Manage your entire Attio CRM workspace through conversational AI. Search, read, create, and update records across your CRM - people, companies, deals, tasks, and notes. Log calls, track interactions, manage your pipeline, and access meeting transcripts with semantic search.
Adding Attio provisions three things in your zone: an upstream resource pointing at https://mcp.attio.com/mcp (kept inside Keycard), a Keycard MCP Gateway URL - the downstream resource - that you install in Cursor, Claude Code, or any MCP client, and a provider for token exchange with Attio’s OAuth issuer.
When your AI client makes a tool call, it sends a Keycard-issued access token to the gateway URL. Keycard’s STS exchanges that token for an upstream Attio token, the gateway calls the upstream MCP, and the response is proxied back. Your zone’s identity provider, access policies, and audit log apply to every call - the upstream credential never leaves Keycard. Each call is recorded in the audit log with the user identity, the resource accessed, and the policy decision.
Tools the upstream server exposes through the Keycard MCP Gateway.
Attio exposes 34 tools through the gateway:
- create-comment
- Create a comment on a record or list entry
- add-record-to-list
- Add a record to a list as a new entry
- create-note
- Create a note attached to a record
- create-record
- Create a new record in an object
- Create a new task in Attio
- Creates a new task in Attio.
- Delete a comment
- Deletes a comment.
- get-call-recording
- Get call recording details and transcript by ID
- get-email-content
- Get full email body content by ID
- get-note-body
- Get a note's body content by ID
- get-records-by-ids
- Get records by their IDs for an object
- list-attribute-definitions
- List attribute definitions for an object
- list-comment-replies
- List replies to a comment
- list-comments
- List comments on a record or list entry
- list-list-attribute-definitions
- List attribute definitions for a list
- list-lists
- List all lists in the workspace
- list-records-in-list
- List entries in a list with filtering and sorting
- list-records
- List records in an object with filtering and sorting
- list-tasks
- List tasks with optional filters
- list-workspace-members
- List workspace members
- list-workspace-teams
- List workspace teams
- run-basic-report
- Run an aggregate report on records or list entries
- search-call-recordings-by-metadata
- Search call recordings by metadata fields
- search-emails-by-metadata
- Search emails by metadata fields
- search-meetings
- Search past and future meetings
- search-notes-by-metadata
- Search notes by metadata fields
- search-records
- Full-text search for records in an object
- semantic-search-call-recordings
- Search call recordings by semantic similarity
- semantic-search-emails
- Search emails by semantic similarity
- semantic-search-notes
- Search notes by semantic similarity
- update-list
- Update a list's name or API slug
- update-record
- Update a record by ID
- update-task
- Update an existing task in Attio
- upsert-record
- Create or update a record by matching fields
- whoami
- Get current user identity and workspace info
Install
Section titled “Install”Add Attio to your zone and install the gateway URL into Cursor, Claude Code, or any MCP client.
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Open the catalog
In your zone’s Keycard Console, go to Applications → Add Application → Explore MCP Servers.
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Find and install Attio
Search for
Attioin the catalog and click Install. -
Connect your development tool
Once installed, Attio appears on the Applications page with a Keycard MCP Gateway URL. Use the Install dropdown to add it to Cursor, Claude Code, or any MCP-compatible client.
Related
Section titled “Related”- Catalog overview - browse other MCP and API servers
- Access policies - control who can use Attio
- Identity providers - control who can sign in