AI-native automation
Automate work across
Attio and 
MoneyGuideProwith Caddi AI Agents.
Automate anything you do across Attio, MoneyGuidePro, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Attio and MoneyGuidePro
Connect Attio to Caddi
Allow1Sign in to Attio
One click with your own Attio login. No API keys.
Connect MoneyGuidePro to Caddi
Allow2Sign in to MoneyGuidePro
The same click again. Both tools are connected.
Create client in MoneyGuidePro when new record in Attio.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use Attio and MoneyGuidePro together
At an RIA the work between Attio and MoneyGuidePro is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Create client in MoneyGuidePro when new record in Attio.
Caddi watches Attio for new record and create client in MoneyGuidePro. No copy-paste, no missed records.
- 02
Create or update record in Attio when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create or update record in Attio so the two systems stay in lockstep.
- 03
Update goals in MoneyGuidePro from Attio events.
When record updated happens in Attio, Caddi update goals in MoneyGuidePro with the right context attached.
Actions Caddi can take across Attio and MoneyGuidePro
- Attio
New record
Triggers when a person, company or custom-object record is created.
- Attio
Record updated
Triggers when an attribute on a record changes.
- Attio
List entry added
Triggers when a record is added to a list or pipeline.
- Attio
Stage changed
Triggers when a list entry moves to a new stage.
- Attio
Create or update record
Create a record or update it if it already exists.
- Attio
Add to list
Add a record to a list or pipeline at a given stage.
- Attio
Create note
Attach a note to a record.
- Attio
Create task
Create a task linked to a record, with an assignee and due date.
- MoneyGuidePro
New client added
Triggers when a new household is added to MoneyGuidePro.
- MoneyGuidePro
Plan updated
Triggers when a plan's inputs or scenarios change.
- MoneyGuidePro
Create client
Open a new MoneyGuidePro client with household details.
- MoneyGuidePro
Update goals
Push new retirement, education, or insurance goals into a plan.
- MoneyGuidePro
Generate plan PDF
Render the latest plan as a client-ready PDF.
Common questions
How does Caddi connect Attio and MoneyGuidePro?
Attio and MoneyGuidePro just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Attio and MoneyGuidePro end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect Attio and MoneyGuidePro to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Attio + MoneyGuidePro loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Attio and MoneyGuidePro with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Attio and MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against Attio, MoneyGuidePro, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.