Attio (attio.com). Use this skill for ANY Attio request — reading, creating, updating, and deleting data. Whenever a task involves Attio, use this skill inst...
文档
Attio
试用通过托管 OAuth 将 Agent 接入 Attio CRM,读取与修改记录、任务、笔记等数据。
它能做什么
通过托管 OAuth 代理 Attio REST API,让 Agent 可查询与管理 CRM 数据。覆盖对象(objects)、属性(attributes)、记录(records,含人员、公司、自定义对象)、任务、笔记、评论、列表、列表条目、会议和通话记录。鉴权使用 Bearer API Key(环境变量 MATON_API_KEY),Maton 网关自动注入 OAuth Token。所有写入操作执行前必须得到用户明确确认。
什么时候用它
- 查询人员、公司或自定义对象的记录
- 创建并更新与记录关联的任务
- 为 CRM 记录添加笔记或评论
- 管理列表条目、会议和通话记录
技能文档
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
# List all objects in workspace
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://api.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://api.maton.ai/attio/{native-api-path}
Maton 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:
export MATON_API_KEY="YOUR_API_KEY"
Getting Your API Key
- Sign in or create an account at maton.ai
- Go to maton.ai/settings
- Copy your API key
Connection Management
Manage your Attio OAuth connections at https://api.maton.ai.
List Connections
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://api.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
python <<'EOF'
import urllib.request, os, json
data = json.dumps({'app': 'attio'}).encode()
req = urllib.request.Request('https://api.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
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://api.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:
{
"connection": {
"connection_id": "{connection_id}",
"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
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://api.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:
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://api.maton.ai/attio/v2/objects')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Maton-Connection', '{connection_id}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
If you have multiple connections, always include this header to ensure requests go to the intended account.
Security & Permissions
- Access is scoped to CRM data including people, companies, and custom objects within the connected Attio account.
- All write operations require explicit user approval. Before executing any create, update, or delete call, confirm the target resource and intended effect with the user.
API Reference
Objects
Objects are the schema definitions (like People, Companies, or custom objects).
List Objects
GET /attio/v2/objects
Returns all system-defined and custom objects in your workspace.
Get Object
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
GET /attio/v2/objects/{object}/attributes
Returns all attributes for an object.
Records
Records are the actual data entries (people, companies, etc.).
Query Records
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 skipfilter: Filter criteria objectsorts: Array of sort specifications
Get Record
GET /attio/v2/objects/{object}/records/{record_id}
Create Record
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
PATCH /attio/v2/objects/{object}/records/{record_id}
Content-Type: application/json
{
"data": {
"values": {
"job_title": "Software Engineer"
}
}
}
Delete Record
DELETE /attio/v2/objects/{object}/records/{record_id}
Tasks
List Tasks
GET /attio/v2/tasks?limit=50
Query parameters:
limit: Maximum results (default 500)offset: Number to skipsort:created_at:ascorcreated_at:desclinked_object: Filter by object type (e.g.,people)linked_record_id: Filter by specific recordassignee: Filter by assignee email/IDis_completed: Filter by completion status (true/false)
Get Task
GET /attio/v2/tasks/{task_id}
Create Task
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
PATCH /attio/v2/tasks/{task_id}
Content-Type: application/json
{
"data": {
"is_completed": true
}
}
Delete Task
DELETE /attio/v2/tasks/{task_id}
Workspace Members
List Workspace Members
GET /attio/v2/workspace_members
Get Workspace Member
GET /attio/v2/workspace_members/{workspace_member_id}
Self (Token Info)
Identify Current Token
GET /attio/v2/self
Returns workspace info and OAuth scopes for the current access token.
Comments
Create Comment on Record
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 withobjectslug andrecord_id(for record comments)entry: Object withlistslug andentry_id(for list entry comments)thread_id: UUID of existing thread (for replies)
Reply to Comment Thread
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
GET /attio/v2/lists
Get List
GET /attio/v2/lists/{list_id}
List Entries
Query List Entries
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 skipfilter: Filter criteria objectsorts: Array of sort specifications
Create List Entry
POST /attio/v2/lists/{list}/entries
Content-Type: application/json
{
"data": {
"parent_record_id": "{record_id}",
"parent_object": "companies",
"entry_values": {}
}
}
Get List Entry
GET /attio/v2/lists/{list}/entries/{entry_id}
Update List Entry
PATCH /attio/v2/lists/{list}/entries/{entry_id}
Content-Type: application/json
{
"data": {
"entry_values": {
"status": "Active"
}
}
}
Delete List Entry
DELETE /attio/v2/lists/{list}/entries/{entry_id}
Notes
List Notes
GET /attio/v2/notes?limit=50
Query parameters:
limit: Maximum results (default 10, max 50)offset: Number to skipparent_object: Object slug containing notesparent_record_id: Filter by specific record
Get Note
GET /attio/v2/notes/{note_id}
Create Note
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
DELETE /attio/v2/notes/{note_id}
Meetings
List Meetings
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
GET /attio/v2/meetings/{meeting_id}
Call Recordings
Call recordings are accessed through meetings.
List Call Recordings for Meeting
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
GET /attio/v2/meetings/{meeting_id}/call_recordings/{call_recording_id}
Pagination
Attio supports two pagination methods:
Limit/Offset Pagination
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)
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
// Query company records
const response = await fetch(
'https://api.maton.ai/attio/v2/objects/companies/records/query',
{
method: 'POST',
headers: {
'Authorization': `Bearer ${process.env.MATON_API_KEY}`,
'Content-Type': 'application/json'
},
body: JSON.stringify({ limit: 10 })
}
);
const data = await response.json();
Python
import os
import requests
# Query company records
response = requests.post(
'https://api.maton.ai/attio/v2/objects/companies/records/query',
headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'},
json={'limit': 10}
)
data = response.json()
Usage Notes
- Object slugs are lowercase snake_case (e.g.,
people,companies) - Record IDs and other IDs are UUIDs
- For personal-name attributes, always include
full_namewhen creating records - Task creation requires
format: "plaintext",deadline_at,assigneesarray (can be empty), andlinked_recordsarray (can be empty) - Note creation requires
format,content,parent_object, andparent_record_id - Comment creation requires
format,content,author, plus one ofrecord,entry, orthread_id - Meetings use cursor-based pagination
- Some endpoints require additional OAuth scopes (lists, notes, webhooks)
- Rate limits: 100 read requests/second, 25 write requests/second
- Pagination uses
limitandoffsetparameters (orcursorfor meetings) - IMPORTANT: When using curl commands, use
curl -gwhen URLs contain brackets to disable glob parsing - IMPORTANT: When piping curl output to
jqor other commands, environment variables like$MATON_API_KEYmay 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
- Check that the
MATON_API_KEYenvironment variable is set:
echo $MATON_API_KEY
- Verify the API key is valid by listing connections:
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://api.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
- Ensure your URL path starts with
attio. For example:
- Correct:
https://api.maton.ai/attio/v2/objects - Incorrect:
https://api.maton.ai/v2/objects
Resources
常见问题
- 鉴权如何处理?
- 请求使用 Bearer API Key(环境变量 MATON_API_KEY),Maton 网关会自动注入 OAuth Token。可通过 Maton API 对连接进行列出、创建、查询和删除等管理操作。
- 该技能可访问哪些数据?
- 范围限定于已连接 Attio 账号内的数据,包括对象、属性、记录(人员、公司、自定义对象),以及任务、笔记、评论、列表、列表条目、会议、通话记录和工作区成员。
- 写入操作需要确认吗?
- 是的。所有创建、更新和删除调用执行前必须获得用户明确确认;新建 OAuth 连接也应先与用户确认后再发起。
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