Connect Attio to your AI agent

CRM 99 actions available

Attio is a fully customizable workspace for your team's relationships and workflows.

We set up the connection using your own Attio account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Attio

Each one is a real action the agent can take on its own, the same things a person clicking around Attio could do. Read-only by default; write actions are confirmed against your policy.

  • Assert Company (Create or Update) Creates or updates a company record in Attio using a unique attribute to search for existing companies. If a company is found with the same value for the matching attribute, that company will be updated. If no company i…
  • Assert Person Record Tool to create or update person records using a unique attribute to search for existing people. Use when you want to ensure a person exists with specific details without creating duplicates.
  • Assert User Record (Create or Update) Creates or updates a user record in Attio using a unique attribute to search for existing users. If a user is found with the same value for the matching attribute, that user will be updated. If no user is found, a new o…
  • Assert Workspace (Create or Update) Creates or updates a workspace record in Attio using a unique attribute to search for existing workspaces. If a workspace is found with the same value for the matching attribute, that workspace will be updated. If no wo…
  • Create Attribute Tool to create a new attribute on an object or list in Attio. Use when you need to add custom fields to track additional information. For record-reference types, you can establish bidirectional relationships by supplyin…
  • Create Comment Tool to create a new comment on a thread, record, or list entry in Attio. Use when you need to add a comment to an existing conversation, a record (like a person, company, or deal), or a list entry.
  • Create Company Creates a new company record in Attio. This endpoint will throw an error on conflicts of unique attributes like domains. If you prefer to update company records on conflicts, use the Assert company record endpoint inste…
  • Create Deal Record Tool to create a new deal record in Attio. Use when you need to track a new sales opportunity or deal. This endpoint will throw an error on conflicts of unique attributes. Minimal requirement is providing at least one a…
  • Create Entry (Deprecated) DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES instead. Tool to add a record to a list as a new list entry in Attio. Use when you need to organize records into specific lists. Throws errors on unique attribute c…
  • Create List Tool to create a new list in Attio. Use when you need to organize records into custom lists. Once created, add attributes using the Create Attribute API and add records using the Create Entry API. New lists must have ei…
  • Create Note This tool creates a new note on a given record in Attio. The note can be attached to any record type (like person, company, or deal) and includes a title and content. It requires parameters such as parent_object, parent…
  • Create Object Tool to create a new custom object in your Attio workspace. Use when you need to add a new object type beyond the standard objects (people, companies, deals, users, workspaces). Requires api_slug (snake_case identifier)…
  • Create Person Creates a new person record in Attio. This endpoint will throw an error on conflicts of unique attributes like email_addresses. If you prefer to update person records on conflicts instead, use the Assert person record e…
  • Create Record This tool creates a new record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.). It requires the object type and a values dictionary containing the attributes for the new record.…
  • Create Select Option Tool to add a new select option to a select or multiselect attribute in Attio. Use when you need to add a new choice to an existing select field.
  • Create Status Tool to add a new status to a status attribute on either an object or a list. Use when you need to create a new status option for status attributes. Company and person objects do not support status attributes at this ti…
  • Create Task Tool to create a new task in Attio. Use when you need to add a task with content and optional deadline, assignees, or linked records. Note: Tasks can only be created from plaintext without record reference formatting.
  • Create User Record Creates a new user record in Attio. User records represent workspace members or users in the system. Requires primary_email_address, user_id, and workspace_id. Optionally link to an existing person record. Note: Require…
  • Create Webhook Tool to create a webhook and subscribe to events in Attio. Use when you need to set up a new webhook endpoint to receive real-time event notifications. Returns the webhook configuration including a one-time signing secr…
  • Create Workspace Record Creates a new workspace record in Attio. The workspace_id field is required and must be unique. This endpoint will throw an error on conflicts of unique attributes. Use when you need to create a new workspace entry in y…
  • Delete Comment Tool to delete a comment by its comment_id. Use when you need to remove a comment from Attio. If the comment is at the head of a thread, all messages in the thread are also deleted. The operation is permanent and cannot…
  • Delete Company Tool to delete a company record from Attio by its record_id. Use when you need to permanently remove a company record. The deletion is irreversible and cannot be recovered.
  • Delete Deal Tool to delete a deal record from Attio by its record_id. Use when you need to permanently remove a deal record. The deletion is irreversible and cannot be recovered.
  • Delete List Entry Tool to delete a single list entry by its entry_id in Attio. Use when you need to remove an entry from a specific list. The operation is permanent and cannot be undone.
  • Delete Note This tool allows users to delete a specific note in Attio by its ID. It is implemented via DELETE https://api.attio.com/v2/notes/{note_id} and handles note deletion by validating the provided note_id. It complements ATT…
  • Delete Person Tool to delete a person record from Attio by its record_id. Use when you need to permanently remove a person record. The deletion is irreversible and cannot be recovered.
  • Delete Record This tool allows you to delete a record from Attio permanently. The deletion is irreversible, and the data will eventually be removed from the system.
  • Delete Task Tool to delete a task by its task_id. Use when you need to remove a task from Attio. The operation is permanent and cannot be undone.
  • Delete User Tool to delete a user record from Attio by its record_id. Use when you need to permanently remove a user record. The deletion is irreversible and cannot be recovered.
  • Delete Webhook Tool to delete a webhook by its webhook_id. Use when you need to remove a webhook subscription from Attio. The operation is permanent and cannot be undone.
  • Delete Workspace Record Tool to delete a workspace record from Attio by its record_id. Use when you need to permanently remove a workspace record. The deletion is irreversible and cannot be recovered.
  • Find Record This tool allows users to find a record in Attio by either its unique ID or by searching using unique attributes. It provides two methods: one for directly retrieving a record by its ID with the GET /v2/objects/{object}…
  • Get Attribute Details Tool to get information about a single attribute on either an object or a list. Use when you need detailed information about a specific attribute's configuration, type, or metadata.
  • Get Comment Tool to get a single comment by its comment_id in Attio. Use when you need to retrieve detailed information about a specific comment, including its content, author, thread, and resolution status.
  • Get Company Tool to get a single company record by its record_id in Attio. Use when you need to retrieve detailed information about a specific company. Returns all attribute values for the company with temporal and audit metadata.
  • Get Deal Record Tool to get a single deal record by its record_id in Attio. Use when you need to retrieve detailed information about a specific deal. Returns all attribute values for the deal with temporal and audit metadata.
  • Get List Tool to retrieve details of a single list in your Attio workspace. Use when you need to get information about a specific list by its UUID or slug.
  • Get List Entry Tool to get a single list entry by its entry_id. Use when you need to retrieve detailed information about a specific entry in an Attio list.
  • Get Note Tool to get a single note by its note_id in Attio. Use when you need to retrieve detailed information about a specific note, including its title, content (plaintext and markdown), tags, and creator information.
  • Get Object Tool to get a single object by its object_id or slug. Use to retrieve detailed schema information about a specific object type in the Attio workspace. Also use as a prerequisite validation step before calling ATTIO_FIND…
  • Get Record DEPRECATED: Use ATTIO_FIND_RECORD instead. Tool to get a single person, company, or other record by its record_id in Attio. Use when you need to retrieve detailed information about a specific record. Returns all attribu…
  • List Record Entries Tool to list all entries, across all lists, for which a record is the parent. Use when you need to find which lists a specific record belongs to. Returns list IDs, slugs, entry IDs, and creation timestamps.
  • Get Current Token Info Tool to identify the current access token, the workspace it is linked to, and any permissions it has. Use when you need to verify token validity or retrieve workspace information associated with the current authenticati…
  • Get Task Tool to get a single task by its task_id in Attio. Use when you need to retrieve detailed information about a specific task, including its content, deadline, assignees, and linked records.
  • Get Record by ID DEPRECATED: Use ATTIO_FIND_RECORD instead. Tool to get a single person, company or other record by its record_id. Use when you need to retrieve detailed information about a specific record.
  • List Tasks Tool to list all tasks in the workspace. Use when you need to retrieve tasks, optionally filtering by assignee, completion status, or linked records. Results are sorted by creation date from oldest to newest by default.
  • Get V2 Workspace Members (Deprecated) DEPRECATED: Use ATTIO_LIST_WORKSPACE_MEMBERS instead. Tool to list all workspace members in the workspace. Use when you need to retrieve information about workspace members, their access levels, or their identities.
  • Get Webhook Tool to get a single webhook by its webhook_id in Attio. Use when you need to retrieve detailed information about a specific webhook configuration. Returns the webhook's target URL, event subscriptions, status, and meta…
  • Get Workspace Member Tool to get a single workspace member by their workspace_member_id. Use when you need details about a specific workspace member, including their name, email, access level, and avatar.
  • Get Workspace Record Tool to get a single workspace record by its record_id. Use when you need to retrieve detailed information about a specific workspace. Returns all attribute values for the workspace record with temporal and audit metada…
  • List Attribute Options Tool to list all select options for a particular attribute on either an object or a list. Use when you need to discover available options for select or status type attributes.
  • List Attributes Tool to list the attribute schema for an Attio object or list (including slugs, types, select/status config) to enable correct filtering and writes. Use when you need to discover what attributes exist on an object or li…
  • List Attribute Statuses Tool to list all statuses for a particular status attribute on either an object or a list. Use when you need to discover available statuses for a status attribute, including their IDs, titles, and configuration.
  • List Call Recordings Tool to list all call recordings for a meeting in Attio. Use when you need to retrieve call recordings associated with a specific meeting. This endpoint is in beta.
  • List Companies Tool to list company records in Attio with optional filtering and sorting. Use when you need to retrieve company records based on criteria like domain, name, or description.
  • List Company Attribute Values Tool to get all values for a given attribute on a company record. Historic values can be queried using the show_historic query param. Historic values cannot be queried on COMINT or enriched attributes. Some attributes a…
  • List Company Record Entries Tool to list all entries across all lists for which a company record is the parent in Attio. Use when you need to see which lists a particular company record belongs to. Returns list information and entry IDs for each l…
  • List Deal Entries Tool to list all entries across all lists for which a deal record is the parent in Attio. Use when you need to see which lists a particular deal record belongs to. Returns list information and entry IDs for each list th…
  • List Deal Record Attribute Values Tool to retrieve all values for a specified attribute on a deal record in Attio. Use when you need to see current or historic values for a specific deal attribute. Historic values can be queried using show_historic para…
  • List Deal Records Tool to list deal records in Attio with the option to filter and sort results. Use when you need to retrieve deal records based on filter criteria or sorting requirements.
  • List Entries (Deprecated) DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY instead. Tool to list entries in a given list with filtering and sorting options. Use when you need to retrieve records added to a specific list in Attio. Ent…
  • List List Entries (Deprecated) DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY instead. Tool to retrieve entries (records) that belong to a specific Attio list. Use when you need to enumerate list membership or access list-specific attri…
  • List List Entry Attribute Values Tool to retrieve all values for a specified attribute on a list entry in Attio. Use when you need to see the history of values for a specific attribute on a list entry. Can return only active values or include all histo…
  • List Lists This tool retrieves all lists available in the Attio workspace, sorted as they appear in the sidebar. Returns list metadata only (names, IDs, configuration) — not the records/entries within those lists. To fetch actual…
  • List Meetings Tool to list all meetings in the workspace using a deterministic sort order. Use when you need to retrieve meetings, optionally filtering by participants, linked records, or time ranges. This endpoint is in beta.
  • List Notes Lists notes in Attio. Can list all notes in the workspace, or filter by parent object type and/or specific record. Notes are returned in reverse chronological order (newest first).
  • List Objects This tool retrieves a list of all available objects (both system-defined and user-defined) in the Attio workspace via GET /v2/objects, returning key metadata including slugs and IDs for each object. Call this tool first…
  • List People Attribute Values Tool to get all values for a given attribute on a person record. Use when you need to retrieve current or historic values for a specific person attribute. Historic values can be queried using the show_historic param but…
  • List People Record Entries Tool to list all entries across all lists for which a person record is the parent in Attio. Use when you need to see which lists a particular person record belongs to. Returns list information and entry IDs for each lis…
  • List Record Attribute Values Tool to retrieve all values for a specified attribute on a record in Attio. Use when you need to see the history of values for a specific attribute. Can return only active values or include historical values. Historic v…
  • List Records This tool lists records from a specific object type in Attio. It provides simple pagination support and returns records in creation order (oldest first). For complex filtering, use the FindRecord action instead. Standar…
  • List Threads Tool to list threads of comments on a record or list entry in Attio. Use when you need to view all comment threads associated with a specific record or list entry. Threads contain one or more comments sorted chronologic…
  • List User Record Entries Tool to list all entries across all lists for which a user record is the parent in Attio. Use when you need to see which lists a particular user record belongs to. Returns list information and entry IDs for each list th…
  • List User Records Tool to list user records in Attio with optional filtering and sorting. Use when you need to retrieve workspace members or user records based on specific criteria.
  • List Webhooks Tool to get all webhooks in your Attio workspace. Use when you need to retrieve a list of configured webhooks, their subscriptions, and statuses. Supports pagination via limit and offset parameters.
  • List Workspace Members Tool to list workspace members (actors) so agents can reliably assign owners and resolve workspace-member IDs even when the optional Users standard object is disabled. Use when writing or assigning actor-reference attri…
  • List Workspace Record Attribute Values Tool to retrieve all values for a specified attribute on a workspace record in Attio. Use when you need to see the history of values for a specific attribute on a workspace record. Can return only active values or inclu…
  • List Workspace Record Entries Tool to list all entries across all lists for which a workspace record is the parent in Attio. Use when you need to see which lists a particular workspace record belongs to. Returns list information and entry IDs for ea…
  • List Workspace Records Tool to list workspace records with filtering and sorting options. Use when you need to retrieve workspace-level records from Attio. Records are returned based on the filters and sorts provided. Requires record_permissi…
  • Patch Record Tool to update people, companies, and other records by record_id using PATCH method. For multiselect attributes, values supplied will be prepended to existing values. Use PUT endpoint to overwrite or remove multiselect…
  • Update List Entry by Entry ID Tool to update list entries by entry_id in Attio. Use when you need to modify attribute values on existing list entries. For multiselect attributes, the values supplied will be created and prepended to existing values.…
  • Get Person Tool to get a single person record by its record_id in Attio. Use when you need to retrieve detailed information about a specific person. Returns all attribute values for the person with temporal and audit metadata.
  • List Person Records Tool to list person records from Attio with optional filtering and sorting. Use when you need to retrieve people based on specific criteria or get a paginated list of all people.
  • Create List Entry Tool to add a record to a list as a new list entry in Attio. Use when you need to organize records into specific lists. This endpoint will throw on conflicts of unique attributes. Multiple list entries are allowed for t…
  • List List Entries Tool to list entries in a given list, with the option to filter and sort results. Use when you need to retrieve records that belong to a specific list with optional filtering and sorting.
  • Create a record DEPRECATED: Use ATTIO_CREATE_RECORD instead. Creates a new person, company or other record. This endpoint will throw on conflicts of unique attributes. If you would prefer to update records on conflicts, please use the…
  • List Records with Query Tool to list people, company or other records in Attio with the option to filter and sort results. Use when you need to retrieve records based on complex filter criteria or sorting requirements.
  • Search Records DEPRECATED: Use ATTIO_SEARCH_RECORDS instead. Tool to fuzzy search for records across one or more objects in Attio. Use when you need to find records by name, domain, email, phone number, or social handle. This endpoint…
  • Assert List Entry by Parent Tool to create or update a list entry for a given parent record in Attio. If an entry with the specified parent record is found, that entry will be updated. If no such entry is found, a new entry will be created instead…
  • Update List Entry by Entry ID (PUT) Tool to update list entries by entry_id in Attio using PUT method. Use when you need to completely replace attribute values on existing list entries. For multiselect attributes, the values supplied will overwrite/remove…
  • Assert Record (Create or Update) Tool to create or update people, companies and other records in Attio using a matching attribute. Use when you want to avoid duplicate records - if a record with the same value for the matching attribute is found, it wi…
  • Put Record (Overwrite) Tool to update people, companies, and other records by record_id using PUT method. For multiselect attributes, values supplied will overwrite/remove existing values. Use PATCH endpoint to append without removing.
  • Query Records Tool to query records for a specific Attio object using server-side filtering operators and sorting. Use when you need to retrieve records based on complex filter criteria (e.g., 'get all agreements where product=X and…
  • Search Records Tool to fuzzy search for records across multiple objects in Attio. Use when you need to find records by name, domain, email, phone number, or social handle. This endpoint is in beta and returns eventually consistent res…
  • Update Attribute Tool to update an existing attribute by its attribute_id or slug. Use when you need to modify attribute properties such as title, description, validation rules, or configuration settings.
  • Update Company Tool to update a company record in Attio by its record_id. Use when you need to modify company attributes like name, description, domains, or team. For multiselect attributes, values are prepended to existing values. No…
  • Update Deal Record Tool to update an existing deal record in Attio by record ID. Uses PATCH to partially update only the provided fields, leaving other fields unchanged.
  • Update Entry (Deprecated) DEPRECATED: Use ATTIO_ATTIO_PATCH_V2_LISTS_LIST_ENTRIES_ENTRY_ID instead. Tool to update list entries by their ID in Attio. Use when you need to modify attribute values on existing list entries. When multiselect attribu…
  • Update List Tool to update an existing list in Attio. Use when you need to modify list properties like name, api_slug, or permissions. Lists must have either workspace_access set to 'full-access' or one or more workspace_member_acc…
  • Update Object Tool to update a single object's configuration in Attio. Use when you need to modify an object's API slug, singular noun, or plural noun. Standard objects (people, companies, deals, users, workspaces) and custom objects…
  • Update Person Tool to update a person record in Attio by its record_id. Use when you need to modify person attributes like name, email, job title, or phone numbers. For multiselect attributes, values are prepended to existing values.…
  • Update Record This tool updates an existing record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.). It uses PATCH to partially update only the provided fields, leaving other fields unchanged.
  • Update Select Option Tool to update an existing select option for a select or multiselect attribute in Attio. Use when you need to rename an option or archive it. Archived options are hidden from selection but preserve historical data for r…
  • Update Status Tool to update a status on a status attribute on either an object or a list in Attio. Use when you need to modify status properties like title, celebration settings, target time, or archive status. Company and person ob…
  • Update Task Tool to update an existing task in Attio by its task_id. Use when you need to modify a task's deadline, completion status, linked records, or assignees. Only these four fields can be updated via this endpoint.
  • Update User Record Tool to update a user record in Attio by its record_id. Use when you need to modify user attributes like user_id, primary_email_address, person, or workspace references. Attributes not included in the request will remai…
  • Update Webhook Tool to update a webhook's target URL and/or event subscriptions. Use when you need to modify an existing webhook configuration in Attio.
  • Update Workspace Record Tool to update a workspace record by ID using PATCH method. Only the attributes provided in the request will be updated; other attributes remain unchanged.
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own Attio account. We never see your password, and you can revoke access from Attio at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Attio questions, answered.

You sign in with your own Attio account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Attio at any time.
The actions Attio's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Attio to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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