Attio

The revenue platform engineered for scale.

Sales

Compliance CertificationsGDPRCCPAISO 27001

About Attio

A customer relationship management and data platform for modeling and organizing contacts, companies and relationships. Teams use it to catalog interactions, manage pipelines and collaborate on relationship strategies. It holds personal data such as names, email addresses, phone numbers, meeting notes and internal comments; restricting access is essential to protect privacy and prevent unauthorized data exposure or modification.

What Cakewalk Does With Attio

Govern who on your team and which agents can access Attio. AI agents can act inside Attio with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in Attio through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle Attio TasksAgent Connection	A person asks their agent to do something in Attio, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in Attio is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.