lunartech-x/Attio Automation

Attio Automation

Manage your Attio CRM workspace -- fuzzy search across people and companies, run complex filtered queries, browse notes, discover object schemas, and list records -- all through natural language commands.

Toolkit docs: composio.dev/toolkits/attio

---

Setup

1. Add the Composio MCP server to your client configuration:

   https://rube.app/mcp
   

2. Connect your Attio account when prompted (OAuth authentication).
3. Start issuing natural language commands to manage your CRM data.

---

Core Workflows

1. Fuzzy Search Across Records

Search for people, companies, deals, or any object by name, domain, email, phone, or social handle.

Tool: ATTIO_SEARCH_RECORDS

Example prompt:

"Search Attio for anyone named Alan Mathis"

Key parameters (all required):

• query -- Search string (max 256 characters). Empty string returns default results.
• objects -- Array of object slugs to search (e.g., ["people"], ["people", "companies"], ["deals"])
• request_as -- Context: use {"type": "workspace"} for full workspace search, or specify a workspace member

---

2. Advanced Filtered Queries

Query records with server-side filtering, sorting, and complex conditions -- far more powerful than fuzzy search.

Tool: ATTIO_QUERY_RECORDS

Example prompt:

"Find all companies in Attio created after January 2025 sorted by name"

Key parameters:

• object (required) -- Object slug or UUID (e.g., "people", "companies", "deals")
• filter -- Attio filter object with operators like $eq, $contains, $gte, $and, $or
• sorts -- Array of sort specifications with direction ("asc"/"desc") and attribute
• limit -- Max records to return (up to 500)
• offset -- Pagination offset

Filter examples:

{"name": {"first_name": {"$contains": "John"}}}
{"email_addresses": {"$contains": "@example.com"}}
{"created_at": {"$gte": "2025-01-01T00:00:00.000Z"}}

---

3. Find Records by ID or Attributes

Look up a specific record by its unique ID or search by unique attribute values.

Tool: ATTIO_FIND_RECORD

Example prompt:

"Find the Attio company with domain example.com"

Key parameters:

• object_id (required) -- Object type slug: "people", "companies", "deals", "users", "workspaces"
• record_id -- Direct lookup by UUID (optional)
• attributes -- Dictionary of attribute filters (e.g., {"email_addresses": "[email protected]"})
• limit -- Max records (up to 1000)
• offset -- Pagination offset

---

4. Browse and Filter Notes

List notes across the workspace or filter by specific parent objects and records.

Tool: ATTIO_LIST_NOTES

Example prompt:

"Show the last 10 notes on the Acme Corp company record in Attio"

Key parameters:

• parent_object -- Object slug (e.g., "people", "companies", "deals") -- requires parent_record_id
• parent_record_id -- UUID of the parent record -- requires parent_object
• limit -- Max notes to return (1-50, default 10)
• offset -- Number of results to skip

---

5. Discover Object Schemas and Attributes

Understand your workspace structure by listing objects and their attribute definitions.

Tools: ATTIO_GET_OBJECT, ATTIO_LIST_ATTRIBUTES

Example prompt:

"What attributes does the companies object have in Attio?"

Key parameters for Get Object:

• object_id -- Object slug or UUID

Key parameters for List Attributes:

• target -- "objects" or "lists"
• identifier -- Object or list ID/slug

---

6. List All Records

Retrieve records from a specific object type with simple pagination, returned in creation order.

Tool: ATTIO_LIST_RECORDS

Example prompt:

"List the first 100 people records in Attio"

Key parameters:

• Object type identifier
• Pagination parameters

---

Known Pitfalls

• Timestamp format is critical: ALL timestamp comparisons (created_at, updated_at, custom timestamps) MUST use ISO8601 string format (e.g., 2025-01-01T00:00:00.000Z). Unix timestamps or numeric values cause "Invalid timestamp value" errors.
• Name attributes must be nested: The name attribute has sub-properties (first_name, last_name, full_name) that MUST be nested under name. Correct: {"name": {"first_name": {"$contains": "John"}}}. Wrong: {"first_name": {...}} -- this fails with "unknown_filter_attribute_slug".
• Email operators are limited: email_addresses supports $eq, $contains, $starts_with, $ends_with but NOT $not_empty.
• Record-reference attributes need path filtering: For attributes that reference other records (e.g., "team", "company"), use path-based filtering, not nested syntax. Example: {"path": [["companies", "team"], ["people", "name"]], "constraints": {"first_name": {"$eq": "John"}}}.
• "lists" is not an object type: Do not use "lists" as an object_id. Use list-specific actions for list operations.
• Search is eventually consistent: ATTIO_SEARCH_RECORDS returns eventually consistent results. For guaranteed up-to-date results, use ATTIO_QUERY_RECORDS instead.
• Attribute slugs vary by workspace: System attributes (e.g., "email_addresses", "name") are consistent, but custom attributes vary. Use ATTIO_LIST_ATTRIBUTES to discover valid slugs for your workspace.

---

Quick Reference

| Action | Tool Slug | Required Params | |---|---|---| | Fuzzy search records | ATTIO_SEARCH_RECORDS | query, objects, request_as | | Query with filters | ATTIO_QUERY_RECORDS | object | | Find record by ID/attributes | ATTIO_FIND_RECORD | object_id | | List notes | ATTIO_LIST_NOTES | None (optional filters) | | Get object schema | ATTIO_GET_OBJECT | object_id | | List attributes | ATTIO_LIST_ATTRIBUTES | target, identifier | | List records | ATTIO_LIST_RECORDS | Object type |

---

Powered by Composio