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.
What this skill does
# 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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