Assert Company (Create or Update)
Creates or updates a company record in Attio using a unique matching attribute. It accepts a fixed set of company fields, so the matching attribute must have a value among those fields.
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Assert List Entry by Parent
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.
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Assert Person Record
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.
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Assert Record (Create or Update)
Create or update an Attio record using a unique matching attribute: a matching record is updated, otherwise a new record is created. The tool rejects record_id as the matching attribute and removes it from supplied values.
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Assert User Record (Create or Update)
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.
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Assert Workspace (Create or Update)
Creates or updates a workspace record in Attio using a unique matching attribute. It accepts a fixed set of workspace fields, so the matching attribute must have a value among those fields.
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Create a record
DEPRECATED: Use ATTIO_CREATE_RECORD instead. Creates a new person, company or other record. This endpoint will throw on conflicts of unique attributes. If you would prefer to update records on conflicts, please use the Assert record endpoint instead.
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Create Attribute
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.
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Create Comment
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.
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Create Company
Create a new company record in Attio with name, domains, description, team and primary location. Conflicts on unique attributes such as domains can cause an error.
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Create Deal Record
Create a new deal record in Attio using supported fields for name, stage, owner, value, and associated people and company. Conflicts of unique attributes may produce an error.
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Create Entry (Deprecated)
DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES instead. 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. Throws errors on unique attribute conflicts. Multiple list entries are allowed for the same parent record.
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Create List
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.
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Create List Entry
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.
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Create Meeting
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.
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Create Note
Create an Attio note on a specified record with a title and plaintext content. An optional creation timestamp can be supplied.
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Create Object
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.
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Create Person
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.
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Create Record
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.
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Create Select Option
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.
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Create Status
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.
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Create Task
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.
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Create User Record
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.
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Create Webhook
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.
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Create Workspace Record
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.
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Delete Comment
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.
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Delete Company
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.
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Delete Deal
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.
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Delete List Entry
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.
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Delete Note
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.
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Delete Person
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.
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Delete Record
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.
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Delete Task
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.
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Delete User
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.
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Delete Webhook
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.
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Delete Workspace Record
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.
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Find Record
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.
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Get Attribute Details
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.
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Get Call Recording
Tool to get a single Attio call recording by its meeting and recording IDs, including transcript segments and the raw transcript when available.
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Get Comment
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.
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Get Company
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.
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Get Current Token Info
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.
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Get Deal Record
Get a single Attio deal record by its record ID. Returns the deal's attribute values along with temporal and audit metadata.
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Get List
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.
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Get List Entry
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.
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Get Meeting
Get one Attio meeting by its meeting ID.
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Get Note
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.
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Get Object
Get a single Attio object by ID or slug, returning its configuration metadata, including its API slug and singular and plural nouns.
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Get Person
Gets a single person record by record ID in Attio. Returns attribute entries with temporal and audit metadata, but not their type-specific values.
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Get Record
DEPRECATED: Get a single Attio record by object and record ID. Returns record identifiers and attribute metadata, including temporal and audit fields.
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Get Record by ID
DEPRECATED: Use ATTIO_FIND_RECORD instead. Tool to get a single person, company or other record by its record_id. Use when you need to retrieve detailed information about a specific record.
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Get Task
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.
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Get V2 Workspace Members (Deprecated)
DEPRECATED: Use ATTIO_LIST_WORKSPACE_MEMBERS instead. Tool to list all workspace members in the workspace. Use when you need to retrieve information about workspace members, their access levels, or their identities.
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Get Webhook
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.
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Get Workspace Member
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.
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Get Workspace Record
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.
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List Attribute Options
List select options for an attribute on an Attio object or list, with optional archived-option filtering and pagination.
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List Attribute Statuses
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.
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List Attributes
List attribute definitions for an Attio object or list, including attribute slugs and types, with optional pagination and archived-attribute filtering.
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List Call Recordings
List a page of call recordings for an Attio meeting. The endpoint is in beta and supports cursor pagination.
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List Companies
List company records in Attio with optional filtering and sorting. Empty attribute-value arrays are omitted from returned records.
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List Company Attribute Values
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.
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List Company Record Entries
List entries across Attio lists for which a company record is the parent. Returns a page of list information and entry IDs, with limit and offset for pagination.
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List Deal Entries
List entries across Attio lists for which a deal record is the parent. Returns a page of list information and entry IDs, with limit and offset for pagination.
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List Deal Record Attribute Values
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.
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List Deal Records
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.
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List Entries (Deprecated)
DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY instead. Tool to list entries in a given list with filtering and sorting options. Use when you need to retrieve records added to a specific list in Attio. Entries are returned based on the filters and sorts provided.
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List List Entries
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.
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List List Entries (Deprecated)
DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY instead. Tool to retrieve entries (records) that belong to a specific Attio list. Use when you need to enumerate list membership or access list-specific attribute values. This is distinct from listing all records of an object type - it specifically returns records that are members of a particular list.
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List List Entry Attribute Values
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.
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List Lists
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.
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List Meetings
List a page of Attio workspace meetings, optionally filtering by participants, linked records, or time ranges; use the returned cursor to retrieve further pages. This endpoint is in beta.
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List Notes
List a page of Attio notes across the workspace or for a specific record, using both the parent object and record ID to filter. Notes are returned in reverse chronological order (newest first).
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List Objects
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.
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List People Attribute Values
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).
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List People Record Entries
List entries across Attio lists for which a person record is the parent, returning list information and entry IDs. Results are paginated.
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List Person Records
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.
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List Record Attribute Values
List active or historical entries for a specified attribute on an Attio record. The response includes temporal and actor metadata and referenced actor identifiers.
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List Record Entries
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.
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List Records
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.
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List Records with Query
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.
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List Tasks
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.
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List Threads
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.
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List User Record Entries
Lists entries across lists for which an Attio user record is the parent. Results include list information and entry IDs and are paginated using limit and offset.
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List User Records
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.
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List Views for List
List saved views for an Attio list, ordered by view ID ascending.
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List Webhooks
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.
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List Workspace Members
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.
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List Workspace Record Attribute Values
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.
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List Workspace Record Entries
List entries across Attio lists for which a workspace record is the parent. Returns a page of list information and entry IDs, with limit and offset pagination.
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List Workspace Records
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.
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Merge Records
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.
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Patch Record
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.
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Put Record (Overwrite)
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.
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Query Records
Query records for a specific Attio object using server-side filters and sorting. Use this to find records matching complex criteria, with offset-based pagination and up to 500 records per page.
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Search Records
DEPRECATED: Use ATTIO_SEARCH_RECORDS instead. Tool to fuzzy search for records across one or more 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. For results guaranteed to be up to date, use the record query endpoint instead.
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Search Records
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.
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Update Attribute
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.
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Update Company
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.
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Update Deal Record
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.
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Update Entry (Deprecated)
DEPRECATED: Use ATTIO_ATTIO_PATCH_V2_LISTS_LIST_ENTRIES_ENTRY_ID instead. Tool to update list entries by their ID in Attio. Use when you need to modify attribute values on existing list entries. When multiselect attributes are included, the values supplied will be prepended to existing values.
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Update List
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.
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Update List Entry by Entry ID
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.
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Update List Entry by Entry ID (PUT)
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.
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Update Note
Update an Attio note's title and/or complete content.
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Update Object
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.
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Update Person
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.
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Update Record
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.
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Update Select Option
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.
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Update Status
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.
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Update Task
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.
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Update User Record
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.
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Update Webhook
Tool to update a webhook's target URL and/or event subscriptions. Use when you need to modify an existing webhook configuration in Attio.
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Update Workspace Record
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.
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How the Attio integration works
The Attio integration connects your Dench AI CRM directly to Attio, so agents can read and act on your Attio data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
114 actions are available for agents to invoke on your behalf. Every call runs through Attio's own authorization, scoped to the account you connect.
Set up Attio in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Attio and click Connect — you'll authorize access through Attio's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Attio in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Attio integration work with Dench?
The Dench Attio integration connects your AI CRM to Attio, so AI agents can work with your Attio data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Attio via Dench?
The Attio integration currently exposes 114 actions, including Assert Company (Create or Update), Assert List Entry by Parent, Assert Person Record, Assert Record (Create or Update), Assert User Record (Create or Update), and Assert Workspace (Create or Update). Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Attio to Dench?
No. You connect Attio from your Dench workspace using Attio's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Attio integration secure?
Connections are authorized through Attio's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Attio connection from your workspace settings at any time.