attio-mcp-server

MCP.Pizza Chef: hmk

The attio-mcp-server is an MCP server that integrates AI clients like Claude with the Attio AI-native CRM platform. It enables secure access to company records and notes via the Attio API, facilitating real-time CRM data retrieval and updates. This server requires an Attio API key for authentication and supports reading and writing company notes, streamlining CRM workflows within AI-powered environments.

Use This MCP server To

Retrieve company records from Attio CRM for AI analysis Read company notes to provide context in AI conversations Write new notes to company profiles via AI interactions Integrate Attio CRM data into AI-driven customer support Enable AI agents to update CRM records in real time

README

attio-mcp-server

This is an MCP server for Attio, the AI-native CRM. It allows mcp clients (like Claude) to connect to the Attio API.

Current Capabilities

  • reading company records
  • reading company notes
  • writing company notes
  • other activities

Usage

You will need:

  • ATTIO_API_KEY

This is expected to be a bearer token which means you can get one through the API Explorer on the right hand side or configure OAuth and retrieve one throught the Attio API.

Claude Desktop Configuration

{
  "mcpServers": {
    "attio": {
      "command": "npx",
      "args": ["attio-mcp-server"],
      "env": {
        "ATTIO_API_KEY": "YOUR_ATTIO_API_KEY"
      }
    }
  }
}

Development

Prerequisites

Before you begin, ensure you have the following installed:

  • Node.js (recommended v22 or higher)
  • npm
  • git
  • dotenv

Setting up Development Environment

To set up the development environment, follow these steps:

  1. Fork the repository

    • Click the "Fork" button in the top-right corner of this repository
    • This creates your own copy of the repository under your Github acocunt
  2. Clone Your Fork:

    git clone https://github.com/YOUR_USERNAME/attio-mcp-server.git
    cd attio-mcp-server
  3. Add Upstream Remote

    git remote add upstream https://github.com/hmk/attio-mcp-server.git
  4. Copy the dotenv file

    cp .env.template .env
  5. Install dependencies:

    npm install
  6. Run watch to keep index.js updated:

    npm run build:watch
  7. Start the model context protocol development server:

    dotenv npx @modelcontextprotocol/inspector node PATH_TO_YOUR_CLONED_REPO/dist/index.js
  8. If the development server did not load the environment variable correctly, set the ATTIO_API_KEY on the left-hand side of the mcp inspector.

attio-mcp-server FAQ

How do I authenticate the attio-mcp-server?
You must provide an ATTIO_API_KEY as a bearer token, obtainable via the Attio API Explorer or OAuth configuration.
What data can the attio-mcp-server access?
It can read company records and notes, and write company notes to Attio CRM.
How do I configure the attio-mcp-server with Claude Desktop?
Use the provided JSON configuration snippet setting the command to 'npx attio-mcp-server' and include your ATTIO_API_KEY in the environment variables.
What are the prerequisites for developing or running attio-mcp-server?
Node.js (v22+ recommended), npm, git, and dotenv are required.
Can the attio-mcp-server perform other CRM activities beyond notes?
Currently, it supports reading and writing company notes; other activities are planned but not yet implemented.
Is the attio-mcp-server compatible with other LLM providers?
Yes, it can be used with any MCP client like Claude, OpenAI, or Gemini that supports MCP protocol.
How secure is the attio-mcp-server?
It uses bearer token authentication and scopes access to the Attio API, ensuring secure and scoped data interactions.