> ## Documentation Index
> Fetch the complete documentation index at: https://squad.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Attio
> What agents can do in Attio at each access level, and how to connect, limit, and disconnect 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.
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:
| 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` |
| Action | What it does | Slug |
| ----------- | ------------------------------------------------- | ------------------- |
| Get comment | Get a single comment by its comment\_id in Attio. | `ATTIO_GET_COMMENT` |
| 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` |
| 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` |
| 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` |
| Action | What it does | Slug |
| ------------- | -------------------------------------------------------------------- | --------------------- |
| List meetings | List all meetings in the workspace using a deterministic sort order. | `ATTIO_LIST_MEETINGS` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| Action | What it does | Slug |
| ------------ | ------------------------------------------------------------ | -------------------- |
| List threads | List threads of comments on a record or list entry in Attio. | `ATTIO_LIST_THREADS` |
| 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` |
| 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` |
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**:
| 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` |
| Action | What it does | Slug |
| -------------- | ----------------------------------------------------------------- | ---------------------- |
| Create comment | Create a new comment on a thread, record, or list entry in Attio. | `ATTIO_CREATE_COMMENT` |
| 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` |
| 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` |
| 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` |
| Action | What it does | Slug |
| ----------- | -------------------------------------------------------- | ------------------- |
| Create note | This tool creates a new note on a given record in Attio. | `ATTIO_CREATE_NOTE` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
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 **Settings** > **Integrations**.
On the **Connected apps** tab, click **+ Add integration**.
Find **Attio** in the catalog and click it. You can type the name in **Search the catalog…**.
Under **Default scope**, choose an access level. This level applies to every agent.
Click **Connect Attio**. The Attio sign-in page opens in a new tab.
Sign in to Attio and approve the request.
Check that it works: Attio shows under **YOUR CONNECTIONS**, with a row for the account and its access level.
## Change the access level
1. Under **YOUR CONNECTIONS**, find the Attio account.
2. Open the account menu (⋯) and click **Manage scope**.
3. Under **Default scope**, choose the new level.
4. 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.
1. Under **YOUR CONNECTIONS**, open the account menu (⋯) on the Attio account.
2. Click **Manage scope**.
3. Under **Per-agent access**, find the agent.
4. Choose the **Default** option to follow the account's level, choose a lower level, or choose **No access**.
5. 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:
1. Open the account menu (⋯) and click **Reconnect**.
2. Click **Reauthorize on Attio**.
3. 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](/docs/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](/docs/billing).
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
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**.
Click **+ Account** on the Attio card to connect another account. Agents use the primary account unless they are asked to use a specific one.
Open the account menu (⋯) on the Attio account and click **Disconnect**. Agents lose access to that account at once.
## Related pages
Use this when an action you need is not in this app.