Connect your AI Agents to Attio in minutes
Available tools
list_entries
Query entries of a list with pagination. Use list_lists to find valid list slugs. Supports limit and offset for pagination.
get_entry
Get a single list entry by ID. Use list_entries to find valid entry IDs.
create_entry
Add a record to a list as a new entry. Requires parent_object slug and parent_record_id. Use list_records or search_records to find record IDs.
delete_entry
Remove an entry from a list. This does not delete the underlying record. Use list_entries to find valid entry IDs.
list_lists
List all lists in the Attio workspace. Lists are collections of records (e.g. sales pipeline, hiring pipeline).
get_list
Get a single list definition by slug or ID. Use list_lists to find valid slugs.
create_list
Create a new list. Requires a name and parent_object (e.g. 'people', 'companies'). Use list_objects to find valid parent objects.
list_notes
List all notes in the workspace with pagination. Notes are attached to records. Use limit and offset for pagination.
get_note
Get a single note by ID. Use list_notes to find valid note IDs.
create_note
Create a note attached to a record. Requires parent_object slug and parent_record_id. Use list_records or search_records to find record IDs.
delete_note
Delete a note by ID. This action is irreversible. Use list_notes to find valid note IDs.
list_objects
List all objects in the Attio workspace (e.g. people, companies, deals). Returns object definitions with slugs and display names.
How to set up Merge Agent Handler
In an mcp.json file, add the configuration below, and restart Cursor.
Learn more in the official documentation ↗
1{
2 "mcpServers": {
3 "agent-handler": {
4 "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5 "headers": {
6 "Authorization": "Bearer yMt*****"
7 }
8 }
9 }
10}
11Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.
Make sure Claude is using the Node v20+.
Learn more in the official documentation ↗
1{
2 "mcpServers": {
3 "agent-handler": {
4 "command": "npx",
5 "args": [
6 "-y",
7 "mcp-remote@latest",
8 "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9 "--header",
10 "Authorization: Bearer ${AUTH_TOKEN}"
11 ],
12 "env": {
13 "AUTH_TOKEN": "yMt*****"
14 }
15 }
16 }
17}Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.
Learn more in the official documentation ↗
1{
2 "mcpServers": {
3 "agent-handler": {
4 "command": "npx",
5 "args": [
6 "-y",
7 "mcp-remote@latest",
8 "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9 "--header",
10 "Authorization: Bearer ${AUTH_TOKEN}"
11 ],
12 "env": {
13 "AUTH_TOKEN": "<ah-production-access-key>"
14 }
15 }
16 }
17 }In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".
You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.
Learn more in the official documentation ↗
1{
2 "inputs": [
3 {
4 "type": "promptString",
5 "id": "agent-handler-auth",
6 "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7 "password": true
8 }
9 ],
10 "servers": {
11 "agent-handler": {
12 "type": "stdio",
13 "command": "npx",
14 "args": [
15 "-y",
16 "mcp-remote@latest",
17 "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18 "--header",
19 "Authorization: Bearer ${input:agent-handler-auth}"
20 ]
21 }
22 }
23}FAQs on using Merge's Attio MCP server
FAQs on using Merge's Attio MCP server
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