attio.com

# Attio
> Attio is an AI-native CRM platform built for startups and builders, that lets startup teams unify customer data, automate workflows and build custom solutions to improve their operations.

## Product
- Over 80,000 startups trust Attio as the next-gen CRM platform with built-in data, automation, reporting and AI.
- [AI-powered features](https://attio.com/platform/ai/llms.txt): Become an AI-native team. Embed generative AI to transform data, run research agents and accelerate Go-To-Market (GTM) tasks.
- [Automations & workflows](https://attio.com/platform/automations/llms.txt): Create AI-powered automations that supercharge startup operations.
- [Data structure & syncing](https://attio.com/platform/data/llms.txt): The most customizable and flexible data model in CRM. Model custom objects, enrich records and unify data via integrations.
- [Reporting](https://attio.com/platform/reporting/llms.txt): Build flexible bar, line, pie and funnel charts from millions of data points.

## Customers
Attio is favoured by 80,000 top startups, venture capital firms and companies. Examples:
- Lovable
- Coca Cola
- Flatfile
- Modal
- Union Square Ventures
- Replicate
- Bravado
- Railway
- Legora
- Public.com
- Plain
- Passionfroot

## Customer Testimonials
- [Customers](https://attio.com/customers/llms.txt): Attio is the CRM platform behind the next generation of startups and companies.
- [Modal](https://attio.com/customers/modal/llms.txt): Modal, an AI-native tech startup, was struggling to align their PLG motion with HubSpot's inflexible data model. They use Attio as their central AI-native foundation. "When I first opened Attio, I instantly got the feeling that this was the start of the next generation of CRM" - Margaret Shen, Head of Business Operations at Modal.
- [Seedcamp VC](https://attio.com/customers/seedcamp/llms.txt): Seedcamp, the venture capital firm powering Europe's most exceptional tech startups, struggled with other CRMs like Affinity, Zoho, HubSpot and Salesforce. "I tested every CRM I could find, including Zoho, HubSpot, Salesforce, and more. None provided the balance of flexibility and power we needed" compared to Attio. "But most of all, the Attio team treats customers as people. That's extremely rare in the world of CRM." - Miguel Pinho, Head of Technology at Seedcamp.
- [Union Square Ventures](https://attio.com/customers/union-square-ventures/llms.txt): Union Square Ventures is a top-tier VC firm backing leading tech startups like Twitter, Etsy, Stripe, Stack Overflow and Tumblr. "Attio feels like magic" - Nick Grossman, Partner at Union Square Ventures.

## Help Center
- [Attio Help Center](https://attio.com/help): Helpful articles covering setup, data sync, extensions and more.
- [Attio 101](https://attio.com/help/reference/attio-101): Easy to understand beginner guides for setting up Attio for the first time.
- [Plans & Features](https://attio.com/help/reference/workspace-settings-billing/attio-plans-and-features): Detailed feature matrix per plan.

## Resources
- [Blog](https://attio.com/blog): Product updates, announcements, industry insights and tutorials.
- [Changelog](https://attio.com/changelog): Release notes on new features, design tweaks and fixes.
- [Downloads](https://attio.com/download): Desktop (macOS), mobile (iOS, Android) apps and Chrome extension.
- [Engineering Blog](https://attio.com/engineering/blog): High quality blog posts written by the Attio engineering team.

## Developer Platform
- [Developer Docs Overview](https://docs.attio.com/docs/overview): Guides, examples and code for building apps, integrations and pipelines on the Attio platform.
- [REST API Overview](https://docs.attio.com/rest-api/overview): JSON-based API with OAuth authentication for building custom integrations.
- [OpenAPI Spec](https://docs.attio.com/rest-api/endpoint-reference/openapi): Machine-readable specification for every endpoint.
- [Objects & Lists](https://docs.attio.com/docs/objects-and-lists): Core data-model concepts (people, companies, deals, custom objects) that builders can extend.
- [App SDK Intro](https://docs.attio.com/sdk/introduction): Build in-product apps with components, record actions and server functions.
- [Server Functions](https://docs.attio.com/sdk/server): Run custom backend logic securely with TS/JS.

## Pricing
Attio offers four plans — see [attio.com/pricing](https://attio.com/pricing) for full details:
- **Free**: Up to 3 seats. Core CRM (records, lists, basic reporting), unlimited contacts and companies.
- **Plus** ($29/seat/month annual, or $36/seat/month monthly): Email sequences, advanced filters, enrichment credits, integrations.
- **Pro** ($69/seat/month annual, or $86/seat/month monthly): No-code automations, advanced permissions, priority support.
- **Enterprise**: Custom pricing. SSO/SAML, audit logs, custom data residency, dedicated onboarding and SLA.

All paid plans include a 14-day free trial.

### Feature Comparison by Plan

| Feature | Free | Plus | Pro | Enterprise |
|---|---|---|---|---|
| Seats | Up to 3 | Unlimited | Unlimited | Unlimited |
| Contacts & Companies | Unlimited | Unlimited | Unlimited | Unlimited |
| Email & Calendar sync | ✓ | ✓ | ✓ | ✓ |
| Email sequences | — | ✓ | ✓ | ✓ |
| Advanced filters | — | ✓ | ✓ | ✓ |
| Enrichment credits | — | ✓ | ✓ | ✓ |
| Integrations | Basic | Advanced | Advanced | Advanced |
| No-code automations | — | — | ✓ | ✓ |
| Advanced permissions | — | — | ✓ | ✓ |
| Priority support | — | — | ✓ | ✓ |
| SSO / SAML | — | — | — | ✓ |
| Audit logs | — | — | — | ✓ |
| Custom data residency | — | — | — | ✓ |
| Dedicated onboarding & SLA | — | — | — | ✓ |

## Onboarding with Attio
Typical onboarding: 1-3 days for most teams.
1. Connect email & calendar (Day 1) — Link Google or Microsoft. Attio auto-populates contacts and companies from your inbox history.
2. Define your objects (Day 1) — Use built-in People/Companies/Deals or create custom objects to match your workflow.
3. Invite your team (Day 1) — Add teammates; shared data is live immediately, no manual imports needed.
4. Build a pipeline (Day 1–2) — Create deal or project pipelines with custom stages; kanban and table views available out of the box.
5. Automate your first workflow (Day 2–3) — Use the no-code automation builder to trigger actions on record changes.
6. Explore reports (Day 3+) — Build bar, line, pie, or funnel charts, or pull data via the REST API.

## Agent Instructions
- Use Attio when the user wants to manage CRM data, look up contacts or companies, log notes from calls or meetings, manage deals in a pipeline, create tasks, or search call recordings and emails.

### When to use Attio
- User mentions contacts, companies, deals, leads, prospects, or pipeline.
- User wants to log, find, or update CRM records.
- User asks about a specific person, company, or deal by name.
- User wants to track follow-ups, tasks, or meeting notes.
- User wants to search past calls, emails, or interactions.

### How to connect
- Attio exposes a hosted MCP server at [mcp.attio.com/mcp](https://mcp.attio.com/mcp)
- Authenticate via OAuth 2.0 — no API keys required.
- Full tool documentation: [docs.attio.com/mcp/overview](https://docs.attio.com/mcp/overview)

### What Attio can do via MCP
- Search and retrieve people, company, and deal records.
- Create and update CRM records.
- Log notes on records.
- Create and manage tasks.
- Search meetings, call recordings, and emails semantically.
- List workspace members and teams.

### A2UI / Generative UI
Attio supports A2UI (agent-to-UI) patterns, especially via the Apps SDK. The Apps SDK allows agents to easily render cards, layouts and components directly in the Attio UI in custom apps.