Attio

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

99 actions Integration catalog
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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Assert Company (Create or Update)ATTIO_ASSERT_COMPANY
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 is found, a new one will be created. Use this when you prefer to update records on conflicts.
Assert Person RecordATTIO_ASSERT_PERSON
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)ATTIO_ASSERT_USER_RECORD
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 one will be created. Use this to ensure user records exist without duplicates.
Assert Workspace (Create or Update)ATTIO_ASSERT_WORKSPACE
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 workspace is found, a new one will be created.
Create AttributeATTIO_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 supplying a relationship object.
Create CommentATTIO_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 CompanyATTIO_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 instead. Note: The logo_url attribute cannot currently be set via the API.
Create Deal RecordATTIO_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 attribute value.
Create Entry (Deprecated)ATTIO_CREATE_ENTRY
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 conflicts. Multiple list entries are allowed for the same parent record.
Create ListATTIO_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 either workspace_access set to 'full-access' or one or more workspace_member_access with 'full-access' level.
Create NoteATTIO_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_record_id, title, and content, with an optional created_at timestamp.
Create ObjectATTIO_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), singular_noun, and plural_noun.
Create PersonATTIO_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 endpoint. Note: The avatar_url attribute cannot currently be set via the API.
Create RecordATTIO_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. IMPORTANT: Different object types have different attributes. For example: - 'people' object uses: name, email_addresses, phone_numbers, primary_location, job_title, etc. - 'users' object uses: primary_email_address, user_id, person, workspace - 'companies' object uses: name, domains, description, etc. Always verify the correct attribute names for your target object type before creating records. Use the List Attributes API or check your workspace to see available attributes for each object type.
Create Select OptionATTIO_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 StatusATTIO_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 time.
Create TaskATTIO_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 RecordATTIO_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: Required attributes may vary based on workspace configuration - check the List Attributes action if you encounter missing_value errors.
Create WebhookATTIO_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 secret for verifying event authenticity.
Create Workspace RecordATTIO_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 your Attio workspace.
Delete CommentATTIO_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 be undone.
Delete CompanyATTIO_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 DealATTIO_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 EntryATTIO_DELETE_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 NoteATTIO_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 ATTIO_CREATE_NOTE functionality, providing complete note management capabilities within the Attio platform.
Delete PersonATTIO_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 RecordATTIO_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 TaskATTIO_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 UserATTIO_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 WebhookATTIO_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 RecordATTIO_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 RecordATTIO_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}/records/{record_id} endpoint, and another for searching by attributes using the POST /v2/objects/{object}/records/query endpoint.
Get Attribute DetailsATTIO_GET_ATTRIBUTE
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 CommentATTIO_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 CompanyATTIO_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 RecordATTIO_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 ListATTIO_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 EntryATTIO_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 NoteATTIO_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 ObjectATTIO_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_RECORD, ATTIO_LIST_RECORDS, or ATTIO_CREATE_RECORD — attribute slugs must exactly match what this tool returns. The returned schema defines required attributes for record creation; omitting them causes invalid_request_error with code missing_value (HTTP 400). Custom attributes (e.g., industry, category) vary by object type — verify their presence and data type here before building filters or record values.
Get RecordATTIO_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 attribute values for the record with temporal and audit metadata.
List Record EntriesATTIO_GET_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 InfoATTIO_GET_SELF
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 authentication.
Get TaskATTIO_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 IDATTIO_GET_V2_OBJECTS_OBJECT_RECORDS_RECORD_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 TasksATTIO_GET_V2_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)ATTIO_GET_V2_WORKSPACE_MEMBERS
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 WebhookATTIO_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 metadata.
Get Workspace MemberATTIO_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 RecordATTIO_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 metadata.
List Attribute OptionsATTIO_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 AttributesATTIO_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 list, their types, and their configuration (e.g., available options for select/status attributes). Returns attributes in UI sort order.
List Attribute StatusesATTIO_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 RecordingsATTIO_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 CompaniesATTIO_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 ValuesATTIO_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 are subject to billing status and may return an empty array.
List Company Record EntriesATTIO_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 list the company appears in.
List Deal EntriesATTIO_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 the deal appears in.
List Deal Record Attribute ValuesATTIO_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 param but cannot be queried on COMINT or enriched attributes.
List Deal RecordsATTIO_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.
Showing the first 60 of 99 actions.