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
3 workflows using Attio.
TContributed by thedogwiththedataonitFollow up when accounts research a competitorCombine what a competitor just shipped with which of your accounts are looking, then draft a focused comparison.
F
G
A+1- TContributed by thedogwiththedataonitSurface product-qualified expansion opportunities
Watch account usage, flag teams approaching meaningful limits, and give sales a clear reason to engage.
AA
S - TContributed by thedogwiththedataonitReconnect when a product champion changes jobs
Track past champions, identify their new company, and reopen the relationship with the context you already earned.
A
CA+1
Tools
What agents can reach at Attio.
Create a noteAttio · Adds a note with a title and plaintext or markdown content to a person, company, deal or other record.
- Create a record
Attio · 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
Attio · Returns the records of one object, such as people, companies or deals, filtered and sorted by their attribute values.
- Update a record
Attio · Updates the given attributes of one record by its record id, adding to multiselect values instead of replacing them.
- Upsert a record
Attio · 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.