Attio

Access your entire CRM directly from Claude. Look up contacts and companies, find decision makers, and discover email addresses. Log notes from calls and meetings, track engagement history, and create follow-up tasks with deadlines. Search and filter your pipeline by stage, funding round, role, or location. Tap into meeting intelligence — search call recordings, access transcripts, and surface key insights. Manage relationships and close deals faster without switching tools.

You can use the Attio connector to:

Contact & Company Lookup:
"Find all the decision makers at Stripe and show me their email addresses"

Pipeline Search & Filtering:
"Show me all Series B companies in our pipeline that are based in New York"

Activity Tracking & Notes:
"Log a note on the Acme Corp record summarizing today's discovery call — they're interested in enterprise pricing"

Task Management:
"Create a follow-up task for next Tuesday to send the proposal to Sarah at Notion"

Meeting Intelligence:
"Search my recent call recordings for any discussions about pricing objections"

Interaction History:
"What's our full interaction history with Linear? Show me all notes, emails, and meetings"

Record Updates:
"Update the deal stage for Figma to 'Negotiation' and set the expected close date to end of Q2"

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