---
name: attio
description: Manage Attio CRM records (companies, people, deals, tasks, notes). Search, create, update records and manage deal pipelines.
metadata: {"moltbot":{"emoji":"📇","requires":{"bins":["attio"],"env":["ATTIO_ACCESS_TOKEN"]}}}
---

# Attio CRM

## Quick Commands

```bash
# Search for records
attio search companies "Acme"
attio search deals "Enterprise"
attio search people "John"

# Get record details by ID
attio get companies "record-uuid"
attio get deals "record-uuid"

# Add a note to a record
attio note companies "record-uuid" "Title" "Note content here"

# List notes on a record
attio notes companies "record-uuid"

# See available fields for a record type
attio fields companies
attio fields deals

# Get select field options (e.g., deal stages)
attio options deals stage
```

## Golden Rules

1. **Discover fields first** - Run `attio fields <type>` before updating records
2. **Check select options** - Run `attio options <type> <field>` for dropdown values
3. **Use internal values** - Select fields use internal names, not display labels
4. **When uncertain, use notes** - Put unstructured data in notes, not record fields
5. **Format data correctly** - Numbers as `85`, arrays as `["Value"]`, booleans as `true/false`

## Workflow Index

Load these references as needed:

- **Company workflows** - `references/company_workflows.md`
- **Deal workflows** - `references/deal_workflows.md`
- **Field guide** - `references/field_guide.md`

## Command Reference

| Command | Description |
|---------|-------------|
| `attio search <type> "<query>"` | Search records |
| `attio get <type> <id>` | Get record details |
| `attio update <type> <id> record_data='{...}'` | Update record |
| `attio create <type> record_data='{...}'` | Create record |
| `attio delete <type> <id>` | Delete record |
| `attio note <type> <id> "<title>" "<content>"` | Add note |
| `attio notes <type> <id>` | List notes |
| `attio fields <type>` | List available fields |
| `attio options <type> <field>` | Get select options |

**Record types:** `companies`, `people`, `deals`, `tasks`

## Common Workflows

### Look up a company
```bash
attio search companies "Acme Corp"
```

### Get deal details
```bash
attio get deals "deal-uuid-here"
```

### Add meeting notes to company
```bash
attio note companies "company-uuid" "Meeting Notes" "Discussed pricing. Follow up next week."
```

### Check deal stages before updating
```bash
attio options deals stage
```

### Update deal stage
```bash
attio update deals "deal-uuid" record_data='{"stage":"negotiation"}'
```

## Pipeline Stages

**Never hard-code stage names.** Always check first:
```bash
attio options deals stage
```

Use the internal value (e.g., `negotiation`), not the display label (e.g., "Negotiation").


---
Source attribution: kbarbel640-del
Original project: https://github.com/kbarbel640-del/skills/blob/e7e336ac628c3e3bd771aff1aaa469c93778f94a/skills/kesslerio/attio-crm/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) 2026 clawdbot

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: kbarbel640-del
Original project: https://github.com/kbarbel640-del/skills/blob/e7e336ac628c3e3bd771aff1aaa469c93778f94a/skills/kesslerio/attio-crm/SKILL.md
Attribution basis: Source repository record

Fields of work: Sales
Roles: Account Executive, Business Development, Customer Success Manager, Sales Operations, Sales Development Rep (SDR)
Specialties: API
Tools: Attio
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: 53aa4eca1a98686fb8052127a297ca818fd34a97bdda0ac9d95ba1d3b0457994