Attio MCP Server

# Attio Tasks API The Tasks API allows you to manage tasks within Attio through Universal Tools with `resource_type: 'tasks'`. Tasks can be assigned to users, linked to records, and scheduled with due dates. ⚠️ **Known Limitations**: - Tasks pagination uses in-memory handling due to API endpoint limitations - `/objects/tasks/attributes` endpoint has limited functionality (handled with fallback patterns) > **💡 Universal Tools Available**: The MCP server now provides [Universal Tools](../universal-tools/user-guide.md) that consolidate task operations into 14 powerful tools with `resource_type: 'tasks'`. All task operations are fully implemented and tested. ## ✅ Recent Improvements ### Tasks Attribute Discovery Fixed The MCP server now includes **special handling for tasks attributes** due to the missing `/objects/tasks/attributes` endpoint in the Attio API. The server provides predefined attribute metadata for consistent field filtering and validation. **Supported Task Attributes**: - `content` (text) - Task description/content - `status` (select) - Task status (todo, done, cancelled) - `due_date` (date) - Task due date - `assignee` (person) - Assigned workspace member - `linked_records` (record) - Associated CRM records - `created_at` (date) - Creation timestamp - `updated_at` (date) - Last modification timestamp This enhancement ensures **100% compatibility** with universal tools and field filtering operations. ## Required Scopes Most task operations require the following scopes: - `task:read` - For reading tasks - `task:read-write` - For creating, updating, or deleting tasks - `object_configuration:read` - For accessing object configurations - `record_permission:read` - For checking record permissions - `user_management:read` - For accessing user information ## Endpoints ### List Tasks ``` GET /v2/tasks ``` Lists all tasks. Results are sorted by creation date, from oldest to newest. #### Query Parameters | Parameter | Type | Description | |-----------|--------|-------------| | page | number | Page number to retrieve (starting at 1) | | pageSize | number | Number of items per page (default 25, max 100) | | assignee | string | Filter tasks by assignee ID | | status | string | Filter tasks by status ("todo", "done", "cancelled") | | dueDate | string | Filter tasks by due date in ISO 8601 format | #### Response ```json { "data": [ { "id": "task_01abcdefghijklmnopqrstuv", "content": "Follow up with client about proposal", "status": "todo", "due_date": "2023-12-15T00:00:00.000Z", "assignee": { "id": "workspace-member_01abcdefghijklmnopqrstuv", "type": "workspace-member", "name": "Jane Smith", "email": "jane@example.com", "avatar_url": "https://example.com/avatar.jpg" }, "linked_records": [ { "id": "record_01abcdefghijklmnopqrstuv", "object_id": "object_01abcdefghijklmnopqrstuv", "object_slug": "companies", "title": "Acme Inc." } ], "created_at": "2023-11-30T15:30:00.000Z", "updated_at": "2023-11-30T15:30:00.000Z" } ], "meta": { "page": 1, "pageSize": 25, "total": 100 } } ``` ### Create a Task ``` POST /v2/tasks ``` Creates a new task. #### Request Body ```json { "content": "Follow up with client about proposal", "assignee": { "id": "workspace-member_01abcdefghijklmnopqrstuv", "type": "workspace-member" }, "due_date": "2023-12-15T00:00:00.000Z", "linked_records": [ { "id": "record_01abcdefghijklmnopqrstuv" } ] } ``` | Field | Type | Description | Required | |-----------------|----------|-------------|----------| | content | string | The task content/description | Yes | | assignee | object | The user assigned to the task | No | | assignee.id | string | The ID of the assigned user | If assignee is provided | | assignee.type | string | The type of the assignee (workspace-member) | If assignee is provided | | due_date | string | The due date in ISO 8601 format | No | | linked_records | array | List of records to link the task to | No | | linked_records[].id | string | The ID of the record to link | If linked_records is provided | #### Response Returns the created task object with a 201 status code. ### Get a Task ``` GET /v2/tasks/{task_id} ``` Retrieves a specific task by ID. #### Path Parameters | Parameter | Type | Description | |-----------|--------|-------------| | task_id | string | The ID of the task to retrieve | #### Response Returns the task object. ### Update a Task ``` PATCH /v2/tasks/{task_id} ``` Updates a specific task. #### Path Parameters | Parameter | Type | Description | |-----------|--------|-------------| | task_id | string | The ID of the task to update | #### Request Body ```json { "content": "Updated task content", "status": "done", "due_date": "2023-12-20T00:00:00.000Z" } ``` | Field | Type | Description | |-----------------|----------|-------------| | content | string | The updated task content | | status | string | The task status ("todo", "done", "cancelled") | | assignee | object | The updated assignee | | due_date | string | The updated due date in ISO 8601 format | | linked_records | array | Updated list of linked records | #### Response Returns the updated task object. ### Delete a Task ``` DELETE /v2/tasks/{task_id} ``` Deletes a specific task. #### Path Parameters | Parameter | Type | Description | |-----------|--------|-------------| | task_id | string | The ID of the task to delete | #### Response Returns a 204 status code with no content on success. ### Link a Record to a Task ``` POST /v2/tasks/{task_id}/linked-records ``` Links a record to a specific task. #### Path Parameters | Parameter | Type | Description | |-----------|--------|-------------| | task_id | string | The ID of the task | #### Request Body ```json { "record_id": "record_01abcdefghijklmnopqrstuv" } ``` #### Response Returns a 204 status code with no content on success. ### Unlink a Record from a Task ``` DELETE /v2/tasks/{task_id}/linked-records/{record_id} ``` Unlinks a record from a specific task. #### Path Parameters | Parameter | Type | Description | |-----------|--------|-------------| | task_id | string | The ID of the task | | record_id | string | The ID of the record to unlink | #### Response Returns a 204 status code with no content on success. ## Example Usage ### Creating a Task with cURL ```bash curl -X POST \ https://api.attio.com/v2/tasks \ -H 'Authorization: Bearer YOUR_API_KEY' \ -H 'Content-Type: application/json' \ -d '{ "content": "Follow up with client about proposal", "assignee": { "id": "workspace-member_01abcdefghijklmnopqrstuv", "type": "workspace-member" }, "due_date": "2023-12-15T00:00:00.000Z" }' ``` ### Listing Tasks with JavaScript (Node.js) ```javascript const axios = require('axios'); async function listTasks() { try { const response = await axios.get('https://api.attio.com/v2/tasks', { headers: { 'Authorization': 'Bearer YOUR_API_KEY' }, params: { 'page': 1, 'pageSize': 10, 'status': 'todo' } }); console.log(response.data); } catch (error) { console.error(error); } } listTasks(); ```