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Resources/Integrations/Attio

CRM & Support

📇 Attio integration

Access levels: Read-only · Read + write · Full access · Verified July 15, 2026

PreviousSalesforceNextCapsule CRM

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.

What your squad can do in Attio

  • Look things up, get attribute; get comment; get company, and more.
  • Do real work, create attribute; create comment; create company; create deal record, and more.
  • Run it on a schedule: any of the 108 available tools below can be part of a scheduled task or a mission.

How to connect

  1. In your dashboard, open Integrations and find Attio.
  2. Click Connect and pick an access level (we recommend Read + write): this is the ceiling for every agent.
  3. Sign in to Attio in the window that opens and approve. You land back on the Integrations page with the account live.

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.

Access levels

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.

LevelWhat it allows
Read-onlyRead records, objects, lists, and users.
Read + writeRead and write records, list entries, tasks, notes.Recommended
Full accessAlso 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.

Every tool, in plain terms

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.

ToolWhat it doesAccess level
Assert company
ATTIO_ASSERT_COMPANY
Creates or updates a company record in Attio using a unique attribute to search for existing companies.Read + write, Full access
Assert person
ATTIO_ASSERT_PERSON
Create or update person records using a unique attribute to search for existing people.Read + write, Full access
Assert user record
ATTIO_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 workspace
ATTIO_ASSERT_WORKSPACE
Creates or updates a workspace record in Attio using a unique attribute to search for existing workspaces.Read + write, Full access
Create attribute
ATTIO_CREATE_ATTRIBUTE
Create a new attribute on an object or list in Attio.Read + write, Full access
Create comment
ATTIO_CREATE_COMMENT
Create a new comment on a thread, record, or list entry in Attio.Read + write, Full access
Create company
ATTIO_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 record
ATTIO_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 entry
ATTIO_CREATE_ENTRY
DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES instead.Read + write, Full access
Create list
ATTIO_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 note
ATTIO_CREATE_NOTE
This tool creates a new note on a given record in Attio.Read + write, Full access
Create object
ATTIO_CREATE_OBJECT
Create a new custom object in your Attio workspace.Read + write, Full access
Create person
ATTIO_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 record
ATTIO_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 option
ATTIO_CREATE_SELECT_OPTION
Add a new select option to a select or multiselect attribute in Attio.Read + write, Full access
Create status
ATTIO_CREATE_STATUS
Add a new status to a status attribute on either an object or a list.Read + write, Full access
Create task
ATTIO_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 record
ATTIO_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 webhook
ATTIO_CREATE_WEBHOOK
Create a webhook and subscribe to events in Attio.Read + write, Full access
Create workspace record
ATTIO_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 comment
ATTIO_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 company
ATTIO_DELETE_COMPANY
Delete a company record from Attio by its record_id.Full access
Delete deal
ATTIO_DELETE_DEAL
Delete a deal record from Attio by its record_id.Full access
Delete entry
ATTIO_DELETE_ENTRY
Delete a single list entry by its entry_id in Attio.Full access
Delete note
ATTIO_DELETE_NOTE
This tool allows users to delete a specific note in Attio by its ID.Full access
Delete person
ATTIO_DELETE_PERSON
Delete a person record from Attio by its record_id.Full access
Delete record
ATTIO_DELETE_RECORD
This tool allows you to delete a record from Attio permanently.Full access
Delete task
ATTIO_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 user
ATTIO_DELETE_USER
Delete a user record from Attio by its record_id.Full access
Delete webhook
ATTIO_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 record
ATTIO_DELETE_WORKSPACE_RECORD
Delete a workspace record from Attio by its record_id.Full access
Find record
ATTIO_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 attribute
ATTIO_GET_ATTRIBUTE
Get information about a single attribute on either an object or a list.All levels
Get comment
ATTIO_GET_COMMENT
Get a single comment by its comment_id in Attio.All levels
Get company
ATTIO_GET_COMPANY
Get a single company record by its record_id in Attio.All levels
Get deal record
ATTIO_GET_DEAL_RECORD
Get a single deal record by its record_id in Attio.All levels
Get list
ATTIO_GET_LIST
Retrieve details of a single list in your Attio workspace.All levels
Get list entry
ATTIO_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 note
ATTIO_GET_NOTE
Get a single note by its note_id in Attio.All levels
Get object
ATTIO_GET_OBJECT
Get a single object by its object_id or slug.All levels
Get record
ATTIO_GET_RECORD
DEPRECATED: Use ATTIO_FIND_RECORD instead.All levels
Get record entries
ATTIO_GET_RECORD_ENTRIES
List all entries, across all lists, for which a record is the parent.All levels
Get self
ATTIO_GET_SELF
Identify the current access token, the workspace it is linked to, and any permissions it has.All levels
Get task
ATTIO_GET_TASK
Get a single task by its task_id in Attio.All levels
Get v2 objects object records record id
ATTIO_GET_V2_OBJECTS_OBJECT_RECORDS_RECORD_ID
DEPRECATED: Use ATTIO_FIND_RECORD instead.All levels
Get v2 tasks
ATTIO_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 members
ATTIO_GET_V2_WORKSPACE_MEMBERS
DEPRECATED: Use ATTIO_LIST_WORKSPACE_MEMBERS instead.All levels
Get webhook
ATTIO_GET_WEBHOOK
Get a single webhook by its webhook_id in Attio.All levels
Get workspace member
ATTIO_GET_WORKSPACE_MEMBER
Get a single workspace member by their workspace_member_id.All levels
Get workspace record
ATTIO_GET_WORKSPACE_RECORD
Get a single workspace record by its record_id.All levels
List attributes
ATTIO_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 options
ATTIO_LIST_ATTRIBUTE_OPTIONS
List all select options for a particular attribute on either an object or a list.All levels
List attribute statuses
ATTIO_LIST_ATTRIBUTE_STATUSES
List all statuses for a particular status attribute on either an object or a list.All levels
List call recordings
ATTIO_LIST_CALL_RECORDINGS
List all call recordings for a meeting in Attio.All levels
List companies
ATTIO_LIST_COMPANIES
List company records in Attio with optional filtering and sorting.All levels
List company attribute values
ATTIO_LIST_COMPANY_ATTRIBUTE_VALUES
Get all values for a given attribute on a company record.All levels
List company record entries
ATTIO_LIST_COMPANY_RECORD_ENTRIES
List all entries across all lists for which a company record is the parent in Attio.All levels
List deal entries
ATTIO_LIST_DEAL_ENTRIES
List all entries across all lists for which a deal record is the parent in Attio.All levels
List deal records
ATTIO_LIST_DEAL_RECORDS
List deal records in Attio with the option to filter and sort results.All levels
List deal record attribute values
ATTIO_LIST_DEAL_RECORD_ATTRIBUTE_VALUES
Retrieve all values for a specified attribute on a deal record in Attio.All levels
List entries
ATTIO_LIST_ENTRIES
DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY instead.All levels
List lists
ATTIO_LIST_LISTS
This tool retrieves all lists available in the Attio workspace, sorted as they appear in the sidebar.All levels
List list entries
ATTIO_LIST_LIST_ENTRIES
DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY instead.All levels
List list entry attribute values
ATTIO_LIST_LIST_ENTRY_ATTRIBUTE_VALUES
Retrieve all values for a specified attribute on a list entry in Attio.All levels
List meetings
ATTIO_LIST_MEETINGS
List all meetings in the workspace using a deterministic sort order.All levels
List notes
ATTIO_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 objects
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 including slugs and IDs for each object.All levels
List people attribute values
ATTIO_LIST_PEOPLE_ATTRIBUTE_VALUES
Get all values for a given attribute on a person record.All levels
List people record entries
ATTIO_LIST_PEOPLE_RECORD_ENTRIES
List all entries across all lists for which a person record is the parent in Attio.All levels
List records
ATTIO_LIST_RECORDS
This tool lists records from a specific object type in Attio.All levels
List record attribute values
ATTIO_LIST_RECORD_ATTRIBUTE_VALUES
Retrieve all values for a specified attribute on a record in Attio.All levels
List threads
ATTIO_LIST_THREADS
List threads of comments on a record or list entry in Attio.All levels
List user records
ATTIO_LIST_USER_RECORDS
List user records in Attio with optional filtering and sorting.All levels
List user record entries
ATTIO_LIST_USER_RECORD_ENTRIES
List all entries across all lists for which a user record is the parent in Attio.All levels
List webhooks
ATTIO_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 members
ATTIO_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 records
ATTIO_LIST_WORKSPACE_RECORDS
List workspace records with filtering and sorting options.All levels
List workspace record attribute values
ATTIO_LIST_WORKSPACE_RECORD_ATTRIBUTE_VALUES
Retrieve all values for a specified attribute on a workspace record in Attio.All levels
List workspace record entries
ATTIO_LIST_WORKSPACE_RECORD_ENTRIES
List all entries across all lists for which a workspace record is the parent in Attio.All levels
Patch record
ATTIO_PATCH_RECORD
Update people, companies, and other records by record_id using PATCH method.Read + write, Full access
Patch v2 lists list entries entry id
ATTIO_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 person
ATTIO_PEOPLE_GET_PERSON
Get a single person record by its record_id in Attio.All levels
People list persons
ATTIO_PEOPLE_LIST_PERSONS
List person records from Attio with optional filtering and sorting.All levels
Post v2 lists list entries
ATTIO_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 query
ATTIO_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 records
ATTIO_POST_V2_OBJECTS_OBJECT_RECORDS
DEPRECATED: Use ATTIO_CREATE_RECORD instead.Read + write, Full access
Post v2 objects object records query
ATTIO_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 search
ATTIO_POST_V2_OBJECTS_RECORDS_SEARCH
DEPRECATED: Use ATTIO_SEARCH_RECORDS instead.All levels
Put v2 lists list entries
ATTIO_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 id
ATTIO_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 records
ATTIO_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 id
ATTIO_PUT_V2_OBJECTS_OBJECT_RECORDS_RECORD_ID
Update people, companies, and other records by record_id using PUT method.Read + write, Full access
Query records
ATTIO_QUERY_RECORDS
Query records for a specific Attio object using server-side filtering operators and sorting.All levels
Search records
ATTIO_SEARCH_RECORDS
Fuzzy search for records across multiple objects in Attio.All levels
Update attribute
ATTIO_UPDATE_ATTRIBUTE
Update an existing attribute by its attribute_id or slug.Read + write, Full access
Update company
ATTIO_UPDATE_COMPANY
Update a company record in Attio by its record_id.Read + write, Full access
Update deal record
ATTIO_UPDATE_DEAL_RECORD
Update an existing deal record in Attio by record ID.Read + write, Full access
Update entry
ATTIO_UPDATE_ENTRY
DEPRECATED: Use ATTIO_ATTIO_PATCH_V2_LISTS_LIST_ENTRIES_ENTRY_ID instead.Read + write, Full access
Update list
ATTIO_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 object
ATTIO_UPDATE_OBJECT
Update a single object's configuration in Attio.Read + write, Full access
Update person
ATTIO_UPDATE_PERSON
Update a person record in Attio by its record_id.Read + write, Full access
Update record
ATTIO_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 option
ATTIO_UPDATE_SELECT_OPTION
Update an existing select option for a select or multiselect attribute in Attio.Read + write, Full access
Update status
ATTIO_UPDATE_STATUS
Update a status on a status attribute on either an object or a list in Attio.Read + write, Full access
Update task
ATTIO_UPDATE_TASK
Update an existing task in Attio by its task_id.Read + write, Full access
Update user record
ATTIO_UPDATE_USER_RECORD
Update a user record in Attio by its record_id.Read + write, Full access
Update webhook
ATTIO_UPDATE_WEBHOOK
Update a webhook's target URL and/or event subscriptions.Read + write, Full access
Update workspace record
ATTIO_UPDATE_WORKSPACE_RECORD
Update a workspace record by ID using PATCH method.Read + write, Full access

What agents can't do in Attio (yet)

  • Anything not in the table above. The tools mirror what Attio makes available to connected apps. If Attio doesn't expose an operation, agents can't perform it either.
  • If something you need is missing, there's usually a path: add the service's API key under Settings → Custom integrations and your agents can call it directly. See custom integrations & secrets. You can also ask your lead agent to open a ticket describing what it needs.

Using it in missions

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.

Troubleshooting

Agent saysWhat's happeningFix
"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 downRaise the level under Manage, or adjust that agent's policy
It did something unexpectedThe ask was ambiguous (e.g. matched an existing item)Be explicit, "create a NEW …", and give agents a working folder where relevant