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Manage contacts, deals, and CRM data in Attio.
Add a record to an Attio list. Optionally set list-specific attribute values via entry_values parameter.
Create or update (upsert) a record using Attio's assert endpoint. This is idempotent - safe to retry. If a record matching the attribute exists, it will be updated. Otherwise, a new record is created. IMPORTANT: The matching_attribute MUST be a unique attribute on the object. Common unique attributes: - people: 'email_addresses' - companies: 'domains' - deals: 'record_id' (name is NOT unique by default) To update a deal by name, first query to get the record_id, then use update_record.
Add a note to an Attio record. Notes are useful for logging activities, meeting notes, and outreach history.
Create a new record in Attio. Always creates a new record — does not check for duplicates. Use assert_record instead if you want upsert (create or update) behavior. Example values for a deal: {"name": "Acme Corp Deal", "stage": "Qualified"} Example values for a person: {"name": [{"first_name": "Jane", "last_name": "Doe"}], "email_addresses": [{"email_address": "jane@example.com"}]}
Create a task in Attio. Tasks are useful for follow-ups, reminders, and action items. Optionally link to a record by providing both linked_record_id and linked_record_object.
Get the full transcript from a call recording. Returns the transcript with speaker labels. Use this after finding a meeting with a call recording via list_record_meetings or get_meeting. The transcript includes: - Full raw transcript text - Segmented transcript with speaker names - Call duration and participant info
| Scored | Grade | Overall | Spec posture | Rubric |
|---|---|---|---|---|
| 2026-03-06 | A+ | 96 | - | v1 |
Convenience tool to get a call transcript for a deal in one step. Finds meetings for the deal, gets the specified meeting's call recording, and returns the full transcript. Defaults to the most recent meeting. This combines list_record_meetings + get_call_transcript into one call. Returns an error if no meetings with recordings are found.
Get entries from an Attio list with pagination. Returns entries with their record IDs and flattened list-specific values.
Get details of a specific meeting. Returns meeting metadata and call recording info if available. Use call_recording_id with get_call_transcript to fetch the transcript.
Get the schema/attributes for an Attio object. Call list_objects first to see available objects, then call this to see their attributes for filtering. Returns attribute names, types, filter syntax hints, and for select/status fields, the available option values to use in filters. IMPORTANT: Location and personal-name fields require NESTED filter syntax.
Get a single Attio record by ID. Returns the record with flattened values and a direct web URL.
Get all lists in the Attio workspace with pagination. Returns list metadata including ID, name, and parent object type.
List all objects (tables) in the Attio workspace. CALL THIS FIRST to discover what objects exist. Standard objects include 'people', 'companies', 'deals', 'users'. Custom objects will also appear. Returns object slugs (API names) and titles (display names).
List meetings associated with an Attio record. Returns meetings linked to a deal, company, or person including: - Meeting ID and title - Meeting type (e.g., 'Discovery', 'Demo') - Start/end times - Whether the meeting has a call recording Use this to find meetings before fetching transcripts.
Get tasks from Attio with optional filtering and pagination. Can filter by assignee and/or completion status.
Get all members in the Attio workspace. Useful for task assignment and understanding who owns records.
Query Attio records with filtering and pagination. Workflow: 1) list_objects, 2) get_object_schema, 3) query_records with fields.
Remove a record from an Attio list. Note: Use the entry_id, not the record_id. Get entry_id from get_list_entries.
Update a record directly by ID. Use this when you have the record_id and want to update specific fields. Unlike assert_record, this doesn't require a unique matching attribute. For status fields like 'stage', pass the status title as a string: {"stage": "Closed Won"} For date fields, use ISO format: {"close_date": "2024-01-15"}
Get the authenticated user's profile and workspace context. CALL THIS FIRST to understand your identity and permissions. Returns the current user's name, email, and workspace membership info.