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

# Attio

> Let the Rippit agent read Attio CRM records, notes, emails, and call recordings alongside your conversation data.

Attio tells Rippit who the customer is on the commercial side: the company, the deal stage, the owner, and what was said on the last call. Joined to conversation analysis, "these 40 tickets are about onboarding" becomes "these 40 tickets are about onboarding, and 12 of them come from companies with an open deal in your sales pipeline."

## What the agent gets

* **Record reads** across people, companies, deals, and custom objects, by full-text search, by filter, or by ID.
* **Lists**, such as a sales pipeline, with each entry's stage and other list fields.
* **Notes, emails, meetings, and call recordings**, by metadata or by topic, including full call transcripts.
* **Reports** that count, total, or average records by any attribute, and read-only SQL on Attio plans that include it.
* **Writes**, if you enable them: create, update, and merge records, add records to lists, and log notes, comments, tasks, and activities.

## Setup

Click **Connect** under **Connections → MCP Servers** and sign in to Attio. Rippit registers itself automatically, so there is no client ID, client secret, or API key to enter. Attio's MCP server is available on every Attio plan. See [Attio's guide](https://docs.attio.com/mcp/overview) for details.

## Identity and scope

The connection acts as the Attio user who signed in, with that user's permissions in their Attio workspace. A record that user cannot see is a record the agent cannot see. Attio offers no API key or service-account option for MCP.

For an organization-wide connection, sign in with an Attio account whose access suits everyone who will use the agent, including scheduled runs.

## Tools

When you enable the connection, each of the following tools can be enabled / disabled. Tools can be bulk enabled or selected individually.

Attio marks its read tools as read-only, so they start enabled. Write tools start disabled. **Manage tools** on the connection card is the authoritative list for your connection.

| Tool | Access | What it does |
| - | - | - |
| `list-objects` | Read | List the workspace's objects, such as companies, people, and deals |
| `list-attribute-definitions` | Read | The attributes on an object, with their types and valid options |
| `search-records` | Read | Full-text search for records by name, email, domain, or other indexed attributes |
| `list-records` | Read | List an object's records with filters and sorting |
| `get-records-by-ids` | Read | Full details for specific records |
| `list-lists` | Read | List the workspace's lists |
| `list-list-attribute-definitions` | Read | The entry attributes on a list, such as pipeline stage |
| `list-records-in-list` | Read | List a list's entries with filters and sorting, including their parent records |
| `list-activities` | Read | List the activity types the workspace tracks, such as phone calls |
| `list-activity-attribute-definitions` | Read | The attributes on an activity type |
| `list-activity-records` | Read | List records of an activity type with filters and sorting |
| `list-comments` | Read | Comments on a record or list entry |
| `list-comment-replies` | Read | More replies in a comment thread |
| `search-notes-by-metadata` | Read | Find notes by parent record, author, meeting, or creation time |
| `semantic-search-notes` | Read | Find notes by topic |
| `get-note-body` | Read | The full content of a note |
| `search-emails-by-metadata` | Read | Find emails by participant, domain, or time range |
| `semantic-search-emails` | Read | Find emails by topic |
| `get-email-content` | Read | The full body of an email |
| `search-meetings` | Read | Find past and upcoming meetings by participant, related record, or time range |
| `search-call-recordings-by-metadata` | Read | Find call recordings by participant, related record, title, or time range |
| `semantic-search-call-recordings` | Read | Find call recordings by topic |
| `get-call-recording` | Read | A call recording's details and full transcript |
| `list-tasks` | Read | List tasks with filters |
| `list-workspace-members` | Read | Workspace members and their teams |
| `list-workspace-teams` | Read | The workspace's teams |
| `whoami` | Read | The connected user and their workspace access |
| `run-basic-report` | Read | Count, total, or average records or list entries, grouped by an attribute |
| `query-particle-sql` | Read | Run a read-only SQL query against workspace data. Not on every Attio plan |
| `create-record` | Write | Create a person, company, deal, or custom object record |
| `update-record` | Write | Update a record by ID |
| `upsert-record` | Write | Create or update a record matched on an attribute such as email or domain |
| `merge-records` | Write | Merge two records of the same object into one |
| `create-list` | Write | Create a list |
| `update-list` | Write | Rename a list or change its permissions |
| `add-record-to-list` | Write | Add a record to a list |
| `update-list-entry-by-id` | Write | Update a list entry by its entry ID |
| `update-list-entry-by-record-id` | Write | Update a list entry found by its parent record |
| `create-activity-record` | Write | Log an activity, such as a call |
| `update-activity-record` | Write | Update an activity record |
| `upsert-activity-record` | Write | Create or update an activity record matched on a unique attribute |
| `create-note` | Write | Add a note to a record |
| `update-note` | Write | Add to a note or rename it |
| `create-comment` | Write | Comment on a record or list entry, or reply in a thread |
| `delete-comment` | Write | Delete a comment the connected user wrote, with its replies |
| `create-task` | Write | Create a task with an optional deadline, assignee, and linked record |
| `update-task` | Write | Change a task's deadline, status, assignee, or linked record |
| `delete-task` | Write | Delete a task |

Attio limits tool calls per workspace. Semantic search, reports, and SQL allow 2 requests per second each, so a broad question can take longer to answer than one that searches by name or filter.


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