Instant Connections

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.

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.

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.

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.

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.

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.

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.

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.

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 either workspace_access set to 'full-access' or one or more workspace_member_access with 'full-access' level.

Create an Attio meeting with its schedule, participants, and optional linked records. Email participants may create person and company records, whose companies Attio links asynchronously.

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.

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 identifier), singular_noun, and plural_noun.

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.

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.

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.

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 time.

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.

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.

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 secret for verifying event authenticity.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Tool to get a single Attio call recording by its meeting and recording IDs, including transcript segments and the raw transcript when available.

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.

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.

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.

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.

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.

Get one Attio meeting by its meeting ID.

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.

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.

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.

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 authentication.

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.

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.

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 metadata.

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.

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 metadata.

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.

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.

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.

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.

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.

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 are subject to billing status and may return an empty array.

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 list the company appears in.

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 the deal appears in.

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 param but cannot be queried on COMINT or enriched attributes.

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.

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 historical values sorted chronologically.

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.

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.

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).

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.

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 but cannot be queried on COMINT or enriched attributes (returns 400 error).

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 list the person appears in.

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 values cannot be queried on COMINT or enriched attributes.

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. Standard object types include: people, companies, deals, users, workspaces. If you get a 404 error, verify the object type exists using the List Objects action first. Response attribute values are returned as arrays of time-bounded objects under a `values` map (e.g., `values['name']`), not simple scalars — handle arrays, nested objects, and empty arrays accordingly. Select attributes are accessed via `option.title`; currency, stage, and select fields may be null or empty arrays. Access records via `data.data` in the response.

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 chronologically.

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 the user appears in.

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.

List saved views for an Attio list, ordered by view ID ascending.

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.

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 attributes (e.g., record/list entry owners) that require referenced_actor_type=workspace-member and an actor id.

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 include all historical values sorted chronologically.

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 each list the workspace appears in.

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 record_permission:read and object_configuration:read scopes.

Merge two records of the same Attio object into a new record. The primary record wins when both records have a value. This operation is irreversible: Attio invalidates both source records and creates a new record. Large merges may be accepted asynchronously before the new record is readable.

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.

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. Use the PUT endpoint to overwrite or remove multiselect attribute values.

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.

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.

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 the same parent record.

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.

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.

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 instead. For multiselect attributes, all values will be either created or deleted as necessary to match the list of values supplied in the request.

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 overwrite/remove the list of values that already exist (if any). Use the PATCH endpoint to add multiselect attribute values without removing those that already exist.

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.

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.

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 status in Y') rather than simple listing or ID-based lookup. This avoids downloading large pages and filtering locally, which is slow and costly.

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 results. Matching strategy follows the in-product search approach.

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.

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.

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.

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 workspace_member_access with 'full-access' level. Changing the parent object of a list is not possible through the API.

Update an Attio note's title and/or complete content.

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 objects can be updated.

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.

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.

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 records that used them.

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 objects do not support status attributes at this time.

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.

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 remain unchanged.

Tool to update a webhook's target URL and/or event subscriptions. Use when you need to modify an existing webhook configuration in Attio.

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.

Add one or more gifts (donations) to an existing gift batch in Blackbaud Raiser's Edge NXT. Use this tool when you need to: - Append new gifts to an open batch for later processing - Batch multiple donations together before committing them - Add gifts with detailed information (payments, splits, custom fields) Prerequisites: - The batch must already exist (use a create batch action first if needed) - The batch must be in "open" status (not committed) - You need the batch_id (system record ID) and constituent_id (donor ID) for each gift Note: This action returns response details for all HTTP status codes (including errors). Check the status_code field in the response to determine success (200) vs errors (4xx/5xx).

Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.

Retrieves comprehensive membership details from Blackbaud Raiser's Edge NXT by member junction ID. Fetches detailed information about a specific membership including program name, category/subcategory, membership status and standing (Active, Lapsed), start/expiration dates, dues information, and associated constituent ID. Requires a valid member_junction_id (GUID) that uniquely identifies a membership junction record linking a constituent to a membership program in Raiser's Edge NXT. Returns error information in the response object for graceful error handling in agent workflows.

Retrieves payment transaction details from Blackbaud SKY Payments API. Use this to check transaction status, amounts, payment methods, and error details. Transaction IDs come from payment processing endpoints, checkout callbacks, batch operations, or webhook notifications. Requires: Payments API subscription key (Bb-Api-Subscription-Key) and OAuth Bearer token. This retrieves existing transactions; it does not process new payments.

Tool to interact with Blackbaud OneRoster OAuth2 base endpoints. Use to fetch OpenID configuration (/.well-known/openid-configuration), JWKS key set (publickeys), or obtain an access token via the client credentials grant. Ensure client credentials are configured before using the token operation.

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

Tool to list all brands in the account. Use after confirming account is authenticated.

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.

Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.

Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.

Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.

Helper action to upload a file to R2 temp via the Xava file pipeline, returning a key that can be passed to FileUploadable fields in other actions (e.g., BrandLogo in brand create).

Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.

Tool to attach a file from a provided URL to a task. The file will be downloaded and attached asynchronously. Use when you need to add a file attachment to a task from a URL source.

Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.

Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.

Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.

Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.

Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.

Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.

Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.

Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.

Tool to retrieve an existing task with full details including title, dartboard, status, and description. Use when you need to fetch complete information about a specific task.

Tool to list comments for a task with filtering options. Use when you need to retrieve comments on a specific task. Supports filtering by author, text content, date range, and pagination. Can be ordered by date or hierarchical thread structure.

Tool to list docs with filtering and search capabilities. Use when you need to retrieve documents from DART with filters like folder, title, text content, or full-text search. Supports pagination and custom ordering by creation date, update date, or title.

Tool to search help center articles by semantic similarity to query. Use when you need to find relevant help articles based on a short search query (1-5 words). Returns up to two most relevant articles.

Tool to list tasks with powerful filtering options. Use when you need to retrieve tasks from DART with filters like dartboard, status, assignee, tags, priority, dates, or completion state. Supports pagination and custom ordering.

Tool to move a task to a specific position within its dartboard. Use when you need to reorder tasks in a list. Specify either afterTaskId or beforeTaskId to position the task.

Tool to retrieve a skill by its exact title from the workspace. Use when you need to find details about a specific skill including its ID and instructions.

Tool to update an existing doc in Dart. Use when you need to modify a document's title, folder location, or content. Any properties not specified will remain unchanged.

Tool to update an existing task in DART with new properties. Use when you need to modify a task's title, status, assignees, or other attributes. Only properties specified in the request will be updated.