attio

1# Attio
2 
3## Purpose
4Read and write the user's Attio CRM: list objects, query records on any object, create-or-update records, add notes and tasks to records. Use when the user mentions Attio or their CRM.
5 
6## Tooling
7All commands go through `bin/attio.py`:
8 
9```bash
10bin/attio.py auth                                     # verify the API key
11bin/attio.py objects                                  # list available objects
12bin/attio.py query --object-slug companies --filter-json '{"filters":[]}'  # query records
13bin/attio.py upsert --object-slug companies --match-attribute email --values-json '{"name":[{"value":"Acme"}],"email":[{"value":"a@acme.com"}]}'  # create or update a record
14bin/attio.py note --record-id rec_abc123 --title "Call notes" --content "Discussed pricing"  # add a note
15bin/attio.py task --record-id rec_abc123 --title "Send proposal"  # add a task
16```
17 
18Attio's preferred write path is `upsert`: it creates the record when `matching_attribute` matches nothing, and updates the matched record otherwise.
19 
20Attribute values are arrays even for scalar fields: every attribute value is sent as a list of objects, like `[{"value": 42}]` or `[{"value": "Acme"}]`. Build `--values-json` in that shape, as in the upsert example above.
21 
22## Auth
23- Provider id: `attio` (credential is collected as `custom.attio`)
24- Collection: Bearer API key via the secure credential flow (`credentials.request_api_access`); created in Attio under Workspace settings > Developers
25…