Attio Core Workflow B

Attio Lists, Notes & Tasks (Core Workflow B)

Overview

Lists are Attio's pipeline/board primitive -- they contain entries (records added to the list with list-specific attributes like stage or owner). This skill also covers notes and tasks, which attach to records for activity tracking.

Prerequisites

• attio-install-auth completed
• Scopes: object_configuration:read, record_permission:read, list_entry:read, list_entry:read-write, note:read-write, task:read-write, user_management:read

Instructions

Step 1: List All Lists

// GET /v2/lists
const lists = await client.get<{
  data: Array<{
    id: { list_id: string };
    api_slug: string;
    name: string;
    parent_object: string[];  // Which object types can be added
  }>;
}>("/lists");

console.log(lists.data.map((l) => `${l.api_slug}: ${l.name}`));
// Output: ["sales_pipeline: Sales Pipeline", "hiring: Hiring Pipeline"]

Step 2: Query List Entries

// POST /v2/lists/{list_slug}/entries/query
const entries = await client.post<{
  data: Array<{
    entry_id: string;
    record_id: string;
    created_at: string;
    values: Record<string, any[]>;
  }>;
}>("/lists/sales_pipeline/entries/query", {
  filter: {
    stage: { status: { $eq: "In Progress" } },
  },
  sorts: [
    { attribute: "created_at", field: "created_at", direction: "desc" },
  ],
  limit: 50,
});

Step 3: Add a Record to a List (Create Entry)

// POST /v2/lists/{list_slug}/entries
const entry = await client.post<{ data: { entry_id: string } }>(
  "/lists/sales_pipeline/entries",
  {
    data: {
      // The record to add to the list
      parent_record_id: companyRecordId,
      parent_object: "companies",
      // List-specific attribute values
      values: {
        stage: [{ status: "Qualified" }],
        deal_value: [{ currency_code: "USD", currency_value: 50000 }],
        owner: [{ referenced_actor_id: workspaceMemberId, referenced_actor_type: "workspace-member" }],
      },
    },
  }
);

Step 4: Update an Entry

// PATCH /v2/lists/{list_slug}/entries/{entry_id} -- append multiselect
await client.patch(
  `/lists/sales_pipeline/entries/${entryId}`,
  {
    data: {
      values: {
        stage: [{ status: "Won" }],
      },
    },
  }
);

// PUT /v2/lists/{list_slug}/entries/{entry_id} -- overwrite multiselect
await client.put(
  `/lists/sales_pipeline/entries/${entryId}`,
  {
    data: {
      values: {
        stage: [{ status: "Lost" }],
      },
    },
  }
);

Step 5: Delete an Entry (Remove from List)

// DELETE /v2/lists/{list_slug}/entries/{entry_id}
await client.delete(`/lists/sales_pipeline/entries/${entryId}`);
// Note: This removes from the list only. The underlying record is not deleted.

Step 6: Create a Note on a Record

// POST /v2/notes
const note = await client.post<{
  data: { id: { note_id: string } };
}>("/notes", {
  data: {
    // Link to a parent record
    parent_object: "companies",
    parent_record_id: companyRecordId,
    // Note content
    title: "Q1 Review Meeting",
    format: "plaintext",                     // or "markdown"
    content: "Discussed renewal timeline. Budget approved for next quarter.",
  },
});

Step 7: List Notes on a Record

// GET /v2/notes?parent_object=companies&parent_record_id={id}
const notes = await client.get<{
  data: Array<{
    id: { note_id: string };
    title: string;
    content: string;
    created_at: string;
    created_by_actor: { type: string; id: string };
  }>;
}>(`/notes?parent_object=companies&parent_record_id=${companyRecordId}`);

Step 8: Create and Manage Tasks

// POST /v2/tasks
const task = await client.post<{
  data: { id: { task_id: string } };
}>("/tasks", {
  data: {
    content: "Send renewal proposal to Acme Corp",
    deadline: "2025-07-15T17:00:00.000Z",
    is_completed: false,
    // Link to records
    linked_records: [
      { target_object: "companies", target_record_id: companyRecordId },
    ],
    // Assign to workspace members
    assignees: [
      { referenced_actor_id: memberId, referenced_actor_type: "workspace-member" },
    ],
  },
});

// Complete a task
await client.patch(`/tasks/${taskId}`, {
  data: { is_completed: true },
});

// List tasks (sorted oldest to newest by default)
const tasks = await client.get<{
  data: Array<{
    id: { task_id: string };
    content: string;
    deadline: string | null;
    is_completed: boolean;
  }>;
}>("/tasks");

Attio Lists vs Records Mental Model

Objects (people, companies, deals)
 └── Records  ← individual CRM entries (Step 1-7 of core-workflow-a)
      └── Notes, Tasks  ← activity attached to records

Lists (pipelines, boards)
 └── Entries  ← a record placed in a list context
      └── List-specific values (stage, owner, custom columns)

Error Handling

Resources

• Attio List Entries
• Attio Create Note
• Attio Create Task
• Attio Objects and Lists

Next Steps

For error diagnosis, see attio-common-errors. For webhooks on list/record changes, see attio-webhooks-events.

Source: jeremylongshore/claude-code-plugins-plus-skills → plugins/saas-packs/attio-pack/skills/attio-core-workflow-b/SKILL.md