Attio

Connect Attio so your agents can work in your Attio account. You choose an access level for each account, and Squad refuses any agent action outside that level.

Access levels

Each Attio account has an access level: Read-only, Read + write, and Full access. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.

Level	The connect window describes this level as	Actions agents can use
Read-only	”Read records, objects, lists, and users.”	56 of 109
Read + write (recommended)	“Read and write records, list entries, tasks, notes.”	98 of 109
Full access	”Also edit schemas, list configs, users, webhooks.”	109 of 109

Read + write is the recommended level. The connect window selects it for you, and you can choose another level. The Attio sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in. It checks every agent action against the level you chose, and it refuses actions outside that level.

What agents can do at each level

Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.

Find an action. Open a level and use your browser’s find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example “What can you do in my Attio account?” The agent can search the Attio actions for you.

Each action shows its name, a one-line description where the Attio action catalog has one, and its slug. The slug is the ID that agents use when they call the action.

Read-only

Agents can use 56 of the 109 Attio actions at this level:

View and search records
View and search entries
View members
View attributes
View companies
View lists
View notes
View objects
View people
View recordings
View tasks
View webhooks

All 56 actions at this level:

Attributes (9)

Action	What it does	Slug
Get attribute	Get information about a single attribute on either an object or a list.	`ATTIO_GET_ATTRIBUTE`
List attribute statuses	List all statuses for a particular status attribute on either an object or a list.	`ATTIO_LIST_ATTRIBUTE_STATUSES`
List attributes	List the attribute schema for an Attio object or list (including slugs, types, select/status config) to enable correct filtering and writes.	`ATTIO_LIST_ATTRIBUTES`
List company attribute values	Get all values for a given attribute on a company record.	`ATTIO_LIST_COMPANY_ATTRIBUTE_VALUES`
List deal record attribute values	Retrieve all values for a specified attribute on a deal record in Attio.	`ATTIO_LIST_DEAL_RECORD_ATTRIBUTE_VALUES`
List list entry attribute values	Retrieve all values for a specified attribute on a list entry in Attio.	`ATTIO_LIST_LIST_ENTRY_ATTRIBUTE_VALUES`
List people attribute values	Get all values for a given attribute on a person record.	`ATTIO_LIST_PEOPLE_ATTRIBUTE_VALUES`
List record attribute values	Retrieve all values for a specified attribute on a record in Attio.	`ATTIO_LIST_RECORD_ATTRIBUTE_VALUES`
List workspace record attribute values	Retrieve all values for a specified attribute on a workspace record in Attio.	`ATTIO_LIST_WORKSPACE_RECORD_ATTRIBUTE_VALUES`

Comments (1)

Action	What it does	Slug
Get comment	Get a single comment by its comment_id in Attio.	`ATTIO_GET_COMMENT`

Companies (2)

Action	What it does	Slug
Get company	Get a single company record by its record_id in Attio.	`ATTIO_GET_COMPANY`
List companies	List company records in Attio with optional filtering and sorting.	`ATTIO_LIST_COMPANIES`

Entries (10)

Action	What it does	Slug
Get list entry	Get a single list entry by its entry_id.	`ATTIO_GET_LIST_ENTRY`
Get record entries	List all entries, across all lists, for which a record is the parent.	`ATTIO_GET_RECORD_ENTRIES`
List company record entries	List all entries across all lists for which a company record is the parent in Attio.	`ATTIO_LIST_COMPANY_RECORD_ENTRIES`
List deal entries	List all entries across all lists for which a deal record is the parent in Attio.	`ATTIO_LIST_DEAL_ENTRIES`
List entries	DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY instead.	`ATTIO_LIST_ENTRIES`
List list entries	DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY instead.	`ATTIO_LIST_LIST_ENTRIES`
List people record entries	List all entries across all lists for which a person record is the parent in Attio.	`ATTIO_LIST_PEOPLE_RECORD_ENTRIES`
List user record entries	List all entries across all lists for which a user record is the parent in Attio.	`ATTIO_LIST_USER_RECORD_ENTRIES`
List workspace record entries	List all entries across all lists for which a workspace record is the parent in Attio.	`ATTIO_LIST_WORKSPACE_RECORD_ENTRIES`
Post list entries query	List entries in a given list, with the option to filter and sort results.	`ATTIO_POST_V2_LISTS_LIST_ENTRIES_QUERY`

Lists (2)

Action	What it does	Slug
Get list	Retrieve details of a single list in your Attio workspace.	`ATTIO_GET_LIST`
List lists	This tool retrieves all lists available in the Attio workspace, sorted as they appear in the sidebar.	`ATTIO_LIST_LISTS`

Meetings (1)

Action	What it does	Slug
List meetings	List all meetings in the workspace using a deterministic sort order.	`ATTIO_LIST_MEETINGS`

Members (3)

Action	What it does	Slug
Get workspace member	Get a single workspace member by their workspace_member_id.	`ATTIO_GET_WORKSPACE_MEMBER`
Get workspace members	DEPRECATED: Use ATTIO_LIST_WORKSPACE_MEMBERS instead.	`ATTIO_GET_V2_WORKSPACE_MEMBERS`
List workspace members	List workspace members (actors) so agents can reliably assign owners and resolve workspace-member IDs even when the optional Users standard object is disabled.	`ATTIO_LIST_WORKSPACE_MEMBERS`

Notes (2)

Action	What it does	Slug
Get note	Get a single note by its note_id in Attio.	`ATTIO_GET_NOTE`
List notes	Lists notes in Attio.	`ATTIO_LIST_NOTES`

Objects (2)

Action	What it does	Slug
Get object	Get a single object by its object_id or slug.	`ATTIO_GET_OBJECT`
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.	`ATTIO_LIST_OBJECTS`

People (2)

Action	What it does	Slug
People get person	Get a single person record by its record_id in Attio.	`ATTIO_PEOPLE_GET_PERSON`
People list persons	List person records from Attio with optional filtering and sorting.	`ATTIO_PEOPLE_LIST_PERSONS`

Recordings (2)

Action	What it does	Slug
Get call recording		`ATTIO_GET_CALL_RECORDING`
List call recordings	List all call recordings for a meeting in Attio.	`ATTIO_LIST_CALL_RECORDINGS`

Records (13)

Action	What it does	Slug
Find record	This tool allows users to find a record in Attio by either its unique ID or by searching using unique attributes.	`ATTIO_FIND_RECORD`
Get deal record	Get a single deal record by its record_id in Attio.	`ATTIO_GET_DEAL_RECORD`
Get object record ID	DEPRECATED: Use ATTIO_FIND_RECORD instead.	`ATTIO_GET_V2_OBJECTS_OBJECT_RECORDS_RECORD_ID`
Get record	DEPRECATED: Use ATTIO_FIND_RECORD instead.	`ATTIO_GET_RECORD`
Get workspace record	Get a single workspace record by its record_id.	`ATTIO_GET_WORKSPACE_RECORD`
List deal records	List deal records in Attio with the option to filter and sort results.	`ATTIO_LIST_DEAL_RECORDS`
List records	This tool lists records from a specific object type in Attio.	`ATTIO_LIST_RECORDS`
List user records	List user records in Attio with optional filtering and sorting.	`ATTIO_LIST_USER_RECORDS`
List workspace records	List workspace records with filtering and sorting options.	`ATTIO_LIST_WORKSPACE_RECORDS`
Post object records query	List people, company or other records in Attio with the option to filter and sort results.	`ATTIO_POST_V2_OBJECTS_OBJECT_RECORDS_QUERY`
Post objects records search	DEPRECATED: Use ATTIO_SEARCH_RECORDS instead.	`ATTIO_POST_V2_OBJECTS_RECORDS_SEARCH`
Query records	Query records for a specific Attio object using server-side filtering operators and sorting.	`ATTIO_QUERY_RECORDS`
Search records	Fuzzy search for records across multiple objects in Attio.	`ATTIO_SEARCH_RECORDS`

Settings (1)

Action	What it does	Slug
List attribute options	List all select options for a particular attribute on either an object or a list.	`ATTIO_LIST_ATTRIBUTE_OPTIONS`

Tasks (2)

Action	What it does	Slug
Get task	Get a single task by its task_id in Attio.	`ATTIO_GET_TASK`
Get tasks	List all tasks in the workspace.	`ATTIO_GET_V2_TASKS`

Threads (1)

Action	What it does	Slug
List threads	List threads of comments on a record or list entry in Attio.	`ATTIO_LIST_THREADS`

Webhooks (2)

Action	What it does	Slug
Get webhook	Get a single webhook by its webhook_id in Attio.	`ATTIO_GET_WEBHOOK`
List webhooks	Get all webhooks in your Attio workspace.	`ATTIO_LIST_WEBHOOKS`

Other actions (1)

Action	What it does	Slug
Get self	Identify the current access token, the workspace it is linked to, and any permissions it has.	`ATTIO_GET_SELF`

Read + write (recommended)

Agents can use 98 of the 109 Attio actions at this level: everything in Read-only, plus:

Create, update, and manage records
Create, update, and manage entries
Create, update, and manage companies
Create, update, and manage people
Create and update attributes
Create and update lists
Create and update objects
Create and update settings
Create and update tasks
Create and update webhooks
Create comments
Create notes

The 42 actions that this level adds to Read-only:

Attributes (2)

Action	What it does	Slug
Create attribute	Create a new attribute on an object or list in Attio.	`ATTIO_CREATE_ATTRIBUTE`
Update attribute	Update an existing attribute by its attribute_id or slug.	`ATTIO_UPDATE_ATTRIBUTE`

Comments (1)

Action	What it does	Slug
Create comment	Create a new comment on a thread, record, or list entry in Attio.	`ATTIO_CREATE_COMMENT`

Companies (3)

Action	What it does	Slug
Assert company	Creates or updates a company record in Attio using a unique attribute to search for existing companies.	`ATTIO_ASSERT_COMPANY`
Create company	Creates a new company record in Attio.	`ATTIO_CREATE_COMPANY`
Update company	Update a company record in Attio by its record_id.	`ATTIO_UPDATE_COMPANY`

Entries (6)

Action	What it does	Slug
Create entry	DEPRECATED: Use ATTIO_ATTIO_POST_V2_LISTS_LIST_ENTRIES instead.	`ATTIO_CREATE_ENTRY`
Patch list entry ID	Update list entries by entry_id in Attio.	`ATTIO_PATCH_V2_LISTS_LIST_ENTRIES_ENTRY_ID`
Post list entries	Add a record to a list as a new list entry in Attio.	`ATTIO_POST_V2_LISTS_LIST_ENTRIES`
Put list entries	Create or update a list entry for a given parent record in Attio.	`ATTIO_PUT_V2_LISTS_LIST_ENTRIES`
Put list entry ID	Update list entries by entry_id in Attio using PUT method.	`ATTIO_PUT_V2_LISTS_LIST_ENTRIES_ENTRY_ID`
Update entry	DEPRECATED: Use ATTIO_ATTIO_PATCH_V2_LISTS_LIST_ENTRIES_ENTRY_ID instead.	`ATTIO_UPDATE_ENTRY`

Lists (2)

Action	What it does	Slug
Create list	Create a new list in Attio.	`ATTIO_CREATE_LIST`
Update list	Update an existing list in Attio.	`ATTIO_UPDATE_LIST`

Notes (1)

Action	What it does	Slug
Create note	This tool creates a new note on a given record in Attio.	`ATTIO_CREATE_NOTE`

Objects (2)

Action	What it does	Slug
Create object	Create a new custom object in your Attio workspace.	`ATTIO_CREATE_OBJECT`
Update object	Update a single object’s configuration in Attio.	`ATTIO_UPDATE_OBJECT`

People (3)

Action	What it does	Slug
Assert person	Create or update person records using a unique attribute to search for existing people.	`ATTIO_ASSERT_PERSON`
Create person	Creates a new person record in Attio.	`ATTIO_CREATE_PERSON`
Update person	Update a person record in Attio by its record_id.	`ATTIO_UPDATE_PERSON`

Records (13)

Action	What it does	Slug
Assert user record	Creates or updates a user record in Attio using a unique attribute to search for existing users.	`ATTIO_ASSERT_USER_RECORD`
Create deal record	Create a new deal record in Attio.	`ATTIO_CREATE_DEAL_RECORD`
Create record	This tool creates a new record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.).	`ATTIO_CREATE_RECORD`
Create user record	Creates a new user record in Attio.	`ATTIO_CREATE_USER_RECORD`
Create workspace record	Creates a new workspace record in Attio.	`ATTIO_CREATE_WORKSPACE_RECORD`
Patch record	Update people, companies, and other records by record_id using PATCH method.	`ATTIO_PATCH_RECORD`
Post object records	DEPRECATED: Use ATTIO_CREATE_RECORD instead.	`ATTIO_POST_V2_OBJECTS_OBJECT_RECORDS`
Put object record ID	Update people, companies, and other records by record_id using PUT method.	`ATTIO_PUT_V2_OBJECTS_OBJECT_RECORDS_RECORD_ID`
Put object records	Create or update people, companies and other records in Attio using a matching attribute.	`ATTIO_PUT_V2_OBJECTS_OBJECT_RECORDS`
Update deal record	Update an existing deal record in Attio by record ID.	`ATTIO_UPDATE_DEAL_RECORD`
Update record	This tool updates an existing record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.).	`ATTIO_UPDATE_RECORD`
Update user record	Update a user record in Attio by its record_id.	`ATTIO_UPDATE_USER_RECORD`
Update workspace record	Update a workspace record by ID using PATCH method.	`ATTIO_UPDATE_WORKSPACE_RECORD`

Settings (2)

Action	What it does	Slug
Create select option	Add a new select option to a select or multiselect attribute in Attio.	`ATTIO_CREATE_SELECT_OPTION`
Update select option	Update an existing select option for a select or multiselect attribute in Attio.	`ATTIO_UPDATE_SELECT_OPTION`

Tasks (2)

Action	What it does	Slug
Create task	Create a new task in Attio.	`ATTIO_CREATE_TASK`
Update task	Update an existing task in Attio by its task_id.	`ATTIO_UPDATE_TASK`

Webhooks (2)

Action	What it does	Slug
Create webhook	Create a webhook and subscribe to events in Attio.	`ATTIO_CREATE_WEBHOOK`
Update webhook	Update a webhook’s target URL and/or event subscriptions.	`ATTIO_UPDATE_WEBHOOK`

Workspaces (1)

Action	What it does	Slug
Assert workspace	Creates or updates a workspace record in Attio using a unique attribute to search for existing workspaces.	`ATTIO_ASSERT_WORKSPACE`

Other actions (2)

Action	What it does	Slug
Create status	Add a new status to a status attribute on either an object or a list.	`ATTIO_CREATE_STATUS`
Update status	Update a status on a status attribute on either an object or a list in Attio.	`ATTIO_UPDATE_STATUS`

Full access

Agents can use 109 of the 109 Attio actions at this level: everything in Read + write, plus:

Delete records
Delete comments
Delete companies
Delete deals
Delete entries
Delete notes
Delete people
Delete tasks
Delete users
Delete webhooks

The 11 actions that this level adds to Read + write:

Works on	Action	What it does	Slug
Comments	Delete comment	Delete a comment by its comment_id.	`ATTIO_DELETE_COMMENT`
Companies	Delete company	Delete a company record from Attio by its record_id.	`ATTIO_DELETE_COMPANY`
Deals	Delete deal	Delete a deal record from Attio by its record_id.	`ATTIO_DELETE_DEAL`
Entries	Delete entry	Delete a single list entry by its entry_id in Attio.	`ATTIO_DELETE_ENTRY`
Notes	Delete note	This tool allows users to delete a specific note in Attio by its ID.	`ATTIO_DELETE_NOTE`
People	Delete person	Delete a person record from Attio by its record_id.	`ATTIO_DELETE_PERSON`
Records	Delete record	This tool allows you to delete a record from Attio permanently.	`ATTIO_DELETE_RECORD`
	Delete workspace record	Delete a workspace record from Attio by its record_id.	`ATTIO_DELETE_WORKSPACE_RECORD`
Tasks	Delete task	Delete a task by its task_id.	`ATTIO_DELETE_TASK`
Users	Delete user	Delete a user record from Attio by its record_id.	`ATTIO_DELETE_USER`
Webhooks	Delete webhook	Delete a webhook by its webhook_id.	`ATTIO_DELETE_WEBHOOK`

Connect Attio

Before you start:

You need an Attio account that you can sign in to.
Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.

Open Integrations

Open Settings > Integrations.

Add an integration

On the Connected apps tab, click + Add integration.

Find Attio

Find Attio in the catalog and click it. You can type the name in Search the catalog….

Choose an access level

Under Default scope, choose an access level. This level applies to every agent.

Click Connect Attio

Click Connect Attio. The Attio sign-in page opens in a new tab.

Check that it works: Attio shows under YOUR CONNECTIONS, with a row for the account and its access level.

Change the access level

Under YOUR CONNECTIONS, find the Attio account.
Open the account menu (⋯) and click Manage scope.
Under Default scope, choose the new level.
Click Save access.

The change does not need a new sign-in. Agents get the new level from their next call.

Set access for one agent

Every agent uses the account’s level unless you set something else for it. You can narrow one agent to a lower level, or block it.

Under YOUR CONNECTIONS, open the account menu (⋯) on the Attio account.
Click Manage scope.
Under Per-agent access, find the agent.
Choose the Default option to follow the account’s level, choose a lower level, or choose No access.
Click Save access.

An agent never gets more than the account’s level, even if you choose a higher level for it. Changes apply from the agent’s next call. An agent with No access does not see the account.

Use more than one Attio account

Click + Account on the Attio card to connect another account. Agents use the primary account unless they are asked to use a specific one.

After you click + Account, follow the connect steps above.
Each account has its own access level.
The first account you connect becomes the primary account. It shows ★ PRIMARY.
To change the primary account, open the account menu (⋯) and click Make primary.
To tell accounts apart, open the account menu (⋯) and click Rename.

Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the Attio side:

Open the account menu (⋯) and click Reconnect.
Click Reauthorize on Attio.
Sign in to Attio and approve the request.

Reconnect signs in to the same account again. It does not add a second connection. Open the account menu (⋯) on the Attio account and click Disconnect. Agents lose access to that account at once.

Disconnect acts at once, with no confirmation step. If it was the primary account, another connected Attio account becomes primary.

Costs

Attio actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.

Troubleshooting

An agent reports that an action is not allowed on this account.

Cause: the action is outside the account’s access level, or outside the level you set for that agent.
Fix: choose a higher level in Manage scope, or change the agent’s row under Per-agent access.

An agent says it has no access to Attio, or it does not see the account.

Cause: the agent is set to No access under Per-agent access, or the account is not connected.
Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.

Connecting or saving fails with “Your subscription isn’t active.”

Cause: your Squad subscription is not active.
Fix: resubscribe. See Manage your subscription.

An agent says the Attio connection has expired.

Cause: the sign-in for that account is no longer valid.
Fix: use Reconnect on the account.

Common questions

Can I limit what agents can do in Attio?

Can I connect more than one Attio account?

Click + Account on the Attio card to connect another account. Agents use the primary account unless they are asked to use a specific one.

How do I disconnect Attio?

Open the account menu (⋯) on the Attio account and click Disconnect. Agents lose access to that account at once.

Connect apps

Add an MCP server or an API key

Use this when an action you need is not in this app.

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Access levels

What agents can do at each level

Connect Attio

Change the access level

Set access for one agent

Use more than one Attio account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Connect apps

Add an MCP server or an API key

​Access levels

​What agents can do at each level

​Connect Attio

​Change the access level

​Set access for one agent

​Use more than one Attio account

​Reconnect or disconnect

​Costs

​Troubleshooting

​Common questions

​Related pages

Connect apps

Add an MCP server or an API key

Access levels

What agents can do at each level

Connect Attio

Change the access level

Set access for one agent

Use more than one Attio account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Related pages