The attio-mcp server integrates Attio CRM with AI agents, enhancing data accessibility and automation for sales and marketing teams. This integration streamlines workflows and boosts productivity by using AI capabilities within the CRM environment.
claude install redriverwest/attio-mcpThe Attio MCP server connects Attio CRM directly to AI agents, providing structured access to companies, contacts, tasks, and workspace members through standardized tools. It supports filtering by owner, domain, deadline, and assignee—enabling agents to search records, retrieve detailed profiles, and access activity notes without manual CRM navigation. The server offers secure Bearer token authentication and deploys via Docker with both Stdio and SSE transports. Sales and marketing teams use this integration to automate lead research, task management, and contact enrichment workflows within their AI-powered tools.
Install via pip or UV with your Attio API key in a .env file. Run the server with `attio-mcp` for Stdio transport or set `MCP_TRANSPORT=sse` for HTTP deployment. Docker images are available in the deploy folder for local or production use with optional Bearer token authentication.
Automate lead data entry from Attio to AI agents
Generate sales insights using AI analysis of CRM data
Enhance customer engagement through AI-driven communications
claude install redriverwest/attio-mcpgit clone https://github.com/redriverwest/attio-mcpCopy the install command above and run it in your terminal.
Launch Claude Code, Cursor, or your preferred AI coding agent.
Use the prompt template or examples below to test the skill.
Adapt the skill to your specific use case and workflow.
I'm a sales manager at [COMPANY] in the [INDUSTRY] sector. I need to use the attio-mcp server to automate data retrieval from our Attio CRM. Specifically, I want to extract [DATA] for the past [TIME PERIOD] and analyze it to identify trends. Can you guide me through the process?
## Attio-MCP Data Retrieval Process To retrieve and analyze data from your Attio CRM using the attio-mcp server, follow these steps: 1. **Access the attio-mcp server**: Log in to your attio-mcp dashboard using your Attio CRM credentials. 2. **Navigate to the Data Retrieval Section**: Click on the 'Data' tab in the top menu, then select 'Retrieve Data'. 3. **Specify Data Parameters**: In the data retrieval form, select the following options: - **Data Type**: [Choose the relevant data type, e.g., 'Customer Interactions', 'Sales Performance', etc.] - **Time Period**: [Specify the time period, e.g., 'Last 6 Months', 'Year-to-Date', etc.] - **Additional Filters**: [Apply any additional filters, such as 'Region', 'Product Category', etc.] 4. **Run the Query**: Click the 'Retrieve Data' button to execute the query. 5. **Analyze the Results**: Once the data is retrieved, use the built-in analysis tools to identify trends and patterns. You can also export the data to a CSV file for further analysis in Excel or other tools. ## Example Analysis Based on the retrieved data, you might find the following trends: - **Increased Customer Engagement**: A 20% increase in customer interactions over the past 6 months, indicating improved customer satisfaction and loyalty. - **Regional Performance**: The North region has shown the highest sales growth, with a 15% increase in revenue compared to the same period last year. - **Product Performance**: The [Product Name] has been the top-selling product, accounting for 30% of total sales. These insights can help you make data-driven decisions to optimize your sales and marketing strategies.
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