--- name: attio description: | Attio API integration with managed OAuth. Manage CRM data including people, companies, and custom objects. Use this skill when users want to create, read, update, or delete records in Attio, manage tasks, notes, comments, lists, meetings, or query CRM data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). compatibility: Requires network access and valid Maton API key metadata: author: maton version: "1.0" clawdbot: emoji: 🧠 requires: env: - MATON_API_KEY --- # Attio Access the Attio REST API with managed OAuth authentication. Manage CRM objects, records, tasks, notes, comments, lists, list entries, meetings, call recordings, and workspace data. ## Quick Start ```bash # List all objects in workspace python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://gateway.maton.ai/attio/v2/objects') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ## Base URL ``` https://gateway.maton.ai/attio/{native-api-path} ``` Replace `{native-api-path}` with the actual Attio API endpoint path. The gateway proxies requests to `api.attio.com` and automatically injects your OAuth token. ## Authentication All requests require the Maton API key in the Authorization header: ``` Authorization: Bearer $MATON_API_KEY ``` **Environment Variable:** Set your API key as `MATON_API_KEY`: ```bash export MATON_API_KEY="YOUR_API_KEY" ``` ### Getting Your API Key 1. Sign in or create an account at [maton.ai](https://maton.ai) 2. Go to [maton.ai/settings](https://maton.ai/settings) 3. Copy your API key ## Connection Management Manage your Attio OAuth connections at `https://ctrl.maton.ai`. ### List Connections ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://ctrl.maton.ai/connections?app=attio&status=ACTIVE') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Create Connection ```bash python <<'EOF' import urllib.request, os, json data = json.dumps({'app': 'attio'}).encode() req = urllib.request.Request('https://ctrl.maton.ai/connections', data=data, method='POST') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') req.add_header('Content-Type', 'application/json') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Get Connection ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "connection": { "connection_id": "67b77f19-206e-494c-82c2-8668396fc1f1", "status": "ACTIVE", "creation_time": "2026-02-06T03:13:17.061608Z", "last_updated_time": "2026-02-06T03:13:17.061617Z", "url": "https://connect.maton.ai/?session_token=...", "app": "attio", "metadata": {} } } ``` Open the returned `url` in a browser to complete OAuth authorization. ### Delete Connection ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}', method='DELETE') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Specifying Connection If you have multiple Attio connections, specify which one to use with the `Maton-Connection` header: ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://gateway.maton.ai/attio/v2/objects') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') req.add_header('Maton-Connection', '67b77f19-206e-494c-82c2-8668396fc1f1') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` If omitted, the gateway uses the default (oldest) active connection. ## API Reference ### Objects Objects are the schema definitions (like People, Companies, or custom objects). #### List Objects ```bash GET /attio/v2/objects ``` Returns all system-defined and custom objects in your workspace. #### Get Object ```bash GET /attio/v2/objects/{object} ``` Get a specific object by slug (e.g., `people`, `companies`) or UUID. ### Attributes Attributes define the fields on objects. #### List Attributes ```bash GET /attio/v2/objects/{object}/attributes ``` Returns all attributes for an object. ### Records Records are the actual data entries (people, companies, etc.). #### Query Records ```bash POST /attio/v2/objects/{object}/records/query Content-Type: application/json { "limit": 50, "offset": 0, "filter": {}, "sorts": [] } ``` Query parameters in body: - `limit`: Maximum results (default 500) - `offset`: Number of results to skip - `filter`: Filter criteria object - `sorts`: Array of sort specifications #### Get Record ```bash GET /attio/v2/objects/{object}/records/{record_id} ``` #### Create Record ```bash POST /attio/v2/objects/{object}/records Content-Type: application/json { "data": { "values": { "name": [{"first_name": "John", "last_name": "Doe", "full_name": "John Doe"}], "email_addresses": ["john@example.com"] } } } ``` Note: For `personal-name` type attributes (like `name` on people), you must include `full_name` along with `first_name` and `last_name`. #### Update Record ```bash PATCH /attio/v2/objects/{object}/records/{record_id} Content-Type: application/json { "data": { "values": { "job_title": "Software Engineer" } } } ``` #### Delete Record ```bash DELETE /attio/v2/objects/{object}/records/{record_id} ``` ### Tasks #### List Tasks ```bash GET /attio/v2/tasks?limit=50 ``` Query parameters: - `limit`: Maximum results (default 500) - `offset`: Number to skip - `sort`: `created_at:asc` or `created_at:desc` - `linked_object`: Filter by object type (e.g., `people`) - `linked_record_id`: Filter by specific record - `assignee`: Filter by assignee email/ID - `is_completed`: Filter by completion status (true/false) #### Get Task ```bash GET /attio/v2/tasks/{task_id} ``` #### Create Task ```bash POST /attio/v2/tasks Content-Type: application/json { "data": { "content": "Follow up with customer", "format": "plaintext", "deadline_at": "2026-02-15T00:00:00.000000000Z", "is_completed": false, "assignees": [], "linked_records": [ { "target_object": "companies", "target_record_id": "16f2fc57-5d22-48b8-b9db-8b0e6d99e9bc" } ] } } ``` Required fields: `content`, `format`, `deadline_at`, `assignees`, `linked_records` #### Update Task ```bash PATCH /attio/v2/tasks/{task_id} Content-Type: application/json { "data": { "is_completed": true } } ``` #### Delete Task ```bash DELETE /attio/v2/tasks/{task_id} ``` ### Workspace Members #### List Workspace Members ```bash GET /attio/v2/workspace_members ``` #### Get Workspace Member ```bash GET /attio/v2/workspace_members/{workspace_member_id} ``` ### Self (Token Info) #### Identify Current Token ```bash GET /attio/v2/self ``` Returns workspace info and OAuth scopes for the current access token. ### Comments #### Create Comment on Record ```bash POST /attio/v2/comments Content-Type: application/json { "data": { "format": "plaintext", "content": "This is a comment", "author": { "type": "workspace-member", "id": "{workspace_member_id}" }, "record": { "object": "companies", "record_id": "{record_id}" } } } ``` Required fields: `format`, `content`, `author` Plus one of: - `record`: Object with `object` slug and `record_id` (for record comments) - `entry`: Object with `list` slug and `entry_id` (for list entry comments) - `thread_id`: UUID of existing thread (for replies) #### Reply to Comment Thread ```bash POST /attio/v2/comments Content-Type: application/json { "data": { "format": "plaintext", "content": "This is a reply", "author": { "type": "workspace-member", "id": "{workspace_member_id}" }, "thread_id": "{thread_id}" } } ``` ### Lists #### List All Lists ```bash GET /attio/v2/lists ``` #### Get List ```bash GET /attio/v2/lists/{list_id} ``` ### List Entries #### Query List Entries ```bash POST /attio/v2/lists/{list}/entries/query Content-Type: application/json { "limit": 50, "offset": 0, "filter": {}, "sorts": [] } ``` Query parameters in body: - `limit`: Maximum results (default 500) - `offset`: Number of results to skip - `filter`: Filter criteria object - `sorts`: Array of sort specifications #### Create List Entry ```bash POST /attio/v2/lists/{list}/entries Content-Type: application/json { "data": { "parent_record_id": "{record_id}", "parent_object": "companies", "entry_values": {} } } ``` #### Get List Entry ```bash GET /attio/v2/lists/{list}/entries/{entry_id} ``` #### Update List Entry ```bash PATCH /attio/v2/lists/{list}/entries/{entry_id} Content-Type: application/json { "data": { "entry_values": { "status": "Active" } } } ``` #### Delete List Entry ```bash DELETE /attio/v2/lists/{list}/entries/{entry_id} ``` ### Notes #### List Notes ```bash GET /attio/v2/notes?limit=50 ``` Query parameters: - `limit`: Maximum results (default 10, max 50) - `offset`: Number to skip - `parent_object`: Object slug containing notes - `parent_record_id`: Filter by specific record #### Get Note ```bash GET /attio/v2/notes/{note_id} ``` #### Create Note ```bash POST /attio/v2/notes Content-Type: application/json { "data": { "format": "plaintext", "title": "Meeting Summary", "content": "Discussed Q1 goals and roadmap priorities.", "parent_object": "companies", "parent_record_id": "{record_id}", "created_by_actor": { "type": "workspace-member", "id": "{workspace_member_id}" } } } ``` Required fields: `format`, `content`, `parent_object`, `parent_record_id` #### Delete Note ```bash DELETE /attio/v2/notes/{note_id} ``` ### Meetings #### List Meetings ```bash GET /attio/v2/meetings?limit=50 ``` Query parameters: - `limit`: Maximum results (default 50, max 200) - `cursor`: Pagination cursor from previous response Uses cursor-based pagination. #### Get Meeting ```bash GET /attio/v2/meetings/{meeting_id} ``` ### Call Recordings Call recordings are accessed through meetings. #### List Call Recordings for Meeting ```bash GET /attio/v2/meetings/{meeting_id}/call_recordings?limit=50 ``` Query parameters: - `limit`: Maximum results (default 50, max 200) - `cursor`: Pagination cursor from previous response #### Get Call Recording ```bash GET /attio/v2/meetings/{meeting_id}/call_recordings/{call_recording_id} ``` ## Pagination Attio supports two pagination methods: ### Limit/Offset Pagination ```bash GET /attio/v2/tasks?limit=50&offset=0 GET /attio/v2/tasks?limit=50&offset=50 GET /attio/v2/tasks?limit=50&offset=100 ``` ### Cursor-Based Pagination (for some endpoints) ```bash GET /attio/v2/meetings?limit=50 GET /attio/v2/meetings?limit=50&cursor={next_cursor} ``` Response includes `pagination.next_cursor` when more results exist. ## Code Examples ### JavaScript ```javascript // Query company records const response = await fetch( 'https://gateway.maton.ai/attio/v2/objects/companies/records/query', { method: 'POST', headers: { 'Authorization': `Bearer ${process.env.MATON_API_KEY}`, 'Content-Type': 'application/json' }, body: JSON.stringify({ limit: 10 }) } ); const data = await response.json(); ``` ### Python ```python import os import requests # Query company records response = requests.post( "https://gateway.maton.ai/attio/v2/objects/companies/records/query", headers={"Authorization": f"Bearer {os.environ['MATON_API_KEY']}"}, json={"limit": 10}, ) data = response.json() ``` ## Usage Notes - Object slugs are lowercase snake_case (e.g., `people`, `companies`) - Record IDs and other IDs are UUIDs - For personal-name attributes, always include `full_name` when creating records - Task creation requires `format: "plaintext"`, `deadline_at`, `assignees` array (can be empty), and `linked_records` array (can be empty) - Note creation requires `format`, `content`, `parent_object`, and `parent_record_id` - Comment creation requires `format`, `content`, `author`, plus one of `record`, `entry`, or `thread_id` - Meetings use cursor-based pagination - Some endpoints require additional OAuth scopes (lists, notes, webhooks) - Rate limits: 100 read requests/second, 25 write requests/second - Pagination uses `limit` and `offset` parameters (or `cursor` for meetings) - IMPORTANT: When using curl commands, use `curl -g` when URLs contain brackets to disable glob parsing - IMPORTANT: When piping curl output to `jq` or other commands, environment variables like `$MATON_API_KEY` may not expand correctly in some shell environments ## Error Handling | Status | Meaning | |--------|---------| | 400 | Missing Attio connection or validation error | | 401 | Invalid or missing Maton API key | | 403 | Insufficient OAuth scopes | | 404 | Resource not found | | 429 | Rate limited | | 4xx/5xx | Passthrough error from Attio API | ### Troubleshooting: API Key Issues 1. Check that the `MATON_API_KEY` environment variable is set: ```bash echo $MATON_API_KEY ``` 2. Verify the API key is valid by listing connections: ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://ctrl.maton.ai/connections') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Troubleshooting: Insufficient Scopes If you receive a 403 error about missing scopes, contact Maton support at support@maton.ai with the specific operations/APIs you need and your use-case. ### Troubleshooting: Invalid App Name 1. Ensure your URL path starts with `attio`. For example: - Correct: `https://gateway.maton.ai/attio/v2/objects` - Incorrect: `https://gateway.maton.ai/v2/objects` ## Resources - [Attio API Overview](https://docs.attio.com/rest-api/overview) - [Attio API Reference](https://docs.attio.com/rest-api/endpoint-reference) - [Records API](https://docs.attio.com/rest-api/endpoint-reference/records) - [Objects API](https://docs.attio.com/rest-api/endpoint-reference/objects) - [Tasks API](https://docs.attio.com/rest-api/endpoint-reference/tasks) - [Rate Limiting](https://docs.attio.com/rest-api/guides/rate-limiting) - [Pagination](https://docs.attio.com/rest-api/guides/pagination) - [Maton Community](https://discord.com/invite/dBfFAcefs2) - [Maton Support](mailto:support@maton.ai)