Attio: available actions

How does Apilift connect my agent to the Attio API?

Apilift maps the requests Attio makes in your signed-in browser into reusable CLI and MCP actions. Codex or Claude Code can call those actions directly instead of repeating the same browser flow for every task.

Collaborative CRM for managing people, companies, deals, custom records, notes, emails, dashboards, and reports.

Which Attio actions can my agent use?

Browse the complete published coverage below. Each action can be called through the same reusable interface.

Attribute

An Attio field definition belonging to a standard object, custom object, or list.

  1. Create

    Create a typed attribute definition on any standard object, custom object, or list in Attio.

  2. Get

    Get one attribute definition from a standard object, custom object, or list.

  3. List

    List available attribute definitions for any Attio object or list, optionally including archived fields.

  4. Update

    Update or archive an Attio attribute definition on any standard object, custom object, or list.

Comment

A plaintext collaboration comment in a thread attached to a record or list entry.

  1. Create

    Create a plaintext comment on a record, list entry, or existing thread.

  2. Get

    Get one collaboration comment by stable identifier.

Dashboard

A collection of CRM reports arranged on a shared analysis canvas.

  1. Create

    Create a new empty CRM reporting dashboard with its initial provider-generated name.

  2. Describe

    Change the description of one CRM reporting dashboard and return its updated metadata.

  3. Favorite

    Add a dashboard to the current member's favorites using locally generated resource and ordering identifiers.

  4. Favorite Status

    Retrieve a dashboard favorite owned by the current member, including its dashboard and ordering metadata.

  5. Get

    Retrieve one CRM reporting dashboard and its current metadata by identifier.

Show 2 more actions
  1. List

    List CRM reporting dashboards in the current workspace with their names, descriptions, report counts, and creation metadata.

  2. Update

    Change the title of one CRM reporting dashboard and return its updated metadata.

Dashboard Cell

The placement of one report on a dashboard, including its position and size in the dashboard grid.

  1. Create

    Place one standalone CRM report that is not already attached to a dashboard on an existing reporting dashboard as a new full-width layout cell.

  2. Get

    Retrieve one report placement from a dashboard, including the linked report identifier, grid width, and sort order.

  3. List

    List every report placement on one dashboard with its report identifier, grid position, size, and ordering metadata.

Entry

A record's membership in an Attio list, including list-specific attribute values.

  1. Append Values

    Append values to a list entry without removing existing multiselect values.

  2. Create

    Add a parent-object record to an Attio list with optional list-specific values; the list and record must share a parent object.

  3. Get

    Get one list entry by its stable identifier.

  4. List

    Query entries in an Attio list with filters, sorting, and pagination.

  5. Update

    Overwrite values on a list entry; multiselect attributes are replaced rather than appended.

File

A file or folder stored in Attio and optionally linked to records.

  1. Create

    Create a native folder or link a connected file or folder to a record.

  2. Get

    Get one native or connected file or folder by stable identifier.

  3. List

    List files and folders attached to a record, with storage, folder, and cursor filters.

List

An Attio list that groups records from a parent object and adds list-specific attributes.

  1. Create

    Create a list for a standard or custom parent object with workspace access settings.

  2. Get

    Get one Attio list definition by slug or stable identifier.

  3. List

    List every Attio list available in the authorized workspace.

  4. Update

    Rename an Attio list or change its workspace and member access settings.

Meeting

A calendar meeting in Attio, with participants that may be linked to people records.

  1. Create

    Create an all-day or timed meeting with participants and optional linked records.

  2. Get

    Get one Attio meeting by stable identifier.

  3. List

    List meetings with pagination, record, participant, time-window, timezone, and sort filters.

Note

A rich-text note attached to an Attio record, with optional tags and meeting association.

  1. Create

    Create a plaintext or Markdown note attached to a record in any standard or custom Attio object.

  2. Get

    Get one Attio note with its parent record, rendered content, tags, author, and timestamps.

  3. List

    List notes across the authorized Attio workspace or filter them to one parent record.

  4. Update

    Update the title or content of an existing note attached to an Attio record.

Object

A standard or custom Attio object that defines a record type and its workspace configuration.

  1. Create

    Create a custom Attio object with an API slug and singular and plural names.

  2. Get

    Get one standard or custom Attio object definition by its slug or identifier.

  3. List

    List the standard and custom object definitions available in the authorized Attio workspace.

  4. Update

    Rename a custom Attio object's singular or plural noun.

Record

A person, company, deal, workspace, user, or custom record stored under an Attio object.

  1. Append Values

    Update a record in any standard or custom Attio object, appending supplied multiselect attribute values.

  2. Create

    Create a new record in any standard or custom Attio object with caller-supplied attribute values.

  3. Get

    Get one record from any standard or custom Attio object, including all available attribute values.

  4. List

    Query records in any standard or custom Attio object with filters, sorting, and pagination.

  5. List Values

    List current or historical values of one attribute on a standard or custom object record.

Show 5 more actions
  1. Merge

    Merge two records of the same standard or custom object into a new record.

  2. Search

    Search across records in all standard and custom Attio objects using a caller-supplied query.

  3. Update

    Update a record in any standard or custom Attio object, replacing supplied multiselect attribute values.

  4. Upsert

    Create or update a standard or custom object record by a unique matching attribute.

  5. Write Values

    Replace the complete value history of one attribute on a standard or custom object record.

Report

A configurable CRM analysis displayed as a cell on a reporting dashboard.

  1. Create

    Create a current-state Insight report for one Attio object using a record-count metric and single-metric visualization.

  2. Get

    Retrieve one CRM report by identifier with its type, data source, filters, metrics, groupings, visualization, time settings, target, and display options.

  3. Query

    Query the current ungrouped record count for one Attio object, returning the calculated dataset and query metadata.

  4. Update

    Update the title, description, visualization, time resolution, and display toggles of one unfiltered and ungrouped record-count Insight report.

Select Option

A selectable value configured for a select-type attribute on an Attio object or list.

  1. Create

    Create a new selectable value for a select-type attribute on any Attio object or list.

  2. List

    List the configured values for a select-type attribute on any Attio object or list.

  3. Update

    Rename or archive a select option on an object or list attribute.

Status

A selectable workflow stage belonging to a status attribute on an Attio object or list.

  1. Create

    Create a status option for a status attribute on an object or list.

  2. List

    List the active or archived statuses configured for a status attribute on an object or list.

  3. Update

    Rename, archive, or change the timing and celebration settings of a status.

Task

A dated work item in Attio that can be assigned and linked to records.

  1. Create

    Create a plaintext task, optionally linking records and assigning workspace members.

  2. Get

    Get one Attio task by its stable identifier.

  3. List

    List Attio tasks with pagination, ordering, completion, assignee, and linked-record filters.

  4. Update

    Update a task's deadline, completion state, linked records, or assignees.

Thread

A collaboration thread attached to a record or list entry and containing comments.

  1. Get

    Get a collaboration thread and a paginated page of its comments.

  2. List

    List collaboration threads, optionally filtered by a record or list entry.

View

A saved Attio view belonging to an object or list.

  1. List List

    List saved views for an Attio list, including archived views when requested.

  2. List Object

    List saved views for a standard or custom object, including archived views when requested.

Workspace Member

A user belonging to the authorized Attio workspace, usable for assignments and actor references.

  1. Get

    Get one Attio workspace member by stable identifier.

  2. List

    List members of the authorized Attio workspace for assignment and actor-reference inputs.

How do I connect Attio to Codex or Claude Code?

After signing up, open Get started and paste one setup prompt into Codex or Claude Code. Your agent installs Apilift, connects Chrome, and verifies everything, asking for your help only when needed.

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