by Attio
Create a note
Adds a note with a title and plaintext or markdown content to a person, company, deal or other record.
Updated Sep 29, 2026
create-note.md
Create a note
Adds a note with a title and plaintext or markdown content to a person, company, deal or other record.
Note: Needs the record's object as parent_object, such as people, and its parent_record_id. The title is plain text only.
Set up
Use the first option your agent supports.
MCP (official, remote)
Add this server to your agent's MCP settings, then sign in when asked.
{ "mcpServers": { "attio": { "url": "https://mcp.attio.com/mcp" } } }
Call the MCP tool create-note.
Server URL: https://mcp.attio.com/mcp
API (official)
- Base URL: https://api.attio.com
- Endpoint:
POST /v2/notes - Auth: send the header
Authorization: Bearer $ATTIO_API_KEY - Get a key: https://attio.com/help/reference/apps/generating-an-api-key
- Docs: https://docs.attio.com/rest-api/overview
Before anything else, confirm access with the cheapest read-only call, like a list or a search. Never send or change anything to test access.
Rules
- Ask the user before anything that sends messages, costs money, or changes data, and say how many records it touches. One approval covers a batch the user has seen.
- Never print API keys.
Ways in
Workflows using Create a note
TContributed by thedogwiththedataonitReconnect when a product champion changes jobsFinds past champions who started at a new company, opens a deal there in Attio with a note on your history, and drafts outreach.
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TContributed by thedogwiththedataonitTell sales when an account's usage passes your thresholdFinds accounts over your weekly-active-user threshold in Amplitude, marks and notes them in Attio, and posts each one to Slack for sales.
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