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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.

capt-marbles0 installations selon la source☆ 0 Étoiles du dépôt

Installation

Suivez les instructions du dépôt pour votre agent. Consultez les fichiers et dépendances avant l’installation.

SkillHub CLI

skillhub install capt-marbles/attio

Examinez la source et la compatibilité, puis suivez les étapes d’installation.

Donnez le lien à votre agent et demandez-lui d’examiner instructions et dépendances avant d’expliquer les étapes.

Voir la source ↗Guides

Instructions

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:

echo "ATTIO_API_KEY=your_api_key" >> ~/.env

Get your API key: Attio → Workspace Settings → Developers → New Access Token

Quick Reference

Objects (Records)
# 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)
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
attio notes list <object> <record_id>  # Notes on a record
attio notes create <object> <record_id> <title> <content>
Tasks
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
# 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
# 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
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...

Informations sur la source

Source
github
Repository
openclaw/skills
Path
skills/capt-marbles/attio
Version
—
Commit
41164629301edcea28f80eb76ef86560d4a90c15
Source de classification
rules
Statut
active
Visibilité
public

Ces informations proviennent de l’analyse indexée et peuvent être anciennes. Vérifiez les fichiers actuels.

Contenu extrait

SKILL.md
# 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...

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