create-note
ChatGPTCreates a new note attached to a record. Returns the created note's ID.
create-record
ChatGPTCreate a new record in a given object. IMPORTANT: Before calling this tool, you should call list-attribute-definitions for the target object to understand which attributes are available, their types, whether they are required, and (for select/status fields) the valid options. Different attribute types require different value formats - see the 'values' parameter description for details.
create-task
ChatGPTCreates a new task in Attio. Tasks can optionally have a deadline, an assignee (workspace member), and be linked to a record (e.g., a person or company). To assign to a workspace member, provide their workspace_member_id. To link to a record, provide both the object type (e.g., "people", "companies") and the record_id together. Returns the created task's ID.
get-call-recording
ChatGPTRetrieves the full details of a call recording by ID, including its status, timestamps, and complete transcript.
get-email-content
ChatGPTRetrieves the full content/body of an email. Requires the mailbox_id and email_header_id, which can be obtained from email search results.
get-note-body
ChatGPTGet the body of a note by its ID
get-records-by-ids
ChatGPTRetrieve a given set of records by their IDs for a given object. Returns an array of records with their attribute values. If a record is not found, it will not be included in the response.
list-attribute-definitions
ChatGPTList attribute definitions for a given object
list-lists
ChatGPTList all lists in the Attio workspace. Returns list metadata including ID, name, API slug, and parent object types. Use the query parameter to filter by name or slug.
list-records
ChatGPTList records in a given object with optional filtering and sorting. Returns paginated results. Use this tool to retrieve records that match specific criteria. You can filter on attributes using comparison operators, combine filters with AND/OR logic, and sort results by attribute values. Before calling this tool, ensure you know the attribute slugs or IDs for any filters or sorts you want to apply. Use the list-attribute-definitions tool to discover available attributes for an object.
list-records-in-list
ChatGPTList entries in a given list with optional filtering and sorting. Returns paginated results. Use this tool to retrieve entries within a list that match specific criteria. You can filter on attributes using comparison operators, combine filters with AND/OR logic, and sort results by attribute values. Each entry includes the parent record it belongs to and all entry-level attributes.
list-tasks
ChatGPTLists tasks in the workspace with optional filters. Returns paginated results with task content, completion status, assignees, linked records, and deadlines. Use to find tasks by assignee, completion status, linked record, or date ranges.
list-workspace-members
ChatGPTList members in the Attio workspace. Returns a list of matching members with their ID, email address, name, access level, and team memberships. Use the query parameter to filter by name, email, or team.
list-workspace-teams
ChatGPTList teams in the workspace. Teams are groups of workspace members used primarily for permission management. Returns an array of teams, each with: workspace_team_id, name, description, is_archived, created_at, and members (array of {name, email}).
search-call-recordings-by-metadata
ChatGPTSearches all call recordings across the workspace by their metadata. Useful for finding call recordings based on who was on the call (workspace members or person records), related records (e.g., companies or deals), meeting title, and time range. Returns paginated results ordered by start time (most recent first). Uses limit/offset pagination. Returns call recording metadata only (IDs and timestamps). Use the "get-call-recording" tool to retrieve the full transcript of a call recording.
search-emails-by-metadata
ChatGPTSearches emails visible to the user by their metadata. Useful for finding emails based on participants, domain, and time range. Returns paginated results ordered by sent time (most recent first). Uses limit/offset pagination. When both domain and participant_email_addresses are provided, they are ORed together (emails matching either filter are returned). Returns email metadata only (ID, subject, summary, snippet, sender, sent_at). Use the "get-email-content" tool to retrieve the full content of an email.
search-meetings
ChatGPTSearch across past and future meetings in the workspace. Returns paginated results with meeting metadata and associated call recording IDs. Useful for finding meetings based on participants, related records, and time range. Results are split into past_meetings (sorted by start time descending) and future_meetings (sorted by start time ascending). Returns call_recording_ids for past meetings so you can fetch full transcripts via the "get-call-recording" tool.
search-notes-by-metadata
ChatGPTSearches for notes by their metadata. Useful for finding notes based on parent record, meeting, author (workspace member), and creation time. Returns paginated results ordered by creation date (most recent first). Uses limit/offset pagination.
search-records
ChatGPTPerform a full-text search for records in a given object. Only searches indexed attributes: domains, email addresses, phone numbers, name/title, description, social handles, and location. Returns paginated results.
semantic-search-call-recordings
ChatGPTSearches all call recordings across the workspace using semantic similarity. Returns call recordings that are most semantically similar to the query, even if the exact keywords are not present in the transcript. Useful for finding calls where a specific topic was discussed. Searches both transcript content and call recording overviews (title and summary) automatically. Returns matching transcript chunks and call recording overview information. Use the "get-call-recording" tool to retrieve the full transcript of a call recording.
semantic-search-emails
ChatGPTSearches emails visible to the user using semantic similarity. Returns up to 20 emails that are most semantically similar to the query, even if exact keywords are not present. Useful for finding emails where a specific topic was discussed. Returns email metadata only (ID, subject, summary, snippet, sender, sent_at). Use the "get-email-content" tool to retrieve the full content of an email.
semantic-search-notes
ChatGPTSearches all notes across the workspace using semantic similarity. Returns up to 20 notes that are most semantically similar to the query, even if the exact keywords are not present in the note. Useful for finding notes where a specific topic was discussed. Returns note metadata only (ID, title, timestamps, parent record). Use the "get-note-body" tool to retrieve the full content of a note.
update-record
ChatGPTUse this tool to update people, companies, and other records by record_id.
update-task
ChatGPTUpdates an existing task in Attio. You can update the deadline, completion status, assignee, and linked record. To update the assignee, provide their workspace_member_id. To update the linked record, provide both the object type (e.g., "people", "companies") and the record_id together. To clear the deadline, set deadline_at to null. Returns the updated task's ID.
upsert-record
ChatGPTUse this tool to create or update people, companies and other records. A matching attribute is used to search for existing records. If a record is found with the same value for the matching_attribute, that record will be updated. If no record with the same value for the matching_attribute is found, a new record will be created instead. If the matching attribute is a multiselect attribute, new values will be added and existing values will not be deleted. If you would like to avoid matching, please use the create-record tool.
whoami
ChatGPTReturns information about the current user's identity and workspace membership, including their email, name, workspace member ID, access level, and workspace name.
create-note
Claudecreate-record
Claudecreate-task
Claudeget-call-recording
Claudeget-email-content
Claudeget-note-body
Claudeget-records-by-ids
Claudelist-attribute-definitions
Claudelist-records
Claudelist-tasks
Claudelist-workspace-members
Claudelist-workspace-teams
Claudesearch-call-recordings-by-metadata
Claudesearch-emails-by-metadata
Claudesearch-meetings
Claudesearch-notes-by-metadata
Claudesearch-records
Claudesemantic-search-emails
Claudesemantic-search-notes
Claudeupdate-record
Claudeupdate-task
Claudeupsert-record
Claudewhoami
Claude
