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Attio connector

OAuth 2.0 crmsales

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

Attio connector

  1. Terminal window
    npm install @scalekit-sdk/node

    Full SDK reference: Node.js | Python

  2. Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

    .env
    SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
    SCALEKIT_CLIENT_ID=<your-client-id>
    SCALEKIT_CLIENT_SECRET=<your-client-secret>
  3. Register your Attio credentials with Scalekit so it handles the token lifecycle. You do this once per environment.

    Dashboard setup steps

    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 AgentKit 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.

      Scalekit Agent Auth showing the Redirect URI for the Attio connection

      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.

      Attio OAuth app settings showing Client ID, Client Secret, and the Redirect URIs section with the Scalekit callback URL added
    3. Add credentials and scopes in Scalekit

      • Return to your Scalekit dashboardAgentKit > 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:

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

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

      Scalekit connection configuration showing the Client ID, Client Secret, and Permissions fields for the Attio connection
      • Click Save. Scalekit will validate the credentials and mark the connection as active.
  4. quickstart.ts
    import { ScalekitClient } from '@scalekit-sdk/node'
    import 'dotenv/config'
    const scalekit = new ScalekitClient(
    process.env.SCALEKIT_ENV_URL,
    process.env.SCALEKIT_CLIENT_ID,
    process.env.SCALEKIT_CLIENT_SECRET,
    )
    const actions = scalekit.actions
    const connector = 'attio'
    const identifier = 'user_123'
    // Generate an authorization link for the user
    const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
    console.log('Authorize Attio:', link)
    process.stdout.write('Press Enter after authorizing...')
    await new Promise(r => process.stdin.once('data', r))
    // Make your first call
    const result = await actions.executeTool({
    connector,
    identifier,
    toolName: 'attio_get_current_token_info',
    toolInput: {},
    })
    console.log(result)

Connect this agent connector to let your agent:

  • Update record — Update an existing record’s attributes in Attio
  • Create person, task, comment — Creates a new person record in Attio
  • List records, people, objects — List and query records for a specific Attio object type (e.g
  • Search records — Search for records in Attio for a given object type (people, companies, deals, or custom objects) using a fuzzy text query
  • Delete person, user record, record — Permanently deletes a person record from Attio by its record_id
  • Get comment, record attribute values, attribute — Retrieves a single comment by its comment_id in Attio
Proxy API call
// --- Query people records with a filter ---
const people = await actions.request({
connectionName: 'attio',
identifier: 'user_123',
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: 'attio',
identifier: 'user_123',
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: 'attio',
identifier: 'user_123',
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: 'attio',
identifier: 'user_123',
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: 'attio',
identifier: 'user_123',
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: 'attio',
identifier: 'user_123',
path: '/v2/self',
method: 'GET',
});
console.log('Connected to workspace:', tokenInfo.data.data.workspace.name);
console.log('Granted scopes:', tokenInfo.data.data.scopes.join(', '));
Execute a tool
const result = await actions.executeTool({
connector: 'attio',
identifier: 'user_123',
toolName: 'attio_add_to_list',
toolInput: {},
});
console.log(result);

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

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.