Attio integration
Surface relationship and account data from Attio in Fin
Overview
Configure a Data connector to expose Attio relationship data to Fin (workspace records, people, companies, and custom objects), surfacing the right customer context at the right moment.
On Intercom, you set up the Attio connection in the same workspace as your Helpdesk inbox, tickets, and reporting, and Fin hands off to your team there with the full conversation.
What you can do
- Expose people, company records, and custom attributes from Attio to Fin
- Let Fin reference relationship history and list memberships in answers
- Use Attio data to personalize support responses dynamically
- Use Attio data in Fin conversations, Workflows, and Procedures
- Requires JWT or email OTP user authentication for live use in production
How it works
Go to Fin AI Agent → Train → Tasks → Manage Data connectors and create a custom connector for Attio, or start from an AI recommendation.
Set up the API call to your Attio system. Configure request parameters, authentication (token-based or OAuth), and map the response fields Fin should use.
Data connectors require JWT or email OTP user authentication to go live. Connectors can only be fully tested in production, not in test workspaces.
Attio MCP for Operator and Copilot
Operator pulls information from Attio over MCP while it analyzes Fin's performance and proposes improvements for your team to review.
Copilot pulls information from Attio over MCP to help your team find answers in the Inbox. Copilot is in closed beta.
Configure
Works with Fin through an API Data connector, supporting both read and write operations. Fin can fetch data to personalize answers and execute actions like processing refunds, updating accounts, or modifying subscriptions in connected systems.
Read the full setup documentation →
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