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attio

Coding & development

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Updated 10-16 02:36

About this skill

Troubleshooting

If requests fail, run zero doctor check-connector --env-name ATTIO_TOKEN or zero doctor check-connector --url https://api.attio.com/v2/self --method GET

How It Works

Attio is an AI-native CRM. Your workspace is organized into objects (standard ones: companies, people, deals, users, workspaces; plus any custom objects you create). Each object contains records, and records can be grouped into lists via entries. Records can also be annotated with notes, tasks, comments (on threads), and attribute history.

Workspace
└── Objects (companies, people, deals, ...custom)
    └── Records
        ├── attribute values (history supported)
        ├── entries (memberships in lists)
        ├── notes
        ├── tasks
        └── comment threads

Base URL: https://api.attio.com

Authentication

All requests use Bearer token auth:

Authorization: Bearer $ATTIO_TOKEN

Prerequisites

Connect the Attio connector at app.vm0.ai/connectors.

Environment Variables

Variable Description
ATTIO_TOKEN Attio workspace access token

Key Endpoints

1. Identify the Current Token

Check which workspace the token is bound to and which scopes it holds.

curl -s "https://api.attio.com/v2/self" --header "Authorization: Bearer $ATTIO_TOKEN"

2. List Objects

Return every object in the workspace, including custom ones.

curl -s "https://api.attio.com/v2/objects" --header "Authorization: Bearer $ATTIO_TOKEN"

Fetch a single object by slug or UUID — replace <object> with e.g. companies, people, deals, or an object UUID:

curl -s "https://api.attio.com/v2/objects/<object>" --header "Authorization: Bearer $ATTIO_TOKEN"

3. Query (List) Records

List records for an object. Uses POST /v2/objects/<object>/records/query because the body carries filter/sort/pagination.

Write /tmp/attio_query.json:

{
  "filter": {},
  "sorts": [
    { "attribute": "created_at", "direction": "desc" }
  ],
  "limit": 100,
  "offset": 0
}

curl -s -X POST "https://api.attio.com/v2/objects/companies/records/query" --header "Authorization: Bearer $ATTIO_TOKEN" --header "Content-Type: application/json" -d @/tmp/attio_query.json

Filter by a single attribute (e.g. find a person by name):

{
  "filter": { "name": "Ada Lovelace" },
  "limit": 10
}

4. Get a Single Record

Replace <object> and <record-id> with real values (both are UUIDs or — for <object> — slugs):

curl -s "https://api.attio.com/v2/objects/<object>/records/<record-id>" --header "Authorization: Bearer $ATTIO_TOKEN"

5. Create a Record

Write /tmp/attio_create_record.json. Top-level keys inside values are attribute slugs (for standard attributes) or attribute UUIDs (for custom attributes):

{
  "data": {
    "values": {
      "name": "Acme Inc.",
      "domains": ["acme.com"],
      "description": "Imported by vm0 agent"
    }
  }
}

curl -s -X POST "https://api.attio.com/v2/objects/companies/records" --header "Authorization: Bearer $ATTIO_TOKEN" --header "Content-Type: application/json" -d @/tmp/attio_create_record.json

Throws on conflicts of unique attributes — use the Assert endpoint (next) if you prefer upsert semantics.

6. Assert (Upsert) a Record

Create or update-in-place by a matching attribute. Pass matching_attribute as a query parameter.

Write /tmp/attio_assert_record.json:

{
  "data": {
    "values": {
      "domains": ["acme.com"],
      "name": "Acme Inc."
    }
  }
}

curl -s -X PUT "https://api.attio.com/v2/objects/companies/records?matching_attribute=domains" --header "Authorization: Bearer $ATTIO_TOKEN" --header "Content-Type: application/json" -d @/tmp/attio_assert_record.json

7. Update a Record

PATCH performs a partial merge (multi-select values are appended); PUT fully overwrites the values you supply. Replace <record-id>.

Write /tmp/attio_update_record.json:

{
  "data": {
    "values": {
      "description": "Updated description"
    }
  }
}

curl -s -X PATCH "https://api.attio.com/v2/objects/companies/records/<record-id>" --header "Authorization: Bearer $ATTIO_TOKEN" --header "Content-Type: application/json" -d @/tmp/attio_update_record.json

8. Delete a Record

curl -s -X DELETE "https://api.attio.com/v2/objects/companies/records/<record-id>" --header "Authorization: Bearer $ATTIO_TOKEN"

9. Search Records Across Objects

Search spans every object the token can read.

Write /tmp/attio_search.json:

{
  "query": "ada",
  "limit": 25
}

curl -s -X POST "https://api.attio.com/v2/objects/records/search" --header "Authorization: Bearer $ATTIO_TOKEN" --header "Content-Type: application/json" -d @/tmp/attio_search.json

10. List Entries on a Record

Every list a record belongs to (e.g. which sales lists a company is on) — replace <object> (slug or UUID) and <record-id>:

curl -s "https://api.attio.com/v2/objects/<object>/records/<record-id>/entries" --header "Authorization: Bearer $ATTIO_TOKEN"

Lists & Entries

11. List All Lists

curl -s "https://api.attio.com/v2/lists" --header "Authorization: Bearer $ATTIO_TOKEN"

12. Get a List

Replace <list> with the list slug or UUID:

curl -s "https://api.attio.com/v2/lists/<list>" --header "Authorization: Bearer $ATTIO_TOKEN"

13. Query Entries in a List

Write /tmp/attio_list_query.json:

{
  "filter": {},
  "sorts": [{ "attribute": "created_at", "direction": "desc" }],
  "limit": 100,
  "offset": 0
}

curl -s -X POST "https://api.attio.com/v2/lists/<list>/entries/query" --header "Authorization: Bearer $ATTIO_TOKEN" --header "Content-Type: application/json" -d @/tmp/attio_list_query.json

14. Add a Record to a List (Create Entry)

Write /tmp/attio_create_entry.json — replace the parent record id:

{
  "data": {
    "parent_record_id": "<record-id>",
    "parent_object": "companies",
    "entry_values": {}
  }
}

curl -s -X POST "https://api.attio.com/v2/lists/<list>/entries" --header "Authorization: Bearer $ATTIO_TOKEN" --header "Content-Type: application/json" -d @/tmp/attio_create_entry.json

15. Update or Delete an Entry

Replace <entry-id>:

curl -s -X PATCH "https://api.attio.com/v2/entries/<entry-id>" --header "Authorization: Bearer $ATTIO_TOKEN" --header "Content-Type: application/json" -d @/tmp/attio_update_entry.json
curl -s -X DELETE "https://api.attio.com/v2/entries/<entry-id>" --header "Authorization: Bearer $ATTIO_TOKEN"

Notes

16. List Notes

Filter by parent_object + parent_record_id via query string:

curl -s "https://api.attio.com/v2/notes?parent_object=companies&parent_record_id=<record-id>&limit=25" --header "Authorization: Bearer $ATTIO_TOKEN"

17. Create a Note

Write /tmp/attio_create_note.json — format is plaintext or markdown:

{
  "data": {
    "parent_object": "companies",
    "parent_record_id": "<record-id>",
    "title": "Discovery call recap",
    "format": "markdown",
    "content": "## Key takeaways\n- Budget approved\n- Decision by EOQ"
  }
}

curl -s -X POST "https://api.attio.com/v2/notes" --header "Authorization: Bearer $ATTIO_TOKEN" --header "Content-Type: application/json" -d @/tmp/attio_create_note.json

18. Get or Delete a Note

Replace <note-id>:

curl -s "https://api.attio.com/v2/notes/<note-id>" --header "Authorization: Bearer $ATTIO_TOKEN"
curl -s -X DELETE "https://api.attio.com/v2/notes/<note-id>" --header "Authorization: Bearer $ATTIO_TOKEN"

Tasks

19. List Tasks

curl -s "https://api.attio.com/v2/tasks?limit=25" --header "Authorization: Bearer $ATTIO_TOKEN"

20. Create a Task

Write /tmp/attio_create_task.json. linked_records accepts either raw record IDs (via target_record_id) or the shorthand "<record-id>" form — the nested form below is the explicit one. assignees[].referenced_actor_id is a workspace member UUID from GET /v2/workspace-members.

{
  "data": {
    "content": "Send follow-up deck",
    "format": "plaintext",
    "deadline_at": "2026-05-01T15:00:00.000000000Z",
    "is_completed": false,
    "linked_records": [
      {
        "target_object": "companies",
        "target_record_id": "<record-id>"
      }
    ],
    "assignees": [
      {
        "referenced_actor_type": "workspace-member",
        "referenced_actor_id": "<workspace-member-id>"
      }
    ]
  }
}

curl -s -X POST "https://api.attio.com/v2/tasks" --header "Authorization: Bearer $ATTIO_TOKEN" --header "Content-Type: application/json" -d @/tmp/attio_create_task.json

21. Update, Complete, or Delete a Task

Replace <task-id>. Toggle is_completed to mark done.

Write /tmp/attio_update_task.json:

{
  "data": {
    "is_completed": true
  }
}

curl -s -X PATCH "https://api.attio.com/v2/tasks/<task-id>" --header "Authorization: Bearer $ATTIO_TOKEN" --header "Content-Type: application/json" -d @/tmp/attio_update_task.json
curl -s -X DELETE "https://api.attio.com/v2/tasks/<task-id>" --header "Authorization: Bearer $ATTIO_TOKEN"

Comments & Threads

22. Create a Comment

Comments live on threads attached to a record or a note. Write /tmp/attio_create_comment.json:

{
  "data": {
    "format": "plaintext",
    "content": "Nice work — looping in the team.",
    "author": {
      "type": "workspace-member",
      "id": "<workspace-member-id>"
    },
    "thread_id": "<thread-id>"
  }
}

curl -s -X POST "https://api.attio.com/v2/comments" --header "Authorization: Bearer $ATTIO_TOKEN" --header "Content-Type: application/json" -d @/tmp/attio_create_comment.json

Fetch a thread and its comments — replace <thread-id>:

curl -s "https://api.attio.com/v2/threads/<thread-id>" --header "Authorization: Bearer $ATTIO_TOKEN"

Workspace Members

Resolve <workspace-member-id> for assignees/authors:

curl -s "https://api.attio.com/v2/workspace_members" --header "Authorization: Bearer $ATTIO_TOKEN"

Guidelines

  1. Use object slugs (companies, people, deals, users, workspaces) for the five standard objects; use object UUIDs for custom objects — both work in the <object> path segment.
  2. Attribute slugs (e.g. name, domains) work for built-in attributes; custom attributes must be referenced by UUID.
  3. POST /v2/objects/<object>/records throws on unique-attribute conflict — use PUT /v2/objects/<object>/records?matching_attribute=<slug> for upsert semantics.
  4. PATCH on a record does a shallow merge (multi-selects append); PUT overwrites. Pick the one that matches intent.
  5. Default pagination is limit: 500, offset: 0 for record queries; cap large scans with explicit limit.
  6. Send all request bodies as JSON files with -d @/tmp/filename.json to avoid shell-escaping issues.