Attio

Connect to Attio CRM to manage contacts, companies, deals, notes, tasks, and lists with a modern relationship management platform.

Supports authentication: OAuth 2.0

Set up the agent 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.

Usage

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.

Name	Type	Required	Description
entry_values	object	No	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"}
list_id	string	Yes	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	Yes	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	Yes	The UUID of the record to add to the list. Must be a valid UUID — obtain this from search or list records results.

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.

Name	Type	Required	Description
api_slug	string	Yes	Snake_case identifier for the new attribute. Must be unique within the object.
config	object	Yes	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	Yes	Human-readable description of what this attribute is used for.
is_multiselect	boolean	Yes	Whether this attribute allows multiple values per record.
is_required	boolean	Yes	Whether this attribute is required when creating records of this object type.
is_unique	boolean	Yes	Whether values for this attribute must be unique across all records of this object type.
object	string	Yes	Slug or UUID of the object to create the attribute on. Common slugs: people, companies, deals.
title	string	Yes	Human-readable display title for the attribute.
type	string	Yes	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.

Name	Type	Required	Description
author_id	string	Yes	UUID of the workspace member who is authoring the comment. Use the List Workspace Members tool to find member UUIDs.
content	string	Yes	Plaintext content of the comment.
record_id	string	Yes	UUID of the record to attach the comment to.
record_object	string	Yes	Object slug or UUID of the record to comment on. Common slugs: people, companies, deals.
thread_id	string	No	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.

Name	Type	Required	Description
values	object	Yes	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.

Name	Type	Required	Description
values	object	Yes	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.

Name	Type	Required	Description
api_slug	string	Yes	Snake_case identifier for the new list used in API access.
name	string	Yes	Human-readable display name for the new list.
parent_object	string	Yes	Object slug the list tracks. Must be a valid object slug such as people, companies, or deals.
workspace_access	string	Yes	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<object>	No	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.

Name	Type	Required	Description
content	string	Yes	Body of the note. Use plain text or Markdown depending on the format field. Line breaks are supported via \n in plaintext mode.
created_at	string	No	ISO 8601 timestamp for backdating the note. Defaults to the current time if not provided. Example: “2024-01-15T10:30:00Z”
format	string	Yes	Format of the note content. Must be either “plaintext” or “markdown”.
meeting_id	string	No	UUID of an existing meeting to associate with this note. Optional.
parent_object	string	Yes	The slug or UUID of the parent object the note will be attached to. Common slugs: “people”, “companies”, “deals”.
parent_record_id	string	Yes	UUID of the parent record the note will be attached to.
title	string	Yes	Plaintext title for the note. No formatting is allowed in the title.

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).

Name	Type	Required	Description
api_slug	string	Yes	Snake_case identifier for the new object.
plural_noun	string	Yes	Plural noun for the new object type.
singular_noun	string	Yes	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.

Name	Type	Required	Description
values	object	Yes	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.

Name	Type	Required	Description
object	string	Yes	The slug or UUID of the object type to create the record in. Common slugs: “people”, “companies”, “deals”.
values	object	Yes	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.

Name	Type	Required	Description
assignees	array<object>	No	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"}]
content	string	Yes	The text content of the task. Maximum 2000 characters. Only plaintext is supported.
deadline_at	string	Yes	ISO 8601 datetime for the task deadline. Must include milliseconds and timezone, e.g. 2024-03-31T17:00:00.000Z.
is_completed	boolean	No	Whether the task is already completed. Defaults to false.
linked_records	array<object>	No	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.

Name	Type	Required	Description
comment_id	string	Yes	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.

Name	Type	Required	Description
record_id	string	Yes	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.

Name	Type	Required	Description
record_id	string	Yes	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.

Name	Type	Required	Description
note_id	string	Yes	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.

Name	Type	Required	Description
record_id	string	Yes	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.

Name	Type	Required	Description
object	string	Yes	The slug or UUID of the object type the record belongs to. Common slugs: “people”, “companies”, “deals”.
record_id	string	Yes	The UUID of the record to delete.

attio_delete_task

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

Name	Type	Required	Description
task_id	string	Yes	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.

Name	Type	Required	Description
record_id	string	Yes	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.

Name	Type	Required	Description
webhook_id	string	Yes	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.

Name	Type	Required	Description
record_id	string	Yes	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.

Name	Type	Required	Description
attribute	string	Yes	Attribute slug or UUID.
object	string	Yes	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.

Name	Type	Required	Description
comment_id	string	Yes	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.

Name	Type	Required	Description
record_id	string	Yes	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.

attio_get_deal

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	Yes	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.

Name	Type	Required	Description
list_id	string	Yes	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.

Name	Type	Required	Description
entry_id	string	Yes	The unique identifier of the list entry.
list_id	string	Yes	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.

Name	Type	Required	Description
note_id	string	Yes	The unique identifier of the note.

attio_get_object

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

Name	Type	Required	Description
object	string	Yes	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.

Name	Type	Required	Description
record_id	string	Yes	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.

Name	Type	Required	Description
object	string	Yes	The slug or UUID of the object type the record belongs to. Common slugs: “people”, “companies”, “deals”.
record_id	string	Yes	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.

Name	Type	Required	Description
attribute	string	Yes	Attribute slug or UUID.
object	string	Yes	Object slug or UUID.
record_id	string	Yes	The unique identifier of the record.
show_historic	boolean	No	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.

Name	Type	Required	Description
task_id	string	Yes	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.

Name	Type	Required	Description
webhook_id	string	Yes	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.

Name	Type	Required	Description
workspace_member_id	string	Yes	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.

Name	Type	Required	Description
record_id	string	Yes	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.

Name	Type	Required	Description
attribute	string	Yes	Attribute slug or UUID of the select/multiselect attribute.
object	string	Yes	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.

Name	Type	Required	Description
attribute	string	Yes	Attribute slug or UUID of the status attribute.
object	string	Yes	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.

Name	Type	Required	Description
object	string	Yes	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.

Name	Type	Required	Description
filter	object	No	Filter criteria for querying companies.
limit	number	No	Maximum number of records to return.
offset	number	No	Number of records to skip for pagination.
sorts	array<object>	No	Sorting criteria for the results.

attio_list_deals

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

Name	Type	Required	Description
filter	object	No	Filter criteria for querying deals.
limit	number	No	Maximum number of records to return.
offset	number	No	Number of records to skip for pagination.
sorts	array<object>	No	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.

Name	Type	Required	Description
filter	object	No	Filter criteria for querying entries.
limit	number	No	Maximum number of entries to return.
list_id	string	Yes	The unique identifier or slug of the list.
offset	number	No	Number of entries to skip for pagination.
sorts	array<object>	No	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.

Name	Type	Required	Description
limit	number	No	Maximum number of list entries to return per list. Defaults to 20.
offset	number	No	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.

Name	Type	Required	Description
limit	number	No	Maximum number of results to return.
offset	number	No	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.

Name	Type	Required	Description
limit	number	No	Maximum number of notes to return. Default is 10, maximum is 50.
offset	number	No	Number of notes to skip before returning results. Default is 0. Use with limit for pagination.
parent_object	string	No	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	No	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.

attio_list_people

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	No	Filter criteria for querying people.
limit	number	No	Maximum number of records to return.
offset	number	No	Number of records to skip for pagination.
sorts	array<object>	No	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.

Name	Type	Required	Description
object	string	Yes	Object slug or UUID.
record_id	string	Yes	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.

Name	Type	Required	Description
filter	object	No	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	No	Maximum number of records to return. Defaults to 500.
object	string	Yes	The slug or UUID of the object type to list records for. Common slugs: “people”, “companies”, “deals”.
offset	number	No	Number of records to skip before returning results. Defaults to 0. Use with limit for pagination.
sorts	array<object>	No	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.

Name	Type	Required	Description
is_completed	boolean	No	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	No	Maximum number of tasks to return. Defaults to 20.
linked_object	string	No	Filter tasks linked to records of this object type. Use with linked_record_id. Common slugs: “people”, “companies”, “deals”.
linked_record_id	string	No	Filter tasks linked to this specific record UUID. Use with linked_object to specify the object type.
offset	number	No	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.

Name	Type	Required	Description
parent_object	string	Yes	Object slug of the parent record.
parent_record_id	string	Yes	The unique identifier of the parent record.

attio_list_user_records

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

Name	Type	Required	Description
filter	object	No	Filter criteria for querying user records.
limit	number	No	Maximum number of records to return.
offset	number	No	Number of records to skip for pagination.
sorts	array<object>	No	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.

Name	Type	Required	Description
limit	number	No	Maximum number of webhooks to return.
offset	number	No	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.

attio_list_workspace_records

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

Name	Type	Required	Description
filter	object	No	Filter criteria for querying workspace records.
limit	number	No	Maximum number of records to return.
offset	number	No	Number of records to skip for pagination.
sorts	array<object>	No	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.

Name	Type	Required	Description
entry_id	string	Yes	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	Yes	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.

Name	Type	Required	Description
limit	integer	No	Maximum number of results to return per page. Defaults to 20.
object	string	Yes	The slug or UUID of the object type to search within. Common slugs: “people”, “companies”, “deals”.
offset	integer	No	Number of results to skip for pagination. Defaults to 0.
query	string	Yes	Fuzzy text search string matched against names, emails, domains, phone numbers, and social handles. Pass an empty string to return all records.