Attio + Memtro

What you can do with Attio in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Attio tool, reads what it needs, and answers with the source cited.

• Query people, companies, deals and custom objects with text or Attio filters
• Read a record with all attributes, notes and tasks
• Browse lists and pipelines with entry stages
• Pull notes across the workspace or for one record
• List workspace members and object schemas

Ask it like this

Questions people ask once Attio is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.

• ›Which deals are in Negotiation and who owns them?
• ›What do we know about Acme and who there have we met?
• ›Show the latest notes on the Globex record
• ›Who is on the Q4 outbound list and at what stage?
• ›Which companies did we add last week?

Where it fits

Teams that get the most from Attio in Memtro, with the rest of their stack attached.

• SalesWalk into every call briefedAccount history, open tickets, invoices, the last email thread and what was decided internally, pulled together from the systems that hold them and remembered for next time.
• LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
• SupportAnswer tickets with the whole company behind youSupport teams spend their day switching tabs: the ticket in Help Scout, the customer in the CRM, the order in the warehouse, the invoice in Xero. Memtro reads the ticket and does the switching for them.

Questions

Can Memtro change anything in Attio?

Only when you ask, and only what it has been granted: create a person, company, deal or custom record, matching an existing one on an email or a domain rather than duplicating it; change attribute values on a record; add a note to a record; create a task, linked to a record and assigned to a member; put a record on a list — a pipeline, a shortlist, a campaign — at the stage it enters at; move a list entry along a pipeline, or change anything else the list keeps on it; take a record off a list, which deletes everything that list kept on it. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a Attio connection?

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Attio data?

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Attio records into memory as entities.

How do I connect Attio?

API key. In Attio open Workspace settings → Developers → Access tokens and create a read-only token.