Integration · CRM & sales

Connect Claude & ChatGPT to Attio

Ask your AI to find people, companies and deals in Attio, update their values and move list entries to a new stage. It can add notes, create and complete tasks, and read your meetings. Your CRM stays current without manual data entry.

Connect Attio free

Free plan, no credit card. Takes about a minute.

Try asking

“Find Acme and show me everything we know about them.”
The AI searches records for Acme and returns the company record with all its attribute values.
“Move the Acme deal to Negotiation in our sales pipeline.”
It finds the entry in the pipeline list and updates its stage value.
“Add a note to Sara Lund: she wants a proposal by end of month.”
It creates a note on Sara's person record with a title and your text.

What your AI can do

Find and update records

Search people, companies, deals and custom objects, and update their attribute values.

Work your pipelines

List entries in any list, filter by stage and move entries forward, or add new records to a list.

Notes, tasks and comments

Add notes and comments, create and complete tasks for teammates, and read linked meetings.

“Create a task for Peter to follow up with Nordic Foods next Tuesday.”
It creates a task with a deadline, Peter as assignee and the company as linked record.
“Which deals in the pipeline are in the Proposal stage?”
It lists the pipeline entries filtered by stage.
“What meetings did we have with Globex last month?”
It lists meetings linked to the Globex record in that time range, with participants.

91 tools for Attio

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_emails_to_the_unsubscribe_listChanges dataCreate a new message. Required: data. API summary: Add emails to the unsubscribe list.
add_record_to_listChanges dataAdd a record to a list as a new entry. Required: list and data (parent_record_id, parent_object and entry_values).
create_attributeChanges dataCreate a new attribute. Required: data. API summary: Create an attribute.
create_attribute_optionChanges dataCreate a new option for a attribute. Required: data. API summary: Create a select option.
create_attribute_statusChanges dataCreate a new status for a attribute. Required: data. API summary: Create a status.
create_commentChanges dataPost a comment on a record or list entry, or reply in a thread. Required: data with format, content, author and record, entry or thread_id.
create_documentChanges dataCreate a new document. Required: body. API summary: Create a folder.
create_listChanges dataCreate a new list. Required: data. API summary: Create a list.
create_meetingChanges dataCreate a new meeting. Required: data. API summary: Create a meeting.
create_meeting_call_recordingChanges dataCreate a new call recording for a meeting. Required: data. API summary: Create call recording.
create_noteChanges dataAdd a note to a record. Required: data with parent_object, parent_record_id, title, format and content.
create_objectChanges dataCreate a new object. Required: data. API summary: Create an object.
create_recordChanges dataCreate a record (person, company, deal or custom object). Required: object and data.values with attribute slugs as keys. Search first to avoid duplicates.
create_sqlChanges dataCreate a new sql. Required: sql. API summary: Query SQL.
create_taskChanges dataCreate a task. Required: data with content, format, deadline_at, is_completed, linked_records and assignees.
create_task_2Changes dataCreate a new task. Required: data. API summary: Create an activity.
create_task_recordChanges dataCreate a new record for a task. Required: data. Search records first to avoid duplicates. API summary: Create an activity record.
create_webhookDeletesCreate a new webhook. Required: data. Destructive action; may require approval. API summary: Create a webhook.
delete_a_commentDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a file.
delete_list_pageDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: Delete a list entry.
delete_meetingDeletesPermanently delete a meeting by meeting id. Destructive action; may require approval.
delete_meeting_call_recordingDeletesPermanently delete a call recording by call recording id. Destructive action; may require approval. API summary: Delete call recording.
delete_noteDeletesPermanently delete a note. Required: message_id (the note id). This cannot be undone.
delete_objectDeletesPermanently delete a object by object. Destructive action; may require approval. API summary: Delete an object.
delete_object_recordDeletesPermanently delete a record by record id. Destructive action; may require approval.
delete_taskDeletesPermanently delete a task. Required: task_id. This cannot be undone.
delete_task_2DeletesPermanently delete a task by activity. Destructive action; may require approval. API summary: Delete an activity.
delete_task_recordDeletesPermanently delete a record by record id. Destructive action; may require approval. API summary: Delete an activity record.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval.
download_documentDownload the document for a document. API summary: Download a file.
get_a_commentGet one message by message id. API summary: Get a comment.
get_attributeGet one attribute by attribute. API summary: Get an attribute.
get_current_userIdentify the current Attio connection: workspace and the user or token it acts as.
get_documentGet one document by document id. API summary: Get a file.
get_listGet one list's details, including its parent object. Required: list (id or slug).
get_list_pageGet one page for a list by page id. API summary: Get a list entry.
get_meetingGet one meeting with its title, time, participants and linked records. Required: meeting_id.
get_meeting_call_recordingGet one call recording for a meeting by call recording id. API summary: Get call recording.
get_noteGet one note with its title and content. Required: message_id (the note id).
get_objectGet one object by object. API summary: Get an object.
get_recordGet one record with all its attribute values. Required: object and record_id.
get_taskGet one task with its content, deadline, assignees and linked records. Required: task_id.
get_task_2Get one task by activity. API summary: Get an activity.
get_task_recordGet one record for a task by record id. API summary: Get an activity record.
get_threadGet one thread by thread id. Results are paginated. API summary: Get a thread and its comments.
get_userGet one user by user id. API summary: Get a workspace member.
get_webhookGet one webhook by webhook id. API summary: Get a webhook.
list_attribute_optionsList options for a attribute. Optional filters: show archived. API summary: List select options.
list_attribute_statusesList statuses for a attribute. Optional filters: show archived.
list_attribute_valuesList values for a attribute. Optional filters: show historic. Results are paginated. API summary: List record attribute values.
list_attribute_values_for_a_list_entryList values for a attribute. Optional filters: show historic. Results are paginated. API summary: List attribute values for a list entry.
list_attributesList the attributes (fields) of an object or list, so you know which fields exist and their slugs. Required: target ('objects' or 'lists') and resource_identifier (e.g. 'people').
list_call_recording_transcriptsList transcripts for a call recording. Results are paginated. API summary: Deprecated: Get call transcript.
list_comment_threadsList comment threads on a record or list entry (record_id and object, or list and entry_id).
list_documentsList documents. Optional filters: object, record id, storage provider or parent folder id. Results are paginated. API summary: List files.
list_emailsList messages. Optional filters: linked object, linked record ids, participants, domain, sent after or sent before. Results are paginated. API summary: List emails.
list_list_entriesChanges dataList the entries in a list, with optional filter and sorts (e.g. deals in a given stage). Required: list.
list_list_viewsList views for a list. Optional filters: show archived. Results are paginated. API summary: List views for list.
list_listsList all lists (pipelines and collections such as a sales pipeline).
list_meeting_call_recordingsList call recordings for a meeting. Results are paginated.
list_meetingsList meetings, filtered by linked record, participants or time range (ends_from, starts_before).
list_notesList notes, optionally only those on one record (parent_object and parent_record_id).
list_object_viewsList views for a object. Optional filters: show archived. Results are paginated. API summary: List views for object.
list_objectsList the objects in the workspace (people, companies, deals and custom objects). Use the api_slug values in the record tools.
list_record_pagesList pages for a record. Results are paginated. API summary: List record entries.
list_tasksList tasks, filtered by assignee, is_completed or linked record (linked_object and linked_record_id).
list_tasks_2List tasks. Results are paginated. API summary: List activities.
list_webhooksList webhooks. Results are paginated.
list_workspace_membersList the members of the workspace. Use their ids as owners or assignees.
query_recordsChanges dataList records of one object with optional filter and sorts (e.g. companies where domain contains 'acme'). Required: object.
search_recordsChanges dataSearch records by text across one or more objects (e.g. people, companies). Required: query, objects and request_as. Use this to find a person, company or deal by name, email or domain.
search_records_2Changes dataSearch records. Use this to find existing records before creating a new record. API summary: List activity records.
submit_recordVisible to othersMerge a record (object). Has effects visible outside this system. API summary: Merge two records.
update_attributeChanges dataUpdate an existing attribute identified by attribute. Only the fields you pass are changed. API summary: Update an attribute.
update_attribute_optionChanges dataUpdate an existing option identified by option. Only the fields you pass are changed. API summary: Update a select option.
update_attribute_statusChanges dataUpdate an existing status identified by status. Only the fields you pass are changed. API summary: Update a status.
update_attribute_valuesVisible to othersUpdate an existing value identified by attribute. Has effects visible outside this system. API summary: Write record attribute values.
update_listChanges dataUpdate an existing list identified by list. Only the fields you pass are changed. API summary: Update a list.
update_list_entryChanges dataUpdate a list entry's values, e.g. move it to another stage. Required: list, page_id (the entry id) and data.entry_values.
update_list_pagesVisible to othersUpdate an existing page identified by list. Has effects visible outside this system. API summary: Upsert a list entry by parent.
update_meetingChanges dataUpdate an existing meeting identified by meeting id. Only the fields you pass are changed. API summary: Update a meeting (append linked records).
update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update a note.
update_objectChanges dataUpdate an existing object identified by object. Only the fields you pass are changed. API summary: Update an object.
update_object_recordsVisible to othersUpdate an existing record identified by object. Has effects visible outside this system. API summary: Upsert a record.
update_recordChanges dataUpdate a record's attribute values. Required: object, record_id and data.values. Multi-select values are appended, not replaced.
update_taskChanges dataUpdate a task's deadline, completion, assignees or linked records. Required: task_id and data.
update_task_2Changes dataUpdate an existing task identified by activity. Only the fields you pass are changed. API summary: Update an activity.
update_task_recordChanges dataUpdate an existing record identified by record id. Only the fields you pass are changed. API summary: Update an activity record (append multiselect values).
update_task_recordsVisible to othersUpdate an existing record identified by activity. Has effects visible outside this system. API summary: Upsert an activity record.
update_webhookDeletesUpdate an existing webhook identified by webhook id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update a webhook.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Attio from the app list.
2
Paste your key
Paste an Attio access token. In Attio open Workspace settings → Developers, create an access token with the scopes you need and copy it.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Attio?

The AI can search and query records, create and update people, companies, deals and custom objects, manage list entries, add notes and comments, and create, update and read tasks and meetings. It can delete notes and tasks only if you switch those tools on.

Does the AI see my Attio API key?

No. Your Attio credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, and the scopes on your Attio token also limit access. Permanent deletes of notes and tasks can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Attio account.

Does the AI know my custom Attio fields?

Yes. It can list the attributes of any object or list, so it knows which fields exist and their slugs. It then uses those slugs when it creates or updates records. Custom objects work the same way.