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

  1. Sign in or create an account at maton.ai
  2. Go to maton.ai/settings
  3. 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 skip
  • filter: Filter criteria object
  • sorts: 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 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

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 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

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 skip
  • filter: Filter criteria object
  • sorts: 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 skip
  • parent_object: Object slug containing notes
  • parent_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_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

StatusMeaning
400Missing Attio connection or validation error
401Invalid or missing Maton API key
403Insufficient OAuth scopes
404Resource not found
429Rate limited
4xx/5xxPassthrough error from Attio API

Troubleshooting: API Key Issues

  1. Check that the MATON_API_KEY environment variable is set:
echo $MATON_API_KEY
  1. 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

  1. 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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