Reference

Get Current Token Info

Retrieves information about the current API token, including which workspace it's connected to and what actions it's authorized to perform. This helps verify your connection is active and understand what capabilities are available.

Create Attribute

Add custom fields to your CRM records to capture information specific to your business needs, such as tracking custom deal stages, client preferences, or project-specific data.

Create Select Option

Add a new choice option to an existing select or multiselect field in your Attio CRM, expanding the available values users can choose from.

Create Status

Add a new status option to status attributes in your Attio workspace for better tracking and organization of tasks, deals, and other custom objects.

Get Attribute Details

Retrieve detailed configuration and metadata about a specific attribute in your Attio workspace, such as its data type, validation rules, and properties. This helps you understand how data fields are structured and what information they can store.

Create Comment

Add a comment to conversations, customer records, or list items in Attio to keep team discussions and deal progress organized in one place.

Delete Comment

Remove unwanted or outdated comments from your Attio records to keep conversations clean and professional. This action permanently deletes the selected comment and any replies within the same thread.

Get Comment

Retrieve a specific comment from Attio with its full details including content, author, and status to access the information you need without viewing entire conversations.

Create Company

Add a new company to your Attio CRM with details like name, domain, and contact information. Use this when you want to create fresh company records without automatically updating existing ones.

Assert Company (Create or Update)

Automatically create a new company record in Attio or update an existing one if it already exists, based on a matching attribute like company name or domain. This ensures you never have duplicate company records and always have the latest information synchronized.

Delete Company

Permanently removes a company record from Attio. Use this when you need to clean up your CRM database or remove duplicate or inactive company entries.

Get Company

Retrieve detailed information about a specific company from your Attio CRM database, including all associated attributes and audit history. Use this to access up-to-date company data for decisions, reports, or integrations.

Create Deal Record

Create a new sales deal in Attio to track opportunities and their progress through your sales pipeline. Helps you organize and monitor potential revenue-generating transactions.

Delete Deal

Permanently removes a deal record from your Attio CRM, allowing you to clean up old or incorrect deal entries that are no longer relevant to your business.

Get Deal Record

Retrieve detailed information about a specific deal in your CRM system, including all attributes, timeline data, and recent changes. Use this to access comprehensive deal details for analysis, updates, or decision-making.

Create Entry (Deprecated)

Add a new record to a specific list in Attio to organize and categorize your contacts or accounts within your CRM.

Create List

Creates a new custom list in Attio to organize and categorize your CRM records. This helps you segment contacts, leads, or accounts into logical groups for better tracking and management.

Delete List Entry

Permanently removes a record from a specific list in Attio, helping you maintain clean and accurate contact databases. Use this when you need to delete outdated, duplicate, or irrelevant entries.

Get List

Retrieve detailed information about a specific list in your Attio workspace, including its configuration, fields, and settings. Use this to access list details by its unique identifier or slug name.

Get List Entry

Retrieve detailed information about a specific entry in your Attio list by its ID. Use this to access individual contact, company, or deal records without loading the entire list.

Create Note

Attach a note with title and content to any record in your CRM (person, company, or deal) to document important information, decisions, or interactions. This helps you maintain a complete activity history and ensure team continuity.

Delete Note

Remove notes from your Attio CRM when they're no longer relevant or needed. This helps keep your customer records clean and organized by deleting outdated or duplicate entries.

Get Note

Retrieve a specific note from Attio by its ID to access the note's full content, title, tags, and creator details.

Create Object

Create new custom object types in your Attio workspace to organize and track business information beyond standard CRM objects like people and companies. This lets you build a personalized database structure that matches your unique business needs.

Get Object

Retrieve detailed information about a specific object type in your Attio workspace, including its attributes and schema structure. This helps you understand what data fields are available before creating or searching for records.

Create Person

Creates a new contact record in Attio with their basic information like name and email. Use this when you need to add a new person to your CRM database.

Assert Person Record

Creates or updates a person record in your CRM, automatically finding and updating existing records by a unique attribute to prevent duplicates. This ensures your contact database stays clean and up-to-date without manual deduplication.

Delete Person

Permanently removes a person record from your Attio CRM by its ID. This action is irreversible, so use it only when you're certain you want to delete the contact completely.

Create Record

Creates a new record in Attio for any object type like people, companies, or deals with the attributes you specify. This lets you programmatically add new contacts, customers, and business information directly to your CRM.

Delete Record

Permanently remove a record from your Attio CRM when it's no longer needed, such as closed deals, duplicate entries, or contacts that have requested to be deleted.

Find Record

Locate specific customer, company, or deal records in Attio using their ID or by searching with custom attributes, enabling quick access to the information you need.

Get Record

Retrieve complete details about a specific person, company, or contact record in Attio by its unique ID, including all attributes and historical data.

Get Record by ID

Retrieve detailed information about a specific person, company, or other record in your CRM using its unique identifier. This operation pulls complete record data when you need to access or reference specific contact or company details.

List Record Entries

Retrieve all list entries associated with a specific record to understand which lists contain that record and when entries were created. This helps you map relationships and organize information across your CRM structure.

Create Task

Create a new task in Attio to organize work items with optional deadlines and assignees. Helps you keep track of follow-ups, action items, and next steps linked to your contacts and deals.

Delete Task

Remove a task from Attio when it's no longer needed or has been completed. This action is permanent and cannot be reversed.

Get Task

Retrieve detailed information about a specific task in Attio, including its content, deadline, assignees, and linked records. Use this to access task details you need to review, update, or reference in your workflows.

List Tasks

Retrieve all tasks from your workspace with optional filtering by assignee, completion status, or linked records to stay organized and track work progress.

Assert User Record (Create or Update)

Creates a new user record in Attio or updates an existing one based on a unique identifier, ensuring your contact database stays clean without duplicates.

Create User Record

Adds a new team member or user account to your Attio workspace so they can access and collaborate within your CRM system.

Delete User

Permanently removes a user record from your Attio CRM system. This action cannot be undone, so use it when you're certain you need to delete a user profile.

Create Webhook

Set up a webhook to receive real-time notifications when events occur in Attio, enabling you to automatically trigger actions in other tools or systems whenever your CRM data changes.

Delete Webhook

Remove a webhook subscription from Attio when you no longer need to receive updates about specific events. This is useful for cleaning up integrations and stopping unwanted data syncs.

Get Webhook

Retrieves detailed information about a specific webhook configuration in Attio, including its target URL, subscribed events, and current status. Use this to verify webhook settings or troubleshoot event delivery issues.

Assert Workspace (Create or Update)

Automatically create or update workspace records in Attio based on a unique identifier, ensuring your workspace data stays synchronized without manual duplicate management.

Create Workspace Record

Creates a new workspace record in Attio to store and organize business data like contacts, companies, or custom entities. Use this when you need to add a new entry to your CRM workspace.

Delete Workspace Record

Permanently removes a workspace record from Attio, allowing you to clean up and remove outdated or duplicate data from your CRM database.

Get V2 Workspace Members (Deprecated)

Retrieve a list of all members in your Attio workspace along with their access levels and user information. This helps you understand who has access to your workspace and manage team permissions.

Get Workspace Member

Retrieve detailed information about a specific team member in your workspace, including their name, email, access level, and profile picture. This helps you verify team member details and manage workspace permissions.

Get Workspace Record

Retrieve complete details about a specific workspace record including all its attributes and historical information. Use this to access comprehensive data about any workspace you're tracking in Attio.

Assert List Entry by Parent

Tool 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.

Create a record

DEPRECATED: Use ATTIOCREATERECORD instead.

Create List Entry

Tool to add a record to a list as a new list entry in Attio.

Get Person

Tool to get a single person record by its recordid in Attio.

List Attribute Options

Tool to list all select options for a particular attribute on either an object or a list.

List Attribute Statuses

Tool to list all statuses for a particular status attribute on either an object or a list.

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.

List Call Recordings

Tool to list all call recordings for a meeting in Attio.

List Companies

Tool to list company records in Attio with optional filtering and sorting.

List Company Attribute Values

Tool to get all values for a given attribute on a company record.

List Company Record Entries

Tool to list all entries across all lists for which a company record is the parent in Attio.

List Deal Entries

Tool to list all entries across all lists for which a deal record is the parent in Attio.

List Deal Record Attribute Values

Tool to retrieve all values for a specified attribute on a deal record in Attio.

List Deal Records

Tool to list deal records in Attio with the option to filter and sort results.

List Entries (Deprecated)

DEPRECATED: Use ATTIOATTIOPOSTV2LISTSLISTENTRIESQUERY instead.

List List Entries

Tool to list entries in a given list, with the option to filter and sort results.

List List Entries (Deprecated)

DEPRECATED: Use ATTIOATTIOPOSTV2LISTSLISTENTRIESQUERY instead.

List List Entry Attribute Values

Tool to retrieve all values for a specified attribute on a list entry in Attio.

List Lists

This tool retrieves all lists available in the Attio workspace, sorted as they appear in the sidebar.

List Meetings

Tool to list all meetings in the workspace using a deterministic sort order.

List Notes

Lists notes in Attio.

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…

List People Attribute Values

Tool to get all values for a given attribute on a person record.

List People Record Entries

Tool to list all entries across all lists for which a person record is the parent in Attio.

List Person Records

Tool to list person records from Attio with optional filtering and sorting.

List Record Attribute Values

Tool to retrieve all values for a specified attribute on a record in Attio.

List Records

This tool lists records from a specific object type in Attio.

List Records with Query

Tool to list people, company or other records in Attio with the option to filter and sort results.

List Threads

Tool to list threads of comments on a record or list entry in Attio.

List User Record Entries

Tool to list all entries across all lists for which a user record is the parent in Attio.

List User Records

Tool to list user records in Attio with optional filtering and sorting.

List Webhooks

Tool to get all webhooks in your Attio workspace.

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…

List Workspace Record Attribute Values

Tool to retrieve all values for a specified attribute on a workspace record in Attio.

List Workspace Record Entries

Tool to list all entries across all lists for which a workspace record is the parent in Attio.

List Workspace Records

Tool to list workspace records with filtering and sorting options.

Patch Record

Tool to update people, companies, and other records by recordid using PATCH method.

Put Record (Overwrite)

Tool to update people, companies, and other records by recordid using PUT method.

Query Records

Tool to query records for a specific Attio object using server-side filtering operators and sorting.

Search Records

Tool to fuzzy search for records across multiple objects in Attio.

Search Records

DEPRECATED: Use ATTIOSEARCHRECORDS instead.

Update Attribute

Tool to update an existing attribute by its attributeid or slug.

Update Company

Tool to update a company record in Attio by its recordid.

Update Deal Record

Tool to update an existing deal record in Attio by record ID.

Update Entry (Deprecated)

DEPRECATED: Use ATTIOATTIOPATCHV2LISTSLISTENTRIESENTRYID instead.

Update List

Tool to update an existing list in Attio.

Update List Entry by Entry ID

Tool to update list entries by entryid in Attio.

Update List Entry by Entry ID (PUT)

Tool to update list entries by entryid in Attio using PUT method.

Update Object

Tool to update a single object's configuration in Attio.

Update Person

Tool to update a person record in Attio by its recordid.

Update Record

This tool updates an existing record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.).

Update Select Option

Tool to update an existing select option for a select or multiselect attribute in Attio.

Update Status

Tool to update a status on a status attribute on either an object or a list in Attio.

Update Task

Tool to update an existing task in Attio by its taskid.

Update User Record

Tool to update a user record in Attio by its recordid.

Update Webhook

Tool to update a webhook's target URL and/or event subscriptions.

Update Workspace Record

Tool to update a workspace record by ID using PATCH method.