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Sales & support integration

Attio MCP server for Claude, Codex and Cursor

Search and update Attio CRM records, lists and notes. Connect the Attio MCP server to Toolstile once, then choose which of its tools Claude Code, Codex, Cursor and Claude Desktop may use.

Free plan available. Server credentials stay in Toolstile, not in agent configs.

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What your AI apps can do with Attio

  • Search and update records
  • Create notes and tasks

Attio MCP tools

48 tools, taken from the publisher's documentation on 29 October 2026. The server decides what it offers and can add or rename tools at any time; after you connect, Toolstile shows the current list.

ToolWhat it does
list-objectsList workspace objects with optional fuzzy name matching
search-recordsFull-text search across records by name, email or domain
list-recordsList records of one object with filters and sorting
get-records-by-idsGet full details for records by ID
create-recordCreate a record of any object type
upsert-recordCreate a record or update it when a matching attribute exists
update-recordUpdate an existing record
merge-recordsMerge two records of the same object
list-attribute-definitionsList an object's attributes, types and options
list-activitiesList activity types with optional fuzzy search
list-activity-attribute-definitionsList an activity's attributes, types and options
list-activity-recordsList records of an activity with filters and sorting
create-activity-recordCreate an activity record
update-activity-recordUpdate an activity record
upsert-activity-recordCreate or update an activity record by a unique attribute
list-listsList workspace lists
create-listCreate a list grouping records of one object type
list-list-attribute-definitionsList the entry attributes available on a list
list-records-in-listList entries in a list with their parent records
add-record-to-listAdd a record to a list as a new entry
update-listUpdate a list's name, slug or permissions
update-list-entry-by-idUpdate a list entry by entry ID
update-list-entry-by-record-idUpdate a list entry by its parent record
create-commentComment on a record or entry, or reply in a thread
list-commentsList comment threads with inline replies
list-comment-repliesGet more replies in a comment thread
delete-commentDelete a comment you wrote, including its replies
create-noteAdd a note to a record
search-notes-by-metadataFind notes by parent record, author, meeting or creation time
semantic-search-notesFind notes by topic using semantic search
get-note-bodyGet a note's full content
update-noteAdd content to a note or change its title
list-tasksList tasks with optional filters
create-taskCreate a task with optional deadline, assignee and linked record
update-taskUpdate a task's deadline, status, assignee or linked record
delete-taskDelete a task
search-meetingsFind meetings by participants, related records or time range
search-call-recordings-by-metadataFind call recordings by participants, records, title or time
semantic-search-call-recordingsFind call recordings by topic using semantic search
get-call-recordingGet a call recording's details and transcript
search-emails-by-metadataFind emails by participants, domain or time range
semantic-search-emailsFind emails by topic using semantic search
get-email-contentGet an email's full body
list-workspace-membersList workspace members with team memberships
list-workspace-teamsList all workspace teams
whoamiGet the current user's identity and workspace membership
run-basic-reportRun aggregate reports such as totals, averages and breakdowns
query-particle-sqlRun a SQL query against workspace data (read-only)

Suggested access for each AI app

The documentation this list comes from doesn't mark Attio's tools as read-only or destructive. Read each tool's description and decide per app before allowing it.

Coding agent in Claude Code or Cursor. Allow the read tools so the agent can look things up without stopping, and require approval for tools that change shared data.

Chat or research app in Claude Desktop. Allow reading and searching. Allow writes only where you want the app to act for you.

Unattended agent, such as a scheduled Codex job. No one is watching the session, so keep it narrow: allow what the job needs, require approval for changes and block the rest.

Blocked tools are removed from the tool list an app sees, so it won't try them. Because rules apply per app, the same Attio connection can be broad in one app and read-only in another, and the credential stays in Toolstile instead of each app's config file.

How it works with Toolstile

  1. Connect once. Add Attio to a workspace (browser sign-in). Toolstile keeps the credential, so no agent config holds it.
  2. Choose access per app. Give Claude Code every Attio tool, give Cursor only the read tools, or keep Attio away from an app entirely.
  3. Share approved accounts. Teammates use the connection without copying tokens, and you can remove access in one place.
  4. Review activity. See which app called which tool and when, so you can tighten access with evidence.

Add the Attio MCP server to an AI app

Through Toolstile, every AI app uses one gateway entry, whichever servers you connect. In Claude Code:

Shell
claude mcp add --transport http toolstile 'https://toolstile.com/mcp'

Then connect Attio in your workspace and choose which of its tools that app may use. Client setup covers Codex, Cursor and Claude Desktop.

To connect directly instead, add the Attio endpoint to each app separately. In Claude Code:

Shell
claude mcp add --transport http attio 'https://mcp.attio.com/mcp'

In Cursor's mcp.json:

JSON
{
  "mcpServers": {
    "attio": {
      "url": "https://mcp.attio.com/mcp"
    }
  }
}

Some servers accept only clients they have approved, or need a token header. Check the Attio MCP documentation for what your client needs.

Before you connect

An Attio account. Sign-in uses your Attio permissions.

Server details

DetailValue
PublisherAttio
Endpointhttps://mcp.attio.com/mcp
AuthenticationBrowser sign-in
CategoriesSales & support
Tool list48 tools, observed 29 October 2026 (docs)

Attio MCP documentation