Attio is a modern CRM built on a flexible object model. Connecting Attio to clariBI surfaces every custom and standard object so AI analyses can answer questions across however your team has structured the data.
Why connect Attio
Attio's flexibility is its strength and its analytics challenge. clariBI handles arbitrary objects and attributes by routing through the Attio MCP server, so your custom schemas are queryable without any mapping work.
Ask "How many companies match our ICP criteria?" or "Which deals moved last week?" and the AI engine handles the object resolution.
How the connection works
clariBI talks to Attio through its hosted MCP server at https://mcp.attio.com/mcp. Authentication uses an OAuth flow that clariBI registers itself for (no developer console setup on your side). Tokens stay encrypted server-side and never leave clariBI in clear form.
sequenceDiagram
actor U as You
participant C as clariBI
participant V as Attio
U->>C: Click Authorize with Attio
C->>V: Open OAuth authorization
V-->>U: Grant read access?
U->>V: Approve
V-->>C: Authorization code
C->>V: Exchange code for tokens
V-->>C: Access + refresh tokens
C->>C: Encrypt and store credentials
C-->>U: Connection ready
Available tools
clariBI exposes the read-only Attio tools that the vendor's MCP server publishes at connection time. Write operations (create, update, delete, send, refund) are filtered out by a name-pattern blocklist before any tool reaches the analysis engine, so connecting Attio cannot modify data on the vendor side.
The exact tool inventory depends on the Attio features your account has access to. After connecting, try a few natural-language questions to see what Attio data clariBI can pull.
Data flow during analysis
When you ask a question that maps to Attio, the AI engine routes to the right tool, reads the result, and pairs the answer with a chart you can pin to a dashboard.
sequenceDiagram
actor U as You
participant C as clariBI
participant AI as AI engine
participant V as Attio
U->>C: Ask a question about CRM records and objects
C->>AI: Plan the analysis
AI->>V: Call the right tool
V-->>AI: Tool result
AI->>AI: Summarize and chart
C-->>U: Answer plus visual
Setting up the connection
- Open Data Sources in the clariBI sidebar.
- Click Add data source.
- Open the MCP Servers tab.
- Click the Attio card.
- Click Authorize with Attio.
- Sign in to Attio in the popup window and grant the requested read scopes.
- Back in clariBI, give your data source a name.
- Click Finish.
Permissions and data access
clariBI requests read access to your Attio records and object configuration. Records cannot be created, updated, or deleted through this integration. Disconnect from your Attio workspace settings or from clariBI Settings.
Troubleshooting
| Error | Cause | Fix |
|---|---|---|
| "Workspace not found" | Your Attio session is for a different workspace than the one you intended. | Switch workspaces in Attio, then reconnect. |