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Attiocrm

109 available actions

What your AI agent can do in Attio

Attio is a fully customizable workspace for your team's relationships and workflows. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Deal RecordTool to get a single deal record by its record_id in Attio.
  • List Deal Record Attribute ValuesTool to retrieve all values for a specified attribute on a deal record in Attio.
  • Create Deal RecordTool to create a new deal record in Attio.
  • Create TaskTool to create a new task in Attio.
  • Update Deal RecordTool to update an existing deal record in Attio by record ID.
  • Update TaskTool to update an existing task in Attio by its task_id.

Browse all 109 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 56 actionsHide actions
  • Find RecordThis tool allows users to find a record in Attio by either its unique ID or by searching using unique attributes.
  • Get Attribute DetailsTool to get information about a single attribute on either an object or a list.
  • Get Call RecordingTool to get a single Attio call recording by its meeting and recording IDs, including transcript segments and the raw transcript when available.
  • Get CommentTool to get a single comment by its comment_id in Attio.
  • Get CompanyTool to get a single company record by its record_id in Attio.
  • Get Deal RecordTool to get a single deal record by its record_id in Attio.
  • Get ListTool to retrieve details of a single list in your Attio workspace.
  • Get List EntryTool to get a single list entry by its entry_id.
  • Get NoteTool to get a single note by its note_id in Attio.
  • Get ObjectTool to get a single object by its object_id or slug.
  • Get RecordDEPRECATED: Use ATTIO_FIND_RECORD instead.
  • List Record EntriesTool to list all entries, across all lists, for which a record is the parent.
  • Get Current Token InfoTool to identify the current access token, the workspace it is linked to, and any permissions it has.
  • Get TaskTool to get a single task by its task_id in Attio.
  • Get Record by IDDEPRECATED: Use ATTIO_FIND_RECORD instead.
  • List TasksTool to list all tasks in the workspace.
  • Get V2 Workspace Members (Deprecated)DEPRECATED: Use ATTIO_LIST_WORKSPACE_MEMBERS instead.
  • Get WebhookTool to get a single webhook by its webhook_id in Attio.
  • Get Workspace MemberTool to get a single workspace member by their workspace_member_id.
  • Get Workspace RecordTool to get a single workspace record by its record_id.
  • List Attribute OptionsTool to list all select options for a particular attribute on either an object or a list.
  • List AttributesTool to list the attribute schema for an Attio object or list (including slugs, types, select/status config) to enable correct filtering and writes.
  • List Attribute StatusesTool to list all statuses for a particular status attribute on either an object or a list.
  • List Call RecordingsTool to list all call recordings for a meeting in Attio.
  • List CompaniesTool to list company records in Attio with optional filtering and sorting.
  • List Company Attribute ValuesTool to get all values for a given attribute on a company record.
  • List Company Record EntriesTool to list all entries across all lists for which a company record is the parent in Attio.
  • List Deal EntriesTool to list all entries across all lists for which a deal record is the parent in Attio.
  • List Deal Record Attribute ValuesTool to retrieve all values for a specified attribute on a deal record in Attio.
  • List Deal RecordsTool to list deal records in Attio with the option to filter and sort results.
  • List Entries (Deprecated)DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY instead.
  • List List Entries (Deprecated)DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY instead.
  • List List Entry Attribute ValuesTool to retrieve all values for a specified attribute on a list entry in Attio.
  • List ListsThis tool retrieves all lists available in the Attio workspace, sorted as they appear in the sidebar.
  • List MeetingsTool to list all meetings in the workspace using a deterministic sort order.
  • List NotesLists notes in Attio.
  • List ObjectsThis 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…
  • List People Attribute ValuesTool to get all values for a given attribute on a person record.
  • List People Record EntriesTool to list all entries across all lists for which a person record is the parent in Attio.
  • List Record Attribute ValuesTool to retrieve all values for a specified attribute on a record in Attio.
  • List RecordsThis tool lists records from a specific object type in Attio.
  • List ThreadsTool to list threads of comments on a record or list entry in Attio.
  • List User Record EntriesTool to list all entries across all lists for which a user record is the parent in Attio.
  • List User RecordsTool to list user records in Attio with optional filtering and sorting.
  • List WebhooksTool to get all webhooks in your Attio workspace.
  • List Workspace MembersTool 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.
  • List Workspace Record Attribute ValuesTool to retrieve all values for a specified attribute on a workspace record in Attio.
  • List Workspace Record EntriesTool to list all entries across all lists for which a workspace record is the parent in Attio.
  • List Workspace RecordsTool to list workspace records with filtering and sorting options.
  • Get PersonTool to get a single person record by its record_id in Attio.
  • List Person RecordsTool to list person records from Attio with optional filtering and sorting.
  • List List EntriesTool to list entries in a given list, with the option to filter and sort results.
  • List Records with QueryTool to list people, company or other records in Attio with the option to filter and sort results.
  • Search RecordsDEPRECATED: Use ATTIO_SEARCH_RECORDS instead.
  • Query RecordsTool to query records for a specific Attio object using server-side filtering operators and sorting.
  • Search RecordsTool to fuzzy search for records across multiple objects in Attio.
Create & communicateCreate records or send supported messagesView 18 actionsHide actions
  • Create AttributeTool to create a new attribute on an object or list in Attio.
  • Create CommentTool to create a new comment on a thread, record, or list entry in Attio.
  • Create CompanyCreates a new company record in Attio.
  • Create Deal RecordTool to create a new deal record in Attio.
  • Create Entry (Deprecated)DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES instead.
  • Create ListTool to create a new list in Attio.
  • Create NoteThis tool creates a new note on a given record in Attio.
  • Create ObjectTool to create a new custom object in your Attio workspace.
  • Create PersonCreates a new person record in Attio.
  • Create RecordThis tool creates a new record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.).
  • Create Select OptionTool to add a new select option to a select or multiselect attribute in Attio.
  • Create StatusTool to add a new status to a status attribute on either an object or a list.
  • Create TaskTool to create a new task in Attio.
  • Create User RecordCreates a new user record in Attio.
  • Create WebhookTool to create a webhook and subscribe to events in Attio.
  • Create Workspace RecordCreates a new workspace record in Attio.
  • Create List EntryTool to add a record to a list as a new list entry in Attio.
  • Create a recordDEPRECATED: Use ATTIO_CREATE_RECORD instead.
Update & manageChange and manage existing recordsView 17 actionsHide actions
  • Patch RecordTool to update people, companies, and other records by record_id using PATCH method.
  • Update List Entry by Entry IDTool to update list entries by entry_id in Attio.
  • Update List Entry by Entry ID (PUT)Tool to update list entries by entry_id in Attio using PUT method.
  • Update AttributeTool to update an existing attribute by its attribute_id or slug.
  • Update CompanyTool to update a company record in Attio by its record_id.
  • Update Deal RecordTool to update an existing deal record in Attio by record ID.
  • Update Entry (Deprecated)DEPRECATED: Use ATTIO_ATTIO_PATCH_V2_LISTS_LIST_ENTRIES_ENTRY_ID instead.
  • Update ListTool to update an existing list in Attio.
  • Update ObjectTool to update a single object's configuration in Attio.
  • Update PersonTool to update a person record in Attio by its record_id.
  • Update RecordThis tool updates an existing record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.).
  • Update Select OptionTool to update an existing select option for a select or multiselect attribute in Attio.
  • Update StatusTool to update a status on a status attribute on either an object or a list in Attio.
  • Update TaskTool to update an existing task in Attio by its task_id.
  • Update User RecordTool to update a user record in Attio by its record_id.
  • Update WebhookTool to update a webhook's target URL and/or event subscriptions.
  • Update Workspace RecordTool to update a workspace record by ID using PATCH method.
Remove & cancelRemove records or cancel supported workView 11 actionsHide actions
  • Delete CommentTool to delete a comment by its comment_id.
  • Delete CompanyTool to delete a company record from Attio by its record_id.
  • Delete DealTool to delete a deal record from Attio by its record_id.
  • Delete List EntryTool to delete a single list entry by its entry_id in Attio.
  • Delete NoteThis tool allows users to delete a specific note in Attio by its ID.
  • Delete PersonTool to delete a person record from Attio by its record_id.
  • Delete RecordThis tool allows you to delete a record from Attio permanently.
  • Delete TaskTool to delete a task by its task_id.
  • Delete UserTool to delete a user record from Attio by its record_id.
  • Delete WebhookTool to delete a webhook by its webhook_id.
  • Delete Workspace RecordTool to delete a workspace record from Attio by its record_id.
Other actionsSpecialist and administrative actions.View 7 actionsHide actions
  • Assert Company (Create or Update)Creates or updates a company record in Attio using a unique attribute to search for existing companies.
  • Assert Person RecordTool to create or update person records using a unique attribute to search for existing people.
  • Assert User Record (Create or Update)Creates or updates a user record in Attio using a unique attribute to search for existing users.
  • Assert Workspace (Create or Update)Creates or updates a workspace record in Attio using a unique attribute to search for existing workspaces.
  • Assert List Entry by ParentTool to create or update a list entry for a given parent record in Attio.
  • Assert Record (Create or Update)Tool to create or update people, companies and other records in Attio using a matching attribute.
  • Put Record (Overwrite)Tool to update people, companies, and other records by record_id using PUT method.

Connection record

A connection you can control.

Sign-in
OAuth sign-in
Setup
Sign in with your own Attio account. Access is limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Attio

How does the agent connect to Attio?
You sign in with your own Attio account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Attio at any time.
What can the agent actually do in Attio?
The page above lists the 109 actions currently available through the Attio connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Attio included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Attio is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Attio to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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