Attio MCP Server: Your AI Assistant Just Got CRM Superpowers

Stop context-switching between Claude and your CRM. This MCP server connects Attio directly to your AI assistant, so you can query company data, read notes, and update records without leaving your conversation.

The Problem Every Sales-Adjacent Developer Knows

You're building features, analyzing customer data, or supporting sales operations. Every time you need CRM context, you're opening another tab, searching through Attio, copy-pasting data back to Claude, and losing your train of thought. Meanwhile, your sales team is asking for custom reports, data analysis, and insights that require both CRM knowledge and AI reasoning.

What You Get

Direct CRM Access in Claude: Ask "What's the latest on Acme Corp?" and get company records, notes, and context without switching applications.

Bidirectional Data Flow: Not just reading—you can create and update company notes directly from your AI conversation. Meeting summary? Customer feedback? Technical requirements? Write them straight to the CRM.

Zero Learning Curve: If you know Claude, you know how to use this. No new interfaces, no custom commands—just natural conversation with your CRM data.

Real-World Implementation

Customer Success Scenarios:

• "Pull up the last 3 months of notes for companies showing churn signals"
• "Add a technical note to TechCorp about their API integration requirements"
• "What companies haven't been contacted in the last 30 days?"

Sales Engineering Use Cases:

• Claude can analyze technical requirements across multiple prospects
• Create implementation notes during discovery calls
• Cross-reference feature requests with existing customer data

Data Analysis Workflows:

• "Compare the technical profiles of our top 10 customers"
• "Identify patterns in successful implementations based on company notes"
• "Generate a technical summary of this quarter's enterprise deals"

Getting Started

You need an Attio API key (grab one from their API Explorer) and five minutes:

{
  "mcpServers": {
    "attio": {
      "command": "npx",
      "args": ["attio-mcp-server"],
      "env": {
        "ATTIO_API_KEY": "YOUR_ATTIO_API_KEY"
      }
    }
  }
}

Add that to your Claude Desktop config, restart, and your AI assistant now has full access to your CRM data.

Why This Matters

Most CRM integrations require you to learn new tools, adapt to different interfaces, or build complex workflows. This approach lets you work the way you already work—having conversations with Claude—while seamlessly accessing and updating your business data.

The server handles the API complexity, authentication, and data formatting. You just ask questions and get answers, or make requests and see them executed in your CRM.

For teams building on Attio, this opens up entirely new possibilities for AI-assisted customer management, automated note-taking, and intelligent data analysis without building custom integrations.

Current capabilities: Company record retrieval, note reading, and note creation. The foundation is solid and extensible—perfect for teams ready to bring AI into their CRM workflows today.