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Tools and triggers
What Agents can do in Attio
Available tools and events after Attio is connected.
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Assert Company (Create or Update)
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…
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Assert List Entry by Parent
Tool to create or update a list entry for a given parent record in Attio. If an entry with the specified parent record is found, that entry will be updated. If no such entry is found, a new entry will be created…
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Assert Person Record
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.
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Assert Record (Create or Update)
Tool to create or update people, companies and other records in Attio using a matching attribute. Use when you want to avoid duplicate records - if a record with the same value for the matching attribute is found, it…
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Assert User Record (Create or Update)
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…
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Assert Workspace (Create or Update)
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…
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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…
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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.
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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…
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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…
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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…
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Create List Entry
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. This endpoint will throw on conflicts of unique attributes. Multiple list entries are allowed for…
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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…
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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…
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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…
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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…
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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.
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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…
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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.
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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…
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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…
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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…
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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…
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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.
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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.
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Delete List 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.
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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…
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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.
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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.
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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.
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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.
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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.
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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.
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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…
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Get Attribute Details
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.
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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.
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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.
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Get Current Token Info
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…
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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.
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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.
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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.
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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.
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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…
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Get Person
Tool to get a single person record by its record_id in Attio. Use when you need to retrieve detailed information about a specific person. Returns all attribute values for the person with temporal and audit metadata.
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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.
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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…
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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.
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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…
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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.
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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.
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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…
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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.
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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.
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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…
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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…
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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…
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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…
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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.
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List List Entries
Tool to list entries in a given list, with the option to filter and sort results. Use when you need to retrieve records that belong to a specific list with optional filtering and sorting.
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List List Entry Attribute Values
Tool to retrieve all values for a specified attribute on a list entry in Attio. Use when you need to see the history of values for a specific attribute on a list entry. Can return only active values or include all…
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List Lists
This tool retrieves all lists available in the Attio workspace, sorted as they appear in the sidebar. Returns list metadata only (names, IDs, configuration) — not the records/entries within those lists. To fetch actual…
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List Meetings
Tool to list all meetings in the workspace using a deterministic sort order. Use when you need to retrieve meetings, optionally filtering by participants, linked records, or time ranges. This endpoint is in beta.
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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).
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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. Call this tool…
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List People Attribute Values
Tool to get all values for a given attribute on a person record. Use when you need to retrieve current or historic values for a specific person attribute. Historic values can be queried using the show_historic param…
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List People Record Entries
Tool to list all entries across all lists for which a person record is the parent in Attio. Use when you need to see which lists a particular person record belongs to. Returns list information and entry IDs for each…
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List Person Records
Tool to list person records from Attio with optional filtering and sorting. Use when you need to retrieve people based on specific criteria or get a paginated list of all people.
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List Record Attribute Values
Tool to retrieve all values for a specified attribute on a record in Attio. Use when you need to see the history of values for a specific attribute. Can return only active values or include historical values. Historic…
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List 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.
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List Records
This tool lists records from a specific object type in Attio. It provides simple pagination support and returns records in creation order (oldest first). For complex filtering, use the FindRecord action instead…
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List Records with Query
Tool to list people, company or other records in Attio with the option to filter and sort results. Use when you need to retrieve records based on complex filter criteria or sorting requirements.
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List 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.
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List Threads
Tool to list threads of comments on a record or list entry in Attio. Use when you need to view all comment threads associated with a specific record or list entry. Threads contain one or more comments sorted…
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List User Record Entries
Tool to list all entries across all lists for which a user record is the parent in Attio. Use when you need to see which lists a particular user record belongs to. Returns list information and entry IDs for each list…
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List User Records
Tool to list user records in Attio with optional filtering and sorting. Use when you need to retrieve workspace members or user records based on specific criteria.
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List Webhooks
Tool to 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.
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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 disabled. Use when writing or assigning actor-reference…
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List Workspace Record Attribute Values
Tool to retrieve all values for a specified attribute on a workspace record in Attio. Use when you need to see the history of values for a specific attribute on a workspace record. Can return only active values or…
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List Workspace Record Entries
Tool to list all entries across all lists for which a workspace record is the parent in Attio. Use when you need to see which lists a particular workspace record belongs to. Returns list information and entry IDs for…
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List Workspace Records
Tool to list workspace records with filtering and sorting options. Use when you need to retrieve workspace-level records from Attio. Records are returned based on the filters and sorts provided. Requires…
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Patch Record
Tool to update people, companies, and other records by record_id using PATCH method. For multiselect attributes, values supplied will be prepended to existing values. Use PUT endpoint to overwrite or remove multiselect…
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Put Record (Overwrite)
Tool to update people, companies, and other records by record_id using PUT method. For multiselect attributes, values supplied will overwrite/remove existing values. Use PATCH endpoint to append without removing.
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Query Records
Tool to query records for a specific Attio object using server-side filtering operators and sorting. Use when you need to retrieve records based on complex filter criteria (e.g., 'get all agreements where product=X and…
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Search Records
Tool to fuzzy search for records across multiple objects in Attio. Use when you need to find records by name, domain, email, phone number, or social handle. This endpoint is in beta and returns eventually consistent…
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Update Attribute
Tool to update an existing attribute by its attribute_id or slug. Use when you need to modify attribute properties such as title, description, validation rules, or configuration settings.
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Update Company
Tool to update a company record in Attio by its record_id. Use when you need to modify company attributes like name, description, domains, or team. For multiselect attributes, values are prepended to existing values…
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Update Deal Record
Tool to update an existing deal record in Attio by record ID. Uses PATCH to partially update only the provided fields, leaving other fields unchanged.
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Update List
Tool to 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…
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Update List Entry by Entry ID
Tool to 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…
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Update List Entry by Entry ID (PUT)
Tool to update list entries by entry_id in Attio using PUT method. Use when you need to completely replace attribute values on existing list entries. For multiselect attributes, the values supplied will…
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Update Object
Tool to update a single object's configuration in Attio. Use when you need to modify an object's API slug, singular noun, or plural noun. Standard objects (people, companies, deals, users, workspaces) and custom…
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Update Person
Tool to update a person record in Attio by its record_id. Use when you need to modify person attributes like name, email, job title, or phone numbers. For multiselect attributes, values are prepended to existing…
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Update Record
This tool updates an existing record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.). It uses PATCH to partially update only the provided fields, leaving other fields unchanged.
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Update Select Option
Tool to update an existing select option for a select or multiselect attribute in Attio. Use when you need to rename an option or archive it. Archived options are hidden from selection but preserve historical data for…
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Update Status
Tool to update a status on a status attribute on either an object or a list in Attio. Use when you need to modify status properties like title, celebration settings, target time, or archive status. Company and person…
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Update Task
Tool to update an existing task in Attio by its task_id. Use when you need to modify a task's deadline, completion status, linked records, or assignees. Only these four fields can be updated via this endpoint.
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Update User Record
Tool to update a user record in Attio by its record_id. Use when you need to modify user attributes like user_id, primary_email_address, person, or workspace references. Attributes not included in the request will…
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Update Webhook
Tool to update a webhook's target URL and/or event subscriptions. Use when you need to modify an existing webhook configuration in Attio.
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Update Workspace Record
Tool to update a workspace record by ID using PATCH method. Only the attributes provided in the request will be updated; other attributes remain unchanged.
Setup
Connect Attio in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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