Attio Interaction

Attio Interaction (Read + Write)

Use this skill to read and write your Attio CRM through the REST API v2. Every read or write is a direct API call; agent-swarm does not maintain a separate Attio sync.

TL;DR

1. Resolve ATTIO_API_KEY from swarm config before making calls.
2. Base URL: https://api.attio.com/v2/
3. Use Authorization: Bearer $ATTIO_API_KEY, Content-Type: application/json, and Accept: application/json.
4. Prefer upsert over create for People, Companies, and Deals: PUT /v2/objects/{slug}/records with matching_attribute.
5. Rate limits: 100 reads/sec, 25 writes/sec. Pace write bursts to roughly 15-20/sec.
6. Attribute values are arrays, even for scalar values: [{ "value": 42 }], never 42.

Authentication

ATTIO_API_KEY=$(get-config key="ATTIO_API_KEY" includeSecrets=true)

curl -sS "https://api.attio.com/v2/objects" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Accept: application/json"

If calls return 401, re-fetch the key from config. If it still fails, notify the Lead; the key may need rotation. Do not retry silently.

Core object slugs

Custom objects use their configured API slug. Discover them with GET /v2/objects.

Common operations

1. Discover objects and slugs

curl -sS "https://api.attio.com/v2/objects" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Accept: application/json" \
  | jq '.data[] | {slug: .api_slug, name: .title}'

2. Query records with filters and pagination

curl -sS -X POST "https://api.attio.com/v2/objects/companies/records/query" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "filter": {
      "stage": { "$not_equal": "Won" }
    },
    "limit": 100,
    "offset": 0
  }' | jq '.data[] | {record_id: .id.record_id, name: .values.name[0].value}'

Paginate by increasing offset until data is empty. For no filter, omit the filter key.

3. Get a single record

curl -sS "https://api.attio.com/v2/objects/companies/records/{RECORD_ID}" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Accept: application/json" \
  | jq '.data.values'

4. Upsert a company by domain

Use PUT with matching_attribute. It creates if not found and updates if found, so it is safe to call repeatedly.

curl -sS -X PUT "https://api.attio.com/v2/objects/companies/records" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "data": {
      "values": {
        "name": [{ "value": "Acme Corp" }],
        "domains": [{ "domain": "acme.com" }],
        "employee_count": [{ "value": 150 }]
      }
    },
    "matching_attribute": "domains"
  }' | jq '{record_id: .data.id.record_id}'

5. Upsert a person by email

curl -sS -X PUT "https://api.attio.com/v2/objects/people/records" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "data": {
      "values": {
        "name": [{ "first_name": "Jane", "last_name": "Doe" }],
        "email_addresses": [{ "email_address": "jane@acme.com" }],
        "job_title": [{ "value": "CTO" }]
      }
    },
    "matching_attribute": "email_addresses"
  }' | jq '{record_id: .data.id.record_id}'

An upsert returns HTTP 200 when it updates an existing record and 201 when it creates one. The response body has the same shape in both cases.

6. Update specific attributes on an existing record

curl -sS -X PATCH "https://api.attio.com/v2/objects/companies/records/{RECORD_ID}" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "data": {
      "values": {
        "icp_score": [{ "value": 85 }],
        "icp_tier": [{ "value": "Tier 1" }]
      }
    }
  }'

7. Write a note to a record

Notes are concise free-text entries linked to a record. Use them to preserve useful interaction context, enrichment findings, or an agent result that should remain visible in the CRM.

curl -sS -X POST "https://api.attio.com/v2/notes" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "data": {
      "parent_object": "companies",
      "parent_record_id": "{RECORD_ID}",
      "title": "Enrichment - 2026-06-02",
      "content": "Employee count: 150. Funding stage: Series A. Tech stack: Node.js, React."
    }
  }' | jq '{note_id: .data.id.note_id}'

8. Create a task linked to a record

curl -sS "https://api.attio.com/v2/workspace_members" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Accept: application/json" \
  | jq '.data[] | {member_id: .id.workspace_member_id, name: .name, email: .email_address}'

curl -sS -X POST "https://api.attio.com/v2/tasks" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "data": {
      "content": "Follow up - no contact in 21 days",
      "is_completed": false,
      "assignees": [
        { "referenced_actor_type": "workspace-member", "referenced_actor_id": "{MEMBER_ID}" }
      ],
      "linked_records": [
        { "target_object": "deals", "target_record_id": "{DEAL_RECORD_ID}" }
      ]
    }
  }' | jq '{task_id: .data.id.task_id}'

9. Post a comment on a record

curl -sS -X POST "https://api.attio.com/v2/comments" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "data": {
      "record": { "target_object": "companies", "target_record_id": "{RECORD_ID}" },
      "content": [
        { "type": "text", "text": "Possible duplicate of acme-corp-old - please review and merge." }
      ]
    }
  }' | jq '{comment_id: .data.id.comment_id}'

10. Query a list or pipeline view

curl -sS "https://api.attio.com/v2/lists" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Accept: application/json" \
  | jq '.data[] | {list_id: .id.list_id, name: .title}'

curl -sS -X POST "https://api.attio.com/v2/lists/{LIST_ID}/entries/query" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "limit": 100, "offset": 0 }' \
  | jq '.data[] | {entry_id: .id.entry_id, record_id: .record_id}'

11. Global search across objects

curl -sS -X POST "https://api.attio.com/v2/records/search" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "query": "acme", "limit": 10 }' \
  | jq '.data[] | {object: .object_type, record_id: .id.record_id}'

Webhooks

Attio delivers webhooks at least once. Payloads contain IDs only, so always re-fetch the full record via GET before acting.

Key event types:

• record.created, record.updated, record.deleted
• list-entry.created, list-entry.updated, list-entry.deleted
• note.created
• task.created, task.completed

Webhook timeout is 5 seconds. Respond 200 immediately and do async processing in a follow-up swarm task.

Rate limits

Add sleep 0.05 between write calls in loops. Attio does not provide a native batch endpoint for these operations.

Operational rules

• Upsert first. Use PUT /records with matching_attribute for create-or-update. POST /records can create duplicates.
• Re-fetch webhook records. Webhook payloads are event hints, not full source-of-truth records.
• Values are arrays. Every attribute value must be wrapped in an array.
• No merge endpoint. Attio has no API-level record merge; dedupe agents should flag duplicates as comments or tasks for human review.
• Check config first. Fetch ATTIO_API_KEY via get-config includeSecrets=true; never hardcode it.

Error handling

Worked example: stale deal reactivation

ATTIO_API_KEY=$(get-config key="ATTIO_API_KEY" includeSecrets=true)

DEALS=$(curl -sS -X POST "https://api.attio.com/v2/objects/deals/records/query" \
  -H "Authorization: Bearer $ATTIO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"filter": {"stage": {"$not_equal": "Won"}}, "limit": 200}')

echo "$DEALS" | jq -r '.data[] | .id.record_id' | while read -r RECORD_ID; do
  RECORD=$(curl -sS "https://api.attio.com/v2/objects/deals/records/$RECORD_ID" \
    -H "Authorization: Bearer $ATTIO_API_KEY" \
    -H "Accept: application/json")
  # Compute staleness from the relevant date attribute. If stale, create a task.
  sleep 0.05
done

Related references

• Official Attio REST API docs: https://developers.attio.com/reference
• Official Attio MCP overview: https://docs.attio.com/mcp/overview