wehub-resource-sync
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2007 lines
74 KiB
TypeScript
2007 lines
74 KiB
TypeScript
import { AttioIcon } from '@/components/icons'
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import type { BlockConfig, BlockMeta } from '@/blocks/types'
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import { AuthMode, IntegrationType } from '@/blocks/types'
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import type { AttioResponse } from '@/tools/attio/types'
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import { getTrigger } from '@/triggers'
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export const AttioBlock: BlockConfig<AttioResponse> = {
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type: 'attio',
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name: 'Attio',
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description: 'Manage records, notes, tasks, lists, comments, and more in Attio CRM',
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longDescription:
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'Connect to Attio to manage CRM records (people, companies, custom objects), notes, tasks, lists, list entries, comments, workspace members, and webhooks.',
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docsLink: 'https://docs.sim.ai/integrations/attio',
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category: 'tools',
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integrationType: IntegrationType.Sales,
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bgColor: '#1D1E20',
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icon: AttioIcon,
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authMode: AuthMode.OAuth,
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subBlocks: [
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{
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id: 'operation',
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title: 'Operation',
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type: 'dropdown',
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options: [
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{ label: 'List Records', id: 'list_records' },
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{ label: 'Get Record', id: 'get_record' },
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{ label: 'Create Record', id: 'create_record' },
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{ label: 'Update Record', id: 'update_record' },
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{ label: 'Delete Record', id: 'delete_record' },
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{ label: 'Search Records', id: 'search_records' },
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{ label: 'Assert Record (Upsert)', id: 'assert_record' },
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{ label: 'List Notes', id: 'list_notes' },
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{ label: 'Get Note', id: 'get_note' },
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{ label: 'Create Note', id: 'create_note' },
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{ label: 'Delete Note', id: 'delete_note' },
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{ label: 'List Tasks', id: 'list_tasks' },
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{ label: 'Get Task', id: 'get_task' },
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{ label: 'Create Task', id: 'create_task' },
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{ label: 'Update Task', id: 'update_task' },
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{ label: 'Delete Task', id: 'delete_task' },
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{ label: 'List Objects', id: 'list_objects' },
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{ label: 'Get Object', id: 'get_object' },
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{ label: 'Create Object', id: 'create_object' },
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{ label: 'Update Object', id: 'update_object' },
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{ label: 'List Lists', id: 'list_lists' },
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{ label: 'Get List', id: 'get_list' },
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{ label: 'Create List', id: 'create_list' },
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{ label: 'Update List', id: 'update_list' },
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{ label: 'Query List Entries', id: 'query_list_entries' },
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{ label: 'Get List Entry', id: 'get_list_entry' },
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{ label: 'Create List Entry', id: 'create_list_entry' },
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{ label: 'Update List Entry', id: 'update_list_entry' },
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{ label: 'Delete List Entry', id: 'delete_list_entry' },
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{ label: 'List Members', id: 'list_members' },
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{ label: 'Get Member', id: 'get_member' },
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{ label: 'Create Comment', id: 'create_comment' },
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{ label: 'Get Comment', id: 'get_comment' },
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{ label: 'Delete Comment', id: 'delete_comment' },
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{ label: 'List Threads', id: 'list_threads' },
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{ label: 'Get Thread', id: 'get_thread' },
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{ label: 'List Webhooks', id: 'list_webhooks' },
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{ label: 'Get Webhook', id: 'get_webhook' },
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{ label: 'Create Webhook', id: 'create_webhook' },
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{ label: 'Update Webhook', id: 'update_webhook' },
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{ label: 'Delete Webhook', id: 'delete_webhook' },
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{ label: 'List Attributes', id: 'list_attributes' },
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{ label: 'Get Attribute', id: 'get_attribute' },
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{ label: 'Create Attribute', id: 'create_attribute' },
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{ label: 'Update Attribute', id: 'update_attribute' },
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],
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value: () => 'list_records',
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},
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{
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id: 'credential',
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title: 'Attio Account',
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type: 'oauth-input',
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canonicalParamId: 'oauthCredential',
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mode: 'basic',
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serviceId: 'attio',
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required: true,
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},
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{
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id: 'manualCredential',
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title: 'Attio Account',
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type: 'short-input',
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canonicalParamId: 'oauthCredential',
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mode: 'advanced',
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placeholder: 'Enter credential ID',
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required: true,
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},
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// Record fields
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{
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id: 'objectTypeSelector',
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title: 'Object Type',
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type: 'project-selector',
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canonicalParamId: 'objectType',
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serviceId: 'attio',
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selectorKey: 'attio.objects',
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placeholder: 'Select object type',
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dependsOn: ['credential'],
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mode: 'basic',
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condition: {
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field: 'operation',
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value: [
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'list_records',
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'get_record',
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'create_record',
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'update_record',
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'delete_record',
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'assert_record',
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],
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},
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required: {
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field: 'operation',
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value: [
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'list_records',
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'get_record',
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'create_record',
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'update_record',
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'delete_record',
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'assert_record',
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],
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},
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},
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{
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id: 'objectType',
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title: 'Object Type',
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type: 'short-input',
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canonicalParamId: 'objectType',
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placeholder: 'e.g. people, companies',
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mode: 'advanced',
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condition: {
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field: 'operation',
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value: [
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'list_records',
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'get_record',
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'create_record',
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'update_record',
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'delete_record',
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'assert_record',
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],
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},
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required: {
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field: 'operation',
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value: [
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'list_records',
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'get_record',
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'create_record',
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'update_record',
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'delete_record',
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'assert_record',
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],
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},
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},
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{
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id: 'recordId',
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title: 'Record ID',
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type: 'short-input',
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placeholder: 'Enter the record ID',
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condition: {
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field: 'operation',
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value: ['get_record', 'update_record', 'delete_record'],
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},
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required: {
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field: 'operation',
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value: ['get_record', 'update_record', 'delete_record'],
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},
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},
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{
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id: 'matchingAttribute',
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title: 'Matching Attribute',
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type: 'short-input',
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placeholder: 'e.g. email_addresses, domains',
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condition: { field: 'operation', value: 'assert_record' },
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required: { field: 'operation', value: 'assert_record' },
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},
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{
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id: 'values',
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title: 'Values',
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type: 'code',
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placeholder: '{"name": "Acme Corp", "domains": [{"domain": "acme.com"}]}',
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condition: {
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field: 'operation',
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value: ['create_record', 'update_record', 'assert_record'],
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},
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required: {
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field: 'operation',
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value: ['create_record', 'update_record', 'assert_record'],
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},
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wandConfig: {
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enabled: true,
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maintainHistory: true,
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prompt: `You are an expert Attio CRM developer. Generate Attio record attribute values as JSON based on the user's request.
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### CONTEXT
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{context}
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### CRITICAL INSTRUCTION
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Return ONLY the JSON object with Attio attribute values. No explanations, no markdown, no extra text.
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### ATTIO VALUES STRUCTURE
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Keys are attribute slugs. Most text attributes use array-of-objects format [{"value": "..."}]. Special attributes have their own format.
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### COMMON PEOPLE ATTRIBUTES
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- name: [{"first_name": "...", "last_name": "...", "full_name": "..."}] (personal-name type, full_name is required)
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- email_addresses: [{"email_address": "..."}]
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- phone_numbers: [{"original_phone_number": "...", "country_code": "US"}]
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- job_title: [{"value": "..."}]
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- description: [{"value": "..."}]
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- linkedin: [{"value": "https://linkedin.com/in/..."}]
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- twitter: [{"value": "@handle"}]
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### COMMON COMPANY ATTRIBUTES
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- name: [{"value": "..."}]
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- domains: [{"domain": "..."}]
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- description: [{"value": "..."}]
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- primary_location: [{"line_1": "...", "locality": "...", "region": "...", "postcode": "...", "country_code": "US"}]
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### EXAMPLES
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Person: {"name": [{"first_name": "John", "last_name": "Doe", "full_name": "John Doe"}], "email_addresses": [{"email_address": "john@example.com"}], "job_title": [{"value": "Engineer"}]}
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Company: {"name": [{"value": "Acme Corp"}], "domains": [{"domain": "acme.com"}]}`,
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placeholder: 'Describe the record values you want to set...',
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generationType: 'json-object',
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},
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},
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{
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id: 'filter',
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title: 'Filter',
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type: 'code',
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placeholder: '{"name": "John Smith"}',
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condition: { field: 'operation', value: 'list_records' },
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wandConfig: {
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enabled: true,
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maintainHistory: true,
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prompt: `You are an expert Attio CRM developer. Generate Attio record query filter objects as JSON.
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### CONTEXT
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{context}
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### CRITICAL INSTRUCTION
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Return ONLY the JSON filter object. No explanations, no markdown, no extra text.
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### FILTER STRUCTURE
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Simple: {"attribute_slug": "value"}
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Advanced: {"$and": [{"attr": {"$operator": "value"}}]}
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Operators: $eq, $contains, $starts_with, $ends_with, $lt, $lte, $gt, $gte, $not_empty, $in
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Logical: $and, $or, $not
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### EXAMPLES
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Name contains: {"name": {"full_name": {"$contains": "John"}}}
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Domain: {"domains": {"domain": {"$eq": "acme.com"}}}
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Empty (list all): {}`,
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placeholder: 'Describe the filter you want to apply...',
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generationType: 'json-object',
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},
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},
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{
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id: 'sorts',
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title: 'Sort',
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type: 'code',
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placeholder: '[{"direction":"asc","attribute":"name"}]',
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condition: { field: 'operation', value: 'list_records' },
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wandConfig: {
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enabled: true,
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maintainHistory: true,
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prompt: `Generate an Attio record sort configuration as a JSON array.
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### CONTEXT
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{context}
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### CRITICAL INSTRUCTION
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Return ONLY the JSON array. No explanations, no markdown, no extra text.
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### STRUCTURE
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[{"direction": "asc" | "desc", "attribute": "attribute_slug"}]
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### EXAMPLE
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[{"direction": "asc", "attribute": "name"}]`,
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placeholder: 'Describe how to sort the records...',
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generationType: 'json-object',
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},
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},
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// Search fields
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{
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id: 'query',
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title: 'Search Query',
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type: 'short-input',
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placeholder: 'Enter search text',
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condition: { field: 'operation', value: 'search_records' },
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required: { field: 'operation', value: 'search_records' },
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},
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{
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id: 'objects',
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title: 'Object Types',
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type: 'short-input',
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placeholder: 'e.g. people,companies',
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condition: { field: 'operation', value: 'search_records' },
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required: { field: 'operation', value: 'search_records' },
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},
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// Note fields
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{
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id: 'noteParentObject',
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title: 'Parent Object Type',
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type: 'short-input',
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placeholder: 'e.g. people, companies',
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condition: { field: 'operation', value: ['list_notes', 'create_note'] },
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required: { field: 'operation', value: 'create_note' },
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},
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{
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id: 'noteParentRecordId',
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title: 'Parent Record ID',
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type: 'short-input',
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placeholder: 'Enter the parent record ID',
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condition: { field: 'operation', value: ['list_notes', 'create_note'] },
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required: { field: 'operation', value: 'create_note' },
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},
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{
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id: 'noteTitle',
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title: 'Title',
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type: 'short-input',
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placeholder: 'Note title',
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condition: { field: 'operation', value: 'create_note' },
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required: { field: 'operation', value: 'create_note' },
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},
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{
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id: 'noteContent',
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title: 'Content',
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type: 'long-input',
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placeholder: 'Note content',
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condition: { field: 'operation', value: 'create_note' },
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required: { field: 'operation', value: 'create_note' },
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},
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{
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id: 'noteFormat',
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title: 'Format',
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type: 'dropdown',
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options: [
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{ label: 'Plaintext', id: 'plaintext' },
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{ label: 'Markdown', id: 'markdown' },
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],
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value: () => 'plaintext',
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condition: { field: 'operation', value: 'create_note' },
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},
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{
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id: 'noteCreatedAt',
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title: 'Created At',
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type: 'short-input',
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placeholder: '2024-01-01T15:00:00.000Z (optional, backdate)',
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condition: { field: 'operation', value: 'create_note' },
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mode: 'advanced',
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wandConfig: {
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enabled: true,
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maintainHistory: true,
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prompt: `Generate an ISO 8601 timestamp.
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### CONTEXT
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{context}
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### CRITICAL INSTRUCTION
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Return ONLY the ISO 8601 timestamp string. No explanations, no markdown, no extra text.
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### FORMAT
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YYYY-MM-DDTHH:mm:ss.SSSZ
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### EXAMPLE
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2024-01-15T09:30:00.000Z`,
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placeholder: 'Describe the date...',
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generationType: 'timestamp',
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},
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},
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{
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id: 'noteMeetingId',
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title: 'Meeting ID',
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type: 'short-input',
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placeholder: 'Link to a meeting',
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condition: { field: 'operation', value: 'create_note' },
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mode: 'advanced',
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},
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{
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id: 'noteId',
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title: 'Note ID',
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type: 'short-input',
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placeholder: 'Enter the note ID',
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condition: { field: 'operation', value: ['get_note', 'delete_note'] },
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required: { field: 'operation', value: ['get_note', 'delete_note'] },
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},
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// Task fields
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{
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id: 'taskContent',
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title: 'Content',
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type: 'long-input',
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placeholder: 'Task description (max 2000 characters)',
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condition: { field: 'operation', value: 'create_task' },
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required: { field: 'operation', value: 'create_task' },
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},
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{
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id: 'taskDeadline',
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title: 'Deadline',
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type: 'short-input',
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placeholder: '2024-12-01T15:00:00.000Z',
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condition: { field: 'operation', value: ['create_task', 'update_task'] },
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wandConfig: {
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enabled: true,
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maintainHistory: true,
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prompt: `Generate an ISO 8601 timestamp for a task deadline.
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### CONTEXT
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{context}
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### CRITICAL INSTRUCTION
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Return ONLY the ISO 8601 timestamp string. No explanations, no markdown, no extra text.
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### FORMAT
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YYYY-MM-DDTHH:mm:ss.SSSZ
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### EXAMPLE
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2024-12-01T15:00:00.000Z`,
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placeholder: 'Describe the deadline...',
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generationType: 'timestamp',
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},
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},
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{
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id: 'taskIsCompleted',
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title: 'Completed',
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type: 'dropdown',
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options: [
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{ label: 'No', id: 'false' },
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{ label: 'Yes', id: 'true' },
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],
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value: () => 'false',
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condition: { field: 'operation', value: 'create_task' },
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},
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{
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id: 'taskIsCompletedUpdate',
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title: 'Completed',
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type: 'dropdown',
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options: [
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{ label: 'Leave unchanged', id: 'unchanged' },
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{ label: 'No', id: 'false' },
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{ label: 'Yes', id: 'true' },
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],
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value: () => 'unchanged',
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condition: { field: 'operation', value: 'update_task' },
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},
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{
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id: 'taskLinkedRecords',
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title: 'Linked Records',
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type: 'code',
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placeholder: '[{"target_object":"people","target_record_id":"..."}]',
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condition: { field: 'operation', value: ['create_task', 'update_task'] },
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wandConfig: {
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enabled: true,
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maintainHistory: true,
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prompt: `Generate Attio linked records array as JSON.
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### CONTEXT
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{context}
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|
|
|
### CRITICAL INSTRUCTION
|
|
Return ONLY the JSON array. No explanations, no markdown, no extra text.
|
|
|
|
### STRUCTURE
|
|
[{"target_object": "object_slug", "target_record_id": "uuid"}]
|
|
|
|
### EXAMPLE
|
|
[{"target_object": "people", "target_record_id": "abc-123"}]`,
|
|
placeholder: 'Describe the records to link...',
|
|
generationType: 'json-object',
|
|
},
|
|
},
|
|
{
|
|
id: 'taskAssignees',
|
|
title: 'Assignees',
|
|
type: 'code',
|
|
placeholder: '[{"referenced_actor_type":"workspace-member","referenced_actor_id":"..."}]',
|
|
condition: { field: 'operation', value: ['create_task', 'update_task'] },
|
|
wandConfig: {
|
|
enabled: true,
|
|
maintainHistory: true,
|
|
prompt: `Generate Attio task assignees array as JSON.
|
|
|
|
### CONTEXT
|
|
{context}
|
|
|
|
### CRITICAL INSTRUCTION
|
|
Return ONLY the JSON array. No explanations, no markdown, no extra text.
|
|
|
|
### STRUCTURE
|
|
[{"referenced_actor_type": "workspace-member", "referenced_actor_id": "uuid"}]
|
|
|
|
### EXAMPLE
|
|
[{"referenced_actor_type": "workspace-member", "referenced_actor_id": "abc-123"}]`,
|
|
placeholder: 'Describe who to assign...',
|
|
generationType: 'json-object',
|
|
},
|
|
},
|
|
{
|
|
id: 'taskId',
|
|
title: 'Task ID',
|
|
type: 'short-input',
|
|
placeholder: 'Enter the task ID',
|
|
condition: { field: 'operation', value: ['get_task', 'update_task', 'delete_task'] },
|
|
required: { field: 'operation', value: ['get_task', 'update_task', 'delete_task'] },
|
|
},
|
|
{
|
|
id: 'taskFilterObject',
|
|
title: 'Linked Object Type',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. people, companies',
|
|
condition: { field: 'operation', value: 'list_tasks' },
|
|
},
|
|
{
|
|
id: 'taskFilterRecordId',
|
|
title: 'Linked Record ID',
|
|
type: 'short-input',
|
|
placeholder: 'Filter by linked record ID',
|
|
condition: { field: 'operation', value: 'list_tasks' },
|
|
},
|
|
{
|
|
id: 'taskFilterAssignee',
|
|
title: 'Assignee',
|
|
type: 'short-input',
|
|
placeholder: 'Filter by assignee email or ID',
|
|
condition: { field: 'operation', value: 'list_tasks' },
|
|
},
|
|
{
|
|
id: 'taskFilterCompleted',
|
|
title: 'Completed Filter',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'All', id: 'all' },
|
|
{ label: 'Completed', id: 'true' },
|
|
{ label: 'Incomplete', id: 'false' },
|
|
],
|
|
value: () => 'all',
|
|
condition: { field: 'operation', value: 'list_tasks' },
|
|
},
|
|
|
|
// Object fields
|
|
{
|
|
id: 'objectIdOrSlug',
|
|
title: 'Object ID or Slug',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. people, companies, or UUID',
|
|
condition: { field: 'operation', value: ['get_object', 'update_object'] },
|
|
required: { field: 'operation', value: ['get_object', 'update_object'] },
|
|
},
|
|
{
|
|
id: 'objectApiSlug',
|
|
title: 'API Slug',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. projects',
|
|
condition: { field: 'operation', value: ['create_object', 'update_object'] },
|
|
required: { field: 'operation', value: 'create_object' },
|
|
},
|
|
{
|
|
id: 'objectSingularNoun',
|
|
title: 'Singular Name',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. Project',
|
|
condition: { field: 'operation', value: ['create_object', 'update_object'] },
|
|
required: { field: 'operation', value: 'create_object' },
|
|
},
|
|
{
|
|
id: 'objectPluralNoun',
|
|
title: 'Plural Name',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. Projects',
|
|
condition: { field: 'operation', value: ['create_object', 'update_object'] },
|
|
required: { field: 'operation', value: 'create_object' },
|
|
},
|
|
|
|
// List fields
|
|
{
|
|
id: 'listSelector',
|
|
title: 'List',
|
|
type: 'project-selector',
|
|
canonicalParamId: 'listIdOrSlug',
|
|
serviceId: 'attio',
|
|
selectorKey: 'attio.lists',
|
|
placeholder: 'Select Attio list',
|
|
dependsOn: ['credential'],
|
|
mode: 'basic',
|
|
condition: {
|
|
field: 'operation',
|
|
value: [
|
|
'get_list',
|
|
'update_list',
|
|
'query_list_entries',
|
|
'get_list_entry',
|
|
'create_list_entry',
|
|
'update_list_entry',
|
|
'delete_list_entry',
|
|
],
|
|
},
|
|
required: {
|
|
field: 'operation',
|
|
value: [
|
|
'get_list',
|
|
'update_list',
|
|
'query_list_entries',
|
|
'get_list_entry',
|
|
'create_list_entry',
|
|
'update_list_entry',
|
|
'delete_list_entry',
|
|
],
|
|
},
|
|
},
|
|
{
|
|
id: 'listIdOrSlug',
|
|
title: 'List ID or Slug',
|
|
type: 'short-input',
|
|
canonicalParamId: 'listIdOrSlug',
|
|
placeholder: 'Enter the list ID or slug',
|
|
mode: 'advanced',
|
|
condition: {
|
|
field: 'operation',
|
|
value: [
|
|
'get_list',
|
|
'update_list',
|
|
'query_list_entries',
|
|
'get_list_entry',
|
|
'create_list_entry',
|
|
'update_list_entry',
|
|
'delete_list_entry',
|
|
],
|
|
},
|
|
required: {
|
|
field: 'operation',
|
|
value: [
|
|
'get_list',
|
|
'update_list',
|
|
'query_list_entries',
|
|
'get_list_entry',
|
|
'create_list_entry',
|
|
'update_list_entry',
|
|
'delete_list_entry',
|
|
],
|
|
},
|
|
},
|
|
{
|
|
id: 'listName',
|
|
title: 'List Name',
|
|
type: 'short-input',
|
|
placeholder: 'Enter the list name',
|
|
condition: { field: 'operation', value: ['create_list', 'update_list'] },
|
|
required: { field: 'operation', value: 'create_list' },
|
|
},
|
|
{
|
|
id: 'listParentObject',
|
|
title: 'Parent Object',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. people, companies',
|
|
condition: { field: 'operation', value: 'create_list' },
|
|
required: { field: 'operation', value: 'create_list' },
|
|
},
|
|
{
|
|
id: 'listApiSlug',
|
|
title: 'API Slug',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. my_list (auto-generated from name)',
|
|
condition: { field: 'operation', value: ['create_list', 'update_list'] },
|
|
mode: 'advanced',
|
|
},
|
|
{
|
|
id: 'listWorkspaceAccess',
|
|
title: 'Workspace Access',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'Full Access', id: 'full-access' },
|
|
{ label: 'Read & Write', id: 'read-and-write' },
|
|
{ label: 'Read Only', id: 'read-only' },
|
|
],
|
|
value: () => 'full-access',
|
|
condition: { field: 'operation', value: 'create_list' },
|
|
},
|
|
{
|
|
id: 'listWorkspaceAccessUpdate',
|
|
title: 'Workspace Access',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'Leave unchanged', id: 'unchanged' },
|
|
{ label: 'Full Access', id: 'full-access' },
|
|
{ label: 'Read & Write', id: 'read-and-write' },
|
|
{ label: 'Read Only', id: 'read-only' },
|
|
],
|
|
value: () => 'unchanged',
|
|
condition: { field: 'operation', value: 'update_list' },
|
|
},
|
|
|
|
// List entry fields
|
|
{
|
|
id: 'entryId',
|
|
title: 'Entry ID',
|
|
type: 'short-input',
|
|
placeholder: 'Enter the entry ID',
|
|
condition: {
|
|
field: 'operation',
|
|
value: ['get_list_entry', 'update_list_entry', 'delete_list_entry'],
|
|
},
|
|
required: {
|
|
field: 'operation',
|
|
value: ['get_list_entry', 'update_list_entry', 'delete_list_entry'],
|
|
},
|
|
},
|
|
{
|
|
id: 'entryParentRecordId',
|
|
title: 'Record ID',
|
|
type: 'short-input',
|
|
placeholder: 'Record ID to add to the list',
|
|
condition: { field: 'operation', value: 'create_list_entry' },
|
|
required: { field: 'operation', value: 'create_list_entry' },
|
|
},
|
|
{
|
|
id: 'entryParentObject',
|
|
title: 'Record Object Type',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. people, companies',
|
|
condition: { field: 'operation', value: 'create_list_entry' },
|
|
required: { field: 'operation', value: 'create_list_entry' },
|
|
},
|
|
{
|
|
id: 'entryValues',
|
|
title: 'Entry Values',
|
|
type: 'code',
|
|
placeholder: '{"attribute_slug": "value"}',
|
|
condition: {
|
|
field: 'operation',
|
|
value: ['create_list_entry', 'update_list_entry'],
|
|
},
|
|
required: { field: 'operation', value: 'update_list_entry' },
|
|
wandConfig: {
|
|
enabled: true,
|
|
maintainHistory: true,
|
|
prompt: `Generate Attio list entry attribute values as JSON.
|
|
|
|
### CONTEXT
|
|
{context}
|
|
|
|
### CRITICAL INSTRUCTION
|
|
Return ONLY the JSON object. No explanations, no markdown, no extra text.
|
|
|
|
### STRUCTURE
|
|
Keys are list attribute slugs. Values follow Attio attribute format.
|
|
|
|
### EXAMPLE
|
|
{"status": [{"status": {"title": "Active"}}], "priority": [{"option": {"title": "High"}}]}`,
|
|
placeholder: 'Describe the entry values...',
|
|
generationType: 'json-object',
|
|
},
|
|
},
|
|
{
|
|
id: 'entryFilter',
|
|
title: 'Filter',
|
|
type: 'code',
|
|
placeholder: '{"attribute": {"$operator": "value"}}',
|
|
condition: { field: 'operation', value: 'query_list_entries' },
|
|
wandConfig: {
|
|
enabled: true,
|
|
maintainHistory: true,
|
|
prompt: `Generate an Attio list entry query filter as JSON.
|
|
|
|
### CONTEXT
|
|
{context}
|
|
|
|
### CRITICAL INSTRUCTION
|
|
Return ONLY the JSON filter object. No explanations, no markdown, no extra text.
|
|
|
|
### FILTER STRUCTURE
|
|
Same as record filters. Operators: $eq, $contains, $lt, $gt, $not_empty, $in, etc.
|
|
Logical: $and, $or, $not
|
|
|
|
### EXAMPLE
|
|
{"status": {"status": {"title": {"$eq": "Active"}}}}`,
|
|
placeholder: 'Describe the filter...',
|
|
generationType: 'json-object',
|
|
},
|
|
},
|
|
{
|
|
id: 'entrySorts',
|
|
title: 'Sort',
|
|
type: 'code',
|
|
placeholder: '[{"direction":"asc","attribute":"created_at"}]',
|
|
condition: { field: 'operation', value: 'query_list_entries' },
|
|
wandConfig: {
|
|
enabled: true,
|
|
maintainHistory: true,
|
|
prompt: `Generate an Attio list entry sort configuration as a JSON array.
|
|
|
|
### CONTEXT
|
|
{context}
|
|
|
|
### CRITICAL INSTRUCTION
|
|
Return ONLY the JSON array. No explanations, no markdown, no extra text.
|
|
|
|
### STRUCTURE
|
|
[{"direction": "asc" | "desc", "attribute": "attribute_slug"}]
|
|
|
|
### EXAMPLE
|
|
[{"direction": "asc", "attribute": "created_at"}]`,
|
|
placeholder: 'Describe how to sort the entries...',
|
|
generationType: 'json-object',
|
|
},
|
|
},
|
|
|
|
// Member fields
|
|
{
|
|
id: 'memberId',
|
|
title: 'Member ID',
|
|
type: 'short-input',
|
|
placeholder: 'Enter the workspace member ID',
|
|
condition: { field: 'operation', value: 'get_member' },
|
|
required: { field: 'operation', value: 'get_member' },
|
|
},
|
|
|
|
// Comment fields
|
|
{
|
|
id: 'commentContent',
|
|
title: 'Content',
|
|
type: 'long-input',
|
|
placeholder: 'Comment content',
|
|
condition: { field: 'operation', value: 'create_comment' },
|
|
required: { field: 'operation', value: 'create_comment' },
|
|
},
|
|
{
|
|
id: 'commentFormat',
|
|
title: 'Format',
|
|
type: 'dropdown',
|
|
options: [{ label: 'Plaintext', id: 'plaintext' }],
|
|
value: () => 'plaintext',
|
|
condition: { field: 'operation', value: 'create_comment' },
|
|
},
|
|
{
|
|
id: 'commentAuthorType',
|
|
title: 'Author Type',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. workspace-member',
|
|
condition: { field: 'operation', value: 'create_comment' },
|
|
required: { field: 'operation', value: 'create_comment' },
|
|
},
|
|
{
|
|
id: 'commentAuthorId',
|
|
title: 'Author ID',
|
|
type: 'short-input',
|
|
placeholder: 'Workspace member ID of the author',
|
|
condition: { field: 'operation', value: 'create_comment' },
|
|
required: { field: 'operation', value: 'create_comment' },
|
|
},
|
|
{
|
|
id: 'commentTarget',
|
|
title: 'Comment On',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'List Entry', id: 'entry' },
|
|
{ label: 'Record', id: 'record' },
|
|
{ label: 'Reply to Thread', id: 'thread' },
|
|
],
|
|
value: () => 'entry',
|
|
condition: { field: 'operation', value: 'create_comment' },
|
|
},
|
|
{
|
|
id: 'commentList',
|
|
title: 'List',
|
|
type: 'short-input',
|
|
placeholder: 'List ID or slug',
|
|
condition: {
|
|
field: 'operation',
|
|
value: 'create_comment',
|
|
and: { field: 'commentTarget', value: 'entry' },
|
|
},
|
|
required: {
|
|
field: 'operation',
|
|
value: 'create_comment',
|
|
and: { field: 'commentTarget', value: 'entry' },
|
|
},
|
|
},
|
|
{
|
|
id: 'commentEntryId',
|
|
title: 'Entry ID',
|
|
type: 'short-input',
|
|
placeholder: 'List entry ID to comment on',
|
|
condition: {
|
|
field: 'operation',
|
|
value: 'create_comment',
|
|
and: { field: 'commentTarget', value: 'entry' },
|
|
},
|
|
required: {
|
|
field: 'operation',
|
|
value: 'create_comment',
|
|
and: { field: 'commentTarget', value: 'entry' },
|
|
},
|
|
},
|
|
{
|
|
id: 'commentRecordObject',
|
|
title: 'Record Object',
|
|
type: 'short-input',
|
|
placeholder: 'Object ID or slug the record belongs to',
|
|
condition: {
|
|
field: 'operation',
|
|
value: 'create_comment',
|
|
and: { field: 'commentTarget', value: 'record' },
|
|
},
|
|
required: {
|
|
field: 'operation',
|
|
value: 'create_comment',
|
|
and: { field: 'commentTarget', value: 'record' },
|
|
},
|
|
},
|
|
{
|
|
id: 'commentRecordId',
|
|
title: 'Record ID',
|
|
type: 'short-input',
|
|
placeholder: 'Record ID to comment on directly',
|
|
condition: {
|
|
field: 'operation',
|
|
value: 'create_comment',
|
|
and: { field: 'commentTarget', value: 'record' },
|
|
},
|
|
required: {
|
|
field: 'operation',
|
|
value: 'create_comment',
|
|
and: { field: 'commentTarget', value: 'record' },
|
|
},
|
|
},
|
|
{
|
|
id: 'commentThreadId',
|
|
title: 'Thread ID',
|
|
type: 'short-input',
|
|
placeholder: 'Thread ID to reply to',
|
|
condition: {
|
|
field: 'operation',
|
|
value: 'create_comment',
|
|
and: { field: 'commentTarget', value: 'thread' },
|
|
},
|
|
required: {
|
|
field: 'operation',
|
|
value: 'create_comment',
|
|
and: { field: 'commentTarget', value: 'thread' },
|
|
},
|
|
},
|
|
{
|
|
id: 'commentCreatedAt',
|
|
title: 'Created At',
|
|
type: 'short-input',
|
|
placeholder: '2024-01-01T15:00:00.000Z (optional, backdate)',
|
|
condition: { field: 'operation', value: 'create_comment' },
|
|
mode: 'advanced',
|
|
wandConfig: {
|
|
enabled: true,
|
|
maintainHistory: true,
|
|
prompt: `Generate an ISO 8601 timestamp.
|
|
|
|
### CONTEXT
|
|
{context}
|
|
|
|
### CRITICAL INSTRUCTION
|
|
Return ONLY the ISO 8601 timestamp string. No explanations, no markdown, no extra text.
|
|
|
|
### FORMAT
|
|
YYYY-MM-DDTHH:mm:ss.SSSZ
|
|
|
|
### EXAMPLE
|
|
2024-01-15T09:30:00.000Z`,
|
|
placeholder: 'Describe the date...',
|
|
generationType: 'timestamp',
|
|
},
|
|
},
|
|
{
|
|
id: 'commentId',
|
|
title: 'Comment ID',
|
|
type: 'short-input',
|
|
placeholder: 'Enter the comment ID',
|
|
condition: { field: 'operation', value: ['get_comment', 'delete_comment'] },
|
|
required: { field: 'operation', value: ['get_comment', 'delete_comment'] },
|
|
},
|
|
|
|
// Thread fields
|
|
{
|
|
id: 'threadId',
|
|
title: 'Thread ID',
|
|
type: 'short-input',
|
|
placeholder: 'Enter the thread ID',
|
|
condition: { field: 'operation', value: 'get_thread' },
|
|
required: { field: 'operation', value: 'get_thread' },
|
|
},
|
|
{
|
|
id: 'threadFilterRecordId',
|
|
title: 'Record ID',
|
|
type: 'short-input',
|
|
placeholder: 'Filter by record ID',
|
|
condition: { field: 'operation', value: 'list_threads' },
|
|
},
|
|
{
|
|
id: 'threadFilterObject',
|
|
title: 'Object Type',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. people (required with Record ID)',
|
|
condition: { field: 'operation', value: 'list_threads' },
|
|
},
|
|
{
|
|
id: 'threadFilterEntryId',
|
|
title: 'Entry ID',
|
|
type: 'short-input',
|
|
placeholder: 'Filter by entry ID',
|
|
condition: { field: 'operation', value: 'list_threads' },
|
|
},
|
|
{
|
|
id: 'threadFilterList',
|
|
title: 'List',
|
|
type: 'short-input',
|
|
placeholder: 'List ID or slug (required with Entry ID)',
|
|
condition: { field: 'operation', value: 'list_threads' },
|
|
},
|
|
|
|
// Webhook fields
|
|
{
|
|
id: 'webhookId',
|
|
title: 'Webhook ID',
|
|
type: 'short-input',
|
|
placeholder: 'Enter the webhook ID',
|
|
condition: {
|
|
field: 'operation',
|
|
value: ['get_webhook', 'update_webhook', 'delete_webhook'],
|
|
},
|
|
required: {
|
|
field: 'operation',
|
|
value: ['get_webhook', 'update_webhook', 'delete_webhook'],
|
|
},
|
|
},
|
|
{
|
|
id: 'webhookTargetUrl',
|
|
title: 'Target URL',
|
|
type: 'short-input',
|
|
placeholder: 'https://example.com/webhook',
|
|
condition: { field: 'operation', value: ['create_webhook', 'update_webhook'] },
|
|
required: { field: 'operation', value: 'create_webhook' },
|
|
},
|
|
{
|
|
id: 'webhookSubscriptions',
|
|
title: 'Subscriptions',
|
|
type: 'code',
|
|
placeholder: '[{"event_type":"record.created","filter":{"object_id":"..."}}]',
|
|
condition: { field: 'operation', value: ['create_webhook', 'update_webhook'] },
|
|
required: { field: 'operation', value: 'create_webhook' },
|
|
wandConfig: {
|
|
enabled: true,
|
|
maintainHistory: true,
|
|
prompt: `Generate Attio webhook subscriptions array as JSON.
|
|
|
|
### CONTEXT
|
|
{context}
|
|
|
|
### CRITICAL INSTRUCTION
|
|
Return ONLY the JSON array. No explanations, no markdown, no extra text.
|
|
|
|
### STRUCTURE
|
|
[{"event_type": "event.type", "filter": {"object_id": "uuid"}}]
|
|
|
|
### AVAILABLE EVENT TYPES
|
|
record.created, record.updated, record.deleted, record.merged
|
|
note.created, note.updated, note.deleted, note-content.updated
|
|
task.created, task.updated, task.deleted
|
|
list.created, list.updated, list.deleted
|
|
list-entry.created, list-entry.updated, list-entry.deleted
|
|
comment.created, comment.resolved, comment.unresolved, comment.deleted
|
|
object-attribute.created, object-attribute.updated
|
|
list-attribute.created, list-attribute.updated
|
|
workspace-member.created
|
|
|
|
### EXAMPLE
|
|
[{"event_type": "record.created", "filter": {"object_id": "people"}}]`,
|
|
placeholder: 'Describe which events to subscribe to...',
|
|
generationType: 'json-object',
|
|
},
|
|
},
|
|
|
|
// Attribute fields
|
|
{
|
|
id: 'attributeTarget',
|
|
title: 'Target',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'Object', id: 'objects' },
|
|
{ label: 'List', id: 'lists' },
|
|
],
|
|
value: () => 'objects',
|
|
condition: {
|
|
field: 'operation',
|
|
value: ['list_attributes', 'get_attribute', 'create_attribute', 'update_attribute'],
|
|
},
|
|
required: {
|
|
field: 'operation',
|
|
value: ['list_attributes', 'get_attribute', 'create_attribute', 'update_attribute'],
|
|
},
|
|
},
|
|
{
|
|
id: 'attributeIdentifier',
|
|
title: 'Object or List ID/Slug',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. people, companies',
|
|
condition: {
|
|
field: 'operation',
|
|
value: ['list_attributes', 'get_attribute', 'create_attribute', 'update_attribute'],
|
|
},
|
|
required: {
|
|
field: 'operation',
|
|
value: ['list_attributes', 'get_attribute', 'create_attribute', 'update_attribute'],
|
|
},
|
|
},
|
|
{
|
|
id: 'attributeId',
|
|
title: 'Attribute ID or Slug',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. email_addresses',
|
|
condition: { field: 'operation', value: ['get_attribute', 'update_attribute'] },
|
|
required: { field: 'operation', value: ['get_attribute', 'update_attribute'] },
|
|
},
|
|
{
|
|
id: 'attributeTitle',
|
|
title: 'Title',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. Lead Source',
|
|
condition: { field: 'operation', value: ['create_attribute', 'update_attribute'] },
|
|
required: { field: 'operation', value: 'create_attribute' },
|
|
},
|
|
{
|
|
id: 'attributeApiSlug',
|
|
title: 'API Slug',
|
|
type: 'short-input',
|
|
placeholder: 'e.g. lead_source',
|
|
condition: { field: 'operation', value: ['create_attribute', 'update_attribute'] },
|
|
required: { field: 'operation', value: 'create_attribute' },
|
|
},
|
|
{
|
|
id: 'attributeType',
|
|
title: 'Type',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'Text', id: 'text' },
|
|
{ label: 'Number', id: 'number' },
|
|
{ label: 'Checkbox', id: 'checkbox' },
|
|
{ label: 'Currency', id: 'currency' },
|
|
{ label: 'Date', id: 'date' },
|
|
{ label: 'Timestamp', id: 'timestamp' },
|
|
{ label: 'Rating', id: 'rating' },
|
|
{ label: 'Status', id: 'status' },
|
|
{ label: 'Select', id: 'select' },
|
|
{ label: 'Record Reference', id: 'record-reference' },
|
|
{ label: 'Actor Reference', id: 'actor-reference' },
|
|
{ label: 'Location', id: 'location' },
|
|
{ label: 'Domain', id: 'domain' },
|
|
{ label: 'Email Address', id: 'email-address' },
|
|
{ label: 'Phone Number', id: 'phone-number' },
|
|
],
|
|
condition: { field: 'operation', value: 'create_attribute' },
|
|
required: { field: 'operation', value: 'create_attribute' },
|
|
},
|
|
{
|
|
id: 'attributeDescription',
|
|
title: 'Description',
|
|
type: 'long-input',
|
|
placeholder: 'Describe the attribute',
|
|
condition: { field: 'operation', value: ['create_attribute', 'update_attribute'] },
|
|
mode: 'advanced',
|
|
},
|
|
{
|
|
id: 'attributeIsRequired',
|
|
title: 'Required',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'No', id: 'false' },
|
|
{ label: 'Yes', id: 'true' },
|
|
],
|
|
value: () => 'false',
|
|
condition: { field: 'operation', value: 'create_attribute' },
|
|
mode: 'advanced',
|
|
},
|
|
{
|
|
id: 'attributeIsRequiredUpdate',
|
|
title: 'Required',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'Leave unchanged', id: 'unchanged' },
|
|
{ label: 'No', id: 'false' },
|
|
{ label: 'Yes', id: 'true' },
|
|
],
|
|
value: () => 'unchanged',
|
|
condition: { field: 'operation', value: 'update_attribute' },
|
|
mode: 'advanced',
|
|
},
|
|
{
|
|
id: 'attributeIsUnique',
|
|
title: 'Unique',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'No', id: 'false' },
|
|
{ label: 'Yes', id: 'true' },
|
|
],
|
|
value: () => 'false',
|
|
condition: { field: 'operation', value: 'create_attribute' },
|
|
mode: 'advanced',
|
|
},
|
|
{
|
|
id: 'attributeIsUniqueUpdate',
|
|
title: 'Unique',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'Leave unchanged', id: 'unchanged' },
|
|
{ label: 'No', id: 'false' },
|
|
{ label: 'Yes', id: 'true' },
|
|
],
|
|
value: () => 'unchanged',
|
|
condition: { field: 'operation', value: 'update_attribute' },
|
|
mode: 'advanced',
|
|
},
|
|
{
|
|
id: 'attributeIsMultiselect',
|
|
title: 'Multiselect',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'No', id: 'false' },
|
|
{ label: 'Yes', id: 'true' },
|
|
],
|
|
value: () => 'false',
|
|
condition: { field: 'operation', value: 'create_attribute' },
|
|
mode: 'advanced',
|
|
},
|
|
{
|
|
id: 'attributeIsArchived',
|
|
title: 'Archived',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'Leave unchanged', id: 'unchanged' },
|
|
{ label: 'No', id: 'false' },
|
|
{ label: 'Yes', id: 'true' },
|
|
],
|
|
value: () => 'unchanged',
|
|
condition: { field: 'operation', value: 'update_attribute' },
|
|
mode: 'advanced',
|
|
},
|
|
{
|
|
id: 'attributeConfig',
|
|
title: 'Config',
|
|
type: 'code',
|
|
placeholder: '{"default_currency_code": "USD", "display_type": "text"}',
|
|
condition: { field: 'operation', value: ['create_attribute', 'update_attribute'] },
|
|
mode: 'advanced',
|
|
wandConfig: {
|
|
enabled: true,
|
|
maintainHistory: true,
|
|
prompt: `Generate Attio attribute type configuration as a JSON object.
|
|
|
|
### CONTEXT
|
|
{context}
|
|
|
|
### CRITICAL INSTRUCTION
|
|
Return ONLY the JSON object. No explanations, no markdown, no extra text.
|
|
|
|
### EXAMPLES
|
|
Currency: {"default_currency_code": "USD", "display_type": "text"}
|
|
Record reference: {"allowed_objects": ["people", "companies"]}`,
|
|
placeholder: 'Describe the attribute configuration...',
|
|
generationType: 'json-object',
|
|
},
|
|
},
|
|
{
|
|
id: 'attributeShowArchived',
|
|
title: 'Show Archived',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'No', id: 'false' },
|
|
{ label: 'Yes', id: 'true' },
|
|
],
|
|
value: () => 'false',
|
|
condition: { field: 'operation', value: 'list_attributes' },
|
|
mode: 'advanced',
|
|
},
|
|
|
|
// Shared limit
|
|
{
|
|
id: 'limit',
|
|
title: 'Limit',
|
|
type: 'short-input',
|
|
placeholder: 'Max results',
|
|
mode: 'advanced',
|
|
condition: {
|
|
field: 'operation',
|
|
value: [
|
|
'list_records',
|
|
'search_records',
|
|
'list_notes',
|
|
'list_tasks',
|
|
'query_list_entries',
|
|
'list_threads',
|
|
'list_webhooks',
|
|
'list_attributes',
|
|
],
|
|
},
|
|
},
|
|
{
|
|
id: 'offset',
|
|
title: 'Offset',
|
|
type: 'short-input',
|
|
placeholder: 'Number of results to skip',
|
|
mode: 'advanced',
|
|
condition: {
|
|
field: 'operation',
|
|
value: [
|
|
'list_records',
|
|
'list_notes',
|
|
'list_tasks',
|
|
'query_list_entries',
|
|
'list_threads',
|
|
'list_webhooks',
|
|
'list_attributes',
|
|
],
|
|
},
|
|
},
|
|
{
|
|
id: 'taskSort',
|
|
title: 'Sort',
|
|
type: 'dropdown',
|
|
options: [
|
|
{ label: 'Created At (asc)', id: 'created_at:asc' },
|
|
{ label: 'Created At (desc)', id: 'created_at:desc' },
|
|
{ label: 'Completed At (asc)', id: 'completed_at:asc' },
|
|
{ label: 'Completed At (desc)', id: 'completed_at:desc' },
|
|
],
|
|
condition: { field: 'operation', value: 'list_tasks' },
|
|
mode: 'advanced',
|
|
},
|
|
...getTrigger('attio_record_created').subBlocks,
|
|
...getTrigger('attio_record_updated').subBlocks,
|
|
...getTrigger('attio_record_deleted').subBlocks,
|
|
...getTrigger('attio_record_merged').subBlocks,
|
|
...getTrigger('attio_note_created').subBlocks,
|
|
...getTrigger('attio_note_updated').subBlocks,
|
|
...getTrigger('attio_note_deleted').subBlocks,
|
|
...getTrigger('attio_task_created').subBlocks,
|
|
...getTrigger('attio_task_updated').subBlocks,
|
|
...getTrigger('attio_task_deleted').subBlocks,
|
|
...getTrigger('attio_comment_created').subBlocks,
|
|
...getTrigger('attio_comment_resolved').subBlocks,
|
|
...getTrigger('attio_comment_unresolved').subBlocks,
|
|
...getTrigger('attio_comment_deleted').subBlocks,
|
|
...getTrigger('attio_list_entry_created').subBlocks,
|
|
...getTrigger('attio_list_entry_updated').subBlocks,
|
|
...getTrigger('attio_list_entry_deleted').subBlocks,
|
|
...getTrigger('attio_list_created').subBlocks,
|
|
...getTrigger('attio_list_updated').subBlocks,
|
|
...getTrigger('attio_list_deleted').subBlocks,
|
|
...getTrigger('attio_workspace_member_created').subBlocks,
|
|
...getTrigger('attio_webhook').subBlocks,
|
|
],
|
|
|
|
triggers: {
|
|
enabled: true,
|
|
available: [
|
|
'attio_record_created',
|
|
'attio_record_updated',
|
|
'attio_record_deleted',
|
|
'attio_record_merged',
|
|
'attio_note_created',
|
|
'attio_note_updated',
|
|
'attio_note_deleted',
|
|
'attio_task_created',
|
|
'attio_task_updated',
|
|
'attio_task_deleted',
|
|
'attio_comment_created',
|
|
'attio_comment_resolved',
|
|
'attio_comment_unresolved',
|
|
'attio_comment_deleted',
|
|
'attio_list_entry_created',
|
|
'attio_list_entry_updated',
|
|
'attio_list_entry_deleted',
|
|
'attio_list_created',
|
|
'attio_list_updated',
|
|
'attio_list_deleted',
|
|
'attio_workspace_member_created',
|
|
'attio_webhook',
|
|
],
|
|
},
|
|
|
|
tools: {
|
|
access: [
|
|
'attio_list_records',
|
|
'attio_get_record',
|
|
'attio_create_record',
|
|
'attio_update_record',
|
|
'attio_delete_record',
|
|
'attio_search_records',
|
|
'attio_assert_record',
|
|
'attio_list_notes',
|
|
'attio_get_note',
|
|
'attio_create_note',
|
|
'attio_delete_note',
|
|
'attio_list_tasks',
|
|
'attio_get_task',
|
|
'attio_create_task',
|
|
'attio_update_task',
|
|
'attio_delete_task',
|
|
'attio_list_objects',
|
|
'attio_get_object',
|
|
'attio_create_object',
|
|
'attio_update_object',
|
|
'attio_list_lists',
|
|
'attio_get_list',
|
|
'attio_create_list',
|
|
'attio_update_list',
|
|
'attio_query_list_entries',
|
|
'attio_get_list_entry',
|
|
'attio_create_list_entry',
|
|
'attio_update_list_entry',
|
|
'attio_delete_list_entry',
|
|
'attio_list_members',
|
|
'attio_get_member',
|
|
'attio_create_comment',
|
|
'attio_get_comment',
|
|
'attio_delete_comment',
|
|
'attio_list_threads',
|
|
'attio_get_thread',
|
|
'attio_list_webhooks',
|
|
'attio_get_webhook',
|
|
'attio_create_webhook',
|
|
'attio_update_webhook',
|
|
'attio_delete_webhook',
|
|
'attio_list_attributes',
|
|
'attio_get_attribute',
|
|
'attio_create_attribute',
|
|
'attio_update_attribute',
|
|
],
|
|
config: {
|
|
tool: (params) => `attio_${params.operation}`,
|
|
params: (params) => {
|
|
const cleanParams: Record<string, unknown> = {
|
|
oauthCredential: params.oauthCredential,
|
|
}
|
|
const op = params.operation
|
|
|
|
// Record params — each field is only sent for the operations whose subBlock condition
|
|
// actually exposes it, so a stale value left over from switching operations never leaks
|
|
// into an unrelated request (cleanParams keys are reused across several operation families).
|
|
if (
|
|
[
|
|
'list_records',
|
|
'get_record',
|
|
'create_record',
|
|
'update_record',
|
|
'delete_record',
|
|
'assert_record',
|
|
].includes(op) &&
|
|
params.objectType
|
|
)
|
|
cleanParams.objectType = params.objectType
|
|
if (['get_record', 'update_record', 'delete_record'].includes(op) && params.recordId)
|
|
cleanParams.recordId = params.recordId
|
|
if (op === 'assert_record' && params.matchingAttribute)
|
|
cleanParams.matchingAttribute = params.matchingAttribute
|
|
if (['create_record', 'update_record', 'assert_record'].includes(op) && params.values)
|
|
cleanParams.values = params.values
|
|
if (op === 'list_records' && params.filter) cleanParams.filter = params.filter
|
|
if (op === 'list_records' && params.sorts) cleanParams.sorts = params.sorts
|
|
if (op === 'search_records' && params.query) cleanParams.query = params.query
|
|
if (op === 'search_records' && params.objects) cleanParams.objects = params.objects
|
|
|
|
// Note params
|
|
if (['list_notes', 'create_note'].includes(op) && params.noteParentObject)
|
|
cleanParams.parentObject = params.noteParentObject
|
|
if (['list_notes', 'create_note'].includes(op) && params.noteParentRecordId)
|
|
cleanParams.parentRecordId = params.noteParentRecordId
|
|
if (op === 'create_note' && params.noteTitle) cleanParams.title = params.noteTitle
|
|
if (op === 'create_note' && params.noteContent) cleanParams.content = params.noteContent
|
|
if (op === 'create_note' && params.noteFormat) cleanParams.format = params.noteFormat
|
|
if (op === 'create_note' && params.noteCreatedAt)
|
|
cleanParams.createdAt = params.noteCreatedAt
|
|
if (op === 'create_note' && params.noteMeetingId)
|
|
cleanParams.meetingId = params.noteMeetingId
|
|
if (['get_note', 'delete_note'].includes(op) && params.noteId)
|
|
cleanParams.noteId = params.noteId
|
|
|
|
// Task params
|
|
if (op === 'create_task' && params.taskContent) cleanParams.content = params.taskContent
|
|
if (['create_task', 'update_task'].includes(op) && params.taskDeadline)
|
|
cleanParams.deadlineAt = params.taskDeadline
|
|
if (op === 'create_task' && params.taskIsCompleted !== undefined)
|
|
cleanParams.isCompleted =
|
|
params.taskIsCompleted === 'true' || params.taskIsCompleted === true
|
|
if (op === 'update_task') {
|
|
// taskIsCompletedUpdate is the current control; taskIsCompleted is a fallback for blocks
|
|
// saved before the split, when that field applied to both create_task and update_task.
|
|
if (
|
|
params.taskIsCompletedUpdate !== undefined &&
|
|
params.taskIsCompletedUpdate !== 'unchanged'
|
|
) {
|
|
cleanParams.isCompleted =
|
|
params.taskIsCompletedUpdate === 'true' || params.taskIsCompletedUpdate === true
|
|
} else if (
|
|
params.taskIsCompletedUpdate === undefined &&
|
|
params.taskIsCompleted !== undefined
|
|
) {
|
|
cleanParams.isCompleted =
|
|
params.taskIsCompleted === 'true' || params.taskIsCompleted === true
|
|
}
|
|
}
|
|
if (['create_task', 'update_task'].includes(op) && params.taskLinkedRecords)
|
|
cleanParams.linkedRecords = params.taskLinkedRecords
|
|
if (['create_task', 'update_task'].includes(op) && params.taskAssignees)
|
|
cleanParams.assignees = params.taskAssignees
|
|
if (['get_task', 'update_task', 'delete_task'].includes(op) && params.taskId)
|
|
cleanParams.taskId = params.taskId
|
|
if (op === 'list_tasks' && params.taskFilterObject)
|
|
cleanParams.linkedObject = params.taskFilterObject
|
|
if (op === 'list_tasks' && params.taskFilterRecordId)
|
|
cleanParams.linkedRecordId = params.taskFilterRecordId
|
|
if (op === 'list_tasks' && params.taskFilterAssignee)
|
|
cleanParams.assignee = params.taskFilterAssignee
|
|
if (
|
|
op === 'list_tasks' &&
|
|
params.taskFilterCompleted &&
|
|
params.taskFilterCompleted !== 'all'
|
|
)
|
|
cleanParams.isCompleted = params.taskFilterCompleted === 'true'
|
|
if (op === 'list_tasks' && params.taskSort) cleanParams.sort = params.taskSort
|
|
|
|
// Object params
|
|
if (['get_object', 'update_object'].includes(op) && params.objectIdOrSlug)
|
|
cleanParams.object = params.objectIdOrSlug
|
|
if (['create_object', 'update_object'].includes(op) && params.objectApiSlug)
|
|
cleanParams.apiSlug = params.objectApiSlug
|
|
if (['create_object', 'update_object'].includes(op) && params.objectSingularNoun)
|
|
cleanParams.singularNoun = params.objectSingularNoun
|
|
if (['create_object', 'update_object'].includes(op) && params.objectPluralNoun)
|
|
cleanParams.pluralNoun = params.objectPluralNoun
|
|
|
|
// List params
|
|
if (
|
|
[
|
|
'get_list',
|
|
'update_list',
|
|
'query_list_entries',
|
|
'get_list_entry',
|
|
'create_list_entry',
|
|
'update_list_entry',
|
|
'delete_list_entry',
|
|
].includes(op) &&
|
|
params.listIdOrSlug
|
|
)
|
|
cleanParams.list = params.listIdOrSlug
|
|
if (['create_list', 'update_list'].includes(op) && params.listName)
|
|
cleanParams.name = params.listName
|
|
if (op === 'create_list' && params.listParentObject)
|
|
cleanParams.parentObject = params.listParentObject
|
|
if (['create_list', 'update_list'].includes(op) && params.listApiSlug)
|
|
cleanParams.apiSlug = params.listApiSlug
|
|
if (op === 'create_list' && params.listWorkspaceAccess)
|
|
cleanParams.workspaceAccess = params.listWorkspaceAccess
|
|
if (op === 'update_list') {
|
|
// listWorkspaceAccessUpdate is the current control; listWorkspaceAccess is a fallback
|
|
// for blocks saved before the split, when that field applied to both create and update.
|
|
if (
|
|
params.listWorkspaceAccessUpdate &&
|
|
params.listWorkspaceAccessUpdate !== 'unchanged'
|
|
) {
|
|
cleanParams.workspaceAccess = params.listWorkspaceAccessUpdate
|
|
} else if (!params.listWorkspaceAccessUpdate && params.listWorkspaceAccess) {
|
|
cleanParams.workspaceAccess = params.listWorkspaceAccess
|
|
}
|
|
}
|
|
|
|
// List entry params
|
|
if (
|
|
['get_list_entry', 'update_list_entry', 'delete_list_entry'].includes(op) &&
|
|
params.entryId
|
|
)
|
|
cleanParams.entryId = params.entryId
|
|
if (op === 'create_list_entry' && params.entryParentRecordId)
|
|
cleanParams.parentRecordId = params.entryParentRecordId
|
|
if (op === 'create_list_entry' && params.entryParentObject)
|
|
cleanParams.parentObject = params.entryParentObject
|
|
if (['create_list_entry', 'update_list_entry'].includes(op) && params.entryValues)
|
|
cleanParams.entryValues = params.entryValues
|
|
if (op === 'query_list_entries' && params.entryFilter)
|
|
cleanParams.filter = params.entryFilter
|
|
if (op === 'query_list_entries' && params.entrySorts) cleanParams.sorts = params.entrySorts
|
|
|
|
// Member params
|
|
if (op === 'get_member' && params.memberId) cleanParams.memberId = params.memberId
|
|
|
|
// Comment params
|
|
if (op === 'create_comment') {
|
|
if (params.commentContent) cleanParams.content = params.commentContent
|
|
if (params.commentFormat) cleanParams.format = params.commentFormat
|
|
if (params.commentAuthorType) cleanParams.authorType = params.commentAuthorType
|
|
if (params.commentAuthorId) cleanParams.authorId = params.commentAuthorId
|
|
// Blocks saved before commentTarget existed have no value for it — fall back to the
|
|
// pre-existing behavior (entry-based comment, or thread reply if a thread ID was set).
|
|
const commentTarget =
|
|
params.commentTarget ?? (params.commentThreadId ? 'thread' : 'entry')
|
|
if (commentTarget === 'entry') {
|
|
if (params.commentList) cleanParams.list = params.commentList
|
|
if (params.commentEntryId) cleanParams.entryId = params.commentEntryId
|
|
} else if (commentTarget === 'record') {
|
|
if (params.commentRecordObject) cleanParams.recordObject = params.commentRecordObject
|
|
if (params.commentRecordId) cleanParams.recordId = params.commentRecordId
|
|
} else if (commentTarget === 'thread') {
|
|
if (params.commentThreadId) cleanParams.threadId = params.commentThreadId
|
|
}
|
|
if (params.commentCreatedAt) cleanParams.createdAt = params.commentCreatedAt
|
|
}
|
|
if (['get_comment', 'delete_comment'].includes(op) && params.commentId)
|
|
cleanParams.commentId = params.commentId
|
|
|
|
// Thread params
|
|
if (op === 'get_thread' && params.threadId) cleanParams.threadId = params.threadId
|
|
if (op === 'list_threads' && params.threadFilterRecordId)
|
|
cleanParams.recordId = params.threadFilterRecordId
|
|
if (op === 'list_threads' && params.threadFilterObject)
|
|
cleanParams.object = params.threadFilterObject
|
|
if (op === 'list_threads' && params.threadFilterEntryId)
|
|
cleanParams.entryId = params.threadFilterEntryId
|
|
if (op === 'list_threads' && params.threadFilterList)
|
|
cleanParams.list = params.threadFilterList
|
|
|
|
// Webhook params
|
|
if (['get_webhook', 'update_webhook', 'delete_webhook'].includes(op) && params.webhookId)
|
|
cleanParams.webhookId = params.webhookId
|
|
if (['create_webhook', 'update_webhook'].includes(op) && params.webhookTargetUrl)
|
|
cleanParams.targetUrl = params.webhookTargetUrl
|
|
if (['create_webhook', 'update_webhook'].includes(op) && params.webhookSubscriptions)
|
|
cleanParams.subscriptions = params.webhookSubscriptions
|
|
|
|
// Attribute params
|
|
const attributeOps = [
|
|
'list_attributes',
|
|
'get_attribute',
|
|
'create_attribute',
|
|
'update_attribute',
|
|
]
|
|
if (attributeOps.includes(op) && params.attributeTarget)
|
|
cleanParams.target = params.attributeTarget
|
|
if (attributeOps.includes(op) && params.attributeIdentifier)
|
|
cleanParams.identifier = params.attributeIdentifier
|
|
if (['get_attribute', 'update_attribute'].includes(op) && params.attributeId)
|
|
cleanParams.attribute = params.attributeId
|
|
if (['create_attribute', 'update_attribute'].includes(op) && params.attributeTitle)
|
|
cleanParams.title = params.attributeTitle
|
|
if (['create_attribute', 'update_attribute'].includes(op) && params.attributeApiSlug)
|
|
cleanParams.apiSlug = params.attributeApiSlug
|
|
if (op === 'create_attribute' && params.attributeType)
|
|
cleanParams.type = params.attributeType
|
|
if (['create_attribute', 'update_attribute'].includes(op) && params.attributeDescription)
|
|
cleanParams.description = params.attributeDescription
|
|
if (op === 'create_attribute' && params.attributeIsRequired !== undefined)
|
|
cleanParams.isRequired =
|
|
params.attributeIsRequired === 'true' || params.attributeIsRequired === true
|
|
if (
|
|
op === 'update_attribute' &&
|
|
params.attributeIsRequiredUpdate !== undefined &&
|
|
params.attributeIsRequiredUpdate !== 'unchanged'
|
|
)
|
|
cleanParams.isRequired =
|
|
params.attributeIsRequiredUpdate === 'true' || params.attributeIsRequiredUpdate === true
|
|
if (op === 'create_attribute' && params.attributeIsUnique !== undefined)
|
|
cleanParams.isUnique =
|
|
params.attributeIsUnique === 'true' || params.attributeIsUnique === true
|
|
if (
|
|
op === 'update_attribute' &&
|
|
params.attributeIsUniqueUpdate !== undefined &&
|
|
params.attributeIsUniqueUpdate !== 'unchanged'
|
|
)
|
|
cleanParams.isUnique =
|
|
params.attributeIsUniqueUpdate === 'true' || params.attributeIsUniqueUpdate === true
|
|
if (op === 'create_attribute' && params.attributeIsMultiselect !== undefined)
|
|
cleanParams.isMultiselect =
|
|
params.attributeIsMultiselect === 'true' || params.attributeIsMultiselect === true
|
|
if (
|
|
op === 'update_attribute' &&
|
|
params.attributeIsArchived !== undefined &&
|
|
params.attributeIsArchived !== 'unchanged'
|
|
)
|
|
cleanParams.isArchived =
|
|
params.attributeIsArchived === 'true' || params.attributeIsArchived === true
|
|
if (['create_attribute', 'update_attribute'].includes(op) && params.attributeConfig)
|
|
cleanParams.config = params.attributeConfig
|
|
if (op === 'list_attributes' && params.attributeShowArchived !== undefined)
|
|
cleanParams.showArchived =
|
|
params.attributeShowArchived === 'true' || params.attributeShowArchived === true
|
|
|
|
// Shared pagination params — only meaningful for list-style operations
|
|
if (
|
|
[
|
|
'list_records',
|
|
'search_records',
|
|
'list_notes',
|
|
'list_tasks',
|
|
'query_list_entries',
|
|
'list_threads',
|
|
'list_webhooks',
|
|
'list_attributes',
|
|
].includes(op) &&
|
|
params.limit
|
|
)
|
|
cleanParams.limit = Number(params.limit)
|
|
if (
|
|
[
|
|
'list_records',
|
|
'list_notes',
|
|
'list_tasks',
|
|
'query_list_entries',
|
|
'list_threads',
|
|
'list_webhooks',
|
|
'list_attributes',
|
|
].includes(op) &&
|
|
params.offset
|
|
)
|
|
cleanParams.offset = Number(params.offset)
|
|
|
|
return cleanParams
|
|
},
|
|
},
|
|
},
|
|
|
|
inputs: {
|
|
operation: { type: 'string', description: 'The operation to perform' },
|
|
oauthCredential: { type: 'string', description: 'Attio OAuth credential' },
|
|
objectType: { type: 'string', description: 'Object type slug' },
|
|
recordId: { type: 'string', description: 'Record ID' },
|
|
matchingAttribute: { type: 'string', description: 'Matching attribute for upsert' },
|
|
values: { type: 'json', description: 'Record attribute values' },
|
|
filter: { type: 'json', description: 'Query filter' },
|
|
sorts: { type: 'json', description: 'Sort configuration' },
|
|
query: { type: 'string', description: 'Search query text' },
|
|
objects: { type: 'string', description: 'Comma-separated object type slugs' },
|
|
noteParentObject: { type: 'string', description: 'Parent object type for notes' },
|
|
noteParentRecordId: { type: 'string', description: 'Parent record ID for notes' },
|
|
noteTitle: { type: 'string', description: 'Note title' },
|
|
noteContent: { type: 'string', description: 'Note content' },
|
|
noteFormat: { type: 'string', description: 'Note content format' },
|
|
noteId: { type: 'string', description: 'Note ID' },
|
|
noteCreatedAt: { type: 'string', description: 'Note creation timestamp (backdate)' },
|
|
noteMeetingId: { type: 'string', description: 'Meeting ID to link to note' },
|
|
taskContent: { type: 'string', description: 'Task content' },
|
|
taskDeadline: { type: 'string', description: 'Task deadline' },
|
|
taskIsCompleted: { type: 'string', description: 'Task completion status' },
|
|
taskIsCompletedUpdate: { type: 'string', description: 'Task completion status (update)' },
|
|
taskLinkedRecords: { type: 'json', description: 'Linked records JSON array' },
|
|
taskAssignees: { type: 'json', description: 'Assignees JSON array' },
|
|
taskId: { type: 'string', description: 'Task ID' },
|
|
objectIdOrSlug: { type: 'string', description: 'Object ID or slug' },
|
|
objectApiSlug: { type: 'string', description: 'Object API slug' },
|
|
objectSingularNoun: { type: 'string', description: 'Object singular name' },
|
|
objectPluralNoun: { type: 'string', description: 'Object plural name' },
|
|
listIdOrSlug: { type: 'string', description: 'List ID or slug' },
|
|
listName: { type: 'string', description: 'List name' },
|
|
listParentObject: { type: 'string', description: 'List parent object' },
|
|
listApiSlug: { type: 'string', description: 'List API slug' },
|
|
listWorkspaceAccess: { type: 'string', description: 'List workspace-level access' },
|
|
listWorkspaceAccessUpdate: {
|
|
type: 'string',
|
|
description: 'List workspace-level access (update)',
|
|
},
|
|
entryId: { type: 'string', description: 'List entry ID' },
|
|
entryParentRecordId: { type: 'string', description: 'Record ID for list entry' },
|
|
entryParentObject: { type: 'string', description: 'Record object type for list entry' },
|
|
entryValues: { type: 'json', description: 'List entry attribute values' },
|
|
entryFilter: { type: 'json', description: 'List entry query filter' },
|
|
entrySorts: { type: 'json', description: 'List entry sort configuration' },
|
|
memberId: { type: 'string', description: 'Workspace member ID' },
|
|
commentContent: { type: 'string', description: 'Comment content' },
|
|
commentFormat: { type: 'string', description: 'Comment format' },
|
|
commentAuthorType: { type: 'string', description: 'Comment author type' },
|
|
commentAuthorId: { type: 'string', description: 'Comment author ID' },
|
|
commentTarget: { type: 'string', description: 'What the comment is attached to' },
|
|
commentList: { type: 'string', description: 'List for comment' },
|
|
commentEntryId: { type: 'string', description: 'Entry ID for comment' },
|
|
commentRecordObject: { type: 'string', description: 'Object for record comment' },
|
|
commentRecordId: { type: 'string', description: 'Record ID for record comment' },
|
|
commentThreadId: { type: 'string', description: 'Thread ID to reply to' },
|
|
commentCreatedAt: { type: 'string', description: 'Comment creation timestamp (backdate)' },
|
|
commentId: { type: 'string', description: 'Comment ID' },
|
|
threadId: { type: 'string', description: 'Thread ID' },
|
|
webhookId: { type: 'string', description: 'Webhook ID' },
|
|
webhookTargetUrl: { type: 'string', description: 'Webhook target URL' },
|
|
webhookSubscriptions: { type: 'json', description: 'Webhook event subscriptions' },
|
|
attributeTarget: {
|
|
type: 'string',
|
|
description: 'Whether the attribute is on an object or list',
|
|
},
|
|
attributeIdentifier: { type: 'string', description: 'The object or list ID or slug' },
|
|
attributeId: { type: 'string', description: 'The attribute ID or slug' },
|
|
attributeTitle: { type: 'string', description: 'The attribute display title' },
|
|
attributeApiSlug: { type: 'string', description: 'The attribute API slug' },
|
|
attributeType: { type: 'string', description: 'The attribute value type' },
|
|
attributeDescription: { type: 'string', description: 'The attribute description' },
|
|
attributeIsRequired: { type: 'string', description: 'Whether the attribute is required' },
|
|
attributeIsRequiredUpdate: {
|
|
type: 'string',
|
|
description: 'Whether the attribute is required (update)',
|
|
},
|
|
attributeIsUnique: { type: 'string', description: 'Whether the attribute is unique' },
|
|
attributeIsUniqueUpdate: {
|
|
type: 'string',
|
|
description: 'Whether the attribute is unique (update)',
|
|
},
|
|
attributeIsMultiselect: { type: 'string', description: 'Whether the attribute is multiselect' },
|
|
attributeIsArchived: { type: 'string', description: 'Whether the attribute is archived' },
|
|
attributeConfig: { type: 'json', description: 'Type-dependent attribute configuration' },
|
|
attributeShowArchived: {
|
|
type: 'string',
|
|
description: 'Whether to include archived attributes',
|
|
},
|
|
taskSort: { type: 'string', description: 'Task list sort order' },
|
|
limit: { type: 'string', description: 'Maximum number of results' },
|
|
offset: { type: 'string', description: 'Number of results to skip for pagination' },
|
|
},
|
|
|
|
outputs: {
|
|
records: { type: 'json', description: 'Array of records' },
|
|
record: { type: 'json', description: 'A single record' },
|
|
recordId: { type: 'string', description: 'The record ID' },
|
|
webUrl: { type: 'string', description: 'URL to view the record in Attio' },
|
|
results: { type: 'json', description: 'Search results' },
|
|
notes: { type: 'json', description: 'Array of notes' },
|
|
noteId: { type: 'string', description: 'The note ID' },
|
|
title: { type: 'string', description: 'The note title' },
|
|
contentPlaintext: { type: 'string', description: 'Content as plaintext' },
|
|
contentMarkdown: { type: 'string', description: 'Content as markdown' },
|
|
tasks: { type: 'json', description: 'Array of tasks' },
|
|
taskId: { type: 'string', description: 'The task ID' },
|
|
content: { type: 'string', description: 'Task or note content' },
|
|
deadlineAt: { type: 'string', description: 'Task deadline' },
|
|
isCompleted: { type: 'boolean', description: 'Task completion status' },
|
|
completedAt: { type: 'string', description: 'When the task was completed' },
|
|
linkedRecords: { type: 'json', description: 'Linked records' },
|
|
assignees: { type: 'json', description: 'Task assignees' },
|
|
objects: { type: 'json', description: 'Array of objects' },
|
|
objectId: { type: 'string', description: 'The object ID' },
|
|
apiSlug: { type: 'string', description: 'The API slug' },
|
|
singularNoun: { type: 'string', description: 'Singular display name' },
|
|
pluralNoun: { type: 'string', description: 'Plural display name' },
|
|
lists: { type: 'json', description: 'Array of lists' },
|
|
listId: { type: 'string', description: 'The list ID' },
|
|
name: { type: 'string', description: 'The list name' },
|
|
entries: { type: 'json', description: 'Array of list entries' },
|
|
entryId: { type: 'string', description: 'The entry ID' },
|
|
entryValues: { type: 'json', description: 'Entry attribute values' },
|
|
members: { type: 'json', description: 'Array of workspace members' },
|
|
memberId: { type: 'string', description: 'The member ID' },
|
|
firstName: { type: 'string', description: 'First name' },
|
|
lastName: { type: 'string', description: 'Last name' },
|
|
emailAddress: { type: 'string', description: 'Email address' },
|
|
accessLevel: { type: 'string', description: 'Access level' },
|
|
commentId: { type: 'string', description: 'The comment ID' },
|
|
threadId: { type: 'string', description: 'The thread ID' },
|
|
threads: { type: 'json', description: 'Array of threads' },
|
|
comments: { type: 'json', description: 'Array of comments in a thread' },
|
|
webhooks: { type: 'json', description: 'Array of webhooks' },
|
|
webhookId: { type: 'string', description: 'The webhook ID' },
|
|
targetUrl: { type: 'string', description: 'Webhook target URL' },
|
|
subscriptions: { type: 'json', description: 'Webhook event subscriptions' },
|
|
status: { type: 'string', description: 'Webhook status' },
|
|
secret: { type: 'string', description: 'Webhook signing secret (only on create)' },
|
|
count: { type: 'number', description: 'Number of items returned' },
|
|
deleted: { type: 'boolean', description: 'Whether the item was deleted' },
|
|
createdAt: { type: 'string', description: 'When the item was created' },
|
|
success: { type: 'boolean', description: 'Whether the operation succeeded' },
|
|
attributes: { type: 'json', description: 'Array of attributes' },
|
|
attributeId: { type: 'string', description: 'The attribute ID' },
|
|
description: { type: 'string', description: 'The attribute description' },
|
|
type: { type: 'string', description: 'The attribute value type' },
|
|
isSystemAttribute: {
|
|
type: 'boolean',
|
|
description: 'Whether this is a built-in system attribute',
|
|
},
|
|
isWritable: { type: 'boolean', description: 'Whether the attribute can be written to' },
|
|
isRequired: { type: 'boolean', description: 'Whether the attribute is required' },
|
|
isUnique: { type: 'boolean', description: 'Whether the attribute enforces uniqueness' },
|
|
isMultiselect: { type: 'boolean', description: 'Whether the attribute is multiselect' },
|
|
isDefaultValueEnabled: {
|
|
type: 'boolean',
|
|
description: 'Whether this attribute has a default value enabled',
|
|
},
|
|
isArchived: { type: 'boolean', description: 'Whether the attribute is archived' },
|
|
defaultValue: {
|
|
type: 'json',
|
|
description: 'The default value for this attribute, if enabled',
|
|
},
|
|
relationship: {
|
|
type: 'json',
|
|
description: 'The related attribute, if this attribute is part of a relationship',
|
|
},
|
|
config: { type: 'json', description: 'Type-dependent attribute configuration' },
|
|
},
|
|
}
|
|
|
|
export const AttioBlockMeta = {
|
|
tags: ['sales-engagement', 'enrichment'],
|
|
url: 'https://attio.com',
|
|
templates: [
|
|
{
|
|
icon: AttioIcon,
|
|
title: 'Attio enrichment pipeline',
|
|
prompt:
|
|
'Build a workflow that watches new Attio records, enriches each contact with company size, funding, and tech stack via Apollo, and writes the enriched fields back to Attio.',
|
|
modules: ['agent', 'workflows'],
|
|
category: 'sales',
|
|
tags: ['sales', 'crm', 'research'],
|
|
alsoIntegrations: ['apollo'],
|
|
},
|
|
{
|
|
icon: AttioIcon,
|
|
title: 'Attio deal pipeline tracker',
|
|
prompt:
|
|
'Create a scheduled workflow that mirrors Attio deals into a Sim table, calculates pipeline velocity per stage, and posts a daily Slack summary of deals at risk.',
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modules: ['scheduled', 'tables', 'agent', 'workflows'],
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category: 'sales',
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tags: ['sales', 'crm', 'monitoring'],
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alsoIntegrations: ['slack'],
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},
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{
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icon: AttioIcon,
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title: 'Attio email-to-record logger',
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prompt:
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'Build a workflow that watches Gmail for emails to or from Attio contacts, logs each as an interaction on the matching record, and creates a follow-up task if mentioned.',
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modules: ['agent', 'workflows'],
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category: 'sales',
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tags: ['sales', 'communication'],
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alsoIntegrations: ['gmail'],
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},
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{
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icon: AttioIcon,
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title: 'Attio call-summary updater',
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prompt:
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'Create a workflow that runs after a Fireflies sales call, summarizes the transcript into a deal-ready summary, and updates the matching Attio deal record.',
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modules: ['agent', 'workflows'],
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category: 'sales',
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tags: ['sales', 'crm'],
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alsoIntegrations: ['fireflies'],
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},
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{
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icon: AttioIcon,
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title: 'Attio win/loss analyzer',
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prompt:
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'Build a scheduled monthly workflow that pulls closed Attio deals, analyzes patterns in wins vs losses, and writes an insights report file for the sales team.',
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modules: ['scheduled', 'agent', 'files', 'workflows'],
|
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category: 'sales',
|
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tags: ['sales', 'analysis'],
|
|
},
|
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{
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icon: AttioIcon,
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title: 'Attio outreach orchestrator',
|
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prompt:
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'Create a workflow that watches Attio for contacts entering the outreach stage, drafts a personalized first-touch email, and queues it for the rep to review and send.',
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modules: ['agent', 'workflows'],
|
|
category: 'sales',
|
|
tags: ['sales', 'communication'],
|
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alsoIntegrations: ['gmail'],
|
|
},
|
|
{
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|
icon: AttioIcon,
|
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title: 'Attio Slack channel-per-deal',
|
|
prompt:
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|
'Build a workflow that for Attio deals above a threshold creates a Slack channel, invites the account team, and pins the deal record link.',
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|
modules: ['agent', 'workflows'],
|
|
category: 'sales',
|
|
tags: ['sales', 'enterprise'],
|
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alsoIntegrations: ['slack'],
|
|
},
|
|
],
|
|
skills: [
|
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{
|
|
name: 'upsert-record',
|
|
description:
|
|
'Create or update a person, company, or deal record in Attio, matching on a key field to avoid duplicates. Use to sync external data into the CRM.',
|
|
content:
|
|
'# Upsert Record\n\nKeep an Attio record in sync without creating duplicates.\n\n## Steps\n1. Identify the target object (people, companies, or a custom object) and the matching attribute, such as email or domain.\n2. Assemble the record values to set.\n3. Use assert record to upsert on the matching attribute so an existing record is updated and a new one is created only when needed.\n4. Verify the resulting record by getting it back.\n\n## Output\nReport whether the record was created or updated and its record ID.',
|
|
},
|
|
{
|
|
name: 'log-note-on-record',
|
|
description:
|
|
'Attach a note to an Attio record capturing a call, meeting, or update. Use to keep CRM context current after interactions.',
|
|
content:
|
|
'# Log Note on Record\n\nRecord context against the right Attio record.\n\n## Steps\n1. Find the target record — by ID, or search records to locate it by name or domain.\n2. Compose the note title and body summarizing the interaction or update.\n3. Create the note on that record.\n4. Optionally create a follow-up task if next steps were agreed.\n\n## Output\nConfirm the record the note was attached to and the note ID, plus any follow-up task created.',
|
|
},
|
|
{
|
|
name: 'create-followup-task',
|
|
description:
|
|
'Create a task in Attio linked to a record with an owner and due date. Use to capture follow-ups and next steps from deals or conversations.',
|
|
content:
|
|
'# Create Follow-up Task\n\nTurn a next step into a tracked Attio task.\n\n## Steps\n1. Identify the related record and the work to be done.\n2. Determine the assignee and a due date.\n3. Create the task with a clear description, linked record, owner, and deadline.\n4. Confirm the task was created against the right record.\n\n## Output\nReport the created task ID, the linked record, assignee, and due date.',
|
|
},
|
|
{
|
|
name: 'manage-list-pipeline',
|
|
description:
|
|
'Query and update entries in an Attio list to move records through a pipeline or segment. Use for managing deal stages and curated segments.',
|
|
content:
|
|
'# Manage List Pipeline\n\nMove records through an Attio list-based pipeline.\n\n## Steps\n1. Resolve the target list, then query list entries to see current state.\n2. Identify which entries need to change stage or attributes.\n3. Create, update, or remove list entries as needed to reflect the new state.\n4. Summarize the pipeline distribution after the changes.\n\n## Output\nReport which entries moved and their new stage, plus the resulting count of records per stage.',
|
|
},
|
|
],
|
|
} as const satisfies BlockMeta
|