Attio Tools
Attio est un espace de travail entièrement personnalisable pour les relations et les flux de travail de votre équipe.
Utilisez Attio Tools avec des agents IA
Aident Loadout permet à Claude Code, Codex, Cursor et aux autres agents compatibles d’appeler Attio Tools. Choisissez parmi 99 Actions prises en charge. Examinez chaque exécution dans Audit.
Connectez Attio Tools une fois via Aident Vault. Votre agent peut utiliser les Actions prises en charge sans recevoir les identifiants sous-jacents.
Catégorie
CrmTarifs et paiement
- Tarif
- Gratuit dans Loadout. Le fournisseur peut facturer l’utilisation d’un compte connecté personnellement.
- Paiement unifié
- Non pris en charge actuellement. Connectez un compte fournisseur si nécessaire.
Actions incluses
- Attio Assert CompanyCreates or updates a company record in Attio using a unique attribute to search for existing companies. If a company is found with the same value for the matching attribute, that company will be updated. If no company is found, a new one will be created. Use this when you prefer…
- Attio Assert PersonTool 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.
- Attio Assert User RecordCreates 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 wi…
- Attio Assert WorkspaceCreates or updates a workspace record in Attio using a unique attribute to search for existing workspaces. If a workspace is found with the same value for the matching attribute, that workspace will be updated. If no workspace is found, a new one will be created.
- Attio Create AttributeTool 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.
- Attio Create CommentTool 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.
- Attio Create CompanyCreates a new company record in Attio. This endpoint will throw an error on conflicts of unique attributes like domains. If you prefer to update company records on conflicts, use the Assert company record endpoint instead. Note: The logo_url attribute cannot currently be set via…
- Attio Create Deal RecordTool to create a new deal record in Attio. Use when you need to track a new sales opportunity or deal. This endpoint will throw an error on conflicts of unique attributes. Minimal requirement is providing at least one attribute value.
- Attio Create ListTool 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 wo…
- Attio Create NoteThis tool creates a new note on a given record in Attio. The note can be attached to any record type (like person, company, or deal) and includes a title and content. It requires parameters such as parent_object, parent_record_id, title, and content, with an optional created_at…
- Attio Create ObjectTool 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.
- Attio Create PersonCreates 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…
- Attio Create RecordThis 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.…
- Attio Create Select OptionTool 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.
- Attio Create StatusTool 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.
- Attio Create TaskTool 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.
- Attio Create User RecordCreates 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 - che…
- Attio Create WebhookTool 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.
- Attio Create Workspace RecordCreates 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.
- Attio Delete CommentTool 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.
- Attio Delete CompanyTool 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.
- Attio Delete DealTool 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.
- Attio Delete EntryTool 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.
- Attio Delete NoteThis 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 manage…
- Attio Delete PersonTool 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.
- Attio Delete RecordThis tool allows you to delete a record from Attio permanently. The deletion is irreversible, and the data will eventually be removed from the system.
- Attio Delete TaskTool 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.
- Attio Delete UserTool 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.
- Attio Delete WebhookTool 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.
- +70 Actions
Sources du fournisseur
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