Integrations · CRM

Connect Attio to Well

Sync CRM contacts, companies, deals, and notes from Attio to enrich your business context with customer relationship data.

Connect AttioSee what Well does

What Well pulls from Attio

Attio feeds company, person, deal into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke Attio’s access.

From Attio	In Well	Relation
Company	Customer	Enriches with
Person	Contact	Resolves to
Deal	Revenue forecast	Feeds
Note	Audit trail	Appends to

Sync mode: MCP hybrid
Refresh: live + reconciliation reads
Direction: Attio → Well

4 triggers from Attio.

When a company record is created in Attio
Pulls the new Attio company record with its name, domain, and the attributes your workspace tracks, and matches it into your Well company graph.
Trigger·Company
When a company record is updated in Attio
Picks up edits to an Attio company's name, domain, or custom attributes and refreshes the matching Well company.
Trigger·Company
When a person is added to an Attio record
Captures the person's name, email, and role from Attio and links them to the parent company in your graph.
Trigger·Company
When a record is added to an Attio list
Reads the record added to a tracked Attio list so the company or contact it represents is brought into Well.
Trigger·Company

What Well does with your Attio connection

Connect

Connect Attio over OAuth (MCP DCR): Well registers a client through Attio's OAuth Dynamic Client Registration and you approve on Attio's side, so the password never reaches Well; Well holds only a scoped token it can refresh.

Sync

Well brings company, person, and deal in from Attio on live events backed by periodic reconciliation reads. The first sync backfills history in the background and the connection stays live after.

Enrich

Well resolves each Attio entity into customer, contact, and revenue forecast, assigns categories, and links every record to an audit trail across the rest of your connected tools.

Available

Your data from Attio lands in the workspace as customer, contact, and revenue forecast you can search, chart, and automate.

Questions Attio unlocks

Ask in plain language. Well answers from your connected Attio connection, resolved against the rest of your stack.

Ask Well

Ask anything about your Attio connection

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Connect Attio in three steps

01
Connect Attio to your workspace
Authorize Well to access your Attio account to begin retrieving your CRM data.
- AuthOAuth (MCP DCR)
- DiscoveryMCP .well-known
- MCP servermcp.attio.com/mcp
02
Map your entities
Confirm the connection within your Well dashboard to start the background sync of your companies, people, and invoices.
- Mappingpreconfigured by Well
03
Use the data
Verify that your Attio records appear correctly in your workspace directory.
- First syncstarts as soon as connect completes

Your CRM data is read-only and Well will never modify your Attio records. Attio developer docs.

How Attio stays secure with Well

Well connects to Attio's MCP server (mcp.attio.com/mcp) via the Model Context Protocol. The MCP server itself handles credential issuance through OAuth Dynamic Client Registration; Well never sees a long-lived Attio secret. Tokens are scoped to the company, person, deal, and note Attio exposes and refreshed server-side. Reads only, Well cannot modify or delete Attio records.

OAuth (MCP DCR)Encrypted at restGDPR compliant

Read the full privacy and security policy

Scopes Well requestsmcp.attio.com/mcp

Read Attio records
Resources the Attio MCP server exposes, scoped by your OAuth approval.
granted
Resolve company, person, deal, and note across your stack
Match identifiers in Attio against the same entities your other connected tools expose, so each record carries cross-tool context.
granted
Modify or delete Attio records
Not granted; Attio is read-only in Well. Write-back is opt-in per connector when a write surface exists.
refused
Store Attio passwords or session cookies
Authentication runs through OAuth (MCP DCR) tokens we never see.
refused