attio

name	attio
description	Generic Attio CRM operations for any workspace: search/create/update companies, people, deals, tasks, notes. Manage deal pipelines. Use when: 'Attio' for non-ShapeScale projects, generic CRM operations. NOT for ShapeScale-specific CRM workflows (use shapescale-crm which has custom deal stages, demo tracking, and sales workflows).

Attio CRM

Quick Commands

# 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

attio search companies "Acme Corp"

Get deal details

attio get deals "deal-uuid-here"

Add meeting notes to company

attio note companies "company-uuid" "Meeting Notes" "Discussed pricing. Follow up next week."

Check deal stages before updating

attio options deals stage

Update deal stage

attio update deals "deal-uuid" record_data='{"stage":"negotiation"}'

Pipeline Stages

Never hard-code stage names. Always check first:

attio options deals stage

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