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

# Attio

> Connect Attio for CRM — people, companies, deals, notes, and tasks.

The Attio connector gives DeskMate access to:

* **People** — read, create, update
* **Companies** — read, create, update
* **Deals** (and other custom objects) — read, create, update
* **Notes** — read, create
* **Tasks** — read, create
* **Lists and views** — read

Setup is one-click OAuth — no Attio developer setup required.

## Prerequisites

* An active Attio workspace
* A user account on that workspace with **Admin** or **Member** role (read-only users can connect, but write operations will fail)

## Connect

1. In DeskMate, open **Workspace → Connectors**
2. Click **Connect** on the **Attio** tile
3. Sign in to Attio
4. Pick the workspace to connect (Attio supports multi-workspace users)
5. Click **Authorize**
6. You're redirected back to DeskMate — the tile turns green

## Verify it's working

Try this in DeskMate chat:

```
find the company "Acme" in our CRM
```

You should see a result within a few seconds, with deal status and people associated.

## Scopes requested

DeskMate requests Attio's standard `record_permission` scope — read and write access to records across all standard objects (people, companies, deals) plus your custom objects.

## Custom objects

If your Attio workspace has custom objects (e.g. "Properties", "Contracts"), DeskMate will see them automatically. You can ask DeskMate about them by name:

```
list all properties in the "Sydney" segment
```

## The approval rail

Write operations to Attio — creating people, updating deal stages, adding notes — go through DeskMate's approval rail by default. You can override on a per-skill basis in **Workspace → Skills → Settings** if a skill is well-trusted and runs frequently (e.g. "log every inbound email as a note on the matching person").

## Troubleshooting

### "Forbidden" when creating records

The connected Attio user has only read-only access. In Attio → **Settings → Members**, upgrade their role to **Member** or **Admin**.

### Records appear in DeskMate but not in Attio UI

Make sure DeskMate is connected to the right Attio workspace. If you have multiple, click **Disconnect** and reconnect, then pick the correct one at the Attio consent screen.

### Custom object not visible

DeskMate caches the list of objects per workspace for \~10 minutes. If you just created a custom object in Attio, wait a few minutes or click **Disconnect → Connect** to force a refresh.

## Disconnecting

In **Workspace → Connectors**, click **Disconnect**. To revoke at the Attio side, go to **Settings → Workspace → Integrations** and remove DeskMate.