Attio MCP Server Overview

The Attio MCP Server bridges AI assistants with the Attio AI‑native CRM, enabling seamless interaction between conversational agents and company data. By exposing a Model Context Protocol (MCP) endpoint, developers can let tools like Claude fetch or modify Attio records directly from the chat interface. This eliminates the need for separate API wrappers and streamlines data workflows within AI‑powered applications.

Problem Solved

Modern teams rely on CRM systems to capture insights, track interactions, and manage customer lifecycles. Attio distinguishes itself by embedding AI into its core, but accessing its data programmatically still requires traditional REST calls and authentication handling. For AI assistants that thrive on real‑time context, the lack of a native MCP integration creates friction: developers must manually fetch data, parse responses, and maintain state across sessions. The Attio MCP Server removes this overhead by providing a ready‑made, authenticated bridge that adheres to the MCP specification.

What It Does and Why It Matters

• Unified Data Access: The server exposes Attio’s API under the MCP contract, allowing AI clients to read company records and notes, as well as write new notes, with a single command.
• Secure Authentication: It accepts a bearer token () sourced from Attio’s API Explorer or OAuth, ensuring that all interactions are properly authorized without exposing credentials in client code.
• Extensible Foundation: While currently focused on company records and notes, the server’s architecture supports adding new actions (e.g., creating contacts or updating deals) with minimal effort.

For developers, this means that an AI assistant can answer questions about a prospect’s history or add follow‑up notes directly from the conversation, all while preserving the CRM’s integrity and audit trail. The result is a tighter feedback loop between human users and data, reducing manual copy‑paste tasks and potential errors.

Key Features Explained

• Reading Company Records: Retrieve structured information such as company size, industry, and key contacts.
• Reading Company Notes: Access historical annotations, meeting summaries, or internal comments tied to a company.
• Writing Company Notes: Append new notes through the assistant, ensuring that all updates go straight into Attio’s audit‑log.
• Bearer Token Integration: The server automatically injects the API key into each request, abstracting authentication details from the AI client.
• MCP‑Compliant Interface: By following MCP conventions, the server works out of the box with any client that implements the protocol, including Claude Desktop and other emerging assistants.

Real‑World Use Cases

• Sales Enablement: A sales rep converses with an AI assistant that pulls the latest company profile and automatically logs a follow‑up note after a call.
• Customer Success: Support agents can query a customer’s interaction history and add sentiment notes directly from the chat, improving context for future tickets.
• Data Enrichment: Marketing teams can trigger automated data pulls and append insights to company records without leaving their workflow.
• Audit & Compliance: All note additions are recorded in Attio’s native audit trail, ensuring traceability while leveraging AI assistance.

Integration with AI Workflows

To incorporate the Attio MCP Server, developers add a single entry to their configuration. The server runs as an executable () and automatically loads the from environment variables. Once registered, any MCP‑compatible client can issue commands like or , and the server translates these into Attio API calls. This plug‑and‑play model allows teams to quickly prototype conversational interfaces that are deeply integrated with their CRM data, accelerating feature delivery and improving user productivity.

The Attio MCP Server empowers AI assistants to act as real‑time, authenticated extensions of your CRM, turning data access into a conversational experience.