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Attio is a modern relationship management platform that keeps contacts, companies, and interactions organized. The Attio MCP server lets you search, create, and update CRM records using natural language.

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What Can It Do?

  • Search companies and people with flexible filters
  • Read, create, and update company and person records
  • Manage lists by viewing entries or adding new records
  • Sync CRM data with other tools in your workflows

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Where to Use It

Add Attio as a tool to any agent. The agent can then interact with your CRM conversationally, choosing the right actions based on context. To add an MCP tool to your agent:
  1. Open your agent’s configuration
  2. Click Add tools → Connect an app with MCP
  3. Search for the integration and select it
  4. Authenticate with your account
You can control which tools your agent has access to. After adding an integration, click on it to enable or disable specific tools based on what your agent needs.

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In Workflows (Via Agent Node)

For automated pipelines, use an Agent Node with Attio tools. This gives you the flexibility of an agent within a deterministic workflow.

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As a Custom MCP Node

You can also create a standalone MCP node for a specific action. This generates a reusable node that performs one task, useful when you need the same operation repeatedly in workflows.
To create a custom MCP node:
  1. Go to your node library and search for the integration
  2. Click Create a node with AI
  3. Describe the specific action you want (e.g., “Search companies in the fintech industry”)
  4. Test the node and save it for reuse
Custom MCP nodes are single-purpose by design. For tasks that require multiple steps or dynamic decision-making, use an agent instead.

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Available Tools

ToolDescription
Search CompaniesSearch companies with filtering options
Read CompanyGet details for a specific company
Create CompanyCreate a new company record
Update CompanyUpdate fields on a company
Search PeopleSearch people with flexible filters
Read PersonGet details for a specific person
Create PersonAdd a new person to Attio
Update PersonUpdate fields on a person
List ListsList all lists in your workspace
Read ListRead entries from a specific list
Add To ListAdd a company or person to a list

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Example Prompts

Use these with your agent or in the Agent Node: Find a company: 
Search for companies in the fintech industry headquartered in London
Find prospects: 
Find people with title "VP Sales" at SaaS companies in San Francisco
Update a record: 
Update DataCorp to set their industry to "AI/ML" and funding stage to "Series B"
Add to a list: 
Add NewDeal Inc to the Pipeline - Due Diligence list

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Troubleshooting

IssueSolution
Agent not finding the right dataUse specific filters like industry, location, or title
Action not completingCheck that you’ve authenticated and have the necessary Attio permissions
Unexpected resultsThe agent may chain multiple tools (e.g., searching companies first, then finding people). Review the agent’s reasoning to understand its approach.
Tool not availableVerify the tool is enabled in your agent’s MCP configuration
Agents are smart enough to chain multiple API calls together. For example, asking “Find the CEO of TechCorp” will search for the company first, then find people at that company. If results seem off, check the agent’s step-by-step reasoning.

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Need Help?

Use this integration directly in Claude or Cursor. Connect remotely via the Attio MCP server using your Gumloop credentials.