CRM & Support
📇 Attio integration
Access levels: Read-only · Read + write · Full access · Verified
CRM & Support
Access levels: Read-only · Read + write · Full access · Verified
Connect Attio once and every agent in your squad can work in it for you, with exactly as much access as you decide to give, and a receipt for every call it makes.
You can change an account's access level any time under Manage. It applies instantly, no re-authorization. If the connection ever expires, the card shows Reconnect; one click re-authorizes the same account with the same settings.
Multiple accounts: connect as many as you need (say, yours and a client's). One is primary. Agents use it unless a mission says otherwise.
The level you pick at connect time is enforced on our side for every agent call: an agent can never do more than the level allows, no matter what it's asked.
| Level | What it allows | |
|---|---|---|
| Read-only | Read records, objects, lists, and users. | |
| Read + write | Read and write records, list entries, tasks, notes. | Recommended |
| Full access | Also edit schemas, list configs, users, webhooks. |
On top of the connection's level, every agent can be individually allowed, scoped down, or denied for this app from the Integrations page. Deny an agent and it doesn't even see the connection.
The 108 tools agents use in Attio through Mission Control, and the lowest access level that includes each. Agents discover these themselves. You never have to name a tool; asking in plain language is enough.
| Tool | What it does | Access level |
|---|---|---|
Assert companyATTIO_ASSERT_COMPANY | Creates or updates a company record in Attio using a unique attribute to search for existing companies. | Read + write, Full access |
Assert personATTIO_ASSERT_PERSON | Create or update person records using a unique attribute to search for existing people. | Read + write, Full access |
Assert user recordATTIO_ASSERT_USER_RECORD | Creates or updates a user record in Attio using a unique attribute to search for existing users. | Read + write, Full access |
Assert workspaceATTIO_ASSERT_WORKSPACE | Creates or updates a workspace record in Attio using a unique attribute to search for existing workspaces. | Read + write, Full access |
Create attributeATTIO_CREATE_ATTRIBUTE | Create a new attribute on an object or list in Attio. | Read + write, Full access |
Create commentATTIO_CREATE_COMMENT | Create a new comment on a thread, record, or list entry in Attio. | Read + write, Full access |
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 inste… | Read + write, Full access |
Create deal recordATTIO_CREATE_DEAL_RECORD | 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… | Read + write, Full access |
Create entryATTIO_CREATE_ENTRY | DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES instead. | Read + write, Full access |
Create listATTIO_CREATE_LIST | 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 wor… | Read + write, Full access |
Create noteATTIO_CREATE_NOTE | This tool creates a new note on a given record in Attio. | Read + write, Full access |
Create objectATTIO_CREATE_OBJECT | Create a new custom object in your Attio workspace. | Read + write, Full access |
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 e… | Read + write, Full access |
Create recordATTIO_CREATE_RECORD | This tool creates a new record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.). | Read + write, Full access |
Create select optionATTIO_CREATE_SELECT_OPTION | Add a new select option to a select or multiselect attribute in Attio. | Read + write, Full access |
Create statusATTIO_CREATE_STATUS | Add a new status to a status attribute on either an object or a list. | Read + write, Full access |
Create taskATTIO_CREATE_TASK | 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. | Read + write, Full access |
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: Require… | Read + write, Full access |
Create webhookATTIO_CREATE_WEBHOOK | Create a webhook and subscribe to events in Attio. | Read + write, Full access |
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 y… | Read + write, Full access |
Delete commentATTIO_DELETE_COMMENT | 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 undo… | Full access |
Delete companyATTIO_DELETE_COMPANY | Delete a company record from Attio by its record_id. | Full access |
Delete dealATTIO_DELETE_DEAL | Delete a deal record from Attio by its record_id. | Full access |
Delete entryATTIO_DELETE_ENTRY | Delete a single list entry by its entry_id in Attio. | Full access |
Delete noteATTIO_DELETE_NOTE | This tool allows users to delete a specific note in Attio by its ID. | Full access |
Delete personATTIO_DELETE_PERSON | Delete a person record from Attio by its record_id. | Full access |
Delete recordATTIO_DELETE_RECORD | This tool allows you to delete a record from Attio permanently. | Full access |
Delete taskATTIO_DELETE_TASK | 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. | Full access |
Delete userATTIO_DELETE_USER | Delete a user record from Attio by its record_id. | Full access |
Delete webhookATTIO_DELETE_WEBHOOK | 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. | Full access |
Delete workspace recordATTIO_DELETE_WORKSPACE_RECORD | Delete a workspace record from Attio by its record_id. | Full access |
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. | All levels |
Get attributeATTIO_GET_ATTRIBUTE | Get information about a single attribute on either an object or a list. | All levels |
Get commentATTIO_GET_COMMENT | Get a single comment by its comment_id in Attio. | All levels |
Get companyATTIO_GET_COMPANY | Get a single company record by its record_id in Attio. | All levels |
Get deal recordATTIO_GET_DEAL_RECORD | Get a single deal record by its record_id in Attio. | All levels |
Get listATTIO_GET_LIST | Retrieve details of a single list in your Attio workspace. | All levels |
Get list entryATTIO_GET_LIST_ENTRY | 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. | All levels |
Get noteATTIO_GET_NOTE | Get a single note by its note_id in Attio. | All levels |
Get objectATTIO_GET_OBJECT | Get a single object by its object_id or slug. | All levels |
Get recordATTIO_GET_RECORD | DEPRECATED: Use ATTIO_FIND_RECORD instead. | All levels |
Get record entriesATTIO_GET_RECORD_ENTRIES | List all entries, across all lists, for which a record is the parent. | All levels |
Get selfATTIO_GET_SELF | Identify the current access token, the workspace it is linked to, and any permissions it has. | All levels |
Get taskATTIO_GET_TASK | Get a single task by its task_id in Attio. | All levels |
Get v2 objects object records record idATTIO_GET_V2_OBJECTS_OBJECT_RECORDS_RECORD_ID | DEPRECATED: Use ATTIO_FIND_RECORD instead. | All levels |
Get v2 tasksATTIO_GET_V2_TASKS | 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. | All levels |
Get v2 workspace membersATTIO_GET_V2_WORKSPACE_MEMBERS | DEPRECATED: Use ATTIO_LIST_WORKSPACE_MEMBERS instead. | All levels |
Get webhookATTIO_GET_WEBHOOK | Get a single webhook by its webhook_id in Attio. | All levels |
Get workspace memberATTIO_GET_WORKSPACE_MEMBER | Get a single workspace member by their workspace_member_id. | All levels |
Get workspace recordATTIO_GET_WORKSPACE_RECORD | Get a single workspace record by its record_id. | All levels |
List attributesATTIO_LIST_ATTRIBUTES | List the attribute schema for an Attio object or list (including slugs, types, select/status config) to enable correct filtering and writes. | All levels |
List attribute optionsATTIO_LIST_ATTRIBUTE_OPTIONS | List all select options for a particular attribute on either an object or a list. | All levels |
List attribute statusesATTIO_LIST_ATTRIBUTE_STATUSES | List all statuses for a particular status attribute on either an object or a list. | All levels |
List call recordingsATTIO_LIST_CALL_RECORDINGS | List all call recordings for a meeting in Attio. | All levels |
List companiesATTIO_LIST_COMPANIES | List company records in Attio with optional filtering and sorting. | All levels |
List company attribute valuesATTIO_LIST_COMPANY_ATTRIBUTE_VALUES | Get all values for a given attribute on a company record. | All levels |
List company record entriesATTIO_LIST_COMPANY_RECORD_ENTRIES | List all entries across all lists for which a company record is the parent in Attio. | All levels |
List deal entriesATTIO_LIST_DEAL_ENTRIES | List all entries across all lists for which a deal record is the parent in Attio. | All levels |
List deal recordsATTIO_LIST_DEAL_RECORDS | List deal records in Attio with the option to filter and sort results. | All levels |
List deal record attribute valuesATTIO_LIST_DEAL_RECORD_ATTRIBUTE_VALUES | Retrieve all values for a specified attribute on a deal record in Attio. | All levels |
List entriesATTIO_LIST_ENTRIES | DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY instead. | All levels |
List listsATTIO_LIST_LISTS | This tool retrieves all lists available in the Attio workspace, sorted as they appear in the sidebar. | All levels |
List list entriesATTIO_LIST_LIST_ENTRIES | DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY instead. | All levels |
List list entry attribute valuesATTIO_LIST_LIST_ENTRY_ATTRIBUTE_VALUES | Retrieve all values for a specified attribute on a list entry in Attio. | All levels |
List meetingsATTIO_LIST_MEETINGS | List all meetings in the workspace using a deterministic sort order. | All levels |
List notesATTIO_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). | All levels |
List objectsATTIO_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. | All levels |
List people attribute valuesATTIO_LIST_PEOPLE_ATTRIBUTE_VALUES | Get all values for a given attribute on a person record. | All levels |
List people record entriesATTIO_LIST_PEOPLE_RECORD_ENTRIES | List all entries across all lists for which a person record is the parent in Attio. | All levels |
List recordsATTIO_LIST_RECORDS | This tool lists records from a specific object type in Attio. | All levels |
List record attribute valuesATTIO_LIST_RECORD_ATTRIBUTE_VALUES | Retrieve all values for a specified attribute on a record in Attio. | All levels |
List threadsATTIO_LIST_THREADS | List threads of comments on a record or list entry in Attio. | All levels |
List user recordsATTIO_LIST_USER_RECORDS | List user records in Attio with optional filtering and sorting. | All levels |
List user record entriesATTIO_LIST_USER_RECORD_ENTRIES | List all entries across all lists for which a user record is the parent in Attio. | All levels |
List webhooksATTIO_LIST_WEBHOOKS | 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. | All levels |
List workspace membersATTIO_LIST_WORKSPACE_MEMBERS | List workspace members (actors) so agents can reliably assign owners and resolve workspace-member IDs even when the optional Users standard object is disabled. | All levels |
List workspace recordsATTIO_LIST_WORKSPACE_RECORDS | List workspace records with filtering and sorting options. | All levels |
List workspace record attribute valuesATTIO_LIST_WORKSPACE_RECORD_ATTRIBUTE_VALUES | Retrieve all values for a specified attribute on a workspace record in Attio. | All levels |
List workspace record entriesATTIO_LIST_WORKSPACE_RECORD_ENTRIES | List all entries across all lists for which a workspace record is the parent in Attio. | All levels |
Patch recordATTIO_PATCH_RECORD | Update people, companies, and other records by record_id using PATCH method. | Read + write, Full access |
Patch v2 lists list entries entry idATTIO_PATCH_V2_LISTS_LIST_ENTRIES_ENTRY_ID | 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. Use the… | Read + write, Full access |
People get personATTIO_PEOPLE_GET_PERSON | Get a single person record by its record_id in Attio. | All levels |
People list personsATTIO_PEOPLE_LIST_PERSONS | List person records from Attio with optional filtering and sorting. | All levels |
Post v2 lists list entriesATTIO_POST_V2_LISTS_LIST_ENTRIES | Add a record to a list as a new list entry in Attio. | Read + write, Full access |
Post v2 lists list entries queryATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY | List entries in a given list, with the option to filter and sort results. | All levels |
Post v2 objects object recordsATTIO_POST_V2_OBJECTS_OBJECT_RECORDS | DEPRECATED: Use ATTIO_CREATE_RECORD instead. | Read + write, Full access |
Post v2 objects object records queryATTIO_POST_V2_OBJECTS_OBJECT_RECORDS_QUERY | List people, company or other records in Attio with the option to filter and sort results. | All levels |
Post v2 objects records searchATTIO_POST_V2_OBJECTS_RECORDS_SEARCH | DEPRECATED: Use ATTIO_SEARCH_RECORDS instead. | All levels |
Put v2 lists list entriesATTIO_PUT_V2_LISTS_LIST_ENTRIES | Create or update a list entry for a given parent record in Attio. | Read + write, Full access |
Put v2 lists list entries entry idATTIO_PUT_V2_LISTS_LIST_ENTRIES_ENTRY_ID | Update list entries by entry_id in Attio using PUT method. | Read + write, Full access |
Put v2 objects object recordsATTIO_PUT_V2_OBJECTS_OBJECT_RECORDS | Create or update people, companies and other records in Attio using a matching attribute. | Read + write, Full access |
Put v2 objects object records record idATTIO_PUT_V2_OBJECTS_OBJECT_RECORDS_RECORD_ID | Update people, companies, and other records by record_id using PUT method. | Read + write, Full access |
Query recordsATTIO_QUERY_RECORDS | Query records for a specific Attio object using server-side filtering operators and sorting. | All levels |
Search recordsATTIO_SEARCH_RECORDS | Fuzzy search for records across multiple objects in Attio. | All levels |
Update attributeATTIO_UPDATE_ATTRIBUTE | Update an existing attribute by its attribute_id or slug. | Read + write, Full access |
Update companyATTIO_UPDATE_COMPANY | Update a company record in Attio by its record_id. | Read + write, Full access |
Update deal recordATTIO_UPDATE_DEAL_RECORD | Update an existing deal record in Attio by record ID. | Read + write, Full access |
Update entryATTIO_UPDATE_ENTRY | DEPRECATED: Use ATTIO_ATTIO_PATCH_V2_LISTS_LIST_ENTRIES_ENTRY_ID instead. | Read + write, Full access |
Update listATTIO_UPDATE_LIST | 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_access with… | Read + write, Full access |
Update objectATTIO_UPDATE_OBJECT | Update a single object's configuration in Attio. | Read + write, Full access |
Update personATTIO_UPDATE_PERSON | Update a person record in Attio by its record_id. | Read + write, Full access |
Update recordATTIO_UPDATE_RECORD | This tool updates an existing record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.). | Read + write, Full access |
Update select optionATTIO_UPDATE_SELECT_OPTION | Update an existing select option for a select or multiselect attribute in Attio. | Read + write, Full access |
Update statusATTIO_UPDATE_STATUS | Update a status on a status attribute on either an object or a list in Attio. | Read + write, Full access |
Update taskATTIO_UPDATE_TASK | Update an existing task in Attio by its task_id. | Read + write, Full access |
Update user recordATTIO_UPDATE_USER_RECORD | Update a user record in Attio by its record_id. | Read + write, Full access |
Update webhookATTIO_UPDATE_WEBHOOK | Update a webhook's target URL and/or event subscriptions. | Read + write, Full access |
Update workspace recordATTIO_UPDATE_WORKSPACE_RECORD | Update a workspace record by ID using PATCH method. | Read + write, Full access |
Just ask in plain language: “check Attio for …”, “create … in Attio”, “every Monday, … ”, and the agent finds the right tool, runs it, and reports back with a receipt in your Runs ledger. Anything outward-facing (sending, posting, publishing) that a mission didn't clearly authorize comes back to you as a ticket first.
| Agent says | What's happening | Fix |
|---|---|---|
| "Attio isn't connected" | No active connection (or this agent is denied) | Connect on the Integrations page; check the agent's per-app policy |
| "The connection has expired" | Attio ended the authorization (they all do periodically) | Click Reconnect on the account, same settings, one click |
| "I'm not allowed to do that" | The action is above the account's access level, or the agent is scoped down | Raise the level under Manage, or adjust that agent's policy |
| It did something unexpected | The ask was ambiguous (e.g. matched an existing item) | Be explicit, "create a NEW …", and give agents a working folder where relevant |