---
title: Attio | Keycard
description: AI-native CRM platform for relationship management
---

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](/admin/identity-providers/index.md), [access policies](/admin/access-policies/index.md), 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

TOOLS

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

Show all 34 tools  Show fewer

## Install

INSTALL

Add Attio to your zone and install the gateway URL into Cursor, Claude Code, or any MCP client.

1. **Open the catalog**

   In your zone’s [Keycard Console](https://console.keycard.ai), go to **Applications** → **Add Application** → **Explore MCP Servers**.

2. **Find and install Attio**

   Search for `Attio` in the catalog and click **Install**.

3. **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

RELATED

- [Catalog overview](/admin/catalog/index.md) - browse other MCP and API servers
- [Access policies](/admin/access-policies/index.md) - control who can use Attio
- [Identity providers](/admin/identity-providers/index.md) - control who can sign in

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