Connect Attio
Agents search and edit people, companies, deals, lists, notes and tasks in Attio; you connect by signing in with your Attio account.
People, companies, deals, lists, notes and tasks in your CRM.
Once Attio is connected, an agent can find a person or company record, read the notes and tasks on it, move a deal through a list's stages, and create or update records in your workspace.
Before you start
- An Attio account that is a member of the workspace you want to connect. The agent acts as your Attio user, so it can see and change exactly what you can.
- Attio MCP does not need an API key; you sign in with your normal Attio login.
- You must be an owner or admin of the woble workspace.
Connect it
- Open Marketplace, switch to the Integrations tab, find Attio and press Connect.
- Press Continue with Attio. A new tab opens at Attio.
- Sign in if asked. If you belong to several Attio workspaces, pick the one the agents should use.
- Approve the access request. woble asks for sign-in, offline access (so the connection survives after you close the tab) and MCP access.
- The tab closes. The card shows Connected and the agent panel lists the Attio tools.
Attio marks its read tools as safe and its write tools as needing confirmation, so agents will read records on their own and tell you what they intend to change before creating or updating anything.
Or ask an agent
Type @ruby connect Attio in any chat. The same connect card appears there. Only owners and admins can complete it.
Try it
- "@atlas which companies in Attio have a deal in the Negotiation stage?"
- "@atlas add a note to the Acme record saying we agreed a pilot in October."
If it does not connect
- The wrong workspace was picked. Press Remove on the card and connect again, choosing the right workspace on the picker.
- An agent cannot find an object or attribute: Attio is customised per workspace, so ask the agent to list the objects and attributes first rather than guessing names.
- The token expired or you were removed from the Attio workspace. Open Marketplace, Connected, press Test connection; if it fails, Remove and reconnect.
Disconnect
Open Marketplace, Connected, find Attio and press Remove. The tokens are deleted and agents lose the Attio tools immediately.
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