Integration

Attio integration

Next-generation CRM platform with a flexible data model. Manage contacts, companies, deals, and custom objects. Features include customizable attributes, lists, tasks, notes, comments, threads, and webhooks. Build workflows around your relationship data with powerful filtering and sorting capabilities.

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Attio.Built from the 58 Attio tools below, on the connection you add once.

Common Attio use cases

  • Rename a pipeline list
  • Mark a task as completed
  • List deal pipeline stages
  • Remove duplicate contacts
  • Rename a field for clarity
  • Add a new industry category
  • Rename an industry category
  • List all notes for a contact
  • Search for a contact by name
  • Add a tag to a pipeline entry

What you can do with Attio

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Entry, 9 operations

  • assert_entryAssert entryPUTCreates or updates a list entry by parent record for upsert behavior.
  • create_entryCreate entryPOSTCreates a new entry, adding a record to a list.
  • delete_entryDelete entryDELETEDeletes a list entry, removing a record from a list.
  • get_entryGet entryGETGets a single list entry by its entry ID.
  • list_entriesList entriesPOSTLists entries in a list with optional filtering and sorting.
  • list_entry_attribute_valuesList entry attribute valuesGETLists attribute values for a specific attribute on a list entry.
  • list_record_entriesList record entriesGETLists all list entries for a given record.
  • update_entry_appendUpdate entry appendPATCHUpdates a list entry, appending to multiselect values.
  • update_entry_overwriteUpdate entry overwritePUTUpdates a list entry, overwriting multiselect values.

Record, 9 operations

  • assert_recordAssert recordPUTCreates or updates a record using a matching attribute for upsert behavior.
  • create_recordCreate recordPOSTCreates a new record in an Attio object. Throws on unique attribute conflicts.
  • delete_recordDelete recordDELETEDeletes a single record by its record ID.
  • get_recordGet recordGETGets a single record by its record ID.
  • list_record_attribute_valuesList record attribute valuesGETLists attribute values for a specific attribute on a record.
  • list_recordsList recordsPOSTLists records for an object with optional filtering and sorting.
  • search_recordsSearch recordsPOSTFuzzy searches for records across one or more objects.
  • update_record_appendUpdate record appendPATCHUpdates a record by ID, appending to multiselect attribute values.
  • update_record_overwriteUpdate record overwritePUTUpdates a record by ID, overwriting multiselect attribute values.

Task, 5 operations

  • create_taskCreate taskPOSTCreates a new task in the Attio workspace.
  • delete_taskDelete taskDELETEDeletes a task.
  • get_taskGet taskGETGets a single task by its task ID.
  • list_tasksList tasksGETLists all tasks with optional filtering and sorting.
  • update_taskUpdate taskPATCHUpdates a task deadline, completion status, linked records, or assignees.

Webhook, 5 operations

  • create_webhookCreate webhookPOSTCreates a new webhook subscription.
  • delete_webhookDelete webhookDELETEDeletes a webhook subscription.
  • get_webhookGet webhookGETGets a single webhook by its webhook ID.
  • list_webhooksList webhooksGETLists all webhooks in the workspace.
  • update_webhookUpdate webhookPATCHUpdates a webhook subscription.

Attribute, 4 operations

  • create_attributeCreate attributePOSTCreates a new attribute (field) on an object or list.
  • get_attributeGet attributeGETGets information about a single attribute on an object or list.
  • list_attributesList attributesGETLists all attributes defined on a specific object or list.
  • update_attributeUpdate attributePATCHUpdates a single attribute on an object or list.

List, 4 operations

  • create_listCreate listPOSTCreates a new list in the Attio workspace.
  • get_listGet listGETGets a single list by its list ID or slug.
  • list_all_listsList all listsGETLists all lists accessible by the current token, in sidebar order.
  • update_listUpdate listPATCHUpdates a list name, slug, or access settings.

Note, 4 operations

  • create_noteCreate notePOSTCreates a new note on a record.
  • delete_noteDelete noteDELETEDeletes a note.
  • get_noteGet noteGETGets a single note by its note ID.
  • list_notesList notesGETLists notes, optionally filtered by parent object and record.

Object, 4 operations

  • create_objectCreate objectPOSTCreates a new custom object in the Attio workspace.
  • get_objectGet objectGETGets a single object definition by its ID or slug.
  • list_objectsList objectsGETLists all system-defined and user-defined objects in the Attio workspace.
  • update_objectUpdate objectPATCHUpdates a single object definition by its ID or slug.

Comment, 3 operations

  • create_commentCreate commentPOSTCreates a comment on a thread, record, or list entry.
  • delete_commentDelete commentDELETEDeletes a comment.
  • get_commentGet commentGETGets a single comment by its comment ID.

Select option, 3 operations

  • create_select_optionCreate select optionPOSTCreates a new select option for a select attribute.
  • list_select_optionsList select optionsGETLists all select options for a select attribute on an object or list.
  • update_select_optionUpdate select optionPATCHUpdates a select option for a select attribute.

Status, 3 operations

  • create_statusCreate statusPOSTCreates a new status for a status attribute.
  • list_statusesList statusesGETLists all statuses for a status attribute on an object or list.
  • update_statusUpdate statusPATCHUpdates a status for a status attribute.

Thread, 2 operations

  • get_threadGet threadGETGets a single comment thread by its thread ID.
  • list_threadsList threadsGETLists comment threads, optionally filtered by record or list entry.

Workspace member, 2 operations

  • get_workspace_memberGet workspace memberGETGets a single workspace member by their ID.
  • list_workspace_membersList workspace membersGETLists all workspace members in the workspace.

Identity, 1 operation

  • identifyIdentifyGETIdentifies the current access token owner and returns workspace information.

OAuth scopes Attio requires

Each operation declares the scopes Attio requires for it.

  • list_entry:read-writeneeded by assert_entry, create_entry, delete_entry and 2 more
  • record_permission:read-writeneeded by assert_record, create_record, delete_record and 2 more
  • task:read-writeneeded by create_task, delete_task, update_task
  • webhook:read-writeneeded by create_webhook, delete_webhook, update_webhook
  • comment:read-writeneeded by create_comment, delete_comment
  • list_configuration:read-writeneeded by create_list, update_list
  • note:read-writeneeded by create_note, delete_note
  • object_configuration:read-writeneeded by create_object, update_object

Use Attio from Claude Code, Cursor or Codex

Connect Attio in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Attio operations become tools the client can call, next to every other integration you connected.

Claude Code
claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"
Codex (~/.codex/config.toml)
[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"
Cursor, Claude Desktop and other JSON configs
{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Attio

  1. Create your workspace

    Sign up free. Nothing to install.

  2. Connect Attio once

    Add your Attio connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.

  3. Describe the job in chat

    The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Attio integration FAQ

What can you do with the Attio integration?

LiveContext exposes 58 operations on Attio, covering entry, record, task and webhook. Common uses include Rename a pipeline list, Mark a task as completed and List deal pipeline stages.

Which OAuth scopes does Attio require?

It depends on the operation: each one declares the scopes Attio requires for it. The most common are list_entry:read-write (5 operations), record_permission:read-write (5 operations), task:read-write (3 operations) and webhook:read-write (3 operations).

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