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Prerequisites Before you begin, create an account and get your API Key.

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Getting started

Connect to Attio to manage your CRM data, track customer relationships, and automate sales processes through AI agents.
  • API
  • UI
  • Open Source
1

Install the SDKs (optional)

pip install klavis
2

Create a Strata MCP Server with Attio

from klavis import Klavis
from klavis.types import McpServerName

klavis_client = Klavis(api_key="YOUR_API_KEY")

response = klavis_client.mcp_server.create_strata_server(
    servers=[McpServerName.ATTIO],
    user_id="user123"
)

API Reference

Full Strata API endpoints
3

Authenticate

import webbrowser

# Open OAuth authorization page
webbrowser.open(response.oauth_urls[McpServerName.ATTIO])
🎉 Your Attio MCP Server is ready! Once authentication is complete, you can use your MCP server URL with any MCP-compatible client.

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Available Tools

Tool NameDescription
attio_search_peopleSearch for people in your Attio workspace with advanced filtering options
attio_search_companiesSearch for companies in your Attio workspace with filtering and sorting
attio_search_dealsSearch for deals in your Attio workspace with stage and value filtering
attio_search_notesSearch for notes across all objects in your Attio workspace by fetching all notes and filtering by content
attio_create_noteCreate a new note for a given record in Attio
For more details about tool input schema, use the get_tools API.

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Next Steps

White-label Authentication

Customize OAuth flows with your own branding

AI Platform Integrations

Integrate Klavis MCP Servers with leading AI platforms

Integrations

Explore available MCP servers

API Reference

REST endpoints and schemas
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