Attio
The CRM for revenue teams, with records, lists, notes and tasks an agent can read and write.
Updated Sep 26, 2026
Overview
Attio is a CRM for revenue teams. Its hosted MCP server signs in as an Attio user with OAuth, and its REST API takes a workspace access token that an admin creates under Workspace settings, Developers. Both read and write people, companies, deals and custom objects, list entries, notes and tasks.
Workflows
Workflows that use Attio's tools.
TContributed by thedogwiththedataonitFollow up when accounts research a competitorReads a competitor's pricing and changelog, finds your open deals comparing them on G2, and drafts a comparison email for each owner.
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A- TContributed by thedogwiththedataonitTell sales which new sign-ups fit your ideal customer
Reads new Clerk sign-ups, looks up each work domain with Apollo, scores fit and flags fakes with Jev, and saves the result in Attio.
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T+2 - TContributed by thedogwiththedataonitReconnect when a product champion changes jobs
Finds past champions who started at a new company, opens a deal there in Attio with a note on your history, and drafts outreach.
AA - TContributed by thedogwiththedataonitTell sales when an account's usage passes your threshold
Finds accounts over your weekly-active-user threshold in Amplitude, marks and notes them in Attio, and posts each one to Slack for sales.
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Tools
What agents can reach at Attio.
- Create a note
Adds a note with a title and plaintext or markdown content to a person, company, deal or other record.
- Create a record
Creates a person, company, deal or custom-object record, and fails if a unique attribute such as a domain or email address is already taken.
- List records
Returns the records of one object, such as people, companies or deals, filtered and sorted by their attribute values.
- Update a record
Updates the given attributes of one record by its record id, adding to multiselect values instead of replacing them.
- Create or update a record
Updates the record whose matching attribute, such as a company's domain or a person's email, has the given value, or creates the record if none does.