How to connect Attio to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Attio account to Cowork via Composio Connect, enabling it to add a meeting note to John Smith’s record, find all companies added this week, list recent notes for Acme Corp, and more such actions on your behalf without compromising your account security.

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Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently.

99 Tools

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Attio account to Cowork via Composio Connect, enabling it to add a meeting note to John Smith’s record, find all companies added this week, list recent notes for Acme Corp, and more such actions on your behalf without compromising your account security.

Also integrate Attio with

Connecting Attio to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Attio account

Back in Cowork, ask the agent to connect to Attio or give it any Attio-related task.

For example, ask Cowork to:

  • "Add a meeting note to John Smith’s record"
  • "Find all companies added this week"
  • "List recent notes for Acme Corp"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Attio account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Attio through MCP without you sharing account credentials directly with the agent.

What is the Attio MCP server, and what's possible with it?

The Attio MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Attio account. It provides structured and secure access to your team’s relationship and workflow data, so your agent can perform actions like creating records, managing notes, searching your CRM, and organizing lists on your behalf.

  • Automated record management: Effortlessly create, update, or permanently delete records for people, companies, deals, and more in your Attio workspace.
  • Smart note taking and retrieval: Let your agent create, list, or delete notes attached to any record, keeping important context and meeting details organized for your team.
  • Powerful object and list navigation: Retrieve and explore all available objects or lists within your workspace, making it easy for your AI to understand and organize your CRM structure.
  • Advanced record search and filtering: Find specific CRM records either by unique ID or by searching with custom attributes, ensuring your agent surfaces the right data when you need it.
  • Comprehensive workspace insight: Get detailed information about object types and their attributes, so your AI-powered workflows always use the right fields and relationships.
TOOLS

Supported Tools

Every Attio action and event your agent gets out of the box.

Assert Company (Create or Update)

Creates or updates a company record in Attio using a unique attribute to search for existing companies.

Assert Person Record

Tool to create or update person records using a unique attribute to search for existing people.

Assert User Record (Create or Update)

Creates or updates a user record in Attio using a unique attribute to search for existing users.

Assert Workspace (Create or Update)

Creates or updates a workspace record in Attio using a unique attribute to search for existing workspaces.

Create Attribute

Tool to create a new attribute on an object or list in Attio.

Create Comment

Tool to create a new comment on a thread, record, or list entry in Attio.

Create Company

Creates a new company record in Attio.

Create Deal Record

Tool to create a new deal record in Attio.

Create List

Tool to create a new list in Attio.

Create Note

This tool creates a new note on a given record in Attio.

Create Object

Tool to create a new custom object in your Attio workspace.

Create Person

Creates a new person record in Attio.

Create Record

This tool creates a new record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.

Create Select Option

Tool to add a new select option to a select or multiselect attribute in Attio.

Create Status

Tool to add a new status to a status attribute on either an object or a list.

Create Task

Tool to create a new task in Attio.

Create User Record

Creates a new user record in Attio.

Create Webhook

Tool to create a webhook and subscribe to events in Attio.

Create Workspace Record

Creates a new workspace record in Attio.

Delete Comment

Tool to delete a comment by its comment_id.

Delete Company

Tool to delete a company record from Attio by its record_id.

Delete Deal

Tool to delete a deal record from Attio by its record_id.

Delete List Entry

Tool to delete a single list entry by its entry_id in Attio.

Delete Note

This tool allows users to delete a specific note in Attio by its ID.

Delete Person

Tool to delete a person record from Attio by its record_id.

Delete Record

This tool allows you to delete a record from Attio permanently.

Delete Task

Tool to delete a task by its task_id.

Delete User

Tool to delete a user record from Attio by its record_id.

Delete Webhook

Tool to delete a webhook by its webhook_id.

Delete Workspace Record

Tool to delete a workspace record from Attio by its record_id.

Find Record

This tool allows users to find a record in Attio by either its unique ID or by searching using unique attributes.

Get Attribute Details

Tool to get information about a single attribute on either an object or a list.

Get Comment

Tool to get a single comment by its comment_id in Attio.

Get Company

Tool to get a single company record by its record_id in Attio.

Get Deal Record

Tool to get a single deal record by its record_id in Attio.

Get List

Tool to retrieve details of a single list in your Attio workspace.

Get List Entry

Tool to get a single list entry by its entry_id.

Get Note

Tool to get a single note by its note_id in Attio.

Get Object

Tool to get a single object by its object_id or slug.

List Record Entries

Tool to list all entries, across all lists, for which a record is the parent.

Get Current Token Info

Tool to identify the current access token, the workspace it is linked to, and any permissions it has.

Get Task

Tool to get a single task by its task_id in Attio.

List Tasks

Tool to list all tasks in the workspace.

Get Webhook

Tool to get a single webhook by its webhook_id in Attio.

Get Workspace Member

Tool to get a single workspace member by their workspace_member_id.

Get Workspace Record

Tool to get a single workspace record by its record_id.

List Attribute Options

Tool to list all select options for a particular attribute on either an object or a list.

List Attributes

Tool to list the attribute schema for an Attio object or list (including slugs, types, select/status config) to enable correct filtering and writes.

List Attribute Statuses

Tool to list all statuses for a particular status attribute on either an object or a list.

List Call Recordings

Tool to list all call recordings for a meeting in Attio.

List Companies

Tool to list company records in Attio with optional filtering and sorting.

List Company Attribute Values

Tool to get all values for a given attribute on a company record.

List Company Record Entries

Tool to list all entries across all lists for which a company record is the parent in Attio.

List Deal Entries

Tool to list all entries across all lists for which a deal record is the parent in Attio.

List Deal Record Attribute Values

Tool to retrieve all values for a specified attribute on a deal record in Attio.

List Deal Records

Tool to list deal records in Attio with the option to filter and sort results.

List List Entry Attribute Values

Tool to retrieve all values for a specified attribute on a list entry in Attio.

List Lists

This tool retrieves all lists available in the Attio workspace, sorted as they appear in the sidebar.

List Meetings

Tool to list all meetings in the workspace using a deterministic sort order.

List Notes

Lists notes in Attio.

List Objects

This tool retrieves a list of all available objects (both system-defined and user-defined) in the Attio workspace via GET /v2/objects, returning key metadata including slugs and IDs for each object.

List People Attribute Values

Tool to get all values for a given attribute on a person record.

List People Record Entries

Tool to list all entries across all lists for which a person record is the parent in Attio.

List Record Attribute Values

Tool to retrieve all values for a specified attribute on a record in Attio.

List Records

This tool lists records from a specific object type in Attio.

List Threads

Tool to list threads of comments on a record or list entry in Attio.

List User Record Entries

Tool to list all entries across all lists for which a user record is the parent in Attio.

List User Records

Tool to list user records in Attio with optional filtering and sorting.

List Webhooks

Tool to get all webhooks in your Attio workspace.

List Workspace Members

Tool to list workspace members (actors) so agents can reliably assign owners and resolve workspace-member IDs even when the optional Users standard object is disabled.

List Workspace Record Attribute Values

Tool to retrieve all values for a specified attribute on a workspace record in Attio.

List Workspace Record Entries

Tool to list all entries across all lists for which a workspace record is the parent in Attio.

List Workspace Records

Tool to list workspace records with filtering and sorting options.

Patch Record

Tool to update people, companies, and other records by record_id using PATCH method.

Update List Entry by Entry ID

Tool to update list entries by entry_id in Attio.

Get Person

Tool to get a single person record by its record_id in Attio.

List Person Records

Tool to list person records from Attio with optional filtering and sorting.

Create List Entry

Tool to add a record to a list as a new list entry in Attio.

List List Entries

Tool to list entries in a given list, with the option to filter and sort results.

List Records with Query

Tool to list people, company or other records in Attio with the option to filter and sort results.

Assert List Entry by Parent

Tool to create or update a list entry for a given parent record in Attio.

Update List Entry by Entry ID (PUT)

Tool to update list entries by entry_id in Attio using PUT method.

Assert Record (Create or Update)

Tool to create or update people, companies and other records in Attio using a matching attribute.

Put Record (Overwrite)

Tool to update people, companies, and other records by record_id using PUT method.

Query Records

Tool to query records for a specific Attio object using server-side filtering operators and sorting.

Search Records

Tool to fuzzy search for records across multiple objects in Attio.

Update Attribute

Tool to update an existing attribute by its attribute_id or slug.

Update Company

Tool to update a company record in Attio by its record_id.

Update Deal Record

Tool to update an existing deal record in Attio by record ID.

Update List

Tool to update an existing list in Attio.

Update Object

Tool to update a single object's configuration in Attio.

Update Person

Tool to update a person record in Attio by its record_id.

Update Record

This tool updates an existing record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.

Update Select Option

Tool to update an existing select option for a select or multiselect attribute in Attio.

Update Status

Tool to update a status on a status attribute on either an object or a list in Attio.

Update Task

Tool to update an existing task in Attio by its task_id.

Update User Record

Tool to update a user record in Attio by its record_id.

Update Webhook

Tool to update a webhook's target URL and/or event subscriptions.

Update Workspace Record

Tool to update a workspace record by ID using PATCH method.

FAQ

Frequently asked questions

With a standalone Attio MCP server, the agents and LLMs can only access a fixed set of Attio tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Attio and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Attio tools.

Yes, absolutely. You can configure which Attio scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Attio data and credentials are handled as safely as possible.

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