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11 things your agent can do in Attio

Attio is a fully customizable workspace for your team's relationships and workflows.

CRM, Sales & SupportSign in with your account (OAuth)

Every action, grouped by what it does

You do not pick these by hand. Describe what the agent should do and Squidgy grants the matching ones — an agent told to draft replies gets the drafting action and not the sending one.

Read

6
  • 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…

    ATTIO_FIND_RECORD
  • Get Object Details

    This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when crea…

    ATTIO_GET_OBJECT
  • List Lists

    This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequ…

    ATTIO_LIST_LISTS
  • List Notes

    This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).

    ATTIO_LIST_NOTES
  • List Objects

    This tool retrieves a list of all available objects (both system-defined and user-defined) in the attio workspace. it makes a get request to the /v2/objects endpoint and returns a json response conta…

    ATTIO_LIST_OBJECTS
  • List Records

    This tool lists records from a specific object type in attio. it provides simple pagination support and returns records in the order they were created. for complex filtering, use the findrecord actio…

    ATTIO_LIST_RECORDS

Create & update

5
  • 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 p…

    ATTIO_CREATE_NOTE
  • 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…

    ATTIO_CREATE_RECORD
  • 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…

    ATTIO_DELETE_NOTE
  • 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.

    ATTIO_DELETE_RECORD
  • 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 othe…

    ATTIO_UPDATE_RECORD

About connecting Attio

What can an AI agent do in Attio?

11 distinct actions, listed in full on this page — 6 to read, 5 to create & update. An agent gets the ones that match what you described it doing, not all of them at once.

How do I connect Attio?

Once, in Settings → Integrations. Sign in with your account (OAuth). The connection is yours, shared by every agent you build — you are not re-authorising per agent, and the agent never sees your credentials.

Others in CRM, Sales & Support

The Attio integration guide · All 58 connectable apps · The agent builder

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