How to connect Attio MCP with Claude Desktop

Creates a new comment on a record, list entry, or as a reply to an existing comment thread. Provide exactly one of: (parent_object + parent_record_id) for records, (parent_list + parent_entry_id) for list entries, or (parent_comment_id) for replies. Email addresses in the content will be automatically converted to @mentions if they match workspace members.

Add a record to a list as a new list entry. IMPORTANT: Before calling this tool: 1) You should call list-list-attribute-definitions for the target list to understand which entry attributes are available. 2) You should call list-records or search-records to find the record you want to add to the list. 3) You may call list-lists to find available lists. By default, duplicate entries are prevented - if the record already exists in the list, the existing entry ID is returned. Set allow_duplicates to true to create multiple entries for the same record.

Creates a new list in Attio. Lists are used to group and track records of a single object type (e.g. a sales pipeline of companies). The list is created without any views. Records can be added to the list with the add-record-to-list tool, and attributes specific to the list can be inspected with the list-list-attribute-definitions tool. Permissions are controlled with workspace_access and workspace_member_access. The calling workspace member is automatically granted full access to the created list and does not need to be included in workspace_member_access. If they are included, their given level applies instead, so some workspace member must then keep full access to the list. Returns the created list's ID.

Creates a new note attached to a record. Returns the created note's ID.

Create a new record in a given object. IMPORTANT: Before calling this tool, you should call list-attribute-definitions for the target object to understand which attributes are available, their types, whether they are required, and (for select/status fields) the valid options. Different attribute types require different value formats - see the 'values' parameter description for details.

Creates a new task in Attio. Tasks can optionally have a deadline, an assignee (workspace member), and be linked to a record (e.g., a person or company). To assign to a workspace member, provide their workspace_member_id. To link to a record, provide both the object type (e.g., "people", "companies") and the record_id together. Returns the created task's ID.

Deletes a comment. You can only delete comments that you created. Deleting a parent comment will also delete all of its replies.

Retrieves the full details of a call recording by ID, including its status, timestamps, and complete transcript.

Retrieves the full content/body of an email. Requires the mailbox_id and email_header_id, which can be obtained from email search results.

Get the body of a note by its ID

Retrieve a given set of records by their IDs for a given object. Returns an array of records with their attribute values. If a record is not found, it will not be included in the response.

List attribute definitions for a given object

Lists replies to a comment. Provide the comment_id of a top-level comment to fetch its replies. Cannot be used with reply comments - only top-level comments that were created on records or list entries. All replies in a thread use the same parent comment ID.

Lists comments on a record or list entry. Returns paginated top-level comments with up to 5 replies each. If a thread has more replies, use "list-comment-replies" to fetch additional replies. Provide either (parent_object and parent_record_id) to list comments on a record, or (parent_list and parent_entry_id) to list comments on a list entry.

List attribute definitions for a given list

List all lists in the Attio workspace. Returns list metadata including ID, name, API slug, and parent object types. Use the query parameter to filter by name or slug.

List all objects in the Attio workspace. Objects are the types of record the workspace stores, such as companies, people and deals. Returns object metadata including ID, API slug, singular and plural nouns, and whether the object is a standard Attio object. Use the query parameter to filter by name or slug.

List entries in a given list with optional filtering and sorting. Returns paginated results. Use this tool to retrieve entries within a list that match specific criteria. You can filter on attributes using comparison operators, combine filters with AND/OR logic, and sort results by attribute values. Each entry includes the parent record it belongs to and all entry-level attributes.

List records in a given object with optional filtering and sorting. Returns paginated results. Use this tool to retrieve records that match specific criteria. You can filter on attributes using comparison operators, combine filters with AND/OR logic, and sort results by attribute values. Before calling this tool, ensure you know the attribute slugs or IDs for any filters or sorts you want to apply. Use the list-attribute-definitions tool to discover available attributes for an object.

Lists tasks in the workspace with optional filters. Returns paginated results with task content, completion status, assignees, linked records, and deadlines. Use to find tasks by assignee, completion status, linked record, or date ranges.

List members in the Attio workspace. Returns a list of matching members with their ID, email address, name, access level, and team memberships. Use the query parameter to filter by name, email, or team.

List teams in the workspace. Teams are groups of workspace members used primarily for permission management. Returns an array of teams, each with: workspace_team_id, name, description, is_archived, created_at, and members (array of {name, email}).

Merges two records of the same object into one. Where both records have a value for the same attribute, the primary record's value takes precedence. Merging produces a NEW record, so `new_record_id` will match neither of the records you supplied. Both original records are marked as merged and can no longer be read or written. Large merges are applied in the background. `merge_status: in_progress` means the merge has been committed but reading the new merged record will fail until it finishes; do not retry the merge, wait a few seconds and then read the record. `merge_status: completed` means the new merged record is readable immediately.

Run an aggregate report on records in an object or entries in a list. Use this tool when you need totals, averages, minimums, maximums, or grouped breakdowns. How to use: 1. Pick a source object/list via slug or UUID. 2. Choose a metric: - {"type":"count"} for counting records/entries. - {"type":"attribute", ...} for aggregating a numeric attribute. 3. Optionally add filter to narrow rows before aggregation. 4. Optionally add up to two group_by entries. The first is the primary grouping (outer key), the second is secondary (inner key). 5. If required, use the list attribute tools to discover valid attribute slugs for filter, metric paths, and grouping paths. Expected response shape: - group_by = []: plain number string, e.g. "42" or "1034.5" - one group_by: TOON key/value map, e.g. enterprise: 12 smb: 35 - two group_by: nested TOON map, e.g. emea: won: 4 open: 7 na: won: 3

Searches all call recordings across the workspace by their metadata. Useful for finding call recordings based on who was on the call (workspace members or person records), related records (e.g., companies or deals), meeting title, and time range. Returns paginated results ordered by start time (most recent first). Uses limit/offset pagination. Returns call recording metadata only (IDs and timestamps). Use the "get-call-recording" tool to retrieve the full transcript of a call recording.

Searches emails visible to the user by their metadata. Useful for finding emails based on participants, domain, and time range. The participant and domain filters are meant for external participants: filtering by a workspace member's own address or the company's own domain returns no results, because workspace-connected mailboxes matching the filter are excluded from the search scope. Returns paginated results ordered by sent time (most recent first). Uses cursor pagination: pass the next_cursor value from the previous response to fetch the next page. A page may contain fewer than "limit" emails (even zero) while more results still exist; continue while has_more is true. When both domain and participant_email_addresses are provided, they are ORed together (emails matching either filter are returned). Returns email metadata only (ID, subject, summary, snippet, sender, sent_at). Use the "get-email-content" tool to retrieve the full content of an email.

Search across past and future meetings in the workspace. Returns paginated results with meeting metadata and associated call recording IDs. Useful for finding meetings based on participants, related records, and time range. Results are split into past_meetings (sorted by start time descending) and future_meetings (sorted by start time ascending). Returns call_recording_ids for past meetings so you can fetch full transcripts via the "get-call-recording" tool.

Searches for notes by their metadata. Useful for finding notes based on parent record, meeting, author (workspace member), and creation time. Returns paginated results ordered by creation date (most recent first). Uses limit/offset pagination.

Perform a full-text search for records in a given object. Only searches indexed attributes: domains, email addresses, phone numbers, name/title, description, social handles, and location. Returns paginated results.

Searches all call recordings across the workspace using semantic similarity. Returns call recordings that are most semantically similar to the query, even if the exact keywords are not present in the transcript. Useful for finding calls where a specific topic was discussed. Searches both transcript content and call recording overviews (title and summary) automatically. Returns matching transcript chunks and call recording overview information. Use the "get-call-recording" tool to retrieve the full transcript of a call recording.

Searches emails visible to the user using semantic similarity. Returns up to 20 emails that are most semantically similar to the query, even if exact keywords are not present. Useful for finding emails where a specific topic was discussed. Returns email metadata only (ID, subject, summary, snippet, sender, sent_at). Use the "get-email-content" tool to retrieve the full content of an email.

Searches all notes across the workspace using semantic similarity. Returns up to 20 notes that are most semantically similar to the query, even if the exact keywords are not present in the note. Useful for finding notes where a specific topic was discussed. Returns note metadata only (ID, title, timestamps, parent record). Use the "get-note-body" tool to retrieve the full content of a note.

Update attribute values on an existing list entry by its entry ID. Before calling this tool, you must: - Call list-records-in-list to find the entry you want to update. You may also: - Call list-list-attribute-definitions for the target list to understand which entry attributes are available. - Call list-lists to find available lists. Note: The parent record cannot be changed after creation.

Update attribute values on a list entry by finding it via its parent record ID. IMPORTANT: This tool will error if the record has zero or multiple entries in the specified list. Before calling this tool, you may: 1) Call list-lists to find available lists. 2) Call list-list-attribute-definitions for the target list to understand which entry attributes are available. 3) Call list-records or search-records to find the record ID.

Update a list's name, API slug, or permissions.

Appends or prepends plain-text content to an existing note and/or updates its title. At least one of `operation` or `updated_title` must be provided.

Use this tool to update people, companies, and other records by `record_id`.

Updates an existing task in Attio. You can update the deadline, completion status, assignee, and linked record. To update the assignee, provide their workspace_member_id. To update the linked record, provide both the object type (e.g., "people", "companies") and the record_id together. To clear the deadline, set deadline_at to null. Returns the updated task's ID.

Use this tool to create or update people, companies and other records. A matching attribute is used to search for existing records. If a record is found with the same value for the `matching_attribute`, that record will be updated. If no record with the same value for the `matching_attribute` is found, a new record will be created instead. If the matching attribute is a multiselect attribute, new values will be added and existing values will not be deleted. If you would like to avoid matching, please use the `create-record` tool.

Returns information about the current user's identity and workspace membership, including their email, name, workspace member ID, access level, workspace name, and the teams they belong to.