Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| ATTIO_API_KEY | Yes | Your Attio API key, obtained from Attio Settings > Developers > API Keys. | |
| ATTIO_WORKSPACE_SLUG | No | Your Attio workspace slug (optional, used for generating web URLs). |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_workspace_schema | Get Attio workspace schema. Default returns summary with key fields and select options. Use scope="full" for all fields, or scope="object"/"list" for specific items with all fields. |
| search_companies | Search for companies in Attio CRM. Supports filtering by text (name or domain) and date ranges. Supports sorting by various fields. All filters are optional. Returns company details including name, domains, description, LinkedIn URL, web_url, and created_at. |
| search_people | Search for people in Attio CRM. Supports filtering by text (name or email), company, tags, and date ranges. Supports sorting by various fields. All filters are optional. Returns person details including name, email addresses, description, LinkedIn URL, tags, web_url, and created_at. |
| get_company | Get complete details of a company by record_id. Returns all attributes. Set include_all=true to also fetch notes, tasks, comment threads, meetings, and list entries, or use individual flags (include_notes, include_tasks, etc.). |
| get_person | Get complete details of a person by record_id. Returns all attributes. Set include_all=true to also fetch notes, tasks, comment threads, meetings, and list entries, or use individual flags (include_notes, include_tasks, etc.). |
| create_company | Create a new company in Attio CRM. Only the company name is required. Optionally provide domains, description, and LinkedIn URL. Returns the created company record including the new record_id. |
| update_company | Update an existing company in Attio CRM by record ID. You can update name, description, and/or LinkedIn URL. Only provided fields will be updated; omitted fields remain unchanged. To manage domains, use add_company_domain and remove_company_domain tools instead. Returns the updated company record. |
| create_person | Create a new person in Attio CRM. You must provide at least one name field (first_name, last_name, or full_name) or at least one email address. All fields are optional, but you need either a name or email to identify the person. Returns the created person record including the new record_id. |
| update_person | Update an existing person in Attio CRM by record ID. You can update name fields (first_name, last_name, full_name), description, and/or LinkedIn URL. Only provided fields will be updated; omitted fields remain unchanged. To manage email addresses, use add_person_email and remove_person_email tools instead. Returns the updated person record. |
| manage_company_domains | Manage domains on a company. Supports four operations: "set" (replace all domains), "add" (append new domains), "remove" (delete specific domains), and "clear" (remove all domains). |
| manage_person_emails | Manage email addresses on a person. Supports four operations: "set" (replace all emails), "add" (append new emails), "remove" (delete specific emails), and "clear" (remove all emails). |
| manage_person_tags | Manage tags on a person. Supports four operations: "set" (replace all tags), "add" (append new tags), "remove" (delete specific tags), and "clear" (remove all tags). Tags are auto-created if they don't exist in the workspace. |
| create_note | Create a new note attached to a record in Attio CRM. Notes can be attached to people, companies, investment opportunities, LP opportunities, or any other object type. Supports plaintext and markdown formatting. |
| get_note | Get a single note by ID from Attio CRM. Returns the full note details including title, content, parent record information, and creation metadata. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| Attio Workspace Schema (Complete) | Complete schema for the HeyHo Attio workspace including all objects, lists, fields, types, required flags, and valid options for select/status fields. This is the FULL schema with all attributes. For filtered views, use the get_workspace_schema tool. |