CRM

Connect your AI agent to Attio

Attio is a fully customizable workspace for your team's relationships and workflows.

Set it up in Melso

1In Melso, open Settings → Agent Apps and hit Connect on Attio.
2Finish the OAUTH2 sign-in in the window that opens. Melso stores the connection, not your credentials.
3Open your agent, go to its Agent Apps tab, and allow Attio.
4Give the agent a task. It calls Attio itself when the work needs it.

Get Melso

Attio

attio

tools

triggers

OAUTH2

auth

#62

rank

CRM

What you get

What Attio gives your agent

The tools, permissions, and events Attio exposes — the same ones your agent can use once the app is authorized.

What you sign in with

Attio connects with OAUTH2.

Client id
Client secret

Permissions

task:read-writeobject_configuration:readrecord_permission:readuser_management:readlist_configuration:readlist_entry:readcomment:read-write

Related apps

Compare nearby apps

Other CRM connections your agents can use.

HubSpot

Connect to HubSpot

HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences

244 toolsOAUTH2 / API_KEY

Salesforce

Connect to Salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

184 toolsOAUTH2 / S2S_OAUTH2

Tools Attio exposes

ATTIO_ASSERT_COMPANY

Assert Company (Create or Update)

Creates or updates a company record in Attio using a unique attribute to search for existing companies. If a company is found with the same value for the matching attribute, that company will be updated. If no company is found, a new one will be created. Use this when you prefer to update records on conflicts.

ATTIO_ASSERT_PERSON

Assert Person Record

Tool to create or update person records using a unique attribute to search for existing people. Use when you want to ensure a person exists with specific details without creating duplicates.

ATTIO_ASSERT_USER_RECORD

Assert User Record (Create or Update)

Creates or updates a user record in Attio using a unique attribute to search for existing users. If a user is found with the same value for the matching attribute, that user will be updated. If no user is found, a new one will be created. Use this to ensure user records exist without duplicates.

ATTIO_ASSERT_WORKSPACE

Assert Workspace (Create or Update)

Creates or updates a workspace record in Attio using a unique attribute to search for existing workspaces. If a workspace is found with the same value for the matching attribute, that workspace will be updated. If no workspace is found, a new one will be created.

ATTIO_CREATE_ATTRIBUTE

Create Attribute

Tool to create a new attribute on an object or list in Attio. Use when you need to add custom fields to track additional information. For record-reference types, you can establish bidirectional relationships by supplying a relationship object.

ATTIO_CREATE_COMMENT

Create Comment

Tool to create a new comment on a thread, record, or list entry in Attio. Use when you need to add a comment to an existing conversation, a record (like a person, company, or deal), or a list entry.

ATTIO_CREATE_COMPANY

Create Company

Creates a new company record in Attio. This endpoint will throw an error on conflicts of unique attributes like domains. If you prefer to update company records on conflicts, use the Assert company record endpoint instead. Note: The logo_url attribute cannot currently be set via the API.

ATTIO_CREATE_DEAL_RECORD

Create Deal Record

Tool to create a new deal record in Attio. Use when you need to track a new sales opportunity or deal. This endpoint will throw an error on conflicts of unique attributes. Minimal requirement is providing at least one attribute value.