Integration · CRM & sales

Connect Claude & ChatGPT to Attio

Ask your AI to find people, companies and deals in Attio, update their values and move list entries to a new stage. It can add notes, create and complete tasks, and read your meetings. Your CRM stays current without manual data entry.

Connect Attio free

Free plan, no credit card. Takes about a minute.

Try asking

“Find Acme and show me everything we know about them.”
The AI searches records for Acme and returns the company record with all its attribute values.
“Move the Acme deal to Negotiation in our sales pipeline.”
It finds the entry in the pipeline list and updates its stage value.
“Add a note to Sara Lund: she wants a proposal by end of month.”
It creates a note on Sara's person record with a title and your text.

What your AI can do

Find and update records

Search people, companies, deals and custom objects, and update their attribute values.

Work your pipelines

List entries in any list, filter by stage and move entries forward, or add new records to a list.

Notes, tasks and comments

Add notes and comments, create and complete tasks for teammates, and read linked meetings.

“Create a task for Peter to follow up with Nordic Foods next Tuesday.”
It creates a task with a deadline, Peter as assignee and the company as linked record.
“Which deals in the pipeline are in the Proposal stage?”
It lists the pipeline entries filtered by stage.
“What meetings did we have with Globex last month?”
It lists meetings linked to the Globex record in that time range, with participants.

27 tools for Attio

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_record_to_listChanges dataAdd a record to a list as a new entry. Required: list and data (parent_record_id, parent_object and entry_values).
create_commentChanges dataPost a comment on a record or list entry, or reply in a thread. Required: data with format, content, author and record, entry or thread_id.
create_noteChanges dataAdd a note to a record. Required: data with parent_object, parent_record_id, title, format and content.
create_recordChanges dataCreate a record (person, company, deal or custom object). Required: object and data.values with attribute slugs as keys. Search first to avoid duplicates.
create_taskChanges dataCreate a task. Required: data with content, format, deadline_at, is_completed, linked_records and assignees.
delete_noteDeletesPermanently delete a note. Required: message_id (the note id). This cannot be undone.
delete_taskDeletesPermanently delete a task. Required: task_id. This cannot be undone.
get_current_userIdentify the current Attio connection: workspace and the user or token it acts as.
get_listGet one list's details, including its parent object. Required: list (id or slug).
get_meetingGet one meeting with its title, time, participants and linked records. Required: meeting_id.
get_noteGet one note with its title and content. Required: message_id (the note id).
get_recordGet one record with all its attribute values. Required: object and record_id.
get_taskGet one task with its content, deadline, assignees and linked records. Required: task_id.
list_attributesList the attributes (fields) of an object or list, so you know which fields exist and their slugs. Required: target ('objects' or 'lists') and resource_identifier (e.g. 'people').
list_comment_threadsList comment threads on a record or list entry (record_id and object, or list and entry_id).
list_list_entriesChanges dataList the entries in a list, with optional filter and sorts (e.g. deals in a given stage). Required: list.
list_listsList all lists (pipelines and collections such as a sales pipeline).
list_meetingsList meetings, filtered by linked record, participants or time range (ends_from, starts_before).
list_notesList notes, optionally only those on one record (parent_object and parent_record_id).
list_objectsList the objects in the workspace (people, companies, deals and custom objects). Use the api_slug values in the record tools.
list_tasksList tasks, filtered by assignee, is_completed or linked record (linked_object and linked_record_id).
list_workspace_membersList the members of the workspace. Use their ids as owners or assignees.
query_recordsChanges dataList records of one object with optional filter and sorts (e.g. companies where domain contains 'acme'). Required: object.
search_recordsChanges dataSearch records by text across one or more objects (e.g. people, companies). Required: query, objects and request_as. Use this to find a person, company or deal by name, email or domain.
update_list_entryChanges dataUpdate a list entry's values, e.g. move it to another stage. Required: list, page_id (the entry id) and data.entry_values.
update_recordChanges dataUpdate a record's attribute values. Required: object, record_id and data.values. Multi-select values are appended, not replaced.
update_taskChanges dataUpdate a task's deadline, completion, assignees or linked records. Required: task_id and data.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Attio from the app list.
2
Paste your key
Paste an Attio access token. In Attio open Workspace settings → Developers, create an access token with the scopes you need and copy it.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
Click your name, then Settings › Connectors › Add custom connector. Paste your link as the Remote MCP server URL. Switch it on from the + menu in a chat.

Questions

What can the AI do in Attio?

The AI can search and query records, create and update people, companies, deals and custom objects, manage list entries, add notes and comments, and create, update and read tasks and meetings. It can delete notes and tasks only if you switch those tools on.

Does the AI see my Attio API key?

No. Your Attio credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, and the scopes on your Attio token also limit access. Permanent deletes of notes and tasks can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Attio account.

Does the AI know my custom Attio fields?

Yes. It can list the attributes of any object or list, so it knows which fields exist and their slugs. It then uses those slugs when it creates or updates records. Custom objects work the same way.