Attio CRM AI Agent
Connect AI to your Attio CRM. Manage contacts, companies, deals, and sales pipelines. Create tasks, add notes, and organize lists. Streamline workflows for sales, success, and operations teams.
Attio CRM handles repetitive tasks for you automatically. It can do 34 different things for you—just connect to it in one click.
Available Tools
Attio CRM can do 34 different things for you automatically. Here's what it can handle:
aaa-health-check
Run a lightweight health probe that echoes deployment metadata. | Does not: query Attio APIs, mutate data, or require credentials. | Accepts optional ...
smithery-debug-config
Retrieve sanitized diagnostic information about Smithery server configuration and runtime environment. | Does not: expose API key values, write data, ...
records_search
Search across companies, people, tasks, and records | Does not: create or modify records | Returns max 100 results (default: 10) | If errors occur: us...
records_get_details
Fetch a single record with enriched attribute formatting. | Does not: search or filter result sets; use records.search* tools instead. | Requires reso...
create-record
Create new Attio records (companies, people, deals, tasks). | WRITE: requires approval | Does not: update existing records, attach files, or bypass re...
update-record
Update existing Attio record fields across all supported resource types. | WRITE: requires approval | Does not: create new records, delete data, or ma...
delete-record
Delete an Attio record from its object (company, person, deal, task). | WRITE: requires approval | Does not: cascade delete related data or clean up l...
records_get_attributes
Retrieve attribute metadata for a given resource type. | Does not: modify schema definitions or record data. | Requires resource_type; optional catego...
records_discover_attributes
Discover available attributes (standard/custom) for a resource. | Does not: alter schema or create fields. | Requires resource_type; optional categori...
records_get_info
Retrieve enriched info subsets (contact, business, social) for a record. | Does not: search lists of records or mutate data. | Requires resource_type,...
Configuration Variables
To get Attio CRM working, you'll need to give it access to your accounts. This usually means logging into apps like Gmail, Slack, or other services you want it to use—just like when you connect apps on your phone.
debug
ATTIO_API_KEY
ATTIO_WORKSPACE_ID
ATTIO_MCP_TOOL_MODE
License
BSD-3-Clause
Common Questions
What is an AI Agent?
An AI agent is like having a personal assistant who does specific tasks for you. Instead of a general chatbot that just talks, AI agents actually do things—they can check your calendar, send emails, look up information, and handle repetitive work so you don't have to.
What is MCP (Model Context Protocol)?
MCP is simply the way AI agents plug into your apps and services. When you connect something like Attio CRM to Lyra, it lets the AI take actions on your behalf.
How do I use Attio CRM?
Just install it inside Lyra. It only takes a moment. After that, your AI can instantly use Attio CRM—no setup, no technical knowledge required.