crm

name	crm
description	Connect to Attio CRM to manage contacts, companies, deals, lists, tasks, notes, meetings, and comments through AI agents. Search records, create entries, update pipelines, and manage your sales workflow.

Attio CRM

For Claude: How to Use This Skill

Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.

When to Use

• search attio contacts
• create attio record
• update attio deal
• list attio companies
• manage attio pipeline

Workflow Summary

1. list_objects uses connector.attio.get
2. search_records uses connector.attio.post
3. get_record uses connector.attio.get
4. create_record uses connector.attio.post
5. list_entries uses connector.attio.get