CRM · 1 skill

Attio MCP: connect it to Claude Code, plus ready-made skills

Read deals, companies, people and list entries from Attio, and report the pipeline by stage, deals that moved and records nobody has touched.

How to connect Attio MCP to Claude Code, Codex or Cursor

Attio MCP, Attio's official remote server at https://mcp.attio.com/mcp. In Claude, install Attio from Settings > Connectors; in Claude Code, Codex or Cursor, add the URL as a remote HTTP server (claude mcp add --transport http attio https://mcp.attio.com/mcp) and sign in with OAuth, no API key needed. It works with your own Attio permissions: read tools such as search-records, list-records and list-tasks run straight away, and write tools ask you to confirm first (docs).
REST API with an access token. Generate a token in your workspace's developer settings, choose its scopes as you create it, store it in ATTIO_ACCESS_TOKEN, and call https://api.attio.com/v2 with Authorization: Bearer.

For scheduled reports, give the token read scopes only for records, objects and lists; the MCP server can create and update records, so it fits interactive work better than unattended runs.

1 Attio skill

Attio weekly pipeline report

Every Monday: Attio deals by stage, the ones that are new or changed stage last week, and the deals with no movement or contact for 14 days.

SalesMondays at 8:00Report card

What agents do with Attio

Attio models a CRM as objects (people, companies, deals and any custom object) and lists, whose entries carry their own attributes such as a pipeline stage. Agents query records with POST /v2/objects/{object}/records/query, filtering and sorting on attributes like a deal's stage, value, owner or close date, and read a pipeline with POST /v2/lists/{list}/entries/query. GET /v2/objects/{object}/attributes lists attribute slugs and types, so a skill can find the stage and owner fields before it filters, and attribute values carry active_from timestamps, which tell a report when a deal entered its current stage. Tasks and notes have their own endpoints.

Founders and sales teams on Attio schedule the weekly pipeline by stage with the deals that moved, deals sitting in one stage for more than two weeks, new companies and people added this week, and tasks overdue by owner.

attio.com

Teams that use these

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