Attio is a customizable CRM. Manage your workspace through conversational AI - search, read, create, and update people, companies, deals, tasks, and notes. Log calls, track interactions, and surface meeting transcripts with semantic search.
Install
Section titled “Install”Add Attio to your zone and connect it to your MCP client.
Step 1 - Install in Keycard Console
Section titled “Step 1 - Install in Keycard Console”-
In your zone’s Keycard Console, go to Applications -> Add Application -> Explore MCP Servers.
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Search for
Attioand click Install. -
A browser tab opens to Attio’s OAuth consent screen. Sign in and approve the requested permissions.
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You’re redirected back. Attio appears on the Applications page with a Keycard MCP Gateway URL.
Step 2 - Connect your MCP client
Section titled “Step 2 - Connect your MCP client”On the Applications page, click Add to Coding Agent next to Attio and pick how you want to install:
- Cursor - opens a deeplink that hands the MCP config straight to Cursor. Click Install inside Cursor to finish.
- Claude Code - opens a dialog with a
claude mcp addcommand. Pick a scope (User, Project, or Local), then copy and run the command in your terminal. - Install manually - reveals the Server Name and Server URL to paste into any other MCP-compatible client.
Once connected, Attio’s tools are available to the agent, scoped to whoever signs in to your zone.
What Attio can do once installed.
Attio provides 34 tools:
- 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
Next steps
Section titled “Next steps”What to do once Attio is installed.
Now do this
- Confirm the gateway works by asking your AI client to call one of the Attio tools above.
Recommended
- Decide who can use it - write access policies scoped to the Attio resource so only the right users and agents reach the tools.
- Watch the calls - every tool call lands in your audit log with user identity, resource, and policy decision.
Optional
- Add REST API access too - install the Attio API server for backend code that calls Attio on behalf of users.