Attio Core Workflow A

Instructions

Step 1: Create Records

// Create a person
const person = await client.post<{ data: AttioRecord }>(
  "/objects/people/records",
  {
    data: {
      values: {
        email_addresses: ["[email protected]"],
        name: [{ first_name: "Ada", last_name: "Lovelace", full_name: "Ada Lovelace" }],
        phone_numbers: [{ original_phone_number: "+14155551234" }],
        primary_location: ["London, UK"],
        description: ["Mathematician and first programmer"],
      },
    },
  }
);

// Create a company
const company = await client.post<{ data: AttioRecord }>(
  "/objects/companies/records",
  {
    data: {
      values: {
        name: ["Babbage Analytical Engines"],
        domains: ["babbage.io"],
        description: ["Mechanical computing pioneer"],
        primary_location: ["London, UK"],
      },
    },
  }
);

Step 2: Read a Single Record

// GET /v2/objects/{object_slug}/records/{record_id}
const record = await client.get<{ data: AttioRecord }>(
  `/objects/people/records/${person.data.id.record_id}`
);

// Access values (always arrays)
const fullName = record.data.values.name?.[0]?.full_name;
const email = record.data.values.email_addresses?.[0]?.email_address;

Step 3: Update Records (PATCH vs PUT)

// PATCH: Append to multiselect values
await client.patch<{ data: AttioRecord }>(
  `/objects/people/records/${recordId}`,
  {
    data: {
      values: {
        email_addresses: ["[email protected]"], // Adds to existing emails
      },
    },
  }
);

// PUT: Overwrite (assert) -- replaces all values for specified attributes
await client.put<{ data: AttioRecord }>(
  `/objects/people/records/${recordId}`,
  {
    data: {
      values: {
        email_addresses: ["[email protected]"], // Replaces all emails
      },
    },
  }
);

Step 4: Query with Filters and Sorts

// POST /v2/objects/{object}/records/query
const results = await client.post<{ data: AttioRecord[] }>(
  "/objects/companies/records/query",
  {
    // Shorthand filter (equality check)
    filter: {
      domains: "acme.com",
    },
    limit: 25,
  }
);

// Verbose filter with operators
const filtered = await client.post<{ data: AttioRecord[] }>(
  "/objects/people/records/query",
  {
    filter: {
      $and: [
        { email_addresses: { email_address: { $contains: "example.com" } } },
        { name: { last_name: { $eq: "Lovelace" } } },
      ],
    },
    sorts: [
      { attribute: "created_at", field: "created_at", direction: "desc" },
    ],
    limit: 50,
    offset: 0,
  }
);

Available filter operators: $eq, $not_empty, $contains, $gt, $gte, $lt, $lte, $in, $and, $or.

Step 5: Fuzzy Search Across Objects

// POST /v2/records/search -- searches across all objects
const search = await client.post<{ data: AttioRecord[] }>(
  "/records/search",
  {
    query: "Ada Lovelace",
    limit: 10,
  }
);

Step 6: Delete a Record

// DELETE /v2/objects/{object}/records/{record_id}
await client.delete(`/objects/people/records/${recordId}`);

Step 7: Link Records via Record-Reference

// Link a person to a company
await client.patch<{ data: AttioRecord }>(
  `/objects/people/records/${personId}`,
  {
    data: {
      values: {
        company: [{
          target_object: "companies",
          target_record_id: companyId,
        }],
      },
    },
  }
);

Error Handling

Resources

• Attio Create Record
• Attio List Records
• Attio Search Records
• Attio Filtering and Sorting
• Attio Attribute Types

Next Steps

For list/entry operations (pipelines, boards), see attio-core-workflow-b.