> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ensemble.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Attio CRM Plugin

> Manage records and relationships in Attio CRM

# @conductor/attio

Attio CRM plugin for Conductor. Provides operations for managing records, lists, and notes in Attio.

## Installation

```bash theme={null}
pnpm add @conductor/attio
```

## Configuration

```typescript theme={null}
import { createAttioPlugin } from '@conductor/attio'

export default {
  plugins: [
    createAttioPlugin({
      accessToken: env.ATTIO_ACCESS_TOKEN,
      workspaceId: env.ATTIO_WORKSPACE_ID
    })
  ]
}
```

### Environment Variables

**Required:**

* `ATTIO_ACCESS_TOKEN` - Attio API access token

**Optional:**

* `ATTIO_WORKSPACE_ID` - Workspace ID

## Operations

### attio:queryRecords

Query records from an Attio object.

**Config:**

* `object` (string, required) - Object type (e.g., 'people', 'companies')
* `filter` (object, optional) - Filter conditions
* `limit` (number, optional) - Results limit
* `offset` (number, optional) - Pagination offset
* `sorts` (array, optional) - Sort configuration

**Returns:**

* `data` (array) - Records
* `next_offset` (number) - Pagination offset

**Example:**

```yaml theme={null}
operations:
  - operation: attio:queryRecords
    config:
      object: people
      filter:
        status: active
      limit: 50
```

### attio:getRecord

Get a single record by ID.

**Config:**

* `object` (string, required) - Object type
* `recordId` (string, required) - Record ID

**Example:**

```yaml theme={null}
operations:
  - operation: attio:getRecord
    config:
      object: people
      recordId: ${input.personId}
```

### attio:createRecord

Create a new record.

**Config:**

* `object` (string, required) - Object type
* `data` (object, required) - Record data

**Example:**

```yaml theme={null}
operations:
  - operation: attio:createRecord
    config:
      object: people
      data:
        name: ${input.name}
        email: ${input.email}
        company: ${input.companyId}
```

### attio:updateRecord

Update an existing record.

**Config:**

* `object` (string, required) - Object type
* `recordId` (string, required) - Record ID
* `data` (object, required) - Record data

**Example:**

```yaml theme={null}
operations:
  - operation: attio:updateRecord
    config:
      object: people
      recordId: ${input.personId}
      data:
        status: active
        last_contacted: ${Date.now()}
```

### attio:deleteRecord

Delete a record.

**Config:**

* `object` (string, required) - Object type
* `recordId` (string, required) - Record ID

**Example:**

```yaml theme={null}
operations:
  - operation: attio:deleteRecord
    config:
      object: people
      recordId: ${input.personId}
```

### attio:createNote

Create a note on a record.

**Config:**

* `parentObject` (string, required) - Parent object type
* `parentRecordId` (string, required) - Parent record ID
* `title` (string, optional) - Note title
* `content` (string, required) - Note content
* `format` (string, optional) - Format: 'plaintext', 'html', 'markdown'

**Example:**

```yaml theme={null}
operations:
  - operation: attio:createNote
    config:
      parentObject: people
      parentRecordId: ${input.personId}
      title: Follow-up call
      content: Discussed pricing and next steps
      format: plaintext
```

### attio:listRecords

Get records from a list.

**Config:**

* `list` (string, required) - List ID or slug
* `limit` (number, optional) - Results limit
* `offset` (number, optional) - Pagination offset

**Example:**

```yaml theme={null}
operations:
  - operation: attio:listRecords
    config:
      list: hot-leads
      limit: 25
```

## Complete Example

```yaml theme={null}
name: crm-workflow
flow:
  # Query active people
  - name: find-people
    operation: attio:queryRecords
    config:
      object: people
      filter:
        status: active
      limit: 50

  # Create new person
  - name: create-person
    operation: attio:createRecord
    config:
      object: people
      data:
        name: ${input.name}
        email: ${input.email}
        company: ${input.companyId}

  # Add note to person
  - name: add-note
    operation: attio:createNote
    config:
      parentObject: people
      parentRecordId: ${state.create-person.data.id}
      title: Initial contact
      content: First conversation about partnership
```

## Links

* [Attio API Documentation](https://docs.attio.com)
* [GitHub Repository](https://github.com/ensemble-edge/conductor)