The schema-discovery tools are what keep an agent from failing on a custom Attio setup: discover_record_attributes and get_record_attribute_options surface the exact field names and the valid select values, so an update uses options that exist rather than guessing at labels. The four specialised searches are the other strength — filtering deals by nested criteria, by relationship, by note content or by timeframe covers the questions a CRM actually gets asked.
A server for the Attio CRM covering records, lists, notes, interactions and workspace members. Companies and deals get their own scoped create/update tools, while a universal set handles every supported resource type, plus advanced search across filters, relationships, content and timeframes.
- Records read and written: search_records across companies, people, deals, tasks and records, get_record_details with enriched formatting, and delete_record — with scoped create_company / update_company and create_deal / update_deal, and universal create_record / update_record for other types
- Schema discovery so writes don't fail: get_record_attributes and discover_record_attributes list the standard and custom fields, and get_record_attribute_options returns the valid values for select, multi-select and status fields
- Four ways to search beyond a keyword — search_records_advanced for nested filters, search_records_by_relationship using list, company or people anchors, search_records_by_content over notes and communications, and search_records_by_timeframe by created, updated or interaction dates
- Notes and history: create_note with full markdown for a company, person or deal, list_notes with timestamps, and get_record_interactions for first and last email, calendar touches and their owners
- Lists and pipelines: get-lists, get-list-details for a list's stages and fields, get-list-entries with pagination, filter-list-entries, manage-list-entry to add, move or remove entries, plus create-list and update-list-configuration, and get-record-list-memberships to find every list a record sits in
- Batch operations — batch_records for grouped create/update/delete/get/search and batch_search_records for parallel searches
- Workspace members: list-workspace-members, search-workspace-members and get-workspace-member for planning assignments and access checks
An Attio API key, held in ATTIO_API_KEY. Node, installed with npm install -g attio-mcp and launched as attio-mcp over stdio. MAX_PROMPT_TOKENS can cap response size.
One command plus a key — npm install -g attio-mcp, then supply credentials