kesslerio-attio-mcp-server

Attio MCP Server

A comprehensive Model Context Protocol (MCP) server for Attio, providing complete CRM surface coverage. This server enables AI assistants like Claude and ChatGPT to interact directly with your entire Attio workspace through natural language—manage Deals, Tasks, Lists, People, Companies, Records, and Notes without falling back to raw API calls.

🎯 What is Attio MCP Server?

Transform your CRM workflows with AI-powered automation. Instead of clicking through multiple screens, simply ask Claude or ChatGPT to find prospects, update records, manage pipelines, and analyze your data using natural language commands.

🎉 v1.0.0 Milestone: Complete Attio CRM surface coverage with full ChatGPT Developer Mode integration.

"Find all AI companies with 50+ employees that we haven't contacted in 30 days and add them to our Q1 outreach list"

🚀 ChatGPT Developer Mode Integration

⚠️ Smithery Temporarily Unavailable: Smithery has changed their deployment model to require external hosting. We're working on Cloudflare Worker hosting for ChatGPT users. In the meantime, use Tier 4 (Cloudflare Worker) for ChatGPT/remote access.

ChatGPT Pro/Plus users can access the Attio toolset through natural language using a self-hosted Cloudflare Worker:

• 🔐 Built-in Approval Flows: MCP safety annotations auto-approve read operations, request approval for writes
• 🌐 OAuth Integration: Self-hosted OAuth via Cloudflare Worker deployment
• 💬 Natural Language CRM: Manage your entire Attio workspace through conversational AI
• 📖 Setup Guide: See ChatGPT Developer Mode docs and Cloudflare Worker Guide

✨ Core Features & Implementation Status

🎯 Universal Tools Architecture (19 Universal Operations)

Focused Tool Surface: Consolidated 40+ resource-specific tools into universal operations, then added scoped high-frequency write tools for safer company and deal updates.

• High Performance: 89.7% speed improvement with 227KB memory reduction (PR #483)
• Enterprise Quality: 97.15/100 production readiness score with zero breaking changes
• Clean Architecture: Complete production-test separation with mock factory pattern
• Scoped Tool Policy: Add scoped default tools only when the workflow is frequent, a generic write can mutate the wrong object class, and the scoped tool removes a model decision instead of merely renaming a universal call

📊 Feature Implementation Status

✅ Complete CRM Surface Coverage

• Companies: Search, Create, Update, Delete, Advanced Search, Relationship Search
• People: Search, Create, Update, Delete, Advanced Search, Relationship Search
• Deals: Full CRUD operations with intelligent field mapping and stage validation
• Tasks: Create, Update, Delete, Search with multi-assignee support
• Lists: Full CRUD operations, filtering, advanced filtering, entry management
• Notes: Create and list operations for all record types
• Records: Universal CRUD operations across all resource types
• Batch Operations: Create, Update, Delete with chunking and error handling
• Content Search: Universal search capabilities across notes, tasks, and lists
• Relationship Navigation: Bidirectional company↔person↔deal relationships
• Advanced Filtering: Sophisticated query capabilities with intelligent field mapping

📊 Company Management

• Universal Search: Find companies with search_records and search_records_advanced
• Scoped Writes: Create and update companies with create_company and update_company
• Full CRUD: Create, read, update, and delete with universal record operations when a scoped tool is not available
• Relationship Discovery: Find companies through search_records_by_relationship
• Batch Operations: Process hundreds of companies with batch_records
• Detailed Information: Get contact, business, and social info with get_record_info

👥 People Management

• Universal Contact Search: Find people by any criteria using universal search tools
• Relationship Tracking: Link people to companies with search_records_by_relationship
• Activity Timeline: Track interactions with search_records_by_content and search_records_by_timeframe
• Advanced Filtering: Multi-attribute search with universal filtering
• Bulk Operations: Efficiently manage contacts with universal batch operations

📋 Lists & Pipeline Management (4 Tools + 8 Deprecated)

• Active Tools: 4 consolidated tools with auto-mode detection (Migration Guide)
  • filter-list-entries - Unified filtering with 4 modes
  • manage-list-entry - Unified entry management with 3 modes
  • get-list-entries - Retrieve list entries
  • get-record-list-memberships - Find record's list memberships
• Deprecated (v2.0.0 removal): 8 legacy tools replaced by consolidated versions
• Pipeline Operations: Move deals through sales stages
• Smart Segmentation: Create and manage targeted contact lists
• Advanced Filtering: Complex multi-condition filtering with AND/OR logic
• Entry Management: Add, remove, and update list memberships
• Deal Tracking: Monitor opportunities and revenue pipeline
• Deal Defaults: Configurable default stage, owner, and currency for streamlined deal creation
• Scoped Deal Writes: Create and update deals with create_deal and update_deal

✅ Task Management

• Universal Task Operations: Create, update, and manage tasks with universal tools
• Record Linking: Associate tasks with any record type using resource_type parameter
• Progress Tracking: Monitor completion with universal search and filtering
• Team Coordination: Streamline follow-ups with consistent universal operations

🔧 Advanced Capabilities

• Batch Processing: Handle bulk operations with error tracking
• Enhanced Filtering: Text, numeric, date, boolean, and relationship filters with timeframe search (Issue #475)
• Data Export: JSON serialization for integrations
• Real-time Updates: Live data synchronization with Attio

🧠 Claude Skills

Supercharge Claude's Attio knowledge with pre-built skills that prevent common errors and teach best practices.

Quick Start (solves "wrong field name" errors):

npx attio-discover generate-skill --all --zip
# Import ZIP into Claude Desktop: Settings > Skills > Install Skill

See Skills Documentation for complete setup and usage guides.

💬 Pre-Built Prompts (10 Prompts)

Intelligent shortcuts that help Claude work faster with your CRM data:

• Search & Find (5): people_search, company_search, deal_search, meeting_prep, pipeline_health
• Take Actions (4): log_activity, create_task, advance_deal, add_to_list with dry-run safety
• Research & Qualify (1): qualify_lead with automated web research and BANT/CHAMP frameworks
• Token-efficient: 300-700 tokens per prompt with consistent formatting
• Discoverable: Claude automatically suggests relevant prompts for your tasks

See Using Out-of-the-Box Prompts for detailed documentation and examples.

🎯 Using Out-of-the-Box Prompts

NEW: 10 pre-built MCP prompts for common Sales workflows. No setup required—just use them!

Available Prompts

Quick Examples

# Search for prospects
"Use people_search.v1: Find Account Executives in San Francisco at fintech companies, limit 25"

# Log activity
"Use log_activity.v1: Log a call with Nina at Acme Corp, discussed Q1 pricing, create follow-up task"

# Qualify a lead (with web research)
"Use qualify_lead.v1: Qualify Acme Corp using BANT framework, dry run mode"

# Meeting prep
"Use meeting_prep.v1: Prepare for meeting with contact at Acme Corp"

Universal Arguments

All read prompts support:

• format: table | json | ids (default: table)
• fields_preset: sales_short | full (default: sales_short)
• verbosity: brief | normal (default: brief)

All write prompts support:

• dry_run: true | false (default: false) - Preview changes without executing

Token Awareness Features

Prompts include built-in token optimization:

• Budget Guards: Prompts stay within token limits (people_search <500, qualify_lead <400)
• Dev Metadata: Set MCP_DEV_META=true for token counts in responses
• Telemetry: Set PROMPT_TELEMETRY_ENABLED=true for usage logging
• Configurable Limits: Override with MAX_PROMPT_TOKENS environment variable

For complete prompt documentation, see docs/prompts/v1-catalog.md.

⚠️ Known Limitations & Important Notes

Current Limitations

• Field Parameter Filtering: Tasks endpoint /objects/tasks/attributes has limitations, handled with fallback patterns
• Pagination: Tasks pagination uses in-memory handling due to API constraints

API Compatibility

• Universal Tools: Primary interface (19 tools) - recommended for all new integrations
• Legacy Tools: Available via DISABLE_UNIVERSAL_TOOLS=true environment variable (deprecated)
• Lists API: Fully functional with complete CRUD operations (contrary to some outdated documentation)

🤝 OpenAI MCP Compatibility

• Developer Mode Ready: Every tool now publishes MCP safety annotations (readOnlyHint, destructiveHint) so OpenAI Developer Mode can auto-approve reads and request confirmation for writes.
• Full Tool Access (Default): All 41 tools are exposed by default (26 universal/OpenAI + 12 list + 3 workspace member). Do NOT set ATTIO_MCP_TOOL_MODE in Smithery configuration for full access.
• Search-Only Mode: To restrict to read-only tools (search, fetch, aaa-health-check), explicitly configure ATTIO_MCP_TOOL_MODE: 'search' in Smithery dashboard when Developer Mode is unavailable.
• Detailed Guide: See docs/chatgpt-developer-mode.md for environment variables, approval flows, and validation tips.
• User Documentation: See the ChatGPT Developer Mode docs for a complete walkthrough of approval flows and setup instructions.

Performance Considerations

• Batch Operations: Optimized with chunking, rate limiting, and error recovery
• Large Datasets: Automatic pagination and field filtering for optimal performance
• Rate Limiting: Built-in protection against API rate limits with exponential backoff

For detailed troubleshooting and solutions, see TROUBLESHOOTING.md and GitHub Issues.

🎯 Advanced Search Filters

Build powerful CRM queries with multi-criteria AND/OR filtering. See the Advanced Search Guide for complete examples and operator reference.

🚀 Installation

⚠️ IMPORTANT: Correct Package Name

The npm package name is attio-mcp (not attio-mcp-server). The GitHub repository is named attio-mcp-server, but the npm package was renamed to attio-mcp in June 2025. Installing attio-mcp-server will give you an outdated v0.0.2 release with only 4 legacy tools.

Client Compatibility

Choose your installation method:

• Most users: Use Tier 1 (Shell Installers) - one command, automatic setup
• Power users: Use Tier 2 (Manual) - full control over configuration
• ChatGPT/Teams/Enterprise: Use Tier 3 (Cloudflare Worker) - self-hosted, multi-user OAuth

Tier 1: Shell Installers

Best for: Developers who prefer local installations with automatic configuration.

One-command scripts that install attio-mcp and configure your client automatically.

Claude Desktop

curl -fsSL https://raw.githubusercontent.com/kesslerio/attio-mcp-server/main/scripts/install-claude-desktop.sh | bash

Cursor IDE

curl -fsSL https://raw.githubusercontent.com/kesslerio/attio-mcp-server/main/scripts/install-cursor.sh | bash

Claude Code (CLI)

curl -fsSL https://raw.githubusercontent.com/kesslerio/attio-mcp-server/main/scripts/install-claude-code.sh | bash

These scripts will:

• Install attio-mcp npm package globally (if needed)
• Backup existing configuration files
• Prompt for your Attio API key
• Configure the MCP server for your client
• Print next steps and restart instructions

Tier 2: Manual Configuration

Best for: Power users who prefer full control or use unsupported clients.

Claude Desktop Manual Setup

Step 1: Install attio-mcp

npm install -g attio-mcp

Step 2: Find your config file

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Linux: ~/.config/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

Step 3: Add configuration

{
  "mcpServers": {
    "attio-mcp": {
      "command": "attio-mcp",
      "env": {
        "ATTIO_API_KEY": "your_api_key_here"
      }
    }
  }
}

Step 4: Restart Claude Desktop completely (quit and reopen)

Cursor IDE Manual Setup

Step 1: Install attio-mcp

npm install -g attio-mcp

Step 2: Edit config file

Location: ~/.cursor/mcp.json

{
  "mcpServers": {
    "attio-mcp": {
      "command": "attio-mcp",
      "env": {
        "ATTIO_API_KEY": "your_api_key_here"
      }
    }
  }
}

Step 3: Restart Cursor

Claude Code (CLI) Manual Setup

Option A: Using Claude CLI command (recommended)

echo '{"command":"attio-mcp","env":{"ATTIO_API_KEY":"your_key_here"}}' | claude mcp add-json attio-mcp --stdin -s user

Option B: Manual config edit

Edit ~/.claude/settings.json:

{
  "mcpServers": {
    "attio-mcp": {
      "command": "attio-mcp",
      "env": {
        "ATTIO_API_KEY": "your_api_key_here"
      }
    }
  }
}

Building from Source

For development or custom deployments:

git clone https://github.com/kesslerio/attio-mcp-server.git
cd attio-mcp-server
npm install
npm run build

Run directly:

ATTIO_API_KEY=your_key node dist/index.js

NPM Global Install

# Global installation for CLI usage
npm install -g attio-mcp

# Or local installation for project integration
npm install attio-mcp

Tier 3: Cloudflare Worker (Remote Deployment)

Best for: Teams needing centralized OAuth, multi-user access, mobile access, or running MCP without local installation.

Deploy your own Attio MCP server on Cloudflare Workers with full OAuth 2.1 support.

Mobile Access: With a remote MCP server, you can use Attio tools from:

• ChatGPT mobile app (iOS/Android)
• Claude mobile app (iOS/Android)
• Any browser on any device

Cloudflare Worker Features

Quick Deploy

cd examples/cloudflare-mcp-server
npm install
wrangler kv:namespace create "TOKEN_STORE"
# Update wran