Claude Attio connectorWhat Claude can do in your Attio account.
The Claude Attio connector exposes 23 tools. 17 read your CRM, 6 write to it, and none is left undocumented. Below: what Claude finds, what it logs for you, what it confirms first, and where the official sources disagree.
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What changes for a sales team
You stop tabbing between Attio views to answer simple questions. Ask Claude who you know at a prospect, what was said on the last call or which tasks are due, and it digs through records, notes, emails and call transcripts itself, then answers in the chat. When something needs logging, it asks before it writes.
Walk into a call prepared. search-meetings finds the upcoming meeting, get-call-recording pulls the transcript of the previous one, and semantic-search-emails surfaces the thread where pricing came up. You get a briefing, not ten open tabs.
Log the call without retyping it. Right after the demo, create-note attaches your recap to the company record and create-task sets the follow-up with a deadline and an owner. Claude asks you to confirm both before anything lands in Attio.
Keep records clean. upsert-record matches on an email or a domain, so a contact you already have gets refreshed instead of duplicated.
What it will not do: the directory sheet lists no tool to delete a record, merge duplicates, comment or run a report, even though Attio's own documentation describes some of these. Nothing runs on its own either: no tool wakes up when a deal changes stage. For background jobs of that kind, the Attio Make integration covers a different need, and the Integrations hub lists the other options.
The vocabulary in one minute
Five words you will meet while plugging Attio into Claude.
- Connector
- The link you set up once between Claude and an account you already have, so Claude can work in it while it answers you.
- Tool
- One named thing a connector lets Claude do. Claude picks the ones it needs on its own, and the directory sheet lists them by name.
- Authorization
- The sign-in screen of Attio itself, where you hand Claude its access. Granted once per person, and you can take it back the same way.
- Approval
- The confirmation Claude waits for before it goes ahead with a change to your account, shown in the conversation at the moment it matters.
- MCP
- The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as Attio.
Connect Attio to Claude in three steps
- 01
Find Attio in Claude
Open Claude's settings, go to Customize then Connectors, and look for Attio in the list. On a Team or Enterprise workspace, an Owner or Primary Owner has to switch the connector on before members can sign in to it.
- 02
Start the connection
Click Connect on Attio's row, then sign in with your Attio account in the window Attio opens itself. No key to paste. If the link ever breaks, use Disconnect and connect again.
- 03
Read the authorization screen
Go through the authorization screen before you accept. It belongs to Attio, not to Claude, and it sets what the access covers. You can revoke that session later from your Attio account settings.
The 23 tools, sorted by what they do
Attio gives Claude 23 tools: 17 that read your account, 6 that change something in it.
Two groups here: what Claude reads, and what it writes. Tool names stay exactly as Claude shows them, in English.
- 17 read
- 6 write
What Claude reads (17)
17 toolsSeventeen tools that look things up in your workspace without touching it. Attio says they run without asking.
get-call-recording
Opens one call recording in full, with its details and the transcript, so Claude can quote what was actually said instead of guessing from a summary.
get-email-content
Retrieves the complete text of one email stored in Attio, not just its subject line or a preview. Claude reads it and can pull out the exact figures or dates it contains.
get-note-body
Brings back the full text of a single note, however long, so Claude works from the whole recap rather than the snippet a search returns.
get-records-by-ids
Fetches every detail Attio holds on specific records Claude has already identified: people, companies, deals. It is the step that turns a list of hits into complete profiles.
list-attribute-definitions
Shows which fields exist on a type of record, with their format and the options allowed. Claude learns your workspace's vocabulary before it filters or fills anything.
list-records
Pulls the records of one object, companies or deals for instance, with filters and a sort order. You get a clean list without building a view in Attio.
list-workspace-members
Returns the people in your Attio workspace, with their details and which teams they belong to. Useful when a task or a record has to be tied to the right colleague.
list-workspace-teams
Lists every team set up in the workspace, giving Claude the structure of your organisation as Attio knows it.
search-call-recordings-by-metadata
Looks for call recordings using who took part, the linked records, the title or a date range. It narrows the pile before Claude opens a transcript.
search-emails-by-metadata
Searches emails by participant, sender domain or time window. Claude gets the list of matching messages, then opens the ones that matter.
search-meetings
Checks past and upcoming meetings by attendee, related record or period, so Claude can see what is booked and what already happened with an account.
search-notes-by-metadata
Filters notes by the record they sit on, their author, the meeting they belong to or when they were written.
search-records
Runs a full-text search across people, companies and deals, on names, emails, domains and other indexed fields. It is usually Claude's first step on any question about an account.
semantic-search-emails
Finds emails by what they talk about rather than by sender or date, using a semantic search. Ask for a subject in plain words and Claude gets the threads that match it.
semantic-search-notes
Searches the meaning of your notes instead of their metadata, so a theme surfaces even if nobody used the same words twice.
whoami
Tells Claude which Attio user it is connected as and what workspace membership that account has. Claude knows whose rights it is working with.
list-tasks
Reads the tasks in the workspace with optional filters, such as status, due date or linked record. Your to-do list comes back in the chat.
What Claude writes (6)
6 toolsSix tools that add or edit data. Attio says each one asks for your confirmation first.
create-note
Asks you firstAdds a note to a record in Attio, for instance the recap of a call on the company it concerns. The text you dictate becomes part of the account's history.
create-record
Asks you firstAdds a person, a company, a deal or a custom object entry to your CRM from a sentence in the chat.
create-task
Asks you firstSets up a task in Attio, with a deadline, an assignee and a linked record if you give them. The follow-up exists in the CRM, not just in the conversation.
update-task
Asks you firstChanges an existing task: its deadline, its status, who owns it or the record it is linked to.
update-record
Asks you firstRewrites fields on a record Claude has already found, by its identifier: a new job title, a revised deal value, a fresh status.
upsert-record
Asks you firstMatches a record on an attribute like an email address or a domain, then updates it if it exists or creates it if it does not. One call, no duplicate.
What Claude asks before it acts
By default, Claude stops and asks for your go-ahead before any action it takes on an account for you. Attio goes further in writing: reads run without asking, writes always request a confirmation.
On a Team or Enterprise workspace, owners decide whether a member may let some actions through without being asked every time. They can also cap what a connector may do for the whole organisation, keeping reads open and closing writes, and nobody overrides that from their own account. Last point: Claude works with your Attio permissions and nothing more. A record you cannot open in Attio stays closed to it too.
Which plans this works on
None of the 819 sheets in the official directory shows plan availability. The per-connector answer is published nowhere, and that is a real gap in the catalogue.
The general rule is published: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner switches the connector on for the organisation before each member can sign in. For the current state of this one, check the Attio sheet in the official directory.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you: nothing starts when a deal moves stage, an email arrives or a task falls due.
Only Attio documents this connector; neither Claude's help centre nor Anthropic's developer docs have a page on it. The tool list is an observed floor, not a promise: an administrator may open actions that no public sheet shows. The partner badge is not a security audit either, and Anthropic says so on every sheet: it does not choose the tools a publisher exposes and does not guarantee they behave as described. Plug in what comes from a publisher you trust, here Attio itself.
Which tools does the Attio connector expose in Claude?
- Claude directory sheet ↗September 202623 tools, with nothing to delete, manage lists, comment or run reports.
- Attio's MCP documentation ↗September 2026A wider set, including record merging, list management, comments with deletion, note editing, reporting and SQL queries.
What this page followsNeither is outdated: they describe different perimeters. Attio documents a larger server than the list the sheet publishes. What your account really gets shows up in Claude once you are connected; this page sticks to the 23 tools on the sheet.
Need help connecting Attio to Claude?
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