Attio integration: auto-sync companies, people | Well
Connect Attio to Well
Sync CRM contacts, companies, deals, and notes from Attio to enrich your business context with customer relationship data.
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.
1 agent skill runs on Attio.
Well lists Attio in the connection check every skill runs before it answers. No skill reads it for a figure yet.
Connect Attio in three steps
Connect Attio to your workspace
Authorize Well to access your Attio account to begin retrieving your CRM data.
- Auth OAuth (MCP DCR)
- Discovery MCP .well-known
- MCP server mcp.attio.com/mcp
Map your entities
Confirm the connection within your Well dashboard to start the background sync of your companies, people, and invoices.
- Mapping preconfigured by Well
Use the data
Verify that your Attio records appear correctly in your workspace directory.
- First sync starts 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 rest GDPR compliant
Scopes Well requests mcp.attio.com/mcp
- Read Attio records
Resources the Attio MCP server exposes, scoped by your OAuth approval.
- 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.
- 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.
- Store Attio passwords or session cookies
Authentication runs through OAuth (MCP DCR) tokens we never see.
Disconnect any time from Well settings or Attio’s admin panel.
Frequently asked questions about Attio and Well
How does Well retrieve data from Attio?
Well reads company, people, and invoice records directly from your Attio workspace to keep your context updated in the background.
Can Well write or update records back to my Attio account?
No. Well only reads data from Attio. It does not write, update, or create any company, people, or invoice records in your Attio workspace.
Does Well pull transaction data from Attio?
No. Well extracts company, people, and invoice records from Attio, but it does not sync transaction data from this source.
Ready to connect Attio?
Connect once. Every company, person, deal from Attio becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.