Attio AI Integration
Connect Attio to Pickaxe so AI outputs become real CRM actions instead of notes that get lost in follow-up.
Capabilities
34 capabilities
create-comment
Creates a new comment on a record, list entry, or as a reply to an existing comment thread. Provide exactly one of: (parent_object + parent_record_id) for records, (parent_list + parent_entry_id) for list entries, or (parent_comment_id) for replies. Email addresses in the content will be automatically converted to @mentions if they match workspace members.
add-record-to-list
Add a record to a list as a new list entry. IMPORTANT: Before calling this tool: 1) You should call list-list-attribute-definitions for the target list to understand which entry attributes are available. 2) You should call list-records or search-records to find the record you want to add to the list. 3) You may call list-lists to find available lists. By default, duplicate entries are prevented - if the record already exists in the list, the existing entry ID is returned. Set allow_duplicates to true to create multiple entries for the same record.
create-note
Creates a new note attached to a record. Returns the created note's ID.
create-record
Create a new record in a given object. IMPORTANT: Before calling this tool, you should call list-attribute-definitions for the target object to understand which attributes are available, their types, whether they are required, and (for select/status fields) the valid options. Different attribute types require different value formats - see the 'values' parameter description for details.
create-task
Creates a new task in Attio. Tasks can optionally have a deadline, an assignee (workspace member), and be linked to a record (e.g., a person or company). To assign to a workspace member, provide their workspace_member_id. To link to a record, provide both the object type (e.g., "people", "companies") and the record_id together. Returns the created task's ID.
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Process Automation
Automate complex business processes by connecting multiple tools and services in intelligent workflows.
Task Orchestrator
Coordinate multi-step tasks across systems with error handling and retry logic.
Integration Builder
Connect disparate tools and services to create seamless data flows and integrations.
Workflow Optimizer
Analyze workflow performance and suggest improvements to increase efficiency.
Conditional Logic Engine
Build workflows with smart branching based on data conditions and business rules.
Event-Driven Automation
Create workflows that trigger automatically based on events and conditions.
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