Attio Automation

Attio Automation

Manage your Attio CRM workspace -- fuzzy search across people and companies, run complex filtered queries, browse notes, discover object schemas, and list records -- all through natural language commands.

Toolkit docs: composio.dev/toolkits/attio

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Setup

1. Add the Composio MCP server to your client configuration:

   https://rube.app/mcp
   

2. Connect your Attio account when prompted (OAuth authentication).
3. Start issuing natural language commands to manage your CRM data.

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Core Workflows

1. Fuzzy Search Across Records

Search for people, companies, deals, or any object by name, domain, email, phone, or social handle.

Tool: ATTIO_SEARCH_RECORDS

Example prompt:

"Search Attio for anyone named Alan Mathis"

Key parameters (all required):

• query -- Search string (max 256 characters). Empty string returns default results.
• objects -- Array of object slugs to search (e.g., ["people"], ["people", "companies"], ["deals"])
• request_as -- Context: use {"type": "workspace"} for full workspace search, or specify a workspace member

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2. Advanced Filtered Queries

Query records with server-side filtering, sorting, and complex conditions -- far more powerful than fuzzy search.

Tool: ATTIO_QUERY_RECORDS

Example prompt:

"Find all companies in Attio created after January 2025 sorted by name"

Key parameters:

• object (required) -- Object slug or UUID (e.g., "people", "companies", "deals")
• filter -- Attio filter object with operators like $eq, $contains, $gte, $and, $or
• sorts -- Array of sort specifications with direction ("asc"/"desc") and attribute
• limit -- Max records to return (up to 500)
• offset -- Pagination offset

Filter examples:

{"name": {"first_name": {"$contains": "John"}}}
{"email_addresses": {"$contains": "@example.com"}}
{"created_at": {"$gte": "2025-01-01T00:00:00.000Z"}}