> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dust.tt/llms.txt
> Use this file to discover all available pages before exploring further.

# Attio

## Overview

Attio MCP is a hosted Model Context Protocol server by Attio that lets agents search, create, and update CRM data — including people, companies, deals, tasks, notes, meetings, calls, and emails — directly in your Attio workspace. Authentication is handled via OAuth, so actions are performed as the connected user.

## Connection Setup (Admin)

Set up Attio as a Remote MCP Server in Dust.

1. In Dust, go to **Spaces Tools** and click **Add Tool**.
2. Click **Add MCP Server**.
3. In the **MCP server URL** field, enter: `https://mcp.attio.com/mcp`
4. For **Authentication**, choose **Automatic (OAuth)** and complete the OAuth authorization flow to connect your Attio account.
5. After the sync finishes, the Attio toolset will appear and can be added to spaces and agents.

## Available Tools

The Attio MCP exposes a range of CRM capabilities. For the authoritative, up-to-date tool list and full schema details, see [Attio's official MCP documentation](https://docs.attio.com/mcp/overview).

### Records & Objects

| Tool                         | Description                                                                |
| ---------------------------- | -------------------------------------------------------------------------- |
| `search-records`             | Search for records (people, companies, deals, etc.) across your workspace. |
| `get-records-by-ids`         | Retrieve one or more records by their IDs.                                 |
| `create-record`              | Create a new record in an Attio object (e.g., a new company or person).    |
| `upsert-record`              | Create or update a record based on a matching attribute.                   |
| `list-attribute-definitions` | List the attribute definitions for an Attio object.                        |

### Notes

| Tool                       | Description                                            |
| -------------------------- | ------------------------------------------------------ |
| `create-note`              | Add a note to a record.                                |
| `search-notes-by-metadata` | Search notes by metadata filters.                      |
| `semantic-search-notes`    | Search notes using semantic (natural language) search. |
| `get-note-body`            | Retrieve the full content of a specific note.          |

### Tasks

* **create-task** — Create a task in Attio.
* **update-task** — Update an existing task (e.g., mark as complete, change assignee).

### Meetings & Calls

| Tool                                 | Description                                        |
| ------------------------------------ | -------------------------------------------------- |
| `search-meetings`                    | Search for meeting records.                        |
| `search-call-recordings-by-metadata` | Find call recordings by metadata.                  |
| `semantic-search-call-recordings`    | Search call recordings using semantic search.      |
| `get-call-recording`                 | Retrieve the details of a specific call recording. |

### Emails

| Tool                        | Description                                    |
| --------------------------- | ---------------------------------------------- |
| `search-emails-by-metadata` | Find emails by metadata filters.               |
| `semantic-search-emails`    | Search emails using semantic search.           |
| `get-email-content`         | Retrieve the full content of a specific email. |

### Workspace

| Tool                     | Description                                                |
| ------------------------ | ---------------------------------------------------------- |
| `list-workspace-members` | List all members of the Attio workspace.                   |
| `list-workspace-teams`   | List all teams in the workspace.                           |
| `whoami`                 | Return information about the currently authenticated user. |

## Security & Approvals

Configure tool stakes in **Tools Management** to match your workspace policy:

* **Read operations** (search, get, list) are typically low-risk and can be set to **Low stake** or **Never ask**.
* **Write operations** (creating/updating records, creating tasks, adding notes) modify CRM data and should be set to **High stake** so users approve calls before they execute.

## Troubleshooting

* If the OAuth flow fails or the Attio tools don't appear after setup, re-run the **Add MCP Server** flow from **Spaces Tools Add Tool Add MCP Server**.
* If tools still don't appear, check whether your workspace has any feature restrictions that may be blocking the integration.