Connectors · CRM & sales
Attio MCP server for AI agents.
actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Attio and the rest of your systems. It gives your agent 91 Attio actions (43 reads, 35 writes and 13 that wait for a confirmation) and holds the Attio credential itself, so the agent never does. It paces Attio's limits and records every call.
100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.
claude mcp add --transport http actionlake https://connect.actionlake.com/mcpdo { action: "attio.workspace_members.list", intent: "check which Attio account is connected"}# List Attio workspace members · read · 1 upstream call- 91actionsin one signed file
- 43readlook, never change
- 35writecreate and update
- 13wait for a yesdestructive, confirmed first
Set up
Connect Attio in three steps.
- 01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp - 02
Connect Attio.
Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
access_tokenAttio access token or workspace API key
account { op: "connections.requirements", service: "attio" } # free: exactly what to paste, and what is found for you - 03
Make the first call. Check before a write.
Ask in plain words; Claude picks the action. Before anything changes,
checkvalidates the call and prices it, for free.do { action: "attio.workspace_members.list" }# list attio workspace members · read · 1 upstream callcheck { action: "attio.notes.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent
Attio at a glance
- Sign-in
- Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
- You provide
access_token- Limits we pace to
- 100 calls a second, per connection
- API covered
- Attio API v2
api.attio.com - Built from
- Attio's documentation, read 18 September 2026api.attio.com
- Service file
- Version 1.0.0, signed (Ed25519)
- Cached reads
- 43 of 43 reads, for up to an hour; a write clears what it affects
- Ready-made plans
- 8 in the store
- Shared entities
- 8, so ask can line Attio up with your other systems
- Data
- Processed and stored in Sydney, Australia. No US region yet
Capabilities
What an AI agent can do in Attio.
91 actions in 1 area. Every one carries its effect, so a key can allow the reads and hold the rest.
- 43readlook, never change
- 35writecreate and update
- 13destructivewait for a confirmation
Records
9143 read · 35 write · 13 destructive
List Attio workspace members · List Attio notes · List Attio meetings · List Attio tasks
Top actions
The Attio API, shaped for agents.
The ids your agent types, what each does, and the one name it shares with other systems. 76 of Attio's 77 action names are shared with at least one other connector, so an agent learns them once.
| Action | What it does | Effect | Same name in |
|---|---|---|---|
attio.workspace_members.listList Attio workspace members | List every member of the workspace, with their email address and access level. | read | identity.user.list474 connectors |
attio.notes.listList Attio notes | List notes, optionally only those on one parent record. | read | crm.contact_note.list29 connectors |
attio.meetings.listList Attio meetings | List meetings, filtered by linked record, participant or date window. | read | comm.event.list61 connectors |
attio.tasks.listList Attio tasks | List tasks, filtered by assignee, linked record or completion. | read | work.task.list122 connectors |
attio.emails.listList Attio emails | List the emails Attio has synced from connected mailboxes, filtered by linked record, participant, domain or date. | read | comm.email.list28 connectors |
attio.notes.createCreate an Attio note | Write a note against a record. | write | crm.contact_note.create28 connectors |
attio.meetings.createCreate an Attio meeting | Record a meeting in Attio, with its participants and linked records. | write | comm.event.create52 connectors |
attio.workspace_members.getGet an Attio workspace member | Get one workspace member by id. | read | identity.user.get399 connectors |
attio.tasks.createCreate an Attio task | Create a task, optionally linked to records and assigned to workspace members. | write | work.task.create127 connectors |
attio.notes.deleteDelete an Attio note | Permanently delete one note. | destructive | crm.contact_note.delete21 connectors |
attio.lists.createCreate an Attio list | Create a new list over a parent object. | write | crm.contact_list.create29 connectors |
attio.activity_records.createCreate an Attio activity record | Create one activity record. `values` is a map of attribute api_slug to value array. | write | crm.activity.create20 connectors |
Try it
Prompts to paste into Claude.
Each one names the Attio actions it will call, so you know what it reads and what it changes before you send it.
- Readread
Which Attio deals are due to close this month, and what are they worth in total?
calls
attio.records.query - Planwrite
Turn a finished meeting into a recap note and a follow-up task in Attio.
calls
attio.meetings.getattio.call_recordings.listattio.call_recording_transcripts.getattio.notes.createattio.tasks.create - Planwrite
Stand up a new object with a status attribute and its options in Attio. Ask me before anything is sent or changed.
calls
attio.objects.createattio.objects.listattio.attributes.createattio.select_options.listattio.select_options.create - Writewrite
Create an Attio note in Attio. Show me exactly what you will send before you save it.
calls
attio.notes.create
The plan store
Ready-made plans for Attio.
8 plans in the store. Install one and your agent runs it by name; the reply says which connections are still missing. A schedule can run a plan on a timetable. There are no triggers or webhooks, by design.
Report deal counts by stage with owner names resolved
Use it when Someone asks for a breakdown of the Attio pipeline by stage, or who owns what in a given stage.
Sweep overdue tasks and post a chase note on each linked record
Use it when An agent needs to chase overdue Attio tasks and leave a visible trail on the linked records.
Upsert a company record and put it on a target list
Use it when An agent has a company name or domain and needs it to exist in Attio and appear on a pipeline list without creating duplicates.
Find records with no recent email and open a comment thread on each
Use it when An agent needs to flag Attio records that have not had email contact recently and leave the flag where the owner will see it.
Turn a finished meeting into a recap note and a follow-up task
Use it when A call has just ended and the record needs a written recap plus a follow-up task in Attio.
Stand up a new object with a status attribute and its options
Use it when A workspace needs a brand new Attio object with a working single-select attribute configured in one pass.
A person decides
Create a new Attio object 'plural noun' and add a select attribute to it.
Delete stale entries from a list after human approval
Use it when Someone asks to clean out old entries from an Attio list and a human must sign off before anything is removed.
A person decides
Permanently delete number of items stale entries from Attio list list.
Merge a duplicate record into its primary after review
Use it when Two Attio records are duplicates of each other and one should be merged into the other with a human signing off.
A person decides
Merge record secondary record id into primary record id; this cannot be undone.
account { op: "plans.install", slug: "attio-pipeline-stage-report" }
# then ask for it by name; a schedule can run it on a timetableGovernance for Attio
Destructive actions wait for a yes.
13 Attio actions are destructive. These are all of them:
- Delete an Attio note
attio.notes.delete - Delete an Attio meeting
attio.meetings.delete - Delete an Attio task
attio.tasks.delete - Merge two Attio records
attio.record_merges.create - Delete an Attio activity record
attio.activity_records.delete - Delete an Attio list entry
attio.list_entries.delete - Delete an Attio file
attio.files.delete - Delete an Attio call recording
attio.call_recordings.delete - Delete an Attio webhook
attio.webhooks.delete - Delete an Attio record
attio.records.delete - Delete an Attio object
attio.objects.delete - Delete an Attio activity type
attio.activities.delete - Delete an Attio comment
attio.comments.delete
A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.
Delete an Attio note?
intent: the user asked me to delete an Attio note
account { op: "keys.create", name: "attio-agent", allowed_actions: ["attio.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "attio.notes.delete", approver: "[email protected]" }, { match: "attio.meetings.delete", approver: "[email protected]" }, { match: "attio.tasks.delete", approver: "[email protected]" } ]}Cost
What Attio costs on actionlake.
Every Attio action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Attio refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.
- 1upstream call per actionall 91 Attio actions
- 19actions pageeach page of a long list is one call
- 43reads can be cacheda cache hit costs nothing
- 100,000calls a month, freepaid plans from US$49 a month for 250,000
Action index
Every Attio action.
91 actions by area: the id your agent calls, what it does, and its effect.
Records91
attio.activities.createCreate an Attio activity typewriteattio.activities.deleteDelete an Attio activity typedestructiveattio.activities.getGet an Attio activity typereadattio.activities.listList Attio activitiesreadattio.activities.updateUpdate an Attio activity typewriteattio.activity_records.createCreate an Attio activity recordwriteattio.activity_records.deleteDelete an Attio activity recorddestructiveattio.activity_records.getGet an Attio activity recordreadattio.activity_records.queryQuery Attio activity recordsreadattio.activity_records.update_appendUpdate an Attio activity record (append multiselect)writeattio.activity_records.update_overwriteUpdate an Attio activity record (overwrite multiselect)writeattio.attributes.createCreate an Attio attributewriteattio.attributes.getGet an Attio attributereadattio.attributes.listList Attio attributesreadattio.attributes.updateUpdate an Attio attributewriteattio.call_recording_transcripts.getGet an Attio call transcript (deprecated)readattio.call_recordings.createCreate an Attio call recordingwriteattio.call_recordings.deleteDelete an Attio call recordingdestructiveattio.call_recordings.getGet an Attio call recordingreadattio.call_recordings.listList Attio call recordingsreadattio.comments.createCreate an Attio commentwriteattio.comments.deleteDelete an Attio commentdestructiveattio.comments.getGet an Attio commentreadattio.emails.listList Attio emailsreadattio.files.deleteDelete an Attio filedestructiveattio.files.getGet an Attio filereadattio.files.listList Attio filesreadattio.list_entries.assert_by_parentAssert an Attio list entry by parent recordwriteattio.list_entries.createCreate an Attio list entrywriteattio.list_entries.deleteDelete an Attio list entrydestructiveattio.list_entries.getGet an Attio list entryreadattio.list_entries.queryQuery Attio list entriesreadattio.list_entries.update_appendUpdate an Attio list entry (append multiselect)writeattio.list_entries.update_overwriteUpdate an Attio list entry (overwrite multiselect)writeattio.list_entry_attribute_values.listList Attio list entry attribute valuesreadattio.list_entry_attribute_values.writeWrite Attio list entry attribute valueswriteattio.list_views.listList views for an Attio listreadattio.lists.createCreate an Attio listwriteattio.lists.getGet an Attio listreadattio.lists.listList all Attio listsreadattio.lists.updateUpdate an Attio listwriteattio.meetings.createCreate an Attio meetingwriteattio.meetings.deleteDelete an Attio meetingdestructiveattio.meetings.getGet an Attio meetingreadattio.meetings.listList Attio meetingsreadattio.notes.createCreate an Attio notewriteattio.notes.deleteDelete an Attio notedestructiveattio.notes.getGet an Attio notereadattio.notes.listList Attio notesreadattio.notes.updateUpdate an Attio notewriteattio.object_views.listList views for an Attio objectreadattio.objects.createCreate an Attio objectwriteattio.objects.deleteDelete an Attio objectdestructiveattio.objects.getGet an Attio objectreadattio.objects.listList Attio objectsreadattio.objects.updateUpdate an Attio objectwriteattio.record_attribute_values.listList Attio record attribute valuesreadattio.record_attribute_values.writeWrite Attio record attribute valueswriteattio.record_entries.listList the Attio list entries for a recordreadattio.record_merges.createMerge two Attio recordsdestructiveattio.records.assertAssert (create or update) an Attio recordwriteattio.records.createCreate an Attio recordwriteattio.records.deleteDelete an Attio recorddestructiveattio.records.getGet an Attio recordreadattio.records.queryQuery Attio recordsreadattio.records.searchSearch Attio records across objectsreadattio.records.update_appendUpdate an Attio record (append multiselect)writeattio.records.update_overwriteUpdate an Attio record (overwrite multiselect)writeattio.select_options.createCreate an Attio select optionwriteattio.select_options.listList Attio select optionsreadattio.select_options.updateUpdate an Attio select optionwriteattio.self.identifyIdentify the Attio access tokenreadattio.sql.queryRun a SQL query against Attioreadattio.statuses.createCreate an Attio statuswriteattio.statuses.listList Attio statusesreadattio.statuses.updateUpdate an Attio statuswriteattio.tasks.createCreate an Attio taskwriteattio.tasks.deleteDelete an Attio taskdestructiveattio.tasks.getGet an Attio taskreadattio.tasks.listList Attio tasksreadattio.tasks.updateUpdate an Attio taskwriteattio.threads.getGet an Attio thread and its commentsreadattio.threads.listList Attio comment threadsreadattio.unsubscribed_emails.createAdd emails to the Attio unsubscribe listwriteattio.webhooks.createCreate an Attio webhookwriteattio.webhooks.deleteDelete an Attio webhookdestructiveattio.webhooks.getGet an Attio webhookreadattio.webhooks.listList Attio webhooksreadattio.webhooks.updateUpdate an Attio webhookwriteattio.workspace_members.getGet an Attio workspace memberreadattio.workspace_members.listList Attio workspace membersread
Questions
The Attio MCP server, answered.
Is there an Attio MCP server for Claude?
Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 91 Attio actions, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Attio.
What do I need to connect Attio?
Attio access token or workspace API key. The free call account { op: "connections.requirements", service: "attio" } lists exactly what to paste.
Can an AI agent delete or change things in Attio?
Only if its key allows it, and only with an explicit confirmation. 13 Attio actions are destructive, including delete an Attio note, delete an Attio meeting and delete an Attio task. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.
Will an AI agent use up my Attio API limit?
actionlake paces every call to the limits in the Attio service file: 100 calls a second per connection. Repeated reads are answered from cache (43 Attio actions can be), which never reaches Attio.
What does an Attio action cost?
One upstream call, the only unit actionlake bills. A list that pages bills one call per page (19 Attio actions page). Cache hits, searches, dry runs and calls Attio refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.
Which Attio API does it cover?
The Attio API v2 at api.attio.com. It is built from Attio's documentation as read on 18 September 2026. 91 actions in 1 area, each one in the signed service file (version 1.0.0).
Does actionlake keep my Attio data, and where?
actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Attio credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.
Which AI clients can use it?
Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.
Give your agent Attio today.
Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.