Attio
CRM workspace for people, companies, lists, records, notes, interactions, and relationship data.
Helps with relationship records, people, lists, notes, tasks, activities, and CRM list-entry changes.
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What Snow can do with Attio
These are the Attio operations Snow and the apps you build with it can run. Sign in to choose which ones Snow may run without asking.
Reads49
Look at your data without changing it.
- 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 /v2/objects/{object}/records/{record_id} endpoint, and another for searching by attributes using the POST /v2/objects/{object}/records/query endpoint.
- 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 ATTIO_FIND_RECORD, ATTIO_LIST_RECORDS, or ATTIO_CREATE_RECORD — attribute slugs must exactly match what this tool returns. The returned schema defines required attributes for record creation; omitting them causes invalid_request_error with code missing_value (HTTP 400). Custom attributes (e.g., industry, category) vary by object type — verify their presence and data type here before building filters or record values.
- 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 list, their types, and their configuration (e.g., available options for select/status attributes). Returns attributes in UI sort order.
- 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.
- 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.
- 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.
- 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 list entries, use ATTIO_FIND_RECORD with appropriate filters. This tool is a prerequisite for many list-related operations. Requires the list_configuration:read permission scope.
- 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.
- 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).
- 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 first before ATTIO_LIST_RECORDS, ATTIO_FIND_RECORD, or ATTIO_CREATE_RECORD to discover valid object slugs — hardcoded slugs may not exist across workspaces. Concepts like tasks may be modeled as deals or custom objects rather than dedicated types, so confirm the correct object type before proceeding. Attribute values in responses can be arrays of time-bounded entries rather than simple scalars; downstream code must handle nested structures.
Creates16
Add something new to your account.
- 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.
- 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 instead. Note: The logo_url attribute cannot currently be set via the API.
- 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 attribute value.
- 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, parent_record_id, title, and content, with an optional created_at timestamp.
- 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 endpoint. Note: The avatar_url attribute cannot currently be set via the API.
- 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. IMPORTANT: Different object types have different attributes. For example: - 'people' object uses: name, email_addresses, phone_numbers, primary_location, job_title, etc. - 'users' object uses: primary_email_address, user_id, person, workspace - 'companies' object uses: name, domains, description, etc. Always verify the correct attribute names for your target object type before creating records. Use the List Attributes API or check your workspace to see available attributes for each object type.
- 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.
- 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: Required attributes may vary based on workspace configuration - check the List Attributes action if you encounter missing_value errors.
- 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 your Attio workspace.
- 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 supplying a relationship object.
Updates23
Change something that is already there.
- 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 is found, a new one will be created. Use this when you prefer to update records on conflicts.
- 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.
- 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 will be updated; otherwise a new record is created. If you want to avoid matching and always create new records, use the Create Record endpoint instead.
- 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 one will be created. Use this to ensure user records exist without duplicates.
- 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 workspace is found, a new one will be created.
- 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 values.
- 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. Note: logo_url cannot be updated via API.
- 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.
- 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 values. Note: avatar_url cannot be updated via API.
- 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.
Deletes11
Remove something. This often cannot be undone.
- 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.
- 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.
- 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 ATTIO_CREATE_NOTE functionality, providing complete note management capabilities within the Attio platform.
- 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.
- 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.
- 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.
- 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.
- 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 cannot be undone.
- 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.
- 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.
Related integrations
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