Attio
Shanone’s Attio integration gives your agent 76 tools covering Attio’s flexible object model — standard CRM records (companies, people, deals) alongside custom objects, lists, attributes, notes, comments, and tasks.Getting Started
1
Connect via OAuth
Ask your agent to do something with Attio (e.g. “list companies tagged as enterprise”), or connect proactively from Integrations in the Shanone dashboard.
2
Authorize the workspace
Approve Attio’s OAuth consent screen for the workspace you want Shanone to access.
3
Retry your request
Once connected,
shanone_execute_tool calls for attio_* tools will succeed.Available Tools
Shanone provides 76 tools for Attio, organized into these categories:Companies
Companies
attio_list_companies, attio_get_company, attio_create_company, attio_update_company, attio_delete_company, attio_search_companiesPeople
People
attio_list_people, attio_get_person, attio_create_person, attio_update_person, attio_delete_person, attio_search_peopleDeals
Deals
attio_list_deals, attio_get_deal, attio_create_deal, attio_update_deal, attio_delete_deal, attio_search_dealsRecords & objects (custom objects)
Records & objects (custom objects)
attio_list_records, attio_get_record, attio_create_record, attio_update_record, attio_delete_record, attio_assert_record, attio_list_objects, attio_get_object, attio_create_object, attio_update_object, attio_get_object_attributesAttributes
Attributes
attio_list_attributes, attio_get_attribute, attio_create_attribute, attio_update_attribute, attio_archive_attribute, attio_get_select_options, attio_create_select_optionLists & entries
Lists & entries
attio_list_lists, attio_get_list, attio_create_list, attio_update_list, attio_delete_list, attio_get_list_attributes, attio_list_entries, attio_get_entry, attio_create_entry, attio_update_entry, attio_delete_entry, attio_assert_entryTasks
Tasks
attio_list_tasks, attio_get_task, attio_create_task, attio_update_task, attio_delete_task, attio_complete_taskNotes & comments
Notes & comments
attio_list_notes, attio_get_note, attio_create_note, attio_update_note, attio_delete_note, attio_list_comments, attio_get_comment, attio_create_comment, attio_delete_comment, attio_list_threads, attio_create_threadUsers, workspace members & webhooks
Users, workspace members & webhooks
attio_list_users, attio_get_user, attio_search_users, attio_get_current_user, attio_list_workspace_members, attio_get_workspace_member, attio_list_webhooks, attio_get_webhook, attio_create_webhook, attio_update_webhook, attio_delete_webhookCommon Use Cases
Pipeline reviews
List and search deals by stage, then summarize what’s stalled
Custom object automation
Create or update records on a custom object (e.g. “Renewals”) tied to your workspace’s schema
List-driven workflows
Add companies or people to a curated list and track them through list-specific attributes
Follow-up task creation
Create and assign a task on a person or deal record after a call or meeting
Troubleshooting
attio_create_record fails with an unknown attribute error
attio_create_record fails with an unknown attribute error
Attio’s object schemas are workspace-specific and can include custom attributes. Call
attio_get_object_attributes or attio_list_attributes first to confirm exact attribute slugs and types.attio_assert_record / attio_assert_entry behaves unexpectedly
attio_assert_record / attio_assert_entry behaves unexpectedly
These are upsert-style operations that match on a matching attribute (e.g. domain for companies) — if the match value is ambiguous or missing, Attio may create a duplicate instead of updating the intended record.
Select/status field updates are rejected
Select/status field updates are rejected
Enum-style attributes (select, status) require an exact option ID or title from
attio_get_select_options — free-text values that don’t match an existing option will fail unless you first create the option with attio_create_select_option.