> ## Documentation Index > Fetch the complete documentation index at: https://docs.apexgenius.ai/llms.txt > Use this file to discover all available pages before exploring further. # Attio MCP Setup > Connect an Attio workspace to ApexGenius through Attio's official hosted MCP, read your CRM from your AI, and create or update records, notes and tasks. **Status: Available.** Attio uses its official hosted MCP server and browser OAuth. You do not paste an Attio API key. The connection acts as the Attio user who signs in, so that user's workspace permissions set what your AI can reach. [Explore the Attio connector](https://www.apexgenius.ai/connectors/attio). ## What you need * An active Attio workspace * An Attio user with access to the records you intend to use * An ApexGenius account **Before you start** * An account with permission to use the Attio resources you intend to connect. Choose Connect, or Add connection when offered. Give the connection a name if prompted. If Gateway setup pending appears, contact ApexGenius support before continuing. Sign in to Attio in the browser, choose the workspace, and allow access. Attio uses browser authorization; no API key is pasted into ApexGenius. The full Attio sign-in page that opens when you connect Attio, with a red box around the sign-in options. Confirm the connected Attio user and workspace. Open Tools to review the record, list, note and task actions. Your Attio permissions set what the connection can reach. Use Test connection or Check again and read the reported status. Add an AI agent from the AI agents page, choose Read only for the first test, and try the question below. **Try a first question with your AI agent** ```text theme={"system"} Use whoami to show which Attio user and workspace are connected, then list the lists in my workspace. Do not change anything. ``` Compare the returned account and resource with Attio. Check the connection status separately from the result of the first read. [Add your AI agent](/guides/mcp-setup) · [Official Attio instructions](https://docs.attio.com/mcp/overview) ## Tools and the Attio skill Open **Skills** on the connection to read **Attio**, or read that MCP prompt in a compatible AI client with `prompts/get`. It covers the first safe read, the read and write routes, and what cannot be undone. Three ApexGenius tools route Attio's live catalog: | ApexGenius tool | What it does | Access | | ---------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | | `attio_search_tools` | Lists Attio's current operations with their schemas | Read | | `attio_call_read_tool` | Runs an operation only when Attio's live catalog marks it read-only, such as `whoami`, `search-records`, `list-records-in-list`, `get-note-body` or `run-basic-report` | Read | | `attio_call_tool` | Runs changes such as `create-record`, `update-record`, `add-record-to-list`, `create-note`, `create-task`, `merge-records` and `delete-comment` | Write | Attio documents 41 operations: 26 reads and 15 changes. The full list, grouped by job, is on the [Attio connector page](https://www.apexgenius.ai/connectors/attio). Your AI discovers the tools with `apex_search_tools`. Reads use `apex_call_read_tool`; changes use `apex_call_write_tool`. Writes run right away. If the owner set a tool to Ask me first (approval mode always), the call returns `approval_required`; a person approves it in ApexGenius and you retry with the returned `approval_request_id`. ## What cannot be undone * `merge-records` joins two records into one. It cannot be undone here. * `delete-comment` removes a comment you created and every reply under it. * There is no delete for records, lists, list entries, notes or tasks. Remove anything created by mistake by hand in Attio. * Text added with `update-note` must be removed by hand in Attio. * Updated records, list entries and tasks can be put back by writing the old values again. Disconnecting stops future access. It does not undo a change that already ran. ## Connector, tools, and skill | Layer | What must work | | --------- | ------------------------------------------------------------------------------------------------------------------------------ | | Connector | OAuth completes, the connected Attio user and workspace are shown, and health is current. | | Tools | `attio_search_tools`, `attio_call_read_tool` and `attio_call_tool` are discoverable and a real read such as `whoami` succeeds. | | Skill | The `Attio` MCP prompt is readable and routes the agent through discovery, the read route, and the undo limits. | If any row fails, Attio is **partially ready**. A saved OAuth record by itself is not a fully ready connection. ## Troubleshooting * **Unavailable to this account:** check that you are signed in to the intended ApexGenius account and refresh Connections. * **Reconnect required:** use the connection page to renew the saved authorization. * **A record or tool is missing:** check the Attio user's permissions and the tool settings for your AI agent. Do not expand access just to make a test pass. * **SQL failed:** `query-particle-sql` is not on every Attio plan. Ask for the same numbers with `run-basic-report`. * **Rate limited:** Attio limits calls per workspace. Semantic search, reports and SQL allow two calls a second. Space out bulk work. * **Approval required:** the tool is set to Ask me first. Review the change in ApexGenius, then retry. [Explore the Attio connector](https://www.apexgenius.ai/connectors/attio) · [Open Attio Connections](https://www.apexgenius.ai/connections/attio)