AACFlow

Attio

Manage records, notes, tasks, lists, comments, and more in Attio CRM

Usage Instructions

Connect to Attio to manage CRM records (people, companies, custom objects), notes, tasks, lists, list entries, comments, workspace members, and webhooks.

Tools

attio_list_records

Input

ParameterTypeRequiredDescription
objectTypestringYesNo description
filterstringNoNo description
sortsstringNoJSON array of sort objects, e.g. [{"direction":"asc","attribute":"name"}]
limitnumberNoNo description
offsetnumberNoNo description

Output

ParameterTypeDescription
recordsarrayArray of Attio records
idobjectThe record identifier
workspace_idstringThe workspace ID
object_idstringThe object ID
record_idstringThe record ID
created_atstringWhen the record was created
web_urlstringURL to view the record in Attio
valuesjsonThe record attribute values
countnumberNumber of records returned

attio_get_record

Input

ParameterTypeRequiredDescription
objectTypestringYesNo description
recordIdstringYesNo description

Output

ParameterTypeDescription
recordobjectAn Attio record
idobjectThe record identifier
workspace_idstringThe workspace ID
object_idstringThe object ID
record_idstringThe record ID
created_atstringWhen the record was created
web_urlstringURL to view the record in Attio
valuesjsonThe record attribute values
recordIdstringThe record ID
webUrlstringURL to view the record in Attio

attio_create_record

Input

ParameterTypeRequiredDescription
objectTypestringYesNo description
valuesstringYesNo description

Output

ParameterTypeDescription
recordobjectAn Attio record
idobjectThe record identifier
workspace_idstringThe workspace ID
object_idstringThe object ID
record_idstringThe record ID
created_atstringWhen the record was created
web_urlstringURL to view the record in Attio
valuesjsonThe record attribute values
recordIdstringThe ID of the created record
webUrlstringURL to view the record in Attio

attio_update_record

Input

ParameterTypeRequiredDescription
objectTypestringYesNo description
recordIdstringYesNo description
valuesstringYesNo description

Output

ParameterTypeDescription
recordobjectAn Attio record
idobjectThe record identifier
workspace_idstringThe workspace ID
object_idstringThe object ID
record_idstringThe record ID
created_atstringWhen the record was created
web_urlstringURL to view the record in Attio
valuesjsonThe record attribute values
recordIdstringThe ID of the updated record
webUrlstringURL to view the record in Attio

attio_delete_record

Input

ParameterTypeRequiredDescription
objectTypestringYesNo description
recordIdstringYesNo description

Output

ParameterTypeDescription
deletedbooleanWhether the record was deleted

attio_search_records

Input

ParameterTypeRequiredDescription
querystringYesNo description
objectsstringYesNo description
limitnumberNoNo description

Output

ParameterTypeDescription
resultsarraySearch results
recordIdstringThe record ID
objectIdstringThe object type ID
objectSlugstringThe object type slug
recordTextstringDisplay text for the record
recordImagestringImage URL for the record
countnumberNumber of results returned

attio_assert_record

Upsert a record in Attio — creates it if no match is found, updates it if a match exists

Input

ParameterTypeRequiredDescription
objectTypestringYesNo description
matchingAttributestringYesThe attribute slug to match on for upsert (e.g. email_addresses for people, domains for companies)
valuesstringYesJSON object of attribute values (e.g. {"email_addresses":[{"email_address":"test@example.com"}]})

Output

ParameterTypeDescription
recordobjectThe upserted record
idobjectThe record identifier
workspace_idstringThe workspace ID
object_idstringThe object ID
record_idstringThe record ID
created_atstringWhen the record was created
web_urlstringURL to view the record in Attio
valuesjsonThe record attribute values
recordIdstringThe record ID
webUrlstringURL to view the record in Attio

attio_list_notes

Input

ParameterTypeRequiredDescription
parentObjectstringNoNo description
parentRecordIdstringNoNo description
limitnumberNoNo description
offsetnumberNoNo description

Output

ParameterTypeDescription
notesarrayArray of notes
noteIdstringThe note ID
parentObjectstringThe parent object slug
parentRecordIdstringThe parent record ID
titlestringThe note title
contentPlaintextstringThe note content as plaintext
contentMarkdownstringThe note content as markdown
meetingIdstringThe linked meeting ID
tagsarrayTags on the note
typestringThe tag type (e.g. workspace-member)
workspaceMemberIdstringThe workspace member ID of the tagger
createdByActorobjectThe actor who created the note
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the note was created
countnumberNumber of notes returned

attio_get_note

Input

ParameterTypeRequiredDescription
noteIdstringYesNo description

Output

ParameterTypeDescription
noteIdstringThe note ID
parentObjectstringThe parent object slug
parentRecordIdstringThe parent record ID
titlestringThe note title
contentPlaintextstringThe note content as plaintext
contentMarkdownstringThe note content as markdown
meetingIdstringThe linked meeting ID
tagsarrayTags on the note
typestringThe tag type (e.g. workspace-member)
workspaceMemberIdstringThe workspace member ID of the tagger
createdByActorobjectThe actor who created the note
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the note was created

attio_create_note

Input

ParameterTypeRequiredDescription
parentObjectstringYesNo description
parentRecordIdstringYesNo description
titlestringYesNo description
contentstringYesNo description
formatstringNoNo description
createdAtstringNoNo description
meetingIdstringNoNo description

Output

ParameterTypeDescription
noteIdstringThe note ID
parentObjectstringThe parent object slug
parentRecordIdstringThe parent record ID
titlestringThe note title
contentPlaintextstringThe note content as plaintext
contentMarkdownstringThe note content as markdown
meetingIdstringThe linked meeting ID
tagsarrayTags on the note
typestringThe tag type (e.g. workspace-member)
workspaceMemberIdstringThe workspace member ID of the tagger
createdByActorobjectThe actor who created the note
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the note was created

attio_delete_note

Input

ParameterTypeRequiredDescription
noteIdstringYesNo description

Output

ParameterTypeDescription
deletedbooleanWhether the note was deleted

attio_list_tasks

Input

ParameterTypeRequiredDescription
linkedObjectstringNoNo description
linkedRecordIdstringNoNo description
assigneestringNoNo description
isCompletedbooleanNoNo description
sortstringNoNo description
limitnumberNoNo description
offsetnumberNoNo description

Output

ParameterTypeDescription
tasksarrayArray of tasks
taskIdstringThe task ID
contentstringThe task content
deadlineAtstringThe task deadline
isCompletedbooleanWhether the task is completed
linkedRecordsarrayRecords linked to this task
targetObjectIdstringThe linked object ID
targetRecordIdstringThe linked record ID
assigneesarrayTask assignees
typestringThe assignee actor type (e.g. workspace-member)
idstringThe assignee actor ID
createdByActorobjectThe actor who created this task
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the task was created
countnumberNumber of tasks returned

attio_get_task

Input

ParameterTypeRequiredDescription
taskIdstringYesNo description

Output

ParameterTypeDescription
taskIdstringThe task ID
contentstringThe task content
deadlineAtstringThe task deadline
isCompletedbooleanWhether the task is completed
linkedRecordsarrayRecords linked to this task
targetObjectIdstringThe linked object ID
targetRecordIdstringThe linked record ID
assigneesarrayTask assignees
typestringThe assignee actor type (e.g. workspace-member)
idstringThe assignee actor ID
createdByActorobjectThe actor who created this task
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the task was created

attio_create_task

Input

ParameterTypeRequiredDescription
contentstringYesNo description
deadlineAtstringNoNo description
isCompletedbooleanNoNo description
linkedRecordsstringNoJSON array of linked records (e.g. [{"target_object":"people","target_record_id":"..."}])
assigneesstringNoJSON array of assignees (e.g. [{"referenced_actor_type":"workspace-member","referenced_actor_id":"..."}])

Output

ParameterTypeDescription
taskIdstringThe task ID
contentstringThe task content
deadlineAtstringThe task deadline
isCompletedbooleanWhether the task is completed
linkedRecordsarrayRecords linked to this task
targetObjectIdstringThe linked object ID
targetRecordIdstringThe linked record ID
assigneesarrayTask assignees
typestringThe assignee actor type (e.g. workspace-member)
idstringThe assignee actor ID
createdByActorobjectThe actor who created this task
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the task was created

attio_update_task

Input

ParameterTypeRequiredDescription
taskIdstringYesNo description
deadlineAtstringNoNo description
isCompletedbooleanNoNo description
linkedRecordsstringNoNo description
assigneesstringNoNo description

Output

ParameterTypeDescription
taskIdstringThe task ID
contentstringThe task content
deadlineAtstringThe task deadline
isCompletedbooleanWhether the task is completed
linkedRecordsarrayRecords linked to this task
targetObjectIdstringThe linked object ID
targetRecordIdstringThe linked record ID
assigneesarrayTask assignees
typestringThe assignee actor type (e.g. workspace-member)
idstringThe assignee actor ID
createdByActorobjectThe actor who created this task
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the task was created

attio_delete_task

Input

ParameterTypeRequiredDescription
taskIdstringYesNo description

Output

ParameterTypeDescription
deletedbooleanWhether the task was deleted

attio_list_objects

Input

ParameterTypeRequiredDescription

Output

ParameterTypeDescription
objectsarrayArray of objects
objectIdstringThe object ID
apiSlugstringThe API slug (e.g. people, companies)
singularNounstringSingular display name
pluralNounstringPlural display name
createdAtstringWhen the object was created
countnumberNumber of objects returned

attio_get_object

Input

ParameterTypeRequiredDescription
objectstringYesNo description

Output

ParameterTypeDescription
objectIdstringThe object ID
apiSlugstringThe API slug (e.g. people, companies)
singularNounstringSingular display name
pluralNounstringPlural display name
createdAtstringWhen the object was created

attio_create_object

Input

ParameterTypeRequiredDescription
apiSlugstringYesNo description
singularNounstringYesNo description
pluralNounstringYesNo description

Output

ParameterTypeDescription
objectIdstringThe object ID
apiSlugstringThe API slug (e.g. people, companies)
singularNounstringSingular display name
pluralNounstringPlural display name
createdAtstringWhen the object was created

attio_update_object

Input

ParameterTypeRequiredDescription
objectstringYesNo description
apiSlugstringNoNo description
singularNounstringNoNo description
pluralNounstringNoNo description

Output

ParameterTypeDescription
objectIdstringThe object ID
apiSlugstringThe API slug (e.g. people, companies)
singularNounstringSingular display name
pluralNounstringPlural display name
createdAtstringWhen the object was created

attio_list_lists

Input

ParameterTypeRequiredDescription

Output

ParameterTypeDescription
listsarrayArray of lists
listIdstringThe list ID
apiSlugstringThe API slug for the list
namestringThe list name
parentObjectstringThe parent object slug (e.g. people, companies)
workspaceAccessstringWorkspace-level access (e.g. full-access, read-only)
workspaceMemberAccessjsonMember-level access entries
createdByActorobjectThe actor who created the list
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the list was created
countnumberNumber of lists returned

attio_get_list

Input

ParameterTypeRequiredDescription
liststringYesNo description

Output

ParameterTypeDescription
listIdstringThe list ID
apiSlugstringThe API slug for the list
namestringThe list name
parentObjectstringThe parent object slug (e.g. people, companies)
workspaceAccessstringWorkspace-level access (e.g. full-access, read-only)
workspaceMemberAccessjsonMember-level access entries
createdByActorobjectThe actor who created the list
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the list was created

attio_create_list

Input

ParameterTypeRequiredDescription
namestringYesNo description
apiSlugstringNoNo description
parentObjectstringYesNo description
workspaceAccessstringNoWorkspace-level access: full-access, read-and-write, or read-only (omit for private)
workspaceMemberAccessstringNoJSON array of member access entries, e.g. [{"workspace_member_id":"...","level":"read-and-write"}]

Output

ParameterTypeDescription
listIdstringThe list ID
apiSlugstringThe API slug for the list
namestringThe list name
parentObjectstringThe parent object slug (e.g. people, companies)
workspaceAccessstringWorkspace-level access (e.g. full-access, read-only)
workspaceMemberAccessjsonMember-level access entries
createdByActorobjectThe actor who created the list
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the list was created

attio_update_list

Input

ParameterTypeRequiredDescription
liststringYesNo description
namestringNoNo description
apiSlugstringNoNo description
workspaceAccessstringNoNew workspace-level access: full-access, read-and-write, or read-only (omit for private)
workspaceMemberAccessstringNoJSON array of member access entries, e.g. [{"workspace_member_id":"...","level":"read-and-write"}]

Output

ParameterTypeDescription
listIdstringThe list ID
apiSlugstringThe API slug for the list
namestringThe list name
parentObjectstringThe parent object slug (e.g. people, companies)
workspaceAccessstringWorkspace-level access (e.g. full-access, read-only)
workspaceMemberAccessjsonMember-level access entries
createdByActorobjectThe actor who created the list
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the list was created

attio_query_list_entries

Input

ParameterTypeRequiredDescription
liststringYesNo description
filterstringNoNo description
sortsstringNoJSON array of sort objects (e.g. [{"attribute":"created_at","direction":"desc"}])
limitnumberNoNo description
offsetnumberNoNo description

Output

ParameterTypeDescription
entriesarrayArray of list entries
entryIdstringThe list entry ID
listIdstringThe list ID
parentRecordIdstringThe parent record ID
parentObjectstringThe parent object slug
createdAtstringWhen the entry was created
entryValuesjsonThe entry attribute values (dynamic per list)
countnumberNumber of entries returned

attio_get_list_entry

Input

ParameterTypeRequiredDescription
liststringYesNo description
entryIdstringYesNo description

Output

ParameterTypeDescription
entryIdstringThe list entry ID
listIdstringThe list ID
parentRecordIdstringThe parent record ID
parentObjectstringThe parent object slug
createdAtstringWhen the entry was created
entryValuesjsonThe entry attribute values (dynamic per list)

attio_create_list_entry

Input

ParameterTypeRequiredDescription
liststringYesNo description
parentRecordIdstringYesNo description
parentObjectstringYesNo description
entryValuesstringNoNo description

Output

ParameterTypeDescription
entryIdstringThe list entry ID
listIdstringThe list ID
parentRecordIdstringThe parent record ID
parentObjectstringThe parent object slug
createdAtstringWhen the entry was created
entryValuesjsonThe entry attribute values (dynamic per list)

attio_update_list_entry

Input

ParameterTypeRequiredDescription
liststringYesNo description
entryIdstringYesNo description
entryValuesstringYesNo description

Output

ParameterTypeDescription
entryIdstringThe list entry ID
listIdstringThe list ID
parentRecordIdstringThe parent record ID
parentObjectstringThe parent object slug
createdAtstringWhen the entry was created
entryValuesjsonThe entry attribute values (dynamic per list)

attio_delete_list_entry

Input

ParameterTypeRequiredDescription
liststringYesNo description
entryIdstringYesNo description

Output

ParameterTypeDescription
deletedbooleanWhether the entry was deleted

attio_list_members

Input

ParameterTypeRequiredDescription

Output

ParameterTypeDescription
membersarrayArray of workspace members
memberIdstringThe workspace member ID
firstNamestringFirst name
lastNamestringLast name
avatarUrlstringAvatar URL
emailAddressstringEmail address
accessLevelstringAccess level (admin, member, suspended)
createdAtstringWhen the member was added
countnumberNumber of members returned

attio_get_member

Input

ParameterTypeRequiredDescription
memberIdstringYesNo description

Output

ParameterTypeDescription
memberIdstringThe workspace member ID
firstNamestringFirst name
lastNamestringLast name
avatarUrlstringAvatar URL
emailAddressstringEmail address
accessLevelstringAccess level (admin, member, suspended)
createdAtstringWhen the member was added

attio_create_comment

Input

ParameterTypeRequiredDescription
contentstringYesNo description
formatstringNoNo description
authorTypestringYesNo description
authorIdstringYesNo description
liststringYesNo description
entryIdstringYesNo description
threadIdstringNoNo description
createdAtstringNoNo description

Output

ParameterTypeDescription
commentIdstringThe comment ID
threadIdstringThe thread ID
contentPlaintextstringThe comment content as plaintext
authorobjectThe comment author
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
entryobjectThe list entry this comment is on
listIdstringThe list ID
entryIdstringThe entry ID
recordobjectThe record this comment is on
objectIdstringThe object ID
recordIdstringThe record ID
resolvedAtstringWhen the thread was resolved
resolvedByobjectWho resolved the thread
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the comment was created

attio_get_comment

Input

ParameterTypeRequiredDescription
commentIdstringYesNo description

Output

ParameterTypeDescription
commentIdstringThe comment ID
threadIdstringThe thread ID
contentPlaintextstringThe comment content as plaintext
authorobjectThe comment author
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
entryobjectThe list entry this comment is on
listIdstringThe list ID
entryIdstringThe entry ID
recordobjectThe record this comment is on
objectIdstringThe object ID
recordIdstringThe record ID
resolvedAtstringWhen the thread was resolved
resolvedByobjectWho resolved the thread
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the comment was created

attio_delete_comment

Input

ParameterTypeRequiredDescription
commentIdstringYesNo description

Output

ParameterTypeDescription
deletedbooleanWhether the comment was deleted

attio_list_threads

Input

ParameterTypeRequiredDescription
recordIdstringNoNo description
objectstringNoNo description
entryIdstringNoNo description
liststringNoNo description
limitnumberNoNo description
offsetnumberNoNo description

Output

ParameterTypeDescription
threadsarrayArray of threads
threadIdstringThe thread ID
commentsarrayComments in the thread
commentIdstringThe comment ID
contentPlaintextstringComment content
authorobjectComment author
typestringActor type
idstringActor ID
createdAtstringWhen the comment was created
createdAtstringWhen the thread was created
countnumberNumber of threads returned

attio_get_thread

Input

ParameterTypeRequiredDescription
threadIdstringYesNo description

Output

ParameterTypeDescription
threadIdstringThe thread ID
commentsarrayComments in the thread
typestringThe actor type (e.g. workspace-member, api-token, system)
idstringThe actor ID
createdAtstringWhen the thread was created

attio_list_webhooks

Input

ParameterTypeRequiredDescription
limitnumberNoNo description
offsetnumberNoNo description

Output

ParameterTypeDescription
webhooksarrayArray of webhooks
webhookIdstringThe webhook ID
targetUrlstringThe webhook target URL
subscriptionsarrayEvent subscriptions
eventTypestringThe event type (e.g. record.created)
filterjsonOptional event filter
statusstringWebhook status (active, degraded, inactive)
createdAtstringWhen the webhook was created
countnumberNumber of webhooks returned

attio_get_webhook

Input

ParameterTypeRequiredDescription
webhookIdstringYesNo description

Output

ParameterTypeDescription
webhookIdstringThe webhook ID
targetUrlstringThe webhook target URL
subscriptionsarrayEvent subscriptions
eventTypestringThe event type (e.g. record.created)
filterjsonOptional event filter
statusstringWebhook status (active, degraded, inactive)
createdAtstringWhen the webhook was created

attio_create_webhook

Input

ParameterTypeRequiredDescription
targetUrlstringYesNo description
subscriptionsstringYesJSON array of subscriptions (e.g. [{"event_type":"record.created","filter":{"object_id":"..."}}])

Output

ParameterTypeDescription
webhookIdstringThe webhook ID
targetUrlstringThe webhook target URL
subscriptionsarrayEvent subscriptions
eventTypestringThe event type (e.g. record.created)
filterjsonOptional event filter
statusstringWebhook status (active, degraded, inactive)
createdAtstringWhen the webhook was created
secretstringThe webhook signing secret (only returned on creation)

attio_update_webhook

Input

ParameterTypeRequiredDescription
webhookIdstringYesNo description
targetUrlstringNoNo description
subscriptionsstringNoJSON array of subscriptions, e.g. [{"event_type":"note.created"}]

Output

ParameterTypeDescription
webhookIdstringThe webhook ID
targetUrlstringThe webhook target URL
subscriptionsarrayEvent subscriptions
eventTypestringThe event type (e.g. record.created)
filterjsonOptional event filter
statusstringWebhook status (active, degraded, inactive)
createdAtstringWhen the webhook was created

attio_delete_webhook

Input

ParameterTypeRequiredDescription
webhookIdstringYesNo description

Output

ParameterTypeDescription
deletedbooleanWhether the webhook was deleted

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