Attio MCP Server

A comprehensive Model Context Protocol (MCP) server for Attio, providing complete CRM surface coverage. This server enables AI assistants like Claude and ChatGPT to interact directly with your entire Attio workspace through natural language—manage Deals, Tasks, Lists, People, Companies, Records, and Notes without falling back to raw API calls.

🎯 What is Attio MCP Server?

Transform your CRM workflows with AI-powered automation. Instead of clicking through multiple screens, simply ask Claude or ChatGPT to find prospects, update records, manage pipelines, and analyze your data using natural language commands.

🎉 v1.0.0 Milestone: Complete Attio CRM surface coverage with full ChatGPT Developer Mode integration.

"Find all AI companies with 50+ employees that we haven't contacted in 30 days and add them to our Q1 outreach list"

🚀 ChatGPT Developer Mode Integration

⚠️ Smithery Temporarily Unavailable: Smithery has changed their deployment model to require external hosting. We're working on Cloudflare Worker hosting for ChatGPT users. In the meantime, use Tier 4 (Cloudflare Worker) for ChatGPT/remote access.

ChatGPT Pro/Plus users can access the Attio toolset through natural language using a self-hosted Cloudflare Worker:

• 🔐 Built-in Approval Flows: MCP safety annotations auto-approve read operations, request approval for writes
• 🌐 OAuth Integration: Self-hosted OAuth via Cloudflare Worker deployment
• 💬 Natural Language CRM: Manage your entire Attio workspace through conversational AI
• 📖 Setup Guide: See ChatGPT Developer Mode docs and Cloudflare Worker Guide

✨ Core Features & Implementation Status

🎯 Universal Tools Architecture (19 Universal Operations)

Focused Tool Surface: Consolidated 40+ resource-specific tools into universal operations, then added scoped high-frequency write tools for safer company and deal updates.

• High Performance: 89.7% speed improvement with 227KB memory reduction (PR #483)
• Enterprise Quality: 97.15/100 production readiness score with zero breaking changes
• Clean Architecture: Complete production-test separation with mock factory pattern
• Scoped Tool Policy: Add scoped default tools only when the workflow is frequent, a generic write can mutate the wrong object class, and the scoped tool removes a model decision instead of merely renaming a universal call

📊 Feature Implementation Status

✅ Complete CRM Surface Coverage

• Companies: Search, Create, Update, Delete, Advanced Search, Relationship Search
• People: Search, Create, Update, Delete, Advanced Search, Relationship Search
• Deals: Full CRUD operations with intelligent field mapping and stage validation
• Tasks: Create, Update, Delete, Search with multi-assignee support
• Lists: Full CRUD operations, filtering, advanced filtering, entry management
• Notes: Create and list operations for all record types
• Records: Universal CRUD operations across all resource types
• Batch Operations: Create, Update, Delete with chunking and error handling
• Content Search: Universal search capabilities across notes, tasks, and lists
• Relationship Navigation: Bidirectional company↔person↔deal relationships
• Advanced Filtering: Sophisticated query capabilities with intelligent field mapping

📊 Company Management

• Universal Search: Find companies with search_records and search_records_advanced
• Scoped Writes: Create and update companies with create_company and update_company
• Full CRUD: Create, read, update, and delete with universal record operations when a scoped tool is not available
• Relationship Discovery: Find companies through search_records_by_relationship
• Batch Operations: Process hundreds of companies with batch_records
• Detailed Information: Get contact, business, and social info with get_record_info

👥 People Management

• Universal Contact Search: Find people by any criteria using universal search tools
• Relationship Tracking: Link people to companies with search_records_by_relationship
• Activity Timeline: Track interactions with search_records_by_content and search_records_by_timeframe
• Advanced Filtering: Multi-attribute search with universal filtering
• Bulk Operations: Efficiently manage contacts with universal batch operations

📋 Lists & Pipeline Management (4 Tools + 8 Deprecated)

• Active Tools: 4 consolidated tools with auto-mode detection (Migration Guide)
  • filter-list-entries - Unified filtering with 4 modes
  • manage-list-entry - Unified entry management with 3 modes
  • get-list-entries - Retrieve list entries
  • get-record-list-memberships - Find record's list memberships
• Deprecated (v2.0.0 removal): 8 legacy tools replaced by consolidated versions
• Pipeline Operations: Move deals through sales stages
• Smart Segmentation: Create and manage targeted contact lists
• Advanced Filtering: Complex multi-condition filtering with AND/OR logic
• Entry Management: Add, remove, and update list memberships
• Deal Tracking: Monitor opportunities and revenue pipeline
• Deal Defaults: Configurable default stage, owner, and currency for streamlined deal creation
• Scoped Deal Writes: Create and update deals with create_deal and update_deal

✅ Task Management

• Universal Task Operations: Create, update, and manage tasks with universal tools
• Record Linking: Associate tasks with any record type using resource_type parameter
• Progress Tracking: Monitor completion with universal search and filtering
• Team Coordination: Streamline follow-ups with consistent universal operations

🔧 Advanced Capabilities

• Batch Processing: Handle bulk operations with error tracking
• Enhanced Filtering: Text, numeric, date, boolean, and relationship filters with timeframe search (Issue #475)
• Data Export: JSON serialization for integrations
• Real-time Updates: Live data synchronization with Attio

🧠 Claude Skills

Supercharge Claude's Attio knowledge with pre-built skills that prevent common errors and teach best practices.

Quick Start (solves "wrong field name" errors):

npx attio-discover generate-skill --all --zip
# Import ZIP into Claude Desktop: Settings > Skills > Install Skill

See Skills Documentation for complete setup and usage guides.

💬 Pre-Built Prompts (10 Prompts)

Intelligent shortcuts that help Claude work faster with your CRM data:

• Search & Find (5): people_search, company_search, deal_search, meeting_prep, pipeline_health
• Take Actions (4): log_activity, create_task, advance_deal, add_to_list with dry-run safety
• Research & Qualify (1): qualify_lead with automated web research and BANT/CHAMP frameworks
• Token-efficient: 300-700 tokens per prompt with consistent formatting
• Discoverable: Claude automatically suggests relevant prompts for your tasks

See Using Out-of-the-Box Prompts for detailed documentation and examples.

🎯 Using Out-of-the-Box Prompts

NEW: 10 pre-built MCP prompts for common Sales workflows. No setup required—just use them!

Available Prompts

Quick Examples

# Search for prospects
"Use people_search.v1: Find Account Executives in San Francisco at fintech companies, limit 25"

# Log activity
"Use log_activity.v1: Log a call with Nina at Acme Corp, discussed Q1 pricing, create follow-up task"

# Qualify a lead (with web research)
"Use qualify_lead.v1: Qualify Acme Corp using BANT framework, dry run mode"

# Meeting prep
"Use meeting_prep.v1: Prepare for meeting with contact at Acme Corp"

Universal Arguments

All read prompts support:

• format: table | json | ids (default: table)
• fields_preset: sales_short | full (default: sales_short)
• verbosity: brief | normal (default: brief)

All write prompts support:

• dry_run: true | false (default: false) - Preview changes without executing

Token Awareness Features

Prompts include built-in token optimization:

• Budget Guards: Prompts stay within token limits (people_search <500, qualify_lead <400)
• Dev Metadata: Set MCP_DEV_META=true for token counts in responses
• Telemetry: Set PROMPT_TELEMETRY_ENABLED=true for usage logging
• Configurable Limits: Override with MAX_PROMPT_TOKENS environment variable

For complete prompt documentation, see docs/prompts/v1-catalog.md.