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title Attio
description Manage records, notes, tasks, lists, comments, and more in Attio CRM

import { BlockInfoCard } from "@/components/ui/block-info-card"

{/* MANUAL-CONTENT-START:intro */} Attio is a modern and flexible CRM platform built to help teams manage relationships, data, and workflows more efficiently. Attio enables organizations to create and organize custom objects (like people, companies, deals, and more), manage notes and tasks, collaborate as a team, and automate work across their relationship and data pipelines.

With Attio, you can:

  • Manage records for any object: Store and organize people, companies, or any custom objects to fit your team's needs.
  • Track, connect, and update information: Add and edit notes, comments, tasks, and linked records so your contextual data is always in sync.
  • Build and customize lists: Segment records, filter and sort with powerful queries, and build views that fit your workflow.
  • Collaborate with your team: Assign tasks, share comments, and see activities in real time.
  • Automate CRM workflows: Create, update, and read record data via API to keep your tools and teams in the loop, or trigger actions as relationships evolve.

In Sim, the Attio integration lets your agents programmatically query lists, fetch and manipulate records, manage entries, tasks, comments, and more—making it easy to automate CRM operations, enrich data, synchronize with other systems, or trigger workflow automations based on relationship or record events. Use these tools to ensure your CRM stays up-to-date and powerful directly from within your Sim projects. {/* MANUAL-CONTENT-END */}

Usage Instructions

Connect to Attio to manage CRM records (people, companies, custom objects), notes, tasks, lists, list entries, comments, workspace members, and webhooks.

Tools

attio_list_records

Query and list records for a given object type (e.g. people, companies)

Input

Parameter Type Required Description
objectType string Yes The object type slug (e.g. people, companies)
filter string No JSON filter object for querying records
sorts string No JSON array of sort objects, e.g. [{"direction":"asc","attribute":"name"}]
limit number No Maximum number of records to return (default 500)
offset number No Number of records to skip for pagination

Output

Parameter Type Description
records array Array of Attio records
id object The record identifier
workspace_id string The workspace ID
object_id string The object ID
record_id string The record ID
created_at string When the record was created
web_url string URL to view the record in Attio
values json The record attribute values
count number Number of records returned

attio_get_record

Get a single record by ID from Attio

Input

Parameter Type Required Description
objectType string Yes The object type slug (e.g. people, companies)
recordId string Yes The ID of the record to retrieve

Output

Parameter Type Description
record object An Attio record
id object The record identifier
workspace_id string The workspace ID
object_id string The object ID
record_id string The record ID
created_at string When the record was created
web_url string URL to view the record in Attio
values json The record attribute values
recordId string The record ID
webUrl string URL to view the record in Attio

attio_create_record

Create a new record in Attio for a given object type

Input

Parameter Type Required Description
objectType string Yes The object type slug (e.g. people, companies)
values string Yes JSON object of attribute values to set on the record

Output

Parameter Type Description
record object An Attio record
id object The record identifier
workspace_id string The workspace ID
object_id string The object ID
record_id string The record ID
created_at string When the record was created
web_url string URL to view the record in Attio
values json The record attribute values
recordId string The ID of the created record
webUrl string URL to view the record in Attio

attio_update_record

Update an existing record in Attio (appends multiselect values)

Input

Parameter Type Required Description
objectType string Yes The object type slug (e.g. people, companies)
recordId string Yes The ID of the record to update
values string Yes JSON object of attribute values to update

Output

Parameter Type Description
record object An Attio record
id object The record identifier
workspace_id string The workspace ID
object_id string The object ID
record_id string The record ID
created_at string When the record was created
web_url string URL to view the record in Attio
values json The record attribute values
recordId string The ID of the updated record
webUrl string URL to view the record in Attio

attio_delete_record

Delete a record from Attio

Input

Parameter Type Required Description
objectType string Yes The object type slug (e.g. people, companies)
recordId string Yes The ID of the record to delete

Output

Parameter Type Description
deleted boolean Whether the record was deleted

attio_search_records

Fuzzy search for records across object types in Attio

Input

Parameter Type Required Description
query string Yes The search query (max 256 characters)
objects string Yes Comma-separated object slugs to search (e.g. people,companies)
limit number No Maximum number of results (1-25, default 25)

Output

Parameter Type Description
results array Search results
recordId string The record ID
objectId string The object type ID
objectSlug string The object type slug
recordText string Display text for the record
recordImage string Image URL for the record
count number Number of results returned

attio_assert_record

Upsert a record in Attio — creates it if no match is found, updates it if a match exists

Input

Parameter Type Required Description
objectType string Yes The object type slug (e.g. people, companies)
matchingAttribute string Yes The attribute slug to match on for upsert (e.g. email_addresses for people, domains for companies)
values string Yes JSON object of attribute values (e.g. {"email_addresses":[{"email_address":"test@example.com"}]})

Output

Parameter Type Description
record object The upserted record
id object The record identifier
workspace_id string The workspace ID
object_id string The object ID
record_id string The record ID
created_at string When the record was created
web_url string URL to view the record in Attio
values json The record attribute values
recordId string The record ID
webUrl string URL to view the record in Attio

attio_list_notes

List notes in Attio, optionally filtered by parent record

Input

Parameter Type Required Description
parentObject string No Object type slug to filter notes by (e.g. people, companies)
parentRecordId string No Record ID to filter notes by
limit number No Maximum number of notes to return (default 10, max 50)
offset number No Number of notes to skip for pagination

Output

Parameter Type Description
notes array Array of notes
noteId string The note ID
parentObject string The parent object slug
parentRecordId string The parent record ID
title string The note title
contentPlaintext string The note content as plaintext
contentMarkdown string The note content as markdown
meetingId string The linked meeting ID
tags array Tags on the note
type string The tag type (e.g. workspace-member)
workspaceMemberId string The workspace member ID of the tagger
createdByActor object The actor who created the note
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the note was created
count number Number of notes returned

attio_get_note

Get a single note by ID from Attio

Input

Parameter Type Required Description
noteId string Yes The ID of the note to retrieve

Output

Parameter Type Description
noteId string The note ID
parentObject string The parent object slug
parentRecordId string The parent record ID
title string The note title
contentPlaintext string The note content as plaintext
contentMarkdown string The note content as markdown
meetingId string The linked meeting ID
tags array Tags on the note
type string The tag type (e.g. workspace-member)
workspaceMemberId string The workspace member ID of the tagger
createdByActor object The actor who created the note
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the note was created

attio_create_note

Create a note on a record in Attio

Input

Parameter Type Required Description
parentObject string Yes The parent object type slug (e.g. people, companies)
parentRecordId string Yes The parent record ID to attach the note to
title string Yes The note title
content string Yes The note content
format string No Content format: plaintext or markdown (default plaintext)
createdAt string No Backdate the note creation time (ISO 8601 format)
meetingId string No Associate the note with a meeting ID

Output

Parameter Type Description
noteId string The note ID
parentObject string The parent object slug
parentRecordId string The parent record ID
title string The note title
contentPlaintext string The note content as plaintext
contentMarkdown string The note content as markdown
meetingId string The linked meeting ID
tags array Tags on the note
type string The tag type (e.g. workspace-member)
workspaceMemberId string The workspace member ID of the tagger
createdByActor object The actor who created the note
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the note was created

attio_delete_note

Delete a note from Attio

Input

Parameter Type Required Description
noteId string Yes The ID of the note to delete

Output

Parameter Type Description
deleted boolean Whether the note was deleted

attio_list_tasks

List tasks in Attio, optionally filtered by record, assignee, or completion status

Input

Parameter Type Required Description
linkedObject string No Object type slug to filter tasks by (requires linkedRecordId)
linkedRecordId string No Record ID to filter tasks by (requires linkedObject)
assignee string No Assignee email or member ID to filter by
isCompleted boolean No Filter by completion status
sort string No Sort order: created_at:asc or created_at:desc
limit number No Maximum number of tasks to return (default 500)
offset number No Number of tasks to skip for pagination

Output

Parameter Type Description
tasks array Array of tasks
taskId string The task ID
content string The task content
deadlineAt string The task deadline
isCompleted boolean Whether the task is completed
linkedRecords array Records linked to this task
targetObjectId string The linked object ID
targetRecordId string The linked record ID
assignees array Task assignees
type string The assignee actor type (e.g. workspace-member)
id string The assignee actor ID
createdByActor object The actor who created this task
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the task was created
count number Number of tasks returned

attio_get_task

Get a single task by ID from Attio

Input

Parameter Type Required Description
taskId string Yes The ID of the task to retrieve

Output

Parameter Type Description
taskId string The task ID
content string The task content
deadlineAt string The task deadline
isCompleted boolean Whether the task is completed
linkedRecords array Records linked to this task
targetObjectId string The linked object ID
targetRecordId string The linked record ID
assignees array Task assignees
type string The assignee actor type (e.g. workspace-member)
id string The assignee actor ID
createdByActor object The actor who created this task
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the task was created

attio_create_task

Create a task in Attio

Input

Parameter Type Required Description
content string Yes The task content (max 2000 characters)
deadlineAt string No Deadline in ISO 8601 format (e.g. 2024-12-01T15:00:00.000Z)
isCompleted boolean No Whether the task is completed (default false)
linkedRecords string No JSON array of linked records (e.g. [{"target_object":"people","target_record_id":"..."}])
assignees string No JSON array of assignees (e.g. [{"referenced_actor_type":"workspace-member","referenced_actor_id":"..."}])

Output

Parameter Type Description
taskId string The task ID
content string The task content
deadlineAt string The task deadline
isCompleted boolean Whether the task is completed
linkedRecords array Records linked to this task
targetObjectId string The linked object ID
targetRecordId string The linked record ID
assignees array Task assignees
type string The assignee actor type (e.g. workspace-member)
id string The assignee actor ID
createdByActor object The actor who created this task
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the task was created

attio_update_task

Update a task in Attio (deadline, completion status, linked records, assignees)

Input

Parameter Type Required Description
taskId string Yes The ID of the task to update
deadlineAt string No New deadline in ISO 8601 format
isCompleted boolean No Whether the task is completed
linkedRecords string No JSON array of linked records
assignees string No JSON array of assignees

Output

Parameter Type Description
taskId string The task ID
content string The task content
deadlineAt string The task deadline
isCompleted boolean Whether the task is completed
linkedRecords array Records linked to this task
targetObjectId string The linked object ID
targetRecordId string The linked record ID
assignees array Task assignees
type string The assignee actor type (e.g. workspace-member)
id string The assignee actor ID
createdByActor object The actor who created this task
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the task was created

attio_delete_task

Delete a task from Attio

Input

Parameter Type Required Description
taskId string Yes The ID of the task to delete

Output

Parameter Type Description
deleted boolean Whether the task was deleted

attio_list_objects

List all objects (system and custom) in the Attio workspace

Input

Parameter Type Required Description

Output

Parameter Type Description
objects array Array of objects
objectId string The object ID
apiSlug string The API slug (e.g. people, companies)
singularNoun string Singular display name
pluralNoun string Plural display name
createdAt string When the object was created
count number Number of objects returned

attio_get_object

Get a single object by ID or slug

Input

Parameter Type Required Description
object string Yes The object ID or slug (e.g. people, companies)

Output

Parameter Type Description
objectId string The object ID
apiSlug string The API slug (e.g. people, companies)
singularNoun string Singular display name
pluralNoun string Plural display name
createdAt string When the object was created

attio_create_object

Create a custom object in Attio

Input

Parameter Type Required Description
apiSlug string Yes The API slug for the object (e.g. projects)
singularNoun string Yes Singular display name (e.g. Project)
pluralNoun string Yes Plural display name (e.g. Projects)

Output

Parameter Type Description
objectId string The object ID
apiSlug string The API slug (e.g. people, companies)
singularNoun string Singular display name
pluralNoun string Plural display name
createdAt string When the object was created

attio_update_object

Update a custom object in Attio

Input

Parameter Type Required Description
object string Yes The object ID or slug to update
apiSlug string No New API slug
singularNoun string No New singular display name
pluralNoun string No New plural display name

Output

Parameter Type Description
objectId string The object ID
apiSlug string The API slug (e.g. people, companies)
singularNoun string Singular display name
pluralNoun string Plural display name
createdAt string When the object was created

attio_list_lists

List all lists in the Attio workspace

Input

Parameter Type Required Description

Output

Parameter Type Description
lists array Array of lists
listId string The list ID
apiSlug string The API slug for the list
name string The list name
parentObject string The parent object slug (e.g. people, companies)
workspaceAccess string Workspace-level access (e.g. full-access, read-only)
workspaceMemberAccess json Member-level access entries
createdByActor object The actor who created the list
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the list was created
count number Number of lists returned

attio_get_list

Get a single list by ID or slug

Input

Parameter Type Required Description
list string Yes The list ID or slug

Output

Parameter Type Description
listId string The list ID
apiSlug string The API slug for the list
name string The list name
parentObject string The parent object slug (e.g. people, companies)
workspaceAccess string Workspace-level access (e.g. full-access, read-only)
workspaceMemberAccess json Member-level access entries
createdByActor object The actor who created the list
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the list was created

attio_create_list

Create a new list in Attio

Input

Parameter Type Required Description
name string Yes The list name
apiSlug string No The API slug for the list (auto-generated from name if omitted)
parentObject string Yes The parent object slug (e.g. people, companies)
workspaceAccess string No Workspace-level access: full-access, read-and-write, or read-only (omit for private)
workspaceMemberAccess string No JSON array of member access entries, e.g. [{"workspace_member_id":"...","level":"read-and-write"}]

Output

Parameter Type Description
listId string The list ID
apiSlug string The API slug for the list
name string The list name
parentObject string The parent object slug (e.g. people, companies)
workspaceAccess string Workspace-level access (e.g. full-access, read-only)
workspaceMemberAccess json Member-level access entries
createdByActor object The actor who created the list
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the list was created

attio_update_list

Update a list in Attio

Input

Parameter Type Required Description
list string Yes The list ID or slug to update
name string No New name for the list
apiSlug string No New API slug for the list
workspaceAccess string No New workspace-level access: full-access, read-and-write, or read-only (omit for private)
workspaceMemberAccess string No JSON array of member access entries, e.g. [{"workspace_member_id":"...","level":"read-and-write"}]

Output

Parameter Type Description
listId string The list ID
apiSlug string The API slug for the list
name string The list name
parentObject string The parent object slug (e.g. people, companies)
workspaceAccess string Workspace-level access (e.g. full-access, read-only)
workspaceMemberAccess json Member-level access entries
createdByActor object The actor who created the list
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the list was created

attio_query_list_entries

Query entries in an Attio list with optional filter, sort, and pagination

Input

Parameter Type Required Description
list string Yes The list ID or slug
filter string No JSON filter object for querying entries
sorts string No JSON array of sort objects (e.g. [{"attribute":"created_at","direction":"desc"}])
limit number No Maximum number of entries to return (default 500)
offset number No Number of entries to skip for pagination

Output

Parameter Type Description
entries array Array of list entries
entryId string The list entry ID
listId string The list ID
parentRecordId string The parent record ID
parentObject string The parent object slug
createdAt string When the entry was created
entryValues json The entry attribute values (dynamic per list)
count number Number of entries returned

attio_get_list_entry

Get a single list entry by ID

Input

Parameter Type Required Description
list string Yes The list ID or slug
entryId string Yes The entry ID

Output

Parameter Type Description
entryId string The list entry ID
listId string The list ID
parentRecordId string The parent record ID
parentObject string The parent object slug
createdAt string When the entry was created
entryValues json The entry attribute values (dynamic per list)

attio_create_list_entry

Add a record to an Attio list as a new entry

Input

Parameter Type Required Description
list string Yes The list ID or slug
parentRecordId string Yes The record ID to add to the list
parentObject string Yes The object type slug of the record (e.g. people, companies)
entryValues string No JSON object of entry attribute values

Output

Parameter Type Description
entryId string The list entry ID
listId string The list ID
parentRecordId string The parent record ID
parentObject string The parent object slug
createdAt string When the entry was created
entryValues json The entry attribute values (dynamic per list)

attio_update_list_entry

Update entry attribute values on an Attio list entry (appends multiselect values)

Input

Parameter Type Required Description
list string Yes The list ID or slug
entryId string Yes The entry ID to update
entryValues string Yes JSON object of entry attribute values to update

Output

Parameter Type Description
entryId string The list entry ID
listId string The list ID
parentRecordId string The parent record ID
parentObject string The parent object slug
createdAt string When the entry was created
entryValues json The entry attribute values (dynamic per list)

attio_delete_list_entry

Remove an entry from an Attio list

Input

Parameter Type Required Description
list string Yes The list ID or slug
entryId string Yes The entry ID to delete

Output

Parameter Type Description
deleted boolean Whether the entry was deleted

attio_list_members

List all workspace members in Attio

Input

Parameter Type Required Description

Output

Parameter Type Description
members array Array of workspace members
memberId string The workspace member ID
firstName string First name
lastName string Last name
avatarUrl string Avatar URL
emailAddress string Email address
accessLevel string Access level (admin, member, suspended)
createdAt string When the member was added
count number Number of members returned

attio_get_member

Get a single workspace member by ID

Input

Parameter Type Required Description
memberId string Yes The workspace member ID

Output

Parameter Type Description
memberId string The workspace member ID
firstName string First name
lastName string Last name
avatarUrl string Avatar URL
emailAddress string Email address
accessLevel string Access level (admin, member, suspended)
createdAt string When the member was added

attio_create_comment

Create a comment on a list entry in Attio

Input

Parameter Type Required Description
content string Yes The comment content
format string No Content format: plaintext or markdown (default plaintext)
authorType string Yes Author type (e.g. workspace-member)
authorId string Yes Author workspace member ID
list string Yes The list ID or slug the entry belongs to
entryId string Yes The entry ID to comment on
threadId string No Thread ID to reply to (omit to start a new thread)
createdAt string No Backdate the comment (ISO 8601 format)

Output

Parameter Type Description
commentId string The comment ID
threadId string The thread ID
contentPlaintext string The comment content as plaintext
author object The comment author
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
entry object The list entry this comment is on
listId string The list ID
entryId string The entry ID
record object The record this comment is on
objectId string The object ID
recordId string The record ID
resolvedAt string When the thread was resolved
resolvedBy object Who resolved the thread
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the comment was created

attio_get_comment

Get a single comment by ID from Attio

Input

Parameter Type Required Description
commentId string Yes The comment ID

Output

Parameter Type Description
commentId string The comment ID
threadId string The thread ID
contentPlaintext string The comment content as plaintext
author object The comment author
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
entry object The list entry this comment is on
listId string The list ID
entryId string The entry ID
record object The record this comment is on
objectId string The object ID
recordId string The record ID
resolvedAt string When the thread was resolved
resolvedBy object Who resolved the thread
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the comment was created

attio_delete_comment

Delete a comment in Attio (if head of thread, deletes entire thread)

Input

Parameter Type Required Description
commentId string Yes The comment ID to delete

Output

Parameter Type Description
deleted boolean Whether the comment was deleted

attio_list_threads

List comment threads in Attio, optionally filtered by record or list entry

Input

Parameter Type Required Description
recordId string No Filter by record ID (requires object)
object string No Object slug to filter by (requires recordId)
entryId string No Filter by list entry ID (requires list)
list string No List ID or slug to filter by (requires entryId)
limit number No Maximum number of threads to return (max 50)
offset number No Number of threads to skip for pagination

Output

Parameter Type Description
threads array Array of threads
threadId string The thread ID
comments array Comments in the thread
commentId string The comment ID
contentPlaintext string Comment content
author object Comment author
type string Actor type
id string Actor ID
createdAt string When the comment was created
createdAt string When the thread was created
count number Number of threads returned

attio_get_thread

Get a single comment thread by ID from Attio

Input

Parameter Type Required Description
threadId string Yes The thread ID

Output

Parameter Type Description
threadId string The thread ID
comments array Comments in the thread
type string The actor type (e.g. workspace-member, api-token, system)
id string The actor ID
createdAt string When the thread was created

attio_list_webhooks

List all webhooks in the Attio workspace

Input

Parameter Type Required Description
limit number No Maximum number of webhooks to return
offset number No Number of webhooks to skip for pagination

Output

Parameter Type Description
webhooks array Array of webhooks
webhookId string The webhook ID
targetUrl string The webhook target URL
subscriptions array Event subscriptions
eventType string The event type (e.g. record.created)
filter json Optional event filter
status string Webhook status (active, degraded, inactive)
createdAt string When the webhook was created
count number Number of webhooks returned

attio_get_webhook

Get a single webhook by ID from Attio

Input

Parameter Type Required Description
webhookId string Yes The webhook ID

Output

Parameter Type Description
webhookId string The webhook ID
targetUrl string The webhook target URL
subscriptions array Event subscriptions
eventType string The event type (e.g. record.created)
filter json Optional event filter
status string Webhook status (active, degraded, inactive)
createdAt string When the webhook was created

attio_create_webhook

Create a webhook in Attio to receive event notifications

Input

Parameter Type Required Description
targetUrl string Yes The HTTPS URL to receive webhook events
subscriptions string Yes JSON array of subscriptions (e.g. [{"event_type":"record.created","filter":{"object_id":"..."}}])

Output

Parameter Type Description
webhookId string The webhook ID
targetUrl string The webhook target URL
subscriptions array Event subscriptions
eventType string The event type (e.g. record.created)
filter json Optional event filter
status string Webhook status (active, degraded, inactive)
createdAt string When the webhook was created
secret string The webhook signing secret (only returned on creation)

attio_update_webhook

Update a webhook in Attio (target URL and/or subscriptions)

Input

Parameter Type Required Description
webhookId string Yes The webhook ID to update
targetUrl string No HTTPS target URL for webhook delivery
subscriptions string No JSON array of subscriptions, e.g. [{"event_type":"note.created"}]

Output

Parameter Type Description
webhookId string The webhook ID
targetUrl string The webhook target URL
subscriptions array Event subscriptions
eventType string The event type (e.g. record.created)
filter json Optional event filter
status string Webhook status (active, degraded, inactive)
createdAt string When the webhook was created

attio_delete_webhook

Delete a webhook from Attio

Input

Parameter Type Required Description
webhookId string Yes The webhook ID to delete

Output

Parameter Type Description
deleted boolean Whether the webhook was deleted