Attio-MCP-Server: AI-Native CRM Integration Protocol Server

Overview: What is Attio-MCP-Server?

Attio-MCP-Server is a specialized Model Context Protocol (MCP) server designed to enable seamless integration between AI applications and Attio, an AI-native Customer Relationship Management (CRM) solution. This server acts as a bridge, facilitating the communication necessary for AI applications such as Claude Desktop, Continue, Cursor, and others, to access and manipulate data within Attio via a standardized protocol.

🔧 Core Features & MCP Capabilities

Attio-MCP-Server supports the following capabilities, ensuring that it can be readily integrated with various AI clients:

Reading Company Records: This feature allows AI applications to retrieve comprehensive information about companies in question format or as structured data.
Reading Company Notes: The server enables access to detailed notes associated with a company, providing context and historical insights.
Writing Company Notes: Users can utilize this capability to create or update company notes directly from the AI application.
Other Activities: Additionally, the server supports an array of other activities that facilitate dynamic interaction between AI applications and Attio CRM.

⚙️ MCP Architecture & Protocol Implementation

Attio-MCP-Server is built around the Model Context Protocol (MCP), which acts as a universal adapter for integrating various AI applications with specific data sources or tools. The protocol ensures that communication remains consistent, regardless of the client or server involved. For this implementation, we use the @modelcontextprotocol/inspector tool to facilitate the interaction between our server and selected clients.

MCP Protocol Flow Diagram

graph TB
    A[AI Application] -->|MCP Client| B[MCP Protocol]
    B --> C[MCP Server]
    C --> D[Data Source/Tool]
    style A fill:#e1f5fe
    style C fill:#f3e5f5
    style D fill:#e8f5e8

MCP Client Compatibility Matrix

MCP Client	Resources Support	Tools Integration	Prompts Management	Status
Claude Desktop	✅	✅	✅	Full Support
Continue	✅	✅	❌	Partial Support
Cursor	❌	✅	❌	No Primary Features

🚀 Getting Started with Installation

To set up Attio-MCP-Server and begin integrating it with your AI application, follow these steps:

Fork the Repository: Click the "Fork" button in the top-right corner of this repository. This action will create your own copy of the repository under your GitHub account.

Clone Your Fork:

git clone https://github.com/YOUR_USERNAME/attio-mcp-server.git
cd attio-mcp-server

Add Upstream Remote: Add the upstream remote for collaboration purposes.
```
git remote add upstream https://github.com/hmk/attio-mcp-server.git
```
Copy .env File:
```
cp .env.template .env
```
Install Dependencies:
```
npm install
```
Run Watch for Real-Time Index.js Updates:
```
npm run build:watch
```

Start the Model Context Protocol Development Server:

dotenv npx @modelcontextprotocol/inspector node PATH_TO_YOUR_CLONED_REPO/dist/index.js

Verify Environment Variables: Ensure that the ATTIO_API_KEY is correctly set in the MCP Inspector interface.

💡 Key Use Cases in AI Workflows

Use Case 1: Automated Data Collection and Analysis

By integrating Attio-MCP-Server with AI applications, businesses can automate data collection processes. For example, an AI application like Claude Desktop could fetch company records and analyze them for specific insights or trends. This integration streamlines the workflow by removing manual data entry steps.

Use Case 2: Real-Time Insights and Recommendations

Another use case involves leveraging real-time insights provided by Attio CRM through Attio-MCP-Server. An AI application such as Continue could access live company notes and generate personalized recommendations based on the latest communication history with a client, enhancing customer engagement strategies.

🔌 Integration with MCP Clients

Attio-MCP-Server is designed to be compatible with several MCP clients, including:

Claude Desktop: Full integration support.
Continue: Partially supports resources and tools.
Cursor: Integrates mainly at the tool level without primary feature support.

Below is an example configuration for claude-desktop:

{
  "mcpServers": {
    "attio": {
      "command": "npx",
      "args": ["attio-mcp-server"],
      "env": {
        "ATTIO_API_KEY": "YOUR_ATTIO_API_KEY"
      }
    }
  }
}

📊 Performance & Compatibility Matrix

Attio-MCP-Server is optimized for fast data retrieval and seamless interaction between AI applications and Attio CRM. The table below summarizes the server's compatibility with various MCP clients and tools.

MCP Client	Resources	Tools Integration	Prompts Management	Status
Claude Desktop	✅	✅	✅	Full Support
Continue	✅	✅	❌	Partial Support
Cursor	❌	✅	❌	No Primary Features

🛠️ Advanced Configuration & Security

For advanced configuration and security purposes, ensure that the ATTIO_API_KEY is well-protected and access to the server environment variables is tightly controlled. Additionally, the server supports various environment configurations for different stages of development and production.

Setting Up Environment Variables

export ATTIO_API_KEY="YOUR_ATTIO_API_KEY"

❓ Frequently Asked Questions (FAQ)

Q: How do I set up Attio-MCP-Server?
A: Follow the setup instructions provided in the documentation, which include forking the repository and installing dependencies.
Q: Which AI applications are compatible with Attio-MCP-Server?
A: As per the compatibility matrix, Attio-MCP-Server fully supports Claude Desktop and Continue's basic functionalities but lacks primary feature support for Cursor.
Q: Can I use this server with multiple MCP clients simultaneously?
A: Yes, by configuring different entries in the mcpServers JSON object, you can connect to Attio CRM using multiple AI applications concurrently.
Q: Is it possible to extend the functionality of Attio-MCP-Server for new APIs from Attio?
A: Absolutely! The server is designed to be extensible with additional functionalities via new methods or modules in the index.js file.
Q: Are there any security measures implemented to protect sensitive data?
A: Yes, environment variables like ATTIO_API_KEY should always be protected and accessible only by authorized personnel to ensure secure data flow.

👨‍💻 Development & Contribution Guidelines

Contributions to Attio-MCP-Server are welcome. Before contributing, ensure you have a deep understanding of the Model Context Protocol (MCP) and familiarity with Node.js development concepts. Follow these steps:

Fork the Repository: Create your own copy of the repository.

Clone Your Fork:

git clone https://github.com/YOUR_USERNAME/attio-mcp-server.git
cd attio-mcp-server

Set Up Dependencies:
```
npm install
```
Run Watch to Test Updates in Real-Time:
```
npm run build:watch
```

Start the Server and Inspect for Issues:

dotenv npx @modelcontextprotocol/inspector node PATH_TO_YOUR_CLONED_REPO/dist/index.js

Contribute Code or Documentation: Raise a pull request with your contributions.

🌐 MCP Ecosystem & Resources

For more information about the Model Context Protocol (MCP) and other integrations, visit the official MCP documentation pages. Attio-MCP-Server is part of a broader ecosystem dedicated to enhancing AI applications through standardized protocol solutions:

Model Context Protocol Documentation: Official MCP Docs
Attio CRM Documentation: Attio Developer Reference

By leveraging Attio-MCP-Server, you can significantly boost the capabilities of your AI application by integrating it with a powerful CRM solution.

attio-mcp-server