Attio

Connecting to Attio

For an overview of the connector, please refer to the following link.

• Connecting to DB/SaaS

Dashboard

1. Create a Connector

   Select the “Connectors” tab on the top page and press the “Create” button.

   
2. Enter Attio Credentials

   Select Attio and press the sign-in button.

   

   After entering the information, press the Create button to complete the creation. If there are any errors in the parameters, an error will be displayed, so please check the connection details again.

3. Obtain access_token from the created connector

   Once the creation is successful, you can obtain the connector name from the list display.

   Use the dedicated function to enter the connector name in the Python code and obtain the access_token.

   Python

   import morph
   from morph import MorphGlobalContext
   from morph_lib.api import get_auth_token
   
   
   @morph.func
   def main(context: MorphGlobalContext):
       access_token = get_auth_token("connection_name")
       # ↓↓↓ Process using access_token ↓↓↓
   

Local Version

In the local version, you currently need to directly write the credentials in ~/.morph/connections.yml. Please create it in the dashboard if you prefer other methods.

1. Edit connections.yml

   If the file does not exist in ~/.morph/connections.yml, please create it beforehand and then edit it.

   shell

   mkdir ~/.morph
   touch ~/.morph/connections.yml
   

   connections:
     attio-connection: # Any unique name
       type: attio # Fixed
       method: attio_oauth # Fixed
       refresh_token: str
       client_id: str
       client_secret: str
       redirect_uri: str
       access_token: str # Optional
   
2. Use the connector in the code to retrieve data

   Use the dedicated function to enter the connector name in the Python code and obtain the access_token.

   Python

   import morph
   from morph import MorphGlobalContext
   from morph_lib.api import get_auth_token
   
   
   @morph.func
   def main(context: MorphGlobalContext):
       access_token = get_auth_token("connection_name")
       # ↓↓↓ Process using access_token ↓↓↓
   

The access_token refresh is a dashboard feature, so the one described will always be used in the local environment.

The priority when actually specifying and executing the file with the connector is as follows. Also, please note that only connectors created in the dashboard can be used in the environment where morph deploy is performed.

1. Connectors described in ~/.morph/connections.yml on the local machine
2. Connectors registered in the cloud