Attio

What you can do

Connect this agent connector to let your agent:

• Update update — Update an existing record’s attributes in Attio
• Create create — Creates a new person record in Attio
• List list — List and query records for a specific Attio object type (e.g
• Search search — Search for records in Attio for a given object type (people, companies, deals, or custom objects) using a fuzzy text query
• Delete delete — Permanently deletes a person record from Attio by its record_id
• Get get — Retrieves a single comment by its comment_id in Attio

Authentication

This connector uses OAuth 2.0. Scalekit acts as the OAuth client: it redirects your user to Attio, obtains an access token, and automatically refreshes it before it expires. Your agent code never handles tokens directly — you only pass a connectionName and a user identifier.

You supply your Attio Connected App credentials (Client ID + Secret) once per environment in the Scalekit dashboard.

Set up the connector

Register your Attio OAuth app credentials with Scalekit so it can manage the OAuth 2.0 authentication flow and token lifecycle on your behalf. You’ll need a Client ID and Client Secret from the Attio Developer Portal.

1. Create a connection in Scalekit and copy the redirect URI

   • Sign in to your Scalekit dashboard and go to Agent Auth in the left sidebar.

   • Click Create Connection, search for Attio, and click Create.

   • On the connection configuration panel, locate the Redirect URI field. It looks like: https://<SCALEKIT_ENVIRONMENT_URL>/sso/v1/oauth/<CONNECTION_ID>/callback

   • Click the copy icon next to the Redirect URI to copy it to your clipboard.

   

   Keep this tab open — you’ll return to it in step 3.

2. Register the redirect URI in your Attio OAuth app

   • Sign in to build.attio.com and open the app you want to connect. If you don’t have one yet, click Create app.

   • In the left sidebar, click OAuth to open the OAuth settings tab for your app.

   • You’ll see your Client ID and Client Secret near the top of the page. Copy both values and save them somewhere safe — you’ll need them in step 3.

   • Scroll down to the Redirect URIs section. Click + New redirect URI.

   • Paste the Redirect URI you copied from Scalekit into the input field and confirm.

   

   Tip

   Your Attio app must have “Will people besides you be able to use this app?” set to Yes (or equivalent multi-workspace access) for other users to complete the OAuth flow. Check this under your app’s general settings if authorization fails.

3. Add credentials and scopes in Scalekit

   • Return to your Scalekit dashboard → Agent Auth → Connections and open the Attio connection you created in step 1.

   • Fill in the following fields:

     • Client ID — paste the Client ID from your Attio OAuth app

     • Client Secret — paste the Client Secret from your Attio OAuth app

     • Permissions — select the OAuth scopes your app requires. Choose the minimum scopes needed. Common scopes:

       Scope	What it allows
       record_permission:read	Read CRM records (people, companies, deals)
       record_permission:read-write	Read and write CRM records
       object_configuration:read	Read object and attribute schemas
       list_configuration:read	Read list schemas
       list_entry:read	Read list entries
       list_entry:read-write	Read and write list entries
       note:read	Read notes
       note:read-write	Read and write notes
       task:read-write	Read and write tasks
       comment:read-write	Read and write comments
       webhook:read-write	Manage webhooks
       user_management:read	Read workspace members

       For a full list, see the Attio OAuth scopes reference.

   
   • Click Save. Scalekit will validate the credentials and mark the connection as active.

Code examples

Connect a user’s Attio workspace and make API calls on their behalf — Scalekit handles OAuth and token management automatically.

Node.js

examples/attio.ts

import { ScalekitClient } from '@scalekit-sdk/node';
import 'dotenv/config';

const connectionName = 'attio';  // connection name from Scalekit dashboard
const identifier = 'user_123';   // your unique user identifier

// Get credentials from app.scalekit.com → Developers → API Credentials
const scalekit = new ScalekitClient(
  process.env.SCALEKIT_ENV_URL,
  process.env.SCALEKIT_CLIENT_ID,
  process.env.SCALEKIT_CLIENT_SECRET
);
const actions = scalekit.actions;

async function main() {
  try {
    // Step 1: Send this URL to your user to authorize Attio access
    const { link } = await actions.getAuthorizationLink({ connectionName, identifier });
    console.log('Authorize Attio:', link); // present this link to your user for authorization, or click it yourself for testing
    process.stdout.write('Press Enter after authorizing...');
    await new Promise(r => process.stdin.once('data', r));

    // Step 2: After the user authorizes, make API calls via Scalekit proxy

    // --- Query people records with a filter ---
    const people = await actions.request({
      connectionName,
      identifier,
      path: '/v2/objects/people/records/query',
      method: 'POST',
      body: {
        filter: {
          email_addresses: [{ email_address: { $eq: 'alice@example.com' } }],
        },
        limit: 10,
      },
    });
    console.log('People:', people.data);

    // --- Create a company record ---
    const company = await actions.request({
      connectionName,
      identifier,
      path: '/v2/objects/companies/records',
      method: 'POST',
      body: {
        data: {
          values: {
            name: [{ value: 'Acme Corp' }],
            domains: [{ domain: 'acme.com' }],
          },
        },
      },
    });
    const companyId = company.data.data.id.record_id;
    console.log('Created company:', companyId);

    // --- Create a person record and associate with the company ---
    const person = await actions.request({
      connectionName,
      identifier,
      path: '/v2/objects/people/records',
      method: 'POST',
      body: {
        data: {
          values: {
            name: [{ first_name: 'Alice', last_name: 'Smith' }],
            email_addresses: [{ email_address: 'alice@acme.com', attribute_type: 'email' }],
            company: [{ target_record_id: companyId }],
          },
        },
      },
    });
    const personId = person.data.data.id.record_id;
    console.log('Created person:', personId);

    // --- Add a note to the person record ---
    const note = await actions.request({
      connectionName,
      identifier,
      path: '/v2/notes',
      method: 'POST',
      body: {
        data: {
          parent_object: 'people',
          parent_record_id: personId,
          title: 'Initial outreach',
          content: 'Spoke with Alice about Q2 pricing. Follow up next week.',
          format: 'plaintext',
        },
      },
    });
    console.log('Created note:', note.data.data.id.note_id);

    // --- Create a task linked to the person ---
    const deadlineAt = new Date(Date.now() + 7 * 24 * 60 * 60 * 1000).toISOString(); // 7 days from now
    const task = await actions.request({
      connectionName,
      identifier,
      path: '/v2/tasks',
      method: 'POST',
      body: {
        data: {
          content: 'Send Q2 pricing proposal to Alice',
          deadline_at: deadlineAt,
          is_completed: false,
          linked_records: [{ target_object: 'people', target_record_id: personId }],
        },
      },
    });
    console.log('Created task:', task.data.data.id.task_id);

    // --- Verify current token and workspace ---
    const tokenInfo = await actions.request({
      connectionName,
      identifier,
      path: '/v2/self',
      method: 'GET',
    });
    console.log('Connected to workspace:', tokenInfo.data.data.workspace.name);
    console.log('Granted scopes:', tokenInfo.data.data.scopes.join(', '));
  } catch (err) {
    console.error('Attio request failed:', err);
    process.exit(1);
  }
}

main();

Python

import scalekit.client, os
from dotenv import load_dotenv
load_dotenv()

connection_name = "attio"  # connection name from Scalekit dashboard
identifier = "user_123"    # your unique user identifier

# Get credentials from app.scalekit.com → Developers → API Credentials
scalekit_client = scalekit.client.ScalekitClient(
    client_id=os.getenv("SCALEKIT_CLIENT_ID"),
    client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
    env_url=os.getenv("SCALEKIT_ENV_URL"),
)

# Step 1: Send this URL to your user to authorize Attio access
link_response = scalekit_client.actions.get_authorization_link(
    connection_name=connection_name,
    identifier=identifier
)
print("Authorize Attio:", link_response.link)

# Step 2: After the user authorizes, make API calls via Scalekit proxy

# --- Query people records with a filter ---
people = scalekit_client.actions.request(
    connection_name=connection_name,
    identifier=identifier,
    path="/v2/objects/people/records/query",
    method="POST",
    json={
        "filter": {
            "email_addresses": [{"email_address": {"$eq": "alice@example.com"}}]
        },
        "limit": 10
    }
)
print("People:", people)

# --- Create a company record ---
company = scalekit_client.actions.request(
    connection_name=connection_name,
    identifier=identifier,
    path="/v2/objects/companies/records",
    method="POST",
    json={
        "data": {
            "values": {
                "name": [{"value": "Acme Corp"}],
                "domains": [{"domain": "acme.com"}]
            }
        }
    }
)
company_id = company["data"]["id"]["record_id"]
print("Created company:", company_id)

# --- Create a person record and associate with the company ---
person = scalekit_client.actions.request(
    connection_name=connection_name,
    identifier=identifier,
    path="/v2/objects/people/records",
    method="POST",
    json={
        "data": {
            "values": {
                "name": [{"first_name": "Alice", "last_name": "Smith"}],
                "email_addresses": [{"email_address": "alice@acme.com", "attribute_type": "email"}],
                "company": [{"target_record_id": company_id}]
            }
        }
    }
)
person_id = person["data"]["id"]["record_id"]
print("Created person:", person_id)

# --- Add a note to the person record ---
note = scalekit_client.actions.request(
    connection_name=connection_name,
    identifier=identifier,
    path="/v2/notes",
    method="POST",
    json={
        "data": {
            "parent_object": "people",
            "parent_record_id": person_id,
            "title": "Initial outreach",
            "content": "Spoke with Alice about Q2 pricing. Follow up next week.",
            "format": "plaintext"
        }
    }
)
print("Created note:", note["data"]["id"]["note_id"])

# --- Create a task linked to the person ---
task = scalekit_client.actions.request(
    connection_name=connection_name,
    identifier=identifier,
    path="/v2/tasks",
    method="POST",
    json={
        "data": {
            "content": "Send Q2 pricing proposal to Alice",
            "deadline_at": "2026-03-20T17:00:00.000Z",
            "is_completed": False,
            "linked_records": [
                {"target_object": "people", "target_record_id": person_id}
            ]
        }
    }
)
print("Created task:", task["data"]["id"]["task_id"])

# --- Verify current token and workspace ---
token_info = scalekit_client.actions.request(
    connection_name=connection_name,
    identifier=identifier,
    path="/v2/self",
    method="GET"
)
workspace = token_info["data"]["workspace"]["name"]
scopes = token_info["data"]["scopes"]
print(f"Connected to workspace: {workspace}")
print(f"Granted scopes: {', '.join(scopes)}")

Choosing the right filter syntax

Attio uses attribute slugs for filtering. Use attio_list_attributes to discover available attributes and their slugs before querying. For example, email_addresses is a multi-value attribute — filter it as an array condition.

Tool list

attio_add_to_list Add a record (contact, company, deal, or custom object) to a specific Attio list. Returns the newly created list entry with its entry ID, which can be used to remove it later. If the record is already in the list, a new entry is created. 4 params ▾

Add a record (contact, company, deal, or custom object) to a specific Attio list. Returns the newly created list entry with its entry ID, which can be used to remove it later. If the record is already in the list, a new entry is created.

Name Type Required Description

list_id string required The UUID of the Attio list to add the record to. Use the List Lists tool (attio_list_lists) to retrieve available lists and their UUIDs.

parent_object string required The object type slug the record belongs to. Must match the object type the list is configured for — run attio_list_lists to check the list's parent object before adding.

parent_record_id string required The UUID of the record to add to the list. Must be a valid UUID — obtain this from search or list records results.

entry_values object optional Optional attribute values to set on the list entry itself (not the underlying record). Keys are attribute slugs, values are the data to set. Example: {"stage": "qualified"}

attio_create_attribute Creates a new attribute on an Attio object or list. Requires api_slug, title, type, description, is_required, is_unique, is_mct, and config. The config object varies by type — for most types pass an empty object {}. For select/multiselect, config can include options. For record-reference, config includes the target object. 9 params ▾

Creates a new attribute on an Attio object or list. Requires api_slug, title, type, description, is_required, is_unique, is_mct, and config. The config object varies by type — for most types pass an empty object {}. For select/multiselect, config can include options. For record-reference, config includes the target object.

Name Type Required Description

api_slug string required Snake_case identifier for the new attribute. Must be unique within the object.

config object required Type-specific configuration object. For most types (text, number, date, checkbox, etc.) pass an empty object {}. For record-reference, pass {"relationship": {"object": "companies"}}.

description string required Human-readable description of what this attribute is used for.

is_multiselect boolean required Whether this attribute allows multiple values per record.

is_required boolean required Whether this attribute is required when creating records of this object type.

is_unique boolean required Whether values for this attribute must be unique across all records of this object type.

object string required Slug or UUID of the object to create the attribute on. Common slugs: people, companies, deals.

title string required Human-readable display title for the attribute.

type string required Data type of the attribute. Supported values: text, number, select, multiselect, status, date, timestamp, checkbox, currency, record-reference, actor-reference, location, domain, email-address, phone-number, interaction.

attio_create_comment Creates a new comment on a record in Attio. Requires author_id (workspace member UUID), content, record_object (e.g. people, companies, deals), and record_id. Optionally provide thread_id to reply to an existing thread. Format is always plaintext. 5 params ▾

Creates a new comment on a record in Attio. Requires author_id (workspace member UUID), content, record_object (e.g. people, companies, deals), and record_id. Optionally provide thread_id to reply to an existing thread. Format is always plaintext.

Name Type Required Description

author_id string required UUID of the workspace member who is authoring the comment. Use the List Workspace Members tool to find member UUIDs.

content string required Plaintext content of the comment.

record_id string required UUID of the record to attach the comment to.

record_object string required Object slug or UUID of the record to comment on. Common slugs: people, companies, deals.

thread_id string optional UUID of an existing comment thread to reply to. Leave empty to start a new top-level comment.

attio_create_company Creates a new company record in Attio. Throws an error on conflicts of unique attributes like domains. Use Assert Company if you prefer to update on conflicts. Note: The logo_url attribute cannot currently be set via the API. 1 param ▾

Creates a new company record in Attio. Throws an error on conflicts of unique attributes like domains. Use Assert Company if you prefer to update on conflicts. Note: The logo_url attribute cannot currently be set via the API.

Name Type Required Description

values object required Attribute values for the new company record.

attio_create_deal Creates a new deal record in Attio. Throws an error on conflicts of unique attributes. Provide at least one attribute value in the values field. 1 param ▾

Creates a new deal record in Attio. Throws an error on conflicts of unique attributes. Provide at least one attribute value in the values field.

Name Type Required Description

values object required Attribute values for the new deal record.

attio_create_list Creates a new list in Attio. Requires workspace_access (one of: full-access, read-and-write, read-only) and workspace_member_access array. After creation, add attributes using Create Attribute and records using Create Entry. 5 params ▾

Creates a new list in Attio. Requires workspace_access (one of: full-access, read-and-write, read-only) and workspace_member_access array. After creation, add attributes using Create Attribute and records using Create Entry.

Name Type Required Description

api_slug string required Snake_case identifier for the new list used in API access.

name string required Human-readable display name for the new list.

parent_object string required Object slug the list tracks. Must be a valid object slug such as people, companies, or deals.

workspace_access string required Access level for all workspace members. Must be one of: full-access, read-and-write, read-only. Use full-access to give all members full control.

workspace_member_access array optional Optional array of per-member access overrides. Leave empty for uniform access via workspace_access. Each item: {"workspace_member_id": "uuid", "level": "full-access"}.

attio_create_note Create a note on an Attio record (person, company, deal, or custom object). Notes support plaintext or Markdown formatting. You can optionally backdate the note by specifying a created_at timestamp, or associate it with an existing meeting via meeting_id. 7 params ▾

Create a note on an Attio record (person, company, deal, or custom object). Notes support plaintext or Markdown formatting. You can optionally backdate the note by specifying a created_at timestamp, or associate it with an existing meeting via meeting_id.

Name Type Required Description

content string required Body of the note. Use plain text or Markdown depending on the format field. Line breaks are supported via \n in plaintext mode. IMPORTANT: This input field is called 'content', NOT 'content_markdown'. The field 'content_markdown' only appears in the API response and is not a valid input.

format string required Format of the note content. Must be either "plaintext" or "markdown".

parent_object string required The slug or UUID of the parent object the note will be attached to. Common slugs: "people", "companies", "deals".

parent_record_id string required UUID of the parent record the note will be attached to.

title string required Plaintext title for the note. No formatting is allowed in the title.

created_at string optional ISO 8601 timestamp for backdating the note. Defaults to the current time if not provided. Example: "2024-01-15T10:30:00Z"

meeting_id string optional UUID of an existing meeting to associate with this note. Optional.

attio_create_object Creates a new custom object in the Attio workspace. Use when you need an object type beyond the standard types (people, companies, deals, users, workspaces). 3 params ▾

Creates a new custom object in the Attio workspace. Use when you need an object type beyond the standard types (people, companies, deals, users, workspaces).

Name Type Required Description

api_slug string required Snake_case identifier for the new object.

plural_noun string required Plural noun for the new object type.

singular_noun string required Singular noun for the new object type.

attio_create_person Creates a new person record in Attio. Throws an error on conflicts of unique attributes like email_addresses. Use Assert Person if you prefer to update on conflicts. Note: The avatar_url attribute cannot currently be set via the API. 1 param ▾

Creates a new person record in Attio. Throws an error on conflicts of unique attributes like email_addresses. Use Assert Person if you prefer to update on conflicts. Note: The avatar_url attribute cannot currently be set via the API.

Name Type Required Description

values object required Attribute values for the new person record.

attio_create_record Create a new record in Attio for a given object type (e.g. people, companies, deals). Provide attribute values as a JSON object mapping attribute API slugs or IDs to their values. Throws an error if a unique attribute conflict is detected — use the Assert Record endpoint instead to upsert on conflict. 2 params ▾

Create a new record in Attio for a given object type (e.g. people, companies, deals). Provide attribute values as a JSON object mapping attribute API slugs or IDs to their values. Throws an error if a unique attribute conflict is detected — use the Assert Record endpoint instead to upsert on conflict.

Name Type Required Description

object string required The slug or UUID of the object type to create the record in. Common slugs: "people", "companies", "deals".

values object required Attribute values for the new record. Keys are attribute API slugs or UUIDs; values are the data to set. For multi-value attributes, supply an array. Example for a person: {"name": [{"first_name": "Alice", "last_name": "Smith"}], "email_addresses": [{"email_address": "alice@example.com"}]}

attio_create_task Create a new task in Attio. Tasks can be linked to one or more records (people, companies, deals, etc.) and assigned to workspace members. Supports setting a deadline and initial completion status. Only plaintext format is supported for task content. 5 params ▾

Create a new task in Attio. Tasks can be linked to one or more records (people, companies, deals, etc.) and assigned to workspace members. Supports setting a deadline and initial completion status. Only plaintext format is supported for task content.

Name Type Required Description

content string required The text content of the task. Maximum 2000 characters. Only plaintext is supported.

deadline_at string required ISO 8601 datetime for the task deadline. Must include milliseconds and timezone, e.g. 2024-03-31T17:00:00.000Z.

assignees array optional Array of assignees for this task. Each item must have either referenced_actor_id (UUID) with referenced_actor_type set to workspace-member, or workspace_member_email_address. Example: [{"referenced_actor_type": "workspace-member", "referenced_actor_id": "d4a8e6f2-3b1c-4d5e-9f0a-1b2c3d4e5f6a"}]

is_completed boolean optional Whether the task is already completed. Defaults to false.

linked_records array optional Array of records to link this task to. Each item must have a target_object (slug or UUID) and either target_record_id (UUID) or an attribute-based match. Example: [{"target_object": "people", "target_record_id": "bf071e1f-6035-429d-b874-d83ea64ea13b"}]

attio_delete_comment Permanently deletes a comment by its comment_id. If the comment is at the head of a thread, all messages in the thread are also deleted. 1 param ▾

Permanently deletes a comment by its comment_id. If the comment is at the head of a thread, all messages in the thread are also deleted.

Name Type Required Description

comment_id string required The unique identifier of the comment to delete.

attio_delete_company Permanently deletes a company record from Attio by its record_id. This operation is irreversible. 1 param ▾

Permanently deletes a company record from Attio by its record_id. This operation is irreversible.

Name Type Required Description

record_id string required The unique identifier of the company record to delete.

attio_delete_deal Permanently deletes a deal record from Attio by its record_id. This operation is irreversible. 1 param ▾

Permanently deletes a deal record from Attio by its record_id. This operation is irreversible.

Name Type Required Description

record_id string required The unique identifier of the deal record to delete.

attio_delete_note Permanently deletes a note from Attio by its note_id. This operation is irreversible. 1 param ▾

Permanently deletes a note from Attio by its note_id. This operation is irreversible.

Name Type Required Description

note_id string required The unique identifier of the note to delete.

attio_delete_person Permanently deletes a person record from Attio by its record_id. This operation is irreversible. 1 param ▾

Permanently deletes a person record from Attio by its record_id. This operation is irreversible.

Name Type Required Description

record_id string required The unique identifier of the person record to delete.

attio_delete_record Permanently delete a record from Attio by its object type and record ID. This action is irreversible. Returns an empty response on success. Returns 404 if the record does not exist. 2 params ▾

Permanently delete a record from Attio by its object type and record ID. This action is irreversible. Returns an empty response on success. Returns 404 if the record does not exist.

Name Type Required Description

object string required The slug or UUID of the object type the record belongs to. Common slugs: "people", "companies", "deals".

record_id string required The UUID of the record to delete.

attio_delete_task Permanently deletes a task from Attio by its task_id. This operation is irreversible. 1 param ▾

Permanently deletes a task from Attio by its task_id. This operation is irreversible.

Name Type Required Description

task_id string required The unique identifier of the task to delete.

attio_delete_user_record Permanently deletes a user record from Attio by its record_id. This operation is irreversible. 1 param ▾

Permanently deletes a user record from Attio by its record_id. This operation is irreversible.

Name Type Required Description

record_id string required The unique identifier of the user record to delete.

attio_delete_webhook Permanently deletes a webhook by its webhook_id from Attio. This operation is irreversible. 1 param ▾

Permanently deletes a webhook by its webhook_id from Attio. This operation is irreversible.

Name Type Required Description

webhook_id string required The unique identifier of the webhook to delete.

attio_delete_workspace_record Permanently deletes a workspace record from Attio by its record_id. This operation is irreversible. 1 param ▾

Permanently deletes a workspace record from Attio by its record_id. This operation is irreversible.

Name Type Required Description

record_id string required The unique identifier of the workspace record to delete.

attio_get_attribute Retrieves details of a single attribute on an Attio object or list, including its type, slug, configuration, and metadata. 2 params ▾

Retrieves details of a single attribute on an Attio object or list, including its type, slug, configuration, and metadata.

Name Type Required Description

attribute string required Attribute slug or UUID.

object string required Object slug or UUID.

attio_get_comment Retrieves a single comment by its comment_id in Attio. Returns the comment's content, author, thread, and resolution status. 1 param ▾

Retrieves a single comment by its comment_id in Attio. Returns the comment's content, author, thread, and resolution status.

Name Type Required Description

comment_id string required The unique identifier of the comment.

attio_get_company Retrieves a single company record by its record_id from Attio. Returns all attribute values with temporal and audit metadata. 1 param ▾

Retrieves a single company record by its record_id from Attio. Returns all attribute values with temporal and audit metadata.

Name Type Required Description

record_id string required The unique identifier of the company record.

attio_get_current_token_info Identifies the current access token, the workspace it is linked to, and its permissions. Use to verify token validity or retrieve workspace information. 0 params ▾

Identifies the current access token, the workspace it is linked to, and its permissions. Use to verify token validity or retrieve workspace information.

attio_get_deal Retrieves a single deal record by its record_id from Attio. Returns all attribute values with temporal and audit metadata. 1 param ▾

Retrieves a single deal record by its record_id from Attio. Returns all attribute values with temporal and audit metadata.

Name Type Required Description

record_id string required The unique identifier of the deal record.

attio_get_list Retrieves details of a single list in the Attio workspace by its UUID or slug. 1 param ▾

Retrieves details of a single list in the Attio workspace by its UUID or slug.

Name Type Required Description

list_id string required The unique identifier or slug of the list.

attio_get_list_entry Retrieves a single list entry by its entry_id. Returns detailed information about a specific entry in an Attio list. 2 params ▾

Retrieves a single list entry by its entry_id. Returns detailed information about a specific entry in an Attio list.

Name Type Required Description

entry_id string required The unique identifier of the list entry.

list_id string required The unique identifier or slug of the list.

attio_get_note Retrieves a single note by its note_id in Attio. Returns the note's title, content (plaintext and markdown), tags, and creator information. 1 param ▾

Retrieves a single note by its note_id in Attio. Returns the note's title, content (plaintext and markdown), tags, and creator information.

Name Type Required Description

note_id string required The unique identifier of the note.

attio_get_object Retrieves details of a single object by its slug or UUID in Attio. 1 param ▾

Retrieves details of a single object by its slug or UUID in Attio.

Name Type Required Description

object string required Object slug or UUID.

attio_get_person Retrieves a single person record by its record_id from Attio. Returns all attribute values with temporal and audit metadata. 1 param ▾

Retrieves a single person record by its record_id from Attio. Returns all attribute values with temporal and audit metadata.

Name Type Required Description

record_id string required The unique identifier of the person record.

attio_get_record Retrieve a specific record from Attio by its object type and record ID. Returns the full record including all attribute values with their complete audit trail (created_by_actor, active_from, active_until). Supports people, companies, deals, and custom objects. 2 params ▾

Retrieve a specific record from Attio by its object type and record ID. Returns the full record including all attribute values with their complete audit trail (created_by_actor, active_from, active_until). Supports people, companies, deals, and custom objects.

Name Type Required Description

object string required The slug or UUID of the object type the record belongs to. Common slugs: "people", "companies", "deals".

record_id string required The UUID of the record to retrieve.

attio_get_record_attribute_values Retrieves all values for a given attribute on a record in Attio. Can include historic values using show_historic parameter. Not available for COMINT or enriched attributes. 4 params ▾

Retrieves all values for a given attribute on a record in Attio. Can include historic values using show_historic parameter. Not available for COMINT or enriched attributes.

Name Type Required Description

attribute string required Attribute slug or UUID.

object string required Object slug or UUID.

record_id string required The unique identifier of the record.

show_historic boolean optional Whether to include historic values.

attio_get_task Retrieves a single task by its task_id in Attio. Returns the task's content, deadline, assignees, and linked records. 1 param ▾

Retrieves a single task by its task_id in Attio. Returns the task's content, deadline, assignees, and linked records.

Name Type Required Description

task_id string required The unique identifier of the task.

attio_get_webhook Retrieves a single webhook by its webhook_id in Attio. Returns the webhook's target URL, event subscriptions, status, and metadata. 1 param ▾

Retrieves a single webhook by its webhook_id in Attio. Returns the webhook's target URL, event subscriptions, status, and metadata.

Name Type Required Description

webhook_id string required The unique identifier of the webhook.

attio_get_workspace_member Retrieves a single workspace member by their workspace_member_id. Returns name, email, access level, and avatar information. 1 param ▾

Retrieves a single workspace member by their workspace_member_id. Returns name, email, access level, and avatar information.

Name Type Required Description

workspace_member_id string required The unique identifier of the workspace member.

attio_get_workspace_record Retrieves a single workspace record by its record_id from Attio. Returns all attribute values with temporal and audit metadata. 1 param ▾

Retrieves a single workspace record by its record_id from Attio. Returns all attribute values with temporal and audit metadata.

Name Type Required Description

record_id string required The unique identifier of the workspace record.

attio_list_attribute_options Lists all select options for a select or multiselect attribute on an Attio object or list. 2 params ▾

Lists all select options for a select or multiselect attribute on an Attio object or list.

Name Type Required Description

attribute string required Attribute slug or UUID of the select/multiselect attribute.

object string required Object slug or UUID.

attio_list_attribute_statuses Lists all statuses for a status attribute on an Attio object or list. Returns status IDs, titles, and configuration. 2 params ▾

Lists all statuses for a status attribute on an Attio object or list. Returns status IDs, titles, and configuration.

Name Type Required Description

attribute string required Attribute slug or UUID of the status attribute.

object string required Object slug or UUID.

attio_list_attributes Lists the attribute schema for an Attio object or list, including slugs, types, and select/status configuration. Use to discover what attributes exist and their types before filtering or writing. 1 param ▾

Lists the attribute schema for an Attio object or list, including slugs, types, and select/status configuration. Use to discover what attributes exist and their types before filtering or writing.

Name Type Required Description

object string required Object slug or UUID to list attributes for.

attio_list_companies Lists company records in Attio with optional filtering and sorting. Use filter and sorts fields to narrow results. Returns paginated results. 4 params ▾

Lists company records in Attio with optional filtering and sorting. Use filter and sorts fields to narrow results. Returns paginated results.

Name Type Required Description

filter object optional Filter criteria for querying companies.

limit number optional Maximum number of records to return.

offset number optional Number of records to skip for pagination.

sorts array optional Sorting criteria for the results.

attio_list_deals Lists deal records in Attio with optional filtering and sorting. Returns paginated results. 4 params ▾

Lists deal records in Attio with optional filtering and sorting. Returns paginated results.

Name Type Required Description

filter object optional Filter criteria for querying deals.

limit number optional Maximum number of records to return.

offset number optional Number of records to skip for pagination.

sorts array optional Sorting criteria for the results.

attio_list_entries Lists entries in a given Attio list with optional filtering and sorting. Returns records that belong to the specified list. 5 params ▾

Lists entries in a given Attio list with optional filtering and sorting. Returns records that belong to the specified list.

Name Type Required Description

list_id string required The unique identifier or slug of the list.

filter object optional Filter criteria for querying entries.

limit number optional Maximum number of entries to return.

offset number optional Number of entries to skip for pagination.

sorts array optional Sorting criteria for the results.

attio_list_lists Retrieve all CRM lists available in the Attio workspace, along with their entries for a specific record. Lists are used to track pipeline stages, outreach targets, or custom groupings of records. Optionally filter entries by a parent record ID and object type. 2 params ▾

Retrieve all CRM lists available in the Attio workspace, along with their entries for a specific record. Lists are used to track pipeline stages, outreach targets, or custom groupings of records. Optionally filter entries by a parent record ID and object type.

Name Type Required Description

limit number optional Maximum number of list entries to return per list. Defaults to 20.

offset number optional Number of list entries to skip for pagination. Defaults to 0.

attio_list_meetings Lists all meetings in the Attio workspace. Optionally filter by participants or linked records. This endpoint is in beta. 2 params ▾

Lists all meetings in the Attio workspace. Optionally filter by participants or linked records. This endpoint is in beta.

Name Type Required Description

limit number optional Maximum number of results to return.

offset number optional Number of results to skip for pagination.

attio_list_notes List notes in Attio. Optionally filter by a parent object and record to retrieve notes attached to a specific person, company, deal, or other object. Supports pagination via limit (max 50) and offset. 4 params ▾

List notes in Attio. Optionally filter by a parent object and record to retrieve notes attached to a specific person, company, deal, or other object. Supports pagination via limit (max 50) and offset.

Name Type Required Description

limit number optional Maximum number of notes to return. Default is 10, maximum is 50.

offset number optional Number of notes to skip before returning results. Default is 0. Use with limit for pagination.

parent_object string optional Filter notes by parent object slug or UUID. Examples: "people", "companies", "deals". Must be provided together with parent_record_id to filter by a specific record.

parent_record_id string optional Filter notes by parent record UUID. Must be provided together with parent_object.

attio_list_objects Retrieves all available objects (both system-defined and user-defined) in the Attio workspace. Fundamental for understanding workspace structure. 0 params ▾

Retrieves all available objects (both system-defined and user-defined) in the Attio workspace. Fundamental for understanding workspace structure.

attio_list_people Lists person records in Attio with optional filtering and sorting. Use filter and sorts fields to narrow results. Returns paginated results. 4 params ▾

Lists person records in Attio with optional filtering and sorting. Use filter and sorts fields to narrow results. Returns paginated results.

Name Type Required Description

filter object optional Filter criteria for querying people.

limit number optional Maximum number of records to return.

offset number optional Number of records to skip for pagination.

sorts array optional Sorting criteria for the results.

attio_list_record_entries Lists all entries across all lists for which a specific record is the parent in Attio. Returns list IDs, slugs, entry IDs, and creation timestamps. 2 params ▾

Lists all entries across all lists for which a specific record is the parent in Attio. Returns list IDs, slugs, entry IDs, and creation timestamps.

Name Type Required Description

object string required Object slug or UUID.

record_id string required The unique identifier of the parent record.

attio_list_records List and query records for a specific Attio object type (e.g. people, companies, deals). Supports filtering by attribute values, sorting, and pagination with limit and offset. Returns guaranteed up-to-date data unlike the Search Records endpoint. 5 params ▾

List and query records for a specific Attio object type (e.g. people, companies, deals). Supports filtering by attribute values, sorting, and pagination with limit and offset. Returns guaranteed up-to-date data unlike the Search Records endpoint.

Name Type Required Description

object string required The slug or UUID of the object type to list records for. Common slugs: "people", "companies", "deals".

filter object optional Filter object to narrow results to a subset of records. Structure depends on the attributes of the target object. Example: {"email_addresses": {"email_address": {"$eq": "alice@example.com"}}}

limit number optional Maximum number of records to return. Defaults to 500.

offset number optional Number of records to skip before returning results. Defaults to 0. Use with limit for pagination.

sorts array optional Array of sort objects to order results. Each sort object specifies a direction ("asc" or "desc"), an attribute slug or ID, and an optional field. Example: [{"direction": "asc", "attribute": "name"}]

attio_list_tasks List tasks in Attio, optionally filtered by linked record. Returns tasks with their content, deadline, completion status, assignees, and linked records. Use record filters to retrieve tasks associated with a specific contact, company, or deal. 5 params ▾

List tasks in Attio, optionally filtered by linked record. Returns tasks with their content, deadline, completion status, assignees, and linked records. Use record filters to retrieve tasks associated with a specific contact, company, or deal.

Name Type Required Description

is_completed boolean optional Filter tasks by completion status. Set to true to return only completed tasks, false for only incomplete tasks, or omit to return all tasks.

limit number optional Maximum number of tasks to return. Defaults to 20.

linked_object string optional Filter tasks linked to records of this object type. Use with linked_record_id. Common slugs: "people", "companies", "deals".

linked_record_id string optional Filter tasks linked to this specific record UUID. Use with linked_object to specify the object type.

offset number optional Number of tasks to skip for pagination. Defaults to 0.

attio_list_threads Lists threads of comments on a record or list entry in Attio. Returns all comment threads associated with a specific record or list entry. 2 params ▾

Lists threads of comments on a record or list entry in Attio. Returns all comment threads associated with a specific record or list entry.

Name Type Required Description

parent_object string required Object slug of the parent record.

parent_record_id string required The unique identifier of the parent record.

attio_list_user_records Lists user records in Attio with optional filtering and sorting. Returns paginated results. 4 params ▾

Lists user records in Attio with optional filtering and sorting. Returns paginated results.

Name Type Required Description

filter object optional Filter criteria for querying user records.

limit number optional Maximum number of records to return.

offset number optional Number of records to skip for pagination.

sorts array optional Sorting criteria for the results.

attio_list_webhooks Retrieves all webhooks in the Attio workspace. Returns webhook configurations, subscriptions, and statuses. Supports optional limit and offset pagination parameters. 2 params ▾

Retrieves all webhooks in the Attio workspace. Returns webhook configurations, subscriptions, and statuses. Supports optional limit and offset pagination parameters.

Name Type Required Description

limit number optional Maximum number of webhooks to return.

offset number optional Number of webhooks to skip for pagination.

attio_list_workspace_members Lists all workspace members in the Attio workspace. Use to retrieve workspace member IDs needed for assigning owners or actor-reference attributes. 0 params ▾

Lists all workspace members in the Attio workspace. Use to retrieve workspace member IDs needed for assigning owners or actor-reference attributes.

attio_list_workspace_records Lists workspace records in Attio with optional filtering and sorting. Returns paginated results. 4 params ▾

Lists workspace records in Attio with optional filtering and sorting. Returns paginated results.

Name Type Required Description

filter object optional Filter criteria for querying workspace records.

limit number optional Maximum number of records to return.

offset number optional Number of records to skip for pagination.

sorts array optional Sorting criteria for the results.

attio_remove_from_list Remove a specific entry from an Attio list by its entry ID. This deletes the list entry but does not delete the underlying record. Obtain the entry ID from the Add to List response or by querying list entries. Returns 404 if the entry does not exist. 2 params ▾

Remove a specific entry from an Attio list by its entry ID. This deletes the list entry but does not delete the underlying record. Obtain the entry ID from the Add to List response or by querying list entries. Returns 404 if the entry does not exist.

Name Type Required Description

entry_id string required The UUID of the list entry to remove. This is the entry ID returned when the record was added to the list, not the record ID itself.

list_id string required The slug or UUID of the Attio list to remove the entry from.

attio_search_records Search for records in Attio for a given object type (people, companies, deals, or custom objects) using a fuzzy text query. Returns matching records with their IDs, labels, and key attributes. 4 params ▾

Search for records in Attio for a given object type (people, companies, deals, or custom objects) using a fuzzy text query. Returns matching records with their IDs, labels, and key attributes.

Name Type Required Description

object string required The slug or UUID of the object type to search within. Common slugs: "people", "companies", "deals".

query string required Fuzzy text search string matched against names, emails, domains, phone numbers, and social handles. Pass an empty string to return all records.

limit integer optional Maximum number of results to return per page. Defaults to 20.

offset integer optional Number of results to skip for pagination. Defaults to 0.

attio_update_record Update an existing record's attributes in Attio. For multiselect attributes, the supplied values will overwrite (replace) the existing list of values. Use the Append Multiselect endpoint instead if you want to add values without removing existing ones. Supports people, companies, deals, and custom objects. IMPORTANT: Prefer using specific update tools when available — use attio_update_person for people records, attio_update_company for company records, attio_update_deal for deal records, attio_update_task for tasks, attio_update_attribute for attributes, attio_update_list for lists, attio_update_list_entry for list entries, attio_update_webhook for webhooks, attio_update_workspace_record for workspace records, and attio_update_user_record for user records. Use this generic tool only for custom objects or when no specific tool exists. 3 params ▾

Update an existing record's attributes in Attio. For multiselect attributes, the supplied values will overwrite (replace) the existing list of values. Use the Append Multiselect endpoint instead if you want to add values without removing existing ones. Supports people, companies, deals, and custom objects. IMPORTANT: Prefer using specific update tools when available — use attio_update_person for people records, attio_update_company for company records, attio_update_deal for deal records, attio_update_task for tasks, attio_update_attribute for attributes, attio_update_list for lists, attio_update_list_entry for list entries, attio_update_webhook for webhooks, attio_update_workspace_record for workspace records, and attio_update_user_record for user records. Use this generic tool only for custom objects or when no specific tool exists.

Name Type Required Description

object string required The slug or UUID of the object type the record belongs to. Common slugs: "people", "companies", "deals".

record_id string required The UUID of the record to update.

values object required Attribute values to update. Keys are attribute API slugs; values are the new data. For multiselect attributes, the supplied array replaces all existing values.