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Attio connection (#171)
* attio connection * trunk fixes * add details and tools in connections list * remove pipe link
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agents/available-connections.mdx

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</div>
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Customer relationship magic. Powerful, flexible, and data-driven, Attio
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makes it easy to build the exact CRM your business needs.
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<div className="mt-4 flex items-center justify-between">
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<span className="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-gray-100 text-gray-800">
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62 tools
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</span>
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<a
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href="/agents/connections/attio"
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className="px-3 py-1 bg-gray-100 hover:bg-gray-200 dark:bg-gray-700 dark:hover:bg-gray-600 dark:text-gray-200 rounded"
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>
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Details
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</a>
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</div>
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</Card>
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<Card>
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<div className="flex items-center gap-2">

agents/connections/attio.mdx

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---
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title: Using Attio with Hypermode
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sidebarTitle: Attio
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description: Connect your Hypermode agent to Attio for CRM operations
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---
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<div className="flex items-center gap-3 mb-6">
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<img
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src="/images/agents/connections/icons/attio.png"
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alt="Attio"
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width={48}
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height={48}
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/>
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<div>
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<h2 className="text-2xl font-bold m-0">Attio</h2>
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<p className="text-gray-600 m-0">
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Highly customizable, modern CRM platform
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</p>
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</div>
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</div>
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## Overview
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Attio is a modern, highly customizable CRM platform that helps businesses manage
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customer relationships, track deals, and organize data in a flexible way. This
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guide will walk you through connecting your Hypermode agent to Attio for
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automated CRM operations.
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## Prerequisites
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Before connecting Attio to Hypermode, you'll need:
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1. An [Attio workspace](https://attio.com/)
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2. Admin permissions to generate API credentials
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3. A [Hypermode workspace](https://hypermode.com/)
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## Getting started with Attio
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### Step 1: Sign up for Attio
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If you don't have an Attio account yet, you'll need to create one first. Visit
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the Attio homepage to get started:
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![Attio Homepage](/images/connections/attio/homepage.png)
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Click "Sign up" to create your new Attio workspace. You'll need admin access to
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generate the API credentials required for the Hypermode integration.
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### Step 2: Note your workspace domain
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Your Attio workspace URL will be in the format
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`https://[workspace-name].attio.com`. Make note of your workspace name as you'll
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authenticate through Attio when adding the connection to Hypermode.
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## Creating your Attio agent
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### Step 1: Create a new agent
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From the Hypermode interface, create a new agent:
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1. Click the agent dropdown menu
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2. Select "Create new Agent"
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![Navigate to create agent](/images/connections/attio/navigate-create-agent.png)
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### Step 2: Configure agent settings
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Use these recommended settings for your Attio CRM agent:
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- **Agent Name**: CRMAgent
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- **Agent Title**: Attio CRM Manager
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- **Description**: Manages customer relationships and deal tracking in Attio CRM
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- **Instructions**: You have a connection to Attio CRM. You can create and
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update companies and deals, search for existing records, manage deal
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pipelines, and track customer interactions. Always confirm data before making
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changes and provide clear summaries of actions taken.
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- **Model**: GPT-4.1 - Default - Optionally, use Claude for best results
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![Create agent modal](/images/connections/attio/create-agent-modal.png)
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### Step 3: View your agent profile
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Once created, navigate to your agent's settings page:
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![Agent profile](/images/connections/attio/agent-profile.png)
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## Connecting to Attio
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### Step 1: Add the Attio connection
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Navigate to the **Connections** tab and add Attio:
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1. Click "Add connection"
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2. Search for "Attio" in the available connections
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![Add Attio connection](/images/connections/attio/add-attio-connection.png)
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### Step 2: Configure connection with OAuth
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When you select Attio, you'll be prompted to authenticate via OAuth. This will
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redirect you to Attio's authorization page:
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![Attio App Request](/images/connections/attio/attio-app-request.png)
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Follow the OAuth flow to grant Hypermode access to your Attio workspace. This
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secure process ensures your credentials are never directly stored in Hypermode.
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<Note>
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The OAuth flow ensures secure authentication without exposing your API
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credentials. You'll be redirected back to Hypermode once authorization is
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complete.
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</Note>
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## Understanding Attio's data model
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Attio uses a flexible data model that includes:
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- **Companies**: Organizations and account details
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- **Deals**: Sales opportunities and their progress through pipelines
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- **Custom Objects**: Any custom data types you've created
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- **Lists**: Collections of records with shared characteristics
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- **Attributes**: Custom fields that can be added to any object type
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This flexibility makes Attio perfect for:
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- Complex sales pipeline management
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- Detailed customer relationship tracking
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- Custom workflow automation
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- Advanced reporting and analytics
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## Testing the connection
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### Test 1: Search for existing companies
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Start a new thread with your agent and test the connection:
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```text
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Can you show me the first 10 companies in our Attio CRM?
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```
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![Search companies result](/images/connections/attio/first-companies.png)
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### Test 2: Create a new company
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Try adding a new company to your CRM:
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```text
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Introspect the workspace and create a new company in Attio with the following details:
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Name: Tech Solutions Inc
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Website (domain): techsolutions.com
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Industry/Category: Software
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Employee Range: 50-100
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Description: A leading provider of innovative tech solutions.
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Primary Location: San Francisco, CA
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```
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![Create company](/images/connections/attio/create-company.png)
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### Test 3: Create and manage a deal
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Create a sales opportunity and track its progress:
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```text
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Create a new deal in Attio:
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- Deal name: "Q1 Enterprise Software License"
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- Company: Tech Solutions Inc
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- Value: $50,000
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- Stage: Discovery
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```
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![Create deal](/images/connections/attio/create-deal.png)
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### Test 4: Update deal status
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Move the deal through your pipeline:
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```text
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Add a note about the "Enterprise Software License - TechCorp" deal that the demo completed yesterday.
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```
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![Add note](/images/connections/attio/add-note.png)
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## What you can do
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With your Attio connection established, your agent can:
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- **Manage companies**: Create, update, and search for organizations and account
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details
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- **Track deals**: Create opportunities, update pipeline stages, and manage deal
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values
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- **Organize data**: Use lists and custom attributes to categorize records
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- **Search and filter**: Find records based on various criteria
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- **Generate reports**: Analyze pipeline health and company data
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- **Integrate workflows**: Combine CRM operations with other tools like email,
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calendar, and project management
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<Note>
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The Attio connection provides access to a comprehensive set of tools for CRM
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management focused on companies and deals. The available tools may vary as we
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optimize the connection for the most commonly used operations.
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</Note>
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## Troubleshooting
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### Common issues
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#### OAuth authentication failed
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- Ensure you have admin permissions in your Attio workspace
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- Try clearing your browser cache and cookies
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- Make sure you're logged into the correct Attio workspace during OAuth flow
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#### "Workspace not found" error
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- Confirm you completed the OAuth flow successfully
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- Check that your workspace domain is spelled correctly
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- Verify you have access to the workspace
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#### Record creation failures
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- Ensure required fields are provided for the object type
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- Check that attribute names match exactly (case-sensitive)
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- Verify that enum values are valid for dropdown fields
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## Learn more
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- [Attio Documentation](https://developers.attio.com/)
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- [Attio API Reference](https://developers.attio.com/reference)
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- [CRM Best Practices](https://attio.com/blog)
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<Tip>
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Combine Attio with other Hypermode connections to build powerful sales
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workflows. For example, use Gmail to automatically log email interactions, or
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Google Calendar to schedule follow-up meetings directly from deal records.
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</Tip>

docs.json

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"group": "Available Connections",
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"pages": [
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"agents/available-connections",
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"agents/connections/supabase",
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"agents/connections/neo4j",
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"agents/connections/mongodb"
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{
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"group": "Sales",
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"pages": ["agents/connections/attio"]
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},
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{
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"group": "Databases",
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"pages": [
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"agents/connections/supabase",
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"agents/connections/neo4j",
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"agents/connections/mongodb"
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]
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}
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]
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}
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]
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