About Attio
Attio is the agentic CRM that runs the work behind every win
About their connector
Your CRM in Claude: record queries, run SQL reports on deal data, and mine insights from calls, emails, and notes
How to install
01
In Claude, open Settings > Connectors
02
Click Browse connectors
03
Search for Attio
04
Click Connect and sign in to your Attio account
Demo details

Workflows
Customer quotes
Pull customer quotes from calls and emails
Closed-lost analysis
Turn closed-lost reasons into ad lists
Event invites
Build and manage event invite lists