Connect Attio to AI agents

Connect Attio to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools24Triggers5

delete_note

Delete Note

Permanently delete a note. This action cannot be undone.

update_record

Update Record

Update an existing record's attribute values. By default, multi-select values are appended. Set **overwriteMultiselect** to true to replace multi-select values entirely.

list_tasks

List Tasks

List tasks with optional filters for assignee, completion status, and linked records. Returns task content, deadlines, assignees, and linked records.

search_records

Search Records

Fuzzy search across records in one or more objects. Matches on names, domains, emails, phone numbers, social handles, and labels. Good for finding records when you have partial or approximate information.

create_comment

Create Comment

Create a new comment on a record, list entry, or within an existing thread. Specify either a **threadId** to reply to an existing thread, a **record** to start a new thread on a record, or an **entry** to comment on a list entry.

list_objects

List Objects

List all objects (data types) in the workspace, including built-in objects like People and Companies, and any custom objects. Useful for discovering available objects and their slugs before querying records.

list_notes

List Notes

List notes, optionally filtered by a specific record. Returns note titles and content. Useful for retrieving all notes attached to a person, company, or other record.

update_task

Update Task

Update an existing task's deadline, completion status, linked records, or assignees. Can be used to mark tasks as complete, reassign them, or change deadlines.

create_task

Create Task

Create a new task in the workspace. Tasks can be assigned to workspace members and linked to records (people, companies, etc.).

add_list_entry

Add List Entry

Add a record to a list as an entry, or update an existing entry using upsert. When **upsert** is true, creates the entry if the record isn't already in the list, or updates it if it is.

update_list_entry

Update List Entry

Update attribute values on an existing list entry. By default multi-select values are appended; set **overwriteMultiselect** to replace them entirely.

get_record

Get Record

Retrieve a single record from any Attio object (People, Companies, Deals, or custom objects) by its ID. Returns the full record with all attribute values.

create_note

Create Note

Create a new note attached to a record. Notes can contain markdown-formatted content. Specify the parent object and record to attach the note to.

query_records

Query Records

Query and filter records from any Attio object using structured filters. Supports sorting, pagination, and complex filter expressions. Use the shorthand filter format for simple equality: `{ "email_addresses": "[email protected]" }` Or use the verbose format for complex conditions: `{ "$and": [{ "name": { "full_name": { "$eq": "John" } } }] }`

list_attributes

List Attributes

List all attribute definitions for an object or list. Returns attribute metadata including title, slug, type, and configuration. Useful for understanding the data model before creating or querying records.

get_lists

Get Lists

Retrieve all lists in the workspace, or get details for a specific list. Lists organize records into structured collections (e.g. sales pipelines, recruitment pipelines).

list_workspace_members

List Workspace Members

List all members of the Attio workspace, including their names, emails, roles, and avatar URLs. Useful for finding assignees for tasks or identifying team members.

delete_record

Delete Record

Permanently delete a record from an Attio object. This action cannot be undone.

delete_task

Delete Task

Permanently delete a task. This action cannot be undone.

query_list_entries

Query List Entries

Query and filter entries in a list. Supports the same filter and sort syntax as record queries. Useful for retrieving entries from sales pipelines, recruitment stages, etc.

get_thread

Get Thread

Retrieve a comment thread by its ID, including all comments in the thread.

delete_list_entry

Delete List Entry

Remove a record from a list by deleting its entry. This does not delete the underlying record.

create_or_update_record

Create or Update Record

Create a new record or update an existing one (upsert) in any Attio object. When **matchingAttribute** is provided, performs an "assert" (upsert): if a record with that attribute value exists, it's updated; otherwise a new record is created. Without matchingAttribute, always creates a new record.

delete_comment

Delete Comment

Delete a comment. If the comment is the head of a thread, the entire thread is deleted. This action cannot be undone.

More integrations teams use with Attio

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

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Frequently asked questions

Common questions about connecting Attio to AI agents with Metorial.

  1. Can Metorial connect Attio to AI agents?
    Yes. Metorial connects AI agents to Attio through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.