CRM

Attio integrations

Connect Attio to any other app, or use it from your AI client over MCP. Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

Connects with an API keyattio.com

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Attio?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Pair it

Connect Attio with another app

What your agent can do with Attio

Triggers and actions 7 triggers · 13 actions

  • Trigger
    List Entry Created

    Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.

  • Trigger
    List Entry Deleted

    Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.

  • Trigger
    List Entry Updated

    Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.

  • Trigger
    Record Created

    Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.

  • Trigger
    Record Deleted

    Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.

  • Trigger
    Record Updated

    Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.

  • Trigger
    Task Created

    Triggers when a new task is created in Attio, giving you the new task's ID and who created it.

  • Action
    Create List Entry

    Adds a record to an Attio list as a new list entry and returns the entry.

  • Action
    Create Note

    Creates a note on an Attio record and returns the new note.

  • Action
    Create or Update List Entry by Parent Record

    Adds a record to an Attio list, or updates its existing entry if it is already on the list.

  • Action
    Create or Update Record

    Creates a record in Attio, or updates the existing record that matches on the chosen field.

  • Action
    Create Record

    Creates a new record on the chosen Attio object and returns it.

  • Action
    Create Storage Location

    Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.

  • Action
    Create Task

    Creates a task in Attio, optionally linked to a record and assigned to a workspace member.

  • Action
    Delete List Entry

    Removes an entry from an Attio list.

  • Action
    Find List Entries

    Returns the entries on an Attio list.

  • Action
    Find Records

    Searches records on the chosen Attio object and returns the matches.

  • Action
    Update List Entry

    Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.

  • Action
    Update Record

    Updates the field values on an existing Attio record. Fields you leave blank are left untouched.

  • Action
    Update Task

    Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.

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Reviews

What our customers say

Questions

Attio, answered

Is there a Attio MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Attio. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Attio. Nothing to install.

What can start an automation from Attio?

Any of Attio's 7 triggers in the catalog, including List Entry Created, List Entry Updated, Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Attio?

Any of Attio's 13 actions, including Create List Entry, Create Note, Create or Update List Entry by Parent Record and Create or Update Record. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can Attio connect to?

Any app in the catalog; the list on this page pairs Attio with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.