ai.smithery/kesslerio-attio-mcp-server
Connect AI to your Attio CRM. Manage contacts, companies, deals, and sales pipelines. Create tasks…
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# Attio MCP Server [](LICENSE) [](https://badge.fury.io/js/attio-mcp) [](https://nodejs.org/) [](https://github.com/kesslerio/attio-mcp-server/releases) [](https://deepwiki.com/kesslerio/attio-mcp-server) A comprehensive Model Context Protocol (MCP) server for [Attio](https://attio.com/), providing **complete CRM surface coverage**. This server enables AI assistants like Claude and ChatGPT to interact directly with your entire Attio workspace through natural language—manage Deals, Tasks, Lists, People, Companies, Records, and Notes without falling back to raw API calls. ## 🎯 What is Attio MCP Server? Transform your CRM workflows with AI-powered automation. Instead of clicking through multiple screens, simply ask Claude or ChatGPT to find prospects, update records, manage pipelines, and analyze your data using natural language commands. **🎉 v1.0.0 Milestone**: Complete Attio CRM surface coverage with full ChatGPT Developer Mode integration. > "Find all AI companies with 50+ employees that we haven't contacted in 30 days and add them to our Q1 outreach list" ## 🚀 **ChatGPT Developer Mode Integration** > **⚠️ Smithery Temporarily Unavailable**: Smithery has changed their deployment model to require external hosting. We're working on Cloudflare Worker hosting for ChatGPT users. In the meantime, use [Tier 4 (Cloudflare Worker)](#tier-4-cloudflare-worker-remote-deployment) for ChatGPT/remote access. ChatGPT Pro/Plus users can access the Attio toolset through natural language using a self-hosted Cloudflare Worker: - **🔐 Built-in Approval Flows**: MCP safety annotations auto-approve read operations, request approval for writes - **🌐 OAuth Integration**: Self-hosted OAuth via Cloudflare Worker deployment - **💬 Natural Language CRM**: Manage your entire Attio workspace through conversational AI - **📖 Setup Guide**: See [ChatGPT Developer Mode docs](./docs/chatgpt-developer-mode.md) and [Cloudflare Worker Guide](./examples/cloudflare-mcp-server/README.md) ## ✨ Core Features & Implementation Status ### 🎯 **Universal Tools Architecture** (14 Tools) **68% Tool Reduction**: Consolidated 40+ resource-specific tools into 14 universal operations for consistent, powerful CRM management. - **High Performance**: 89.7% speed improvement with 227KB memory reduction (PR #483) - **Enterprise Quality**: 97.15/100 production readiness score with zero breaking changes - **Clean Architecture**: Complete production-test separation with mock factory pattern ### 📊 **Feature Implementation Status** #### ✅ **Complete CRM Surface Coverage** - **Companies**: Search, Create, Update, Delete, Advanced Search, Relationship Search - **People**: Search, Create, Update, Delete, Advanced Search, Relationship Search - **Deals**: Full CRUD operations with intelligent field mapping and stage validation - **Tasks**: Create, Update, Delete, Search with multi-assignee support - **Lists**: Full CRUD operations, filtering, advanced filtering, entry management - **Notes**: Create and list operations for all record types - **Records**: Universal CRUD operations across all resource types - **Batch Operations**: Create, Update, Delete with chunking and error handling - **Content Search**: Universal search capabilities across notes, tasks, and lists - **Relationship Navigation**: Bidirectional company↔person↔deal relationships - **Advanced Filtering**: Sophisticated query capabilities with intelligent field mapping ### 📊 **Company Management** - **Universal Search**: Find companies with `search_records` and `search_records_advanced` - **Full CRUD**: Create, read, update, and delete with universal record operations - **Relationship Discovery**: Find companies through `search_records_by_relationship` - **Batch Operations**: Process hundreds of companies with `batch_records` - **Detailed Information**: Get contact, business, and social info with `get_record_info` ### 👥 **People Management** - **Universal Contact Search**: Find people by any criteria using universal search tools - **Relationship Tracking**: Link people to companies with `search_records_by_relationship` - **Activity Timeline**: Track interactions with `search_records_by_content` and `search_records_by_timeframe` - **Advanced Filtering**: Multi-attribute search with universal filtering - **Bulk Operations**: Efficiently manage contacts with universal batch operations ### 📋 **Lists & Pipeline Management** (4 Tools + 8 Deprecated) - **Active Tools**: 4 consolidated tools with auto-mode detection ([Migration Guide](./docs/migration/v2-list-tools.md)) - `filter-list-entries` - Unified filtering with 4 modes - `manage-list-en