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CRM & sales · Remote MCP server

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Attio

CRM records, notes, tasks

Bring Attio context
into the workflow.

Use this remote MCP server when your GTM workflow needs service-backed crm records, notes, tasks It is listed here for GTMConnect members as a source-linked connection reference.

Endpointhttps://mcp.attio.com/mcp
TransportStreamable HTTP
AuthenticationOAuth

40 tools
available to inspect.

add-record-to-listadd-record-to-list

Add a record to a list as a new list entry

create-commentcreate-comment

Create a new comment on a record, list entry, or as a reply to an existing comment thread

create-listcreate-list

Create a new list to group and track records of a single object type

create-notecreate-note

Create a new note attached to a record

create-recordcreate-record

Create a new record (person, company, deal, or custom object)

create-taskcreate-task

Create a new task with optional deadline, assignee, and linked record

delete-commentdelete-comment

Delete a comment that you created

get-call-recordingget-call-recording

Retrieve full details and transcript of a specific call recording

get-email-contentget-email-content

Retrieve the full body of a specific email

get-note-bodyget-note-body

Retrieve the full content of a specific note

get-records-by-idsget-records-by-ids

Retrieve full details for specific records by their IDs

list-attribute-definitionslist-attribute-definitions

List all attributes available on an object type, including their types and valid options

list-comment-replieslist-comment-replies

Fetch additional replies for a top-level comment thread

list-commentslist-comments

List comments on a record or list entry, with paginated top-level comments and inline replies

list-list-attribute-definitionslist-list-attribute-definitions

List the available entry attributes for a given list, including their types and options

list-listslist-lists

List all lists in the workspace, with optional filtering by name or slug

list-objectslist-objects

List all objects in the workspace (e.g. companies, people, deals), with optional fuzzy search by name or API slug

list-recordslist-records

List records in a given object with optional filtering and sorting

list-records-in-listlist-records-in-list

List entries in a given list with optional filtering and sorting, including their parent records

list-taskslist-tasks

List tasks in the workspace with optional filters

list-workspace-memberslist-workspace-members

List members in the workspace with their details and team memberships

list-workspace-teamslist-workspace-teams

List all teams in the workspace

merge-recordsmerge-records

Merge two records of the same object into one new record

query-particle-sqlquery-particle-sql

Execute a read-only SQL query against your workspace data

run-basic-reportrun-basic-report

Run aggregate reports on records or list entries, including totals, averages, and grouped breakdowns

search-call-recordings-by-metadatasearch-call-recordings-by-metadata

Search call recordings by participants, related records, title, or time range

search-emails-by-metadatasearch-emails-by-metadata

Search emails by participants, domain, or time range

search-meetingssearch-meetings

Search past and upcoming meetings by participants, related records, or time range

search-notes-by-metadatasearch-notes-by-metadata

Search notes by parent record, author, meeting, or creation time

search-recordssearch-records

Full-text search for records (people, companies, deals, etc.) by name, email, domain, or other indexed attributes

semantic-search-call-recordingssemantic-search-call-recordings

Find call recordings by topic using AI-powered semantic search

semantic-search-emailssemantic-search-emails

Find emails by topic using AI-powered semantic search

semantic-search-notessemantic-search-notes

Find notes by topic using AI-powered semantic search

update-listupdate-list

Update a list’s name, API slug, or permissions

update-list-entry-by-idupdate-list-entry-by-id

Update an existing list entry when you already know the entry_id

update-list-entry-by-record-idupdate-list-entry-by-record-id

Find and update a list entry using its parent record ID

update-noteupdate-note

Append or prepend content to a note, or update its title

update-recordupdate-record

Update an existing record by record_id

update-taskupdate-task

Update a task’s deadline, status, assignee, or linked record

upsert-recordupsert-record

Create or update a record using a matching attribute (e.g., email or domain)

Add the hosted endpoint to Claude Code, then complete the provider’s authentication flow when prompted.

claude mcp add attio --transport http https://mcp.attio.com/mcp