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Attio MCP Tools for AI Agents

Let an agent query Attio records, read call transcripts, create tasks and notes, update CRM data, and manage list membership.

Available Tools

24 tools available in this integration

Attio.AddRecordToList

Add a record to an Attio list.

Attio.AddToList

Add a record to an Attio list.

Attio.AssertRecord

Create or update (upsert) a record using Attio's assert endpoint.

Attio.CreateNote

Add a note to an Attio record.

Attio.CreateRecord

Create a new record in Attio.

Attio.CreateTask

Create a task in Attio.

Attio.GetCallTranscript

Get the full transcript from a call recording.

Attio.GetDealTranscript

Convenience tool to get a call transcript for a deal in one step.

Attio.GetListEntries

Get entries from an Attio list with pagination.

Attio.GetMeeting

Get details of a specific meeting.

Attio.GetObjectSchema

Get the schema/attributes for an Attio object.

Attio.GetRecord

Get a single Attio record by ID.

Attio.ListEntries

Get entries from an Attio list with pagination.

Attio.ListLists

Get all lists in the Attio workspace with pagination.

Attio.ListObjects

List all objects (tables) in the Attio workspace.

Attio.ListRecordMeetings

List meetings associated with an Attio record.

Attio.ListTasks

Get tasks from Attio with optional filtering and pagination.

Attio.ListWorkspaceMembers

Get all members in the Attio workspace.

Attio.QueryRecords

Query Attio records with filtering and pagination.

Attio.RemoveEntryFromList

Remove a record from an Attio list.

Attio.RemoveFromList

Remove a record from an Attio list.

Attio.SaveRecord

Create or update (upsert) a record using Attio's assert endpoint.

Attio.UpdateRecord

Update a record directly by ID.

Attio.WhoAmI

Get the authenticated user's profile and workspace context.

Why agent-optimized tools matter

Built for intent, not API schemas

Ask the agent to "find the Acme deal, read its latest call transcript, and create the follow-up task." Arcade picks the right Attio tools without guessing record IDs, list IDs, or meeting IDs.

Up to 100x fewer tokens

Attio searches and list reads return focused record and entry data by default, while transcripts and detailed records are fetched only when asked, so the agent can triage a workspace without loading every CRM detail into context.

Complete the workflow end to end

Find the matching record, inspect its meetings, read the relevant transcript, add a note, and create the next task through one toolkit designed around the complete CRM workflow.

Make actions predictable and controlled

Arcade tools return structured results and useful errors across users and runs. Teams can apply scope restrictions, redaction, and approval policies so agents follow the same controls every time.

Securing Attio

The more capabilities agents get, the more useful they are. However, more capabilities bring more risks of undesired effects such as data loss and exfiltration.

This is why Arcade provides you with contextual rules that dictate how and when a tool is allowed to run. Arcade’s contextual access lets you govern tool visibility and behavior at every stage of execution and control who can see a tool, what inputs are allowed, and what comes back.

Learn about Contextual Access Policies

For Attio, you can implement some of these policies:

Access when tools are listed for a user
  • Hide Attio.RemoveFromList from agents unless the roles your IDP marks as CRM administrators are active, so an agent cannot remove records from a shared list.
  • Restrict Attio.UpdateRecord to agents operating under your account-management role, so unapproved automation cannot overwrite customer ownership, deal stages, or contact details.
  • Deny Attio.CreateRecord to read-only agents, so they cannot create duplicate people, companies, or deals in your workspace.
  • Hide Attio.AddRecordToList from agents outside the roles your IDP marks as sales operations, so unreviewed automation cannot place contacts or deals into routing and campaign lists.
  • Restrict Attio.RemoveEntryFromList to agents operating under your CRM administrator role, so ordinary users cannot silently remove records from qualification or renewal lists.
  • Deny Attio.SaveRecord to agents that are not assigned to the owning sales team, so they cannot change records belonging to another team's pipeline.
Pre-execution before each tool call
  • Require human approval before Attio.AssertRecord runs on existing records, so an agent cannot silently overwrite a customer's owner, lifecycle stage, or qualification data.
  • Block Attio.CreateNote when the note contains credentials, access tokens, or payment details, so an agent cannot publish secrets into a customer record.
  • Require human approval before Attio.CreateTask creates tasks assigned to another workspace member, so an agent cannot place unreviewed work on a colleague's queue.
  • Require human approval before Attio.AddRecordToList runs for a named account or a list used for executive outreach, so an agent cannot enroll a high-value prospect without review.
  • Block Attio.RemoveEntryFromList when the target list is marked protected or the record has an active renewal, so an agent cannot hide an account from follow-up workflows.
  • Refuse Attio.SaveRecord when the proposed changes include ownership, deal stage, or forecast value without a matching approved change request, so an agent cannot alter pipeline reporting on its own.
Post-execution after the tool returns
  • Redact Attio.GetCallTranscript results to remove phone numbers, email addresses, and payment details before the transcript reaches the model.
  • Deny Attio.GetDealTranscript outright for deals marked confidential or under legal hold, so the model cannot receive restricted call content.
  • Strip personal phone numbers, home addresses, and private notes from Attio.GetRecord results before the model sees the record.
  • Redact Attio.ListEntries results to remove personal email addresses, phone numbers, and free-form notes before list data reaches the model.

How to use Attio with your agent

Pick your MCP client below and follow the setup walkthrough to connect an agent to Attio with per-user OAuth. Each user authorizes their own Attio account.

Your questions, answered

An Attio MCP server exposes Attio CRM capabilities as structured tools that an AI agent can call through the Model Context Protocol. After a user authorizes their Attio account, the agent can work with permitted records, lists, tasks, meetings, notes, and call transcripts.

Attio's own MCP offering, where available, is a vendor endpoint for accessing Attio capabilities. Arcade adds user-level OAuth, agent-optimized tools, approval workflows, response redaction, and scope controls through a consistent runtime for different clients and frameworks.

Arcade agents can find and inspect records, query lists, create or update records, add records to lists, remove list entries, create notes and tasks, list workspace members, inspect object schemas, and read meetings and call or deal transcripts.

Arcade requests the Attio OAuth permissions needed for the actions you enable. Read-only workflows need access to the relevant Attio workspace data, while creating, updating, deleting, or changing list membership requires the corresponding write permissions; grant the narrowest access that supports your workflow.

Yes. Each user authorizes their own Attio account through OAuth. Actions run under that user's authorization and can access only the workspace data and permissions that user has approved.

Yes. Contextual Access policies can require human approval before consequential Attio actions such as creating or updating records, changing list membership, creating tasks, or removing entries. The call proceeds only once the policy is satisfied.

Arcade proxies Attio API calls and does not persist your content as part of normal tool execution. Attio credentials are brokered and stored encrypted at rest, and the model never receives them.

Any framework or client that can connect to Arcade's MCP gateway or tool APIs works with Arcade Attio, including LangChain, OpenAI Agents, CrewAI, Claude Desktop, Claude Code, Cursor, Visual Studio Code, Microsoft Copilot Studio, and GitHub Copilot.

Arcade refreshes access while the Attio authorization remains valid. If the authorization is revoked, rotated, or can no longer be refreshed, calls stop until the user reconnects their Attio account.

Attio's API rate limits and pagination constraints still apply to actions performed through Arcade. Design searches and list reads to paginate through results rather than assuming one call returns an entire workspace or list.

Ready to actually ship your agent?

Connect your agent to Attio with managed OAuth, agent-optimized tools and approval controls for consequential actions.

Build Your Agent Read the Attio Quickstart