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    attio

    Attio CRM integration for managing companies, people, deals, notes, tasks

    By @andrewdmwalker
    View on GitHub
    SKILL.md
    ---
    name: attio
    description: 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.
    ---
    
    # 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/