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Attio is a Preview CRM & Sales integration. It uses provider OAuth through Attio’s MCP server, so there is no API key to create. Daoco sees what the Attio user who connects can see.

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Connect Attio

1

Open the Attio card

In daoco, open Connections -> Integrations -> CRM & Sales and choose Attio.
2

Approve OAuth

Choose Connect, sign in to Attio, pick the workspace, and approve access.
3

Verify from chat

Ask for a summary of recent people, companies, or deals, or run /crm-review, before approving record changes.

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What daoco can do

  • Read people, companies, deals, and custom objects, lists, notes, tasks, comments, and the emails, meetings, and call recordings Attio has synced. Reports and SQL queries depend on your Attio plan.
  • Write, with approval: create or update records, list entries, notes, tasks, and comments. Daoco asks before each change unless you allowed Attio writes for the task.
  • Merging records combines two records into one and cannot be undone, so daoco asks every time, the same as a delete.
To remove access, disconnect Attio in daoco. You can also revoke the session from your Attio account settings.