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CRM integration

Attio integration for AI agents

Insiro connects AI agents to Attio so they can act in it under your rules. Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently. Every Attio action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0).

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What can AI agents do with Attio?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for Attio.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

Attio logo AttioInsiroGmail

Example: Attio → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Attio

Can Insiro AI agents use Attio?

Yes. Insiro connects AI agents to Attio through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own Attio access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Attio?

Attio connects with OAuth 2.0. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Attio read-only for agents?

Yes. In Insiro Governance, set Attio to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.

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