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Attio

The next gen of CRM
Avatarxmok
216 Installs
Overview

Attio

A Raycast extension for Attio — manage records, lists, notes, tasks, webhooks, and workspace members without leaving Raycast.

The extension reads the granted scopes on your access token and shows only the actions that token can actually perform. A read-only token sees no write actions anywhere — no "Edit Record," no "Create Task," no "Delete Webhook" — instead of failing when you click one.

Getting Started

  1. Install extension: Click the Install Extension button in the top right of this page OR install via Raycast Store.
  2. Generate a token: Follow Generate an API key in Attio's docs. When you create the key, Attio's scope picker lets you choose exactly which permissions to grant — see below for which ones this extension needs.
  3. Enter the token in the extension's Preferences (Access Token).

Required Scopes

Grant a read-only token and every command still works — it just shows no write actions. Add the opt-in scopes below only for the write actions you want.

Tip: the scope picker lives in Attio under Workspace Settings → Developers → your access token.

Required to read

ScopeNeeded by
object_configuration:readObjects, Records, schema/attribute lookups used everywhere
record_permission:readRecords, Notes, Tasks
list_configuration:readLists
note:readNotes
task:readTasks
user_management:readMembers and Teams, and Tasks (task assignees resolve through workspace members)
webhook:readWebhooks

Two dependencies are easy to miss because the command name doesn't suggest them:

  • Tasks needs user_management:read — task assignees are workspace members, so listing tasks requires the members scope even though you never open the Members command.
  • Notes needs record_permission:read and object_configuration:read in addition to note:read — notes are attached to records, so resolving what a note is about requires record and object access too.

Opt-in for writing

ScopeUnlocks
record_permission:read-writeCreating, editing, and deleting records
note:read-writeEditing notes
task:read-writeCreating, completing, and deleting tasks
object_configuration:read-writeCreating custom objects
webhook:read-writecreate, edit, and delete webhooks

If you grant only the "required to read" scopes above, the extension is fully read-only: every list and detail view works, and no write action appears in any action panel.

Preferences

PreferenceDescription
Access TokenYour Attio API token (see above)
Verbose LoggingShow detailed logs in the console for debugging

Commands

  • Search People / Search Companies / Search Deals — browse, search, sort, filter, pin, create, edit, and export the standard objects; related records open in their home command
  • Create Person / Create Company / Create Deal — schema-driven forms with draft support: dismiss Raycast mid-entry and your in-progress record is waiting when you come back
  • Search Tasks — browse, filter, sort, group by due date, create, edit, complete, and delete tasks
  • My Tasks — tasks assigned to you
  • Search Notes — browse and edit notes with markdown rendering and parent-record context
  • Search Lists — browse workspace lists and open them in Attio
  • Objects — browse every object (including custom objects) and their records
  • Members and Teams — browse workspace members
  • Manage Webhooks — configure webhooks and webhook events (create, edit, delete; event-type picker)

New records are created with the dedicated Create commands or from any record list (⌘N): writable attributes from your workspace schema are rendered — including person names, owners, and record links like a person's Company — with inline validation for required fields. Multi-value record links, locations, and interactions can only be set in Attio. The Create commands support Raycast drafts — a half-filled form survives dismissing Raycast.

AI Extension

Ask Raycast AI to work with your Attio data — type @attio in AI Chat or Quick AI:

  • Search Records — "find the company Acme", "look up ada@example.com"
  • Create Person — "add Ada Lovelace (ada@example.com) as a contact"
  • Create Company — "create a company called Acme with domain acme.com"
  • Create Deal — "start a deal named Acme Enterprise worth 5000, owned by Chris"

Create tools ask for confirmation before writing, and respect the same token scopes as the commands — a read-only token can search but not create.