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An agent can create, read, update, and upsert people, companies, deals, tasks, notes, and meetings through the connected account. It can also list and inspect workspace records when a workflow needs more context.

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What it does

When Attio is enabled on an agent, the agent can perform Attio actions as part of its reasoning. You ask a question or give it a task, and the agent decides when and how to use your Attio account on your behalf.

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Prerequisites

You must have an active Attio connection in your workspace before enabling this tool. If no active connection exists, the toggle is disabled.
  1. Go to Integrations for your workspace.
  2. Find Attio in the integrations grid.
  3. Click Connect and complete the sign-in flow.
  4. Return to your agent and enable the tool.

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Adding the tool to an agent

  1. Open an agent in the editor.
  2. Click the button with the tooltip Add MCP Tool or Sub Agent.
  3. In MCP Tools, click Attio. The Attio node appears on the canvas.
  4. Click the node to open the Settings panel on the right.
  5. In the Authentication field, select the connected Attio account the agent should use.
  6. If no active connection is found, the settings panel shows a warning with a link to Integrations to connect first.

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Use cases

  • Create a person from form data
  • Update a deal after a reply
  • Log a meeting and follow-up

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Notes

  • The agent uses your connected Attio account to perform actions.
  • This tool counts as 1 credit per action the agent performs.
  • The sign-in screen may show third-party authorization branding.
See also: Integrations, Creating and Configuring