attio
Attio CRM integration for managing companies, people, deals, notes, tasks, and custom objects. Use when working with Attio CRM data, searching contacts, managing sales pipelines, adding notes to records, creating tasks, or syncing prospect information.
Best use case
attio is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Attio CRM integration for managing companies, people, deals, notes, tasks, and custom objects. Use when working with Attio CRM data, searching contacts, managing sales pipelines, adding notes to records, creating tasks, or syncing prospect information.
Teams using attio should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/attio/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How attio Compares
| Feature / Agent | attio | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Attio CRM integration for managing companies, people, deals, notes, tasks, and custom objects. Use when working with Attio CRM data, searching contacts, managing sales pipelines, adding notes to records, creating tasks, or syncing prospect information.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Attio CRM Manage Attio CRM via REST API. Supports companies, people, deals, lists (pipelines), notes, and tasks. ## Setup Set `ATTIO_API_KEY` in environment or `~/.env`: ```bash echo "ATTIO_API_KEY=your_api_key" >> ~/.env ``` Get your API key: Attio → Workspace Settings → Developers → New Access Token ## Quick Reference ### Objects (Records) ```bash # List/search records attio objects list # List available objects attio records list <object> # List records (companies, people, deals, etc.) attio records search <object> <query> # Search by text attio records get <object> <id> # Get single record attio records create <object> <json> # Create record attio records update <object> <id> <json> # Update record ``` ### Lists (Pipelines) ```bash attio lists list # Show all pipelines/lists attio entries list <list_slug> # List entries in a pipeline attio entries add <list_slug> <object> <record_id> # Add record to pipeline ``` ### Notes ```bash attio notes list <object> <record_id> # Notes on a record attio notes create <object> <record_id> <title> <content> ``` ### Tasks ```bash attio tasks list # All tasks attio tasks create <content> [deadline] # Create task (deadline: YYYY-MM-DD) attio tasks complete <task_id> # Mark complete ``` ## Examples ### Find a company and add a note ```bash # Search for company attio records search companies "Acme" # Add note to the company (using record_id from search) attio notes create companies abc123-uuid "Call Notes" "Discussed Q1 roadmap..." ``` ### Work with pipeline ```bash # List pipeline stages attio entries list sales_pipeline # Add a company to pipeline attio entries add sales_pipeline companies abc123-uuid ``` ### Create a follow-up task ```bash attio tasks create "Follow up with John at Acme" "2024-02-15" ``` ## API Limits - Rate limit: ~100 requests/minute - Pagination: Use `limit` and `offset` params for large datasets ## Full API Docs https://docs.attio.com/
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