Attio MCP server

What your assistant can do with it

• Search people, companies and deals
• Create and update records and their attributes
• List, create, update and complete tasks
• Write and read notes on a record
• Read meetings, emails and call recordings linked to records, where your workspace has them

How to connect it

1. Add the Attio connector in Claude and sign in with your Attio account.
2. Test with a record search on a company you know.
3. Note your workspace slug from a record URL: it can differ from the workspace's display name, and links built with the wrong one open on a 404.

How we use it

Attio is our CRM, and since July 2026 Claude keeps it current from our working sessions: it finds the deal behind a prospect's reply, writes the note, moves the stage and makes sure every active deal has a dated next task. Any Claude session can pick up a deal from what the CRM says, without asking us.

Where it breaks

• Updating a task cannot change its text. Complete the old task and create a new one.
• There is no delete for tasks or records. A wrong task gets completed, which you can undo.
• It cannot create attributes or lists; that takes Attio's REST API.
• When you create a task linked to a deal, pass the link fields flat and check with a task list on that deal afterwards. With the wrong format the task is created but attached to nothing, and nothing tells you.
• To empty an attribute, send an empty list, not null.
• For a record's link, use the web URL returned by an update rather than building it by hand.

Our take. The best CRM server we have used: broad enough to run follow-up from a chat. Build one habit around it: after every write, read the record back.

Frequently asked questions