Create or update a record

Create or update a record

Updates the record whose matching attribute, such as a company's domain or a person's email, has the given value, or creates the record if none does.

Note: The matching_attribute must be a unique attribute. Deals have no unique attribute by default, so add one before upserting deals.

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 upsert-record.

Server URL: https://mcp.attio.com/mcp

API (official)

• Base URL: https://api.attio.com
• Endpoint: PUT /v2/objects/{object}/records
• 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.