Upsert a record

Upsert 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.

Name the attribute to match on in the matching_attribute query parameter; it 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 doing anything else, make one read-only call to confirm access.

Rules

• Ask the user before anything that sends messages, costs money, or changes data.
• Never print API keys.