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 , arrays as , booleans as