (required), +1 more.
Create a new person in Attio CRM. You must provide at least one name field (first_name, last_name, or full_name) or at least one email address. All fields are optional, but you need either a name or email to identify the person. Returns the created person record including the new record_id.
Inputs: first_name, last_name, full_name, email_addresses, +3 more.
Get complete details of a company by record_id. Returns all attributes. Set include_all=true to also fetch notes, tasks, comment threads, meetings, and list entries, or use individual flags (include_notes, include_tasks, etc.).
Inputs: record_id (required), include_notes, include_tasks, include_threads, +3 more.
Get a single note by ID from Attio CRM. Returns the full note details including title, content, parent record information, and creation metadata.
Inputs: note_id (required).
Get complete details of a person by record_id. Returns all attributes. Set include_all=true to also fetch notes, tasks, comment threads, meetings, and list entries, or use individual flags (include_notes, include_tasks, etc.).
Inputs: record_id (required), include_notes, include_tasks, include_threads, +3 more.
Get Attio workspace schema. Default returns summary with key fields and select options. Use scope="full" for all fields, or scope="object"/"list" for specific items with all fields.
Inputs: scope, object_slug, list_slug, force_reload.
Manage domains on a company. Supports four operations: "set" (replace all domains), "add" (append new domains), "remove" (delete specific domains), and "clear" (remove all domains).
Inputs: record_id (required), operation (required), domains.
Manage email addresses on a person. Supports four operations: "set" (replace all emails), "add" (append new emails), "remove" (delete specific emails), and "clear" (remove all emails).
Inputs: record_id (required), operation (required), email_addresses.
Manage tags on a person. Supports four operations: "set" (replace all tags), "add" (append new tags), "remove" (delete specific tags), and "clear" (remove all tags). Tags are auto-created if they don't exist in the workspace.
Inputs: record_id (required), operation (required), tags.
Search for companies in Attio CRM. Supports filtering by text (name or domain) and date ranges. Supports sorting by various fields. All filters are optional. Returns company details including name, domains, description, LinkedIn URL, web_url, and created_at.
Inputs: query, created_after, created_before, sort_by, +2 more.
Search for people in Attio CRM. Supports filtering by text (name or email), company, tags, and date ranges. Supports sorting by various fields. All filters are optional. Returns person details including name, email addresses, description, LinkedIn URL, tags, web_url, and created_at.
Inputs: query, company_id, tags, tags_exclude, +5 more.
Update an existing company in Attio CRM by record ID. You can update name, description, and/or LinkedIn URL. Only provided fields will be updated; omitted fields remain unchanged. To manage domains, use add_company_domain and remove_company_domain tools instead. Returns the updated company record.
Inputs: record_id (required), name, description, linkedin.
Update an existing person in Attio CRM by record ID. You can update name fields (first_name, last_name, full_name), description, and/or LinkedIn URL. Only provided fields will be updated; omitted fields remain unchanged. To manage email addresses, use add_person_email and remove_person_email tools instead. Returns the updated person record.
Inputs: record_id (required), first_name, last_name, full_name, +2 more.
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
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Scored across 14 tools
Each tool has a clearly distinct purpose with no ambiguity. For example, create_company, get_company, update_company, and search_companies are well-differentiated, and manage_company_domains handles specific domain operations without overlapping with update_company. The descriptions reinforce these distinctions, making misselection unlikely.
Tool names follow a consistent verb_noun pattern throughout, such as create_company, get_person, search_people, and update_company. The manage_* tools also adhere to this pattern, and there are no deviations in naming conventions, ensuring predictability and readability.
With 14 tools, the server is well-scoped for CRM operations, covering companies, people, notes, and schema. Each tool earns its place by providing specific functionality without redundancy, such as separate tools for creation, retrieval, updating, searching, and managing attributes like domains and emails.
The tool set offers comprehensive CRUD and lifecycle coverage for companies and people, including creation, retrieval, updating, searching, and attribute management. Minor gaps include the lack of delete operations for companies, people, or notes, but agents can likely work around this by using other methods or the server's inherent limitations.
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