Attio MCP Server

A Model Context Protocol (MCP) server for Attio, the AI-native CRM. This server enables AI assistants like Claude to interact directly with your Attio data, providing seamless integration between conversational AI and your CRM workflows.

Features

🏢 Company Management

• Smart Search: Find companies with complex filters and sorting
• Full CRUD: Create, read, update company records
• Rich Attributes: Support for domains, industry, employee count, and more

👥 People Management

• Contact Search: Find people by email, phone, job title, and other attributes
• Contact Management: Create and update person records
• Social Integration: LinkedIn, Twitter URL support
• Multi-channel: Email and phone number arrays

📋 Task Management

• Task Creation: Create tasks with deadlines and assignees
• Task Filtering: Filter by assignee, completion status, linked records
• Record Linking: Connect tasks to companies, people, or other objects
• Assignment: Assign tasks to workspace members

📝 Notes Management

• Rich Notes: Create detailed notes with titles and content
• Record Association: Attach notes to any record type
• Organization: Filter notes by parent object or record

📑 List Management

• List Discovery: Find all lists or filter by object type
• Entry Management: Add/remove records from lists
• Bulk Operations: Manage multiple list entries efficiently

Installation

Prerequisites

• Node.js 18+
• Attio API Key (Get one here)

Setup

1. Clone or create the project directory:

mkdir attio-mcp-server
cd attio-mcp-server

2. Create the package.json, tsconfig.json, and source files using the provided code artifacts.

3. Install dependencies:

npm install

4. Build the project:

npm run build

5. Set up your Attio API key:

export ATTIO_API_KEY="your_api_key_here"

Configuration

Claude Desktop Integration

Add this to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "attio": {
      "command": "node",
      "args": ["/path/to/your/attio-mcp-server/dist/index.js"],
      "env": {
        "ATTIO_API_KEY": "your_attio_api_key_here"
      }
    }
  }
}

Alternative: Global Installation

# Make it globally accessible
npm install -g .

# Then use in Claude config:
{
  "mcpServers": {
    "attio": {
      "command": "attio-mcp-server",
      "env": {
        "ATTIO_API_KEY": "your_attio_api_key_here"
      }
    }
  }
}

Usage Examples

Once configured, you can ask Claude natural language questions about your Attio data:

Company Operations

"Find all technology companies in our CRM"
"Show me companies with more than 100 employees"
"Create a new company record for Acme Corp with domain acme.com"
"Update Google's employee count to 150000"

People Management

"Find all contacts at Microsoft"
"Show me people with email addresses containing @google.com"
"Create a contact for Sarah Johnson with email sarah@example.com"
"Add a phone number to John Doe's record"

Task Management

"Show me all completed tasks"
"Create a task to follow up with Acme Corp next Friday"
"Find tasks assigned to john@company.com"
"Mark task as completed"

Notes

"Add a note to Acme Corporation about our recent product demo"
"Show all notes for this company"
"Create a note about the meeting outcome"

Lists

"Show me all prospect lists"
"Add this company to our Q1 outreach list"
"Remove this contact from the cold leads list"

Available Tools

Company Tools

• search_companies - Search companies with filters and sorting
• get_company - Get company details by ID
• create_company - Create new company record
• update_company - Update existing company

People Tools

• search_people - Search people with filters and sorting
• get_person - Get person details by ID
• create_person - Create new person record
• update_person - Update existing person

Task Tools

• get_tasks - Get tasks with optional filtering
• create_task - Create new task
• update_task - Update existing task

Note Tools

• get_notes - Get notes with optional filtering
• create_note - Create new note

List Tools

• get_lists - Get all lists or filter by object type
• get_list_entries - Get entries in a specific list
• add_to_list - Add record to list
• remove_from_list - Remove record from list

Security Features

• ✅ Secure API Authentication: Industry-standard bearer token authentication
• ✅ No Data Storage: Direct API passthrough with no local data retention
• ✅ Open Source: Full transparency with all source code available
• ✅ Error Handling: Comprehensive error handling and validation
• ✅ Type Safety: Full TypeScript implementation with proper types

Development

Project Structure

attio-mcp-server/
├── src/
│   ├── index.ts          # Main MCP server
│   ├── attio-client.ts   # Attio API client
│   └── types.ts          # TypeScript type definitions
├── dist/                 # Compiled JavaScript
├── package.json
├── tsconfig.json
└── README.md

Scripts

npm run build    # Build TypeScript
npm run dev      # Watch mode for development
npm start        # Start the server
npm run lint     # Lint code

API Integration

The server integrates with Attio's REST API v2, supporting:

• OAuth 2.0 authentication
• Full CRUD operations
• Advanced querying and filtering
• Pagination support
• Error handling and retry logic

Troubleshooting

Common Issues

1. API Key Issues

   • Ensure your API key is set in the environment
   • Verify the key has the required scopes in Attio

2. Connection Issues

   • Check your internet connection
   • Verify the Attio API is accessible

3. Claude Integration

   • Ensure the path to the compiled JavaScript is correct
   • Check that Node.js is in your PATH
   • Restart Claude Desktop after configuration changes

Required Scopes

Your Attio API key needs these scopes:

• record_permission:read and record_permission:read-write
• object_configuration:read
• list_entry:read and list_entry:read-write
• task:read and task:read-write
• note:read and note:read-write
• user_management:read

License

MIT License - see LICENSE file for details.

Contributing

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Add tests if applicable
5. Submit a pull request

Support

For issues and questions:

1. Check the troubleshooting section
2. Review Attio's API documentation
3. Create an issue in this repository

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Ready to transform your CRM workflow? Install this Attio MCP Server and experience the future of AI-powered customer relationship management!