integrations tools attio

    Attio MCP for your AI agent

    Cogny's Attio integration exposes 22 tools (13 read, 8 write, 1 destructive) to an AI agent over MCP. The same tools are available on every plan, from your own AI client or inside the Cogny app.

    • 13readonly reads data.
    • 8writecreates or changes something.
    • 1destructivedeletes, removes or replaces something.

    Over MCP your own AI client asks before it runs a write. To take a tool away from your agent, block it in Settings → Integrations. Plans, approvals and limits

    set it up.

    Add Cogny to your AI client once, then connect Attio in Cogny. Every Attio tool below appears in the client.

    • Claude CodeRun claude mcp add --transport http cogny https://app.cogny.com/mcp, then authorise in the browser.
    • Claude.aiSettings → Connectors → Add custom connector, URL https://app.cogny.com/mcp, then log in and pick your workspace.
    • ChatGPTSettings → Apps → Advanced settings → Developer mode → Create app, URL https://app.cogny.com/mcp, authentication OAuth.
    • CursorIn Cogny, Settings → Data & Integrations → Connect AI Clients shows the block to paste into .mcp.json, with an API key.
    • CodexRun codex mcp add cogny --url https://app.cogny.com/mcp.

    Full setup, and how to undo it

    what each tool does.

    Read 13 · only reads data

    • get_workspace_infoReadIdentify the connected Attio workspace and the scopes your access token was granted.
    • list_objectsReadList every object type in your Attio workspace (companies, people, deals, users and custom objects).
    • get_objectReadGet one Attio object type by its api_slug (e.g. “companies”, “people”, “deals”).
    • list_object_attributesReadList the typed attributes of one object — their api_slug, type and format — so you can build create/update values.
    • list_recordsReadList records of an object (companies, people, deals, users or a custom object), optionally filtered and sorted.
    • get_recordReadGet one record by its Attio record id.
    • list_listsReadList the lists (pipeline stages) in your Attio workspace.
    • list_list_entriesReadList the records on a given list (a pipeline stage), by the list's api_slug.
    • list_notesReadList the notes on a record (or across the workspace), optionally scoped to one record.
    • get_noteReadGet one note by its note id.
    • list_tasksReadList the tasks in your Attio workspace.
    • get_taskReadGet one task by its task id.
    • list_workspace_membersReadList the users in your Attio workspace (for task assignees and record ownership).

    Write 8 · creates or changes something

    • create_recordWriteCreate a new record on an object — a new company, person, deal, user or custom-object record.
    • upsert_recordWriteCreate or update a record, matching on one attribute (e.g. email_domain for companies, email_addresses for people).
    • update_recordWriteUpdate the given attribute values on an existing record.
    • add_record_to_listWriteAdd a record to a list (a pipeline stage). entry_values are the list-entry attribute values, e.g. a deal's stage.
    • update_list_entryWriteUpdate a list entry (e.g. move a deal to another stage) — pass the list's api_slug, the entry id and the new entry_values.
    • create_noteWriteWrite a note onto a record — parent_object (e.g. companies, people, deals) and parent_record_id plus the note text.
    • create_taskWriteCreate a follow-up task, optionally linked to a record, with a deadline ("YYYY-MM-DD" or ISO datetime) and assignees (Attio user or workspace-member resource ids).
    • update_taskWriteUpdate a task — change its content, deadline, completion or assignees.

    Destructive 1 · deletes, removes or replaces something

    • remove_record_from_listDestructiveRemove a record from a list (a pipeline stage) by its entry id.

    Exact input schemas come from tools/list once Attio is connected; the free plan is enough to check. Missing something? Your agent can ask for it with request_feature.