Direct answer: Attio's hosted MCP server gives an authenticated user access to the records and interactions they are allowed to see. Because Aurora's catalog points to Attio's official endpoint, a verified connection can help a fundraising team reason over Attio people, companies, deals, tasks, notes, and meeting context while keeping Attio as the durable CRM record.
This guide is for teams using Finta as relationship intelligence around a capital, investor, customer, or company-building workflow. Attio remains the source system for its records. Aurora can use only the context and actions exposed to the connected account.
How the Attio connection works
| Connection detail | Current Finta guidance |
|---|---|
| Classification | Catalog MCP |
| Configured endpoint | https://mcp.attio.com/mcp |
| Authentication and transport | Provider OAuth through Aurora; Streamable HTTP |
| Source of truth | Attio remains authoritative for provider records, permissions, and action results. |
| Human control | Review external communication, record changes, financial actions, publishing, deletion, and other consequential work before execution. |
What you can use it for
- Search and read permitted people, companies, deals, lists, and custom CRM records.
- Review provider-supported notes, tasks, meetings, emails, and call-recording context available to the authenticated user.
- Prepare new records, record updates, notes, and follow-up tasks using Attio's documented write tools.
- Compare relationship history and current pipeline fields before recommending a next action.
These uses summarize the current provider documentation and Finta catalog purpose. The exact tool inventory varies by provider version, plan, workspace, user permissions, region, and authorization scopes.
Relationship intelligence workflows for Attio
Investor thesis and relationship review
Outcome: A focused set of investor records whose fit and recent relationship context warrant attention now.
- Search the relevant Attio investor list and retrieve people, firms, deal state, and recent interactions.
- Compare thesis fields with meeting notes and open tasks, preserving missing or conflicting evidence.
- Prepare a ranked review list with record links and a proposed next action for each relationship.
Human decision: A relationship owner approves ranking logic, outreach timing, and any Attio updates.
Post-meeting CRM maintenance
Outcome: A reviewed set of notes, tasks, and record-field changes derived from a specific investor conversation.
- Retrieve the Attio record and the relevant meeting or note context.
- Draft a factual interaction summary, explicit promises, follow-up tasks, and proposed field changes.
- Present each proposed write separately with the destination record and source evidence.
Human decision: The attendee confirms the summary and each write before Attio is changed.
How to connect Attio to Aurora
- In Aurora's Apps tray, select Attio from the catalog.
- Complete Attio's browser OAuth flow using the person whose CRM permissions should govern the connection.
- Review the requested scopes and verify that the intended workspace and lists are visible.
- Run a read-only search for a known investor record and retrieve one recent interaction.
- Keep provider confirmations enabled for write tools and test only a reversible update after approval.
Open the official Finta apps directory to confirm the catalog entry before authorizing a provider account.
Permissions and approval boundary
Attio applies the connected user's permissions and requests confirmation for writes. Aurora should retrieve and prepare by default. Creating or changing records, notes, tasks, list membership, and deal fields requires an explicit human decision tied to the exact Attio destination.
Limitations to understand
- Results are limited by Attio workspace permissions, object configuration, and provider rate limits.
- Interaction search can return incomplete context if emails, meetings, notes, or recordings are absent from Attio.
- A relationship recommendation is an inference over available records, not proof of investor interest or permission to contact.
- Catalog availability is separate from a verified Aurora write receipt.
Verification checklist
- Confirm the live catalog endpoint, oauth_dynamic auth type, and Attio display name.
- Complete OAuth with a least-privilege Attio user and capture the workspace identity.
- Retrieve one known person, company, or deal and compare its fields with Attio.
- Retrieve one interaction or note and confirm its source and date.
- Confirm Attio displays a provider confirmation before a write tool runs.
- Test one reversible task or note creation only after approval and verify the resulting Attio record.
Verification status: On 2026-08-22, Finta confirmed that this connector appears in the enabled production Aurora catalog and reviewed the configured endpoint, authentication type, and first-party sources listed below. This is not a claim that every provider tool or an authenticated end-to-end action has been tested for every account.