attio-crm

name	attio-crm
description	Attio CRM operations for companies, contacts, and notes management. Use this skill when interacting with Attio CRM, searching companies, creating contacts, adding notes, or managing deal records. Triggers on CRM operations, company lookup, contact management, or Attio-related requests.

Attio CRM

Overview

Interact with Attio CRM to manage companies, contacts, notes, and deals programmatically.

Quick Decision Tree

What do you need?
│
├── Full company overview (deals, notes, tasks in one call)
│   └── Script: scripts/attio_api.py get-company-summary "Company Name"
│   └── PREFERRED for "what's the status on X" type questions
│
├── Get/search companies
│   └── references/api-guide.md
│   └── Script: scripts/attio_api.py get-company / search-companies
│
├── Create/update company
│   └── Script: scripts/attio_api.py create-company / update-company
│
├── Create/link contacts
│   └── Script: scripts/attio_api.py create-person
│
├── Get/search deals
│   └── Script: scripts/attio_api.py get-deal / search-deals
│
├── Add notes to records
│   └── Script: scripts/attio_api.py create-note
│
└── Parse Attio URLs
    └── Script: scripts/attio_api.py parse-url

Environment Setup

# Required in .env
ATTIO_API_KEY=your_api_key_here

Get your API key: Attio Settings → Developers → API Keys

Required Scopes

Scope	Operations
record:read	Get/search companies and people
record:write	Create/update companies and people
note:read	List and get notes
note:write	Create and delete notes

Common Usage

Get Company Summary (recommended for status queries)

# By company name - returns company details, deals, notes, and tasks in one call
python scripts/attio_api.py get-company-summary "Cursor"

# By record UUID
python scripts/attio_api.py get-company-summary e26784a0-0933-45f2-99ea-e432ac41142e

Search Companies

python scripts/attio_api.py search-companies "Acme Corp" --limit 10

Get Company

python scripts/attio_api.py get-company <record_id>

Create Company

python scripts/attio_api.py create-company "Microsoft" --domain "microsoft.com"

Create Contact

python scripts/attio_api.py create-person "[e-mail]" --first-name "John" --last-name "Smith"

Add Note

python scripts/attio_api.py create-note <record_id> "Meeting Notes" "Discussion summary..."

Search Deals

python scripts/attio_api.py search-deals "Acme" --limit 10

Get Deal

python scripts/attio_api.py get-deal <record_id>

List Notes for a Deal

python scripts/attio_api.py list-notes <record_id> --parent-object deals

Rate Limits

• 100 requests per minute
• Automatic retry with exponential backoff

Cost

Free - Attio API has generous free tier.

Security Notes

Credential Handling

• Store ATTIO_API_KEY in .env file (never commit to git)
• Generate keys in Attio: Settings > Developers > API Keys
• Rotate keys periodically or if compromised
• Never log or print API keys in script output

Data Privacy

• CRM contains sensitive customer and prospect information
• Company records include business details and contact info
• People records contain PII (names, emails, phone numbers)
• Notes may contain confidential meeting discussions
• Avoid exporting full CRM data unnecessarily

Access Scopes

• Request minimum required scopes:
  • record:read - Read companies and people (read-only)
  • record:write - Create/update records (write access)
  • note:read - Read notes (read-only)
  • note:write - Create notes (write access)
• API keys can be scoped to specific permissions

Compliance Considerations

• PII Protection: Customer data is subject to privacy regulations
• GDPR: EU customer data requires GDPR compliance
• Data Minimization: Only access/export data you need
• Audit Trail: Log CRM operations for compliance auditing
• Data Retention: Follow organizational data retention policies
• Access Control: Limit API key distribution to authorized users
• Customer Consent: Ensure proper consent for data processing

Troubleshooting

Common Issues

Issue: Invalid field ID / slug

Symptoms: "Field not found" or "Invalid attribute" error Cause: Field slug doesn't match Attio workspace configuration Solution:

• Check field slugs in Attio: Settings > Objects > Fields
• Field slugs are case-sensitive (e.g., company_name not Company_Name)
• Custom fields have unique slugs - verify exact spelling
• Use API to list available fields if unsure

Issue: Rate limited

Symptoms: 429 status code or "rate limit exceeded" Cause: Exceeding 100 requests per minute limit Solution:

• Implement exponential backoff between requests
• Batch multiple operations into single requests where possible
• Add delays (600ms+) between consecutive requests
• Queue requests and process gradually

Issue: Record not found

Symptoms: "Record not found" error with known record Cause: Invalid record ID, deleted record, or wrong object type Solution:

• Verify record ID from Attio URL or previous API response
• Check if record was deleted or merged
• Ensure using correct object type (companies vs people)
• Use search endpoint to find record by name/email

Issue: API key invalid

Symptoms: 401 Unauthorized or "invalid API key" Cause: Key expired, revoked, or incorrectly configured Solution:

• Regenerate API key in Attio: Settings > Developers > API Keys
• Verify ATTIO_API_KEY is correctly set in .env
• Check for leading/trailing whitespace in key
• Ensure key has required scopes for operation

Issue: Insufficient permissions

Symptoms: "Forbidden" error or missing data Cause: API key missing required scopes Solution:

• Review key scopes in Attio: Settings > Developers > API Keys
• Create new key with required scopes (record:read, record:write, etc.)
• For notes: ensure note:read and note:write scopes
• Workspace admin may need to grant additional permissions

Issue: Duplicate record created

Symptoms: Same company/person appears multiple times Cause: No deduplication on create, or different field values Solution:

• Search before creating to check for existing records
• Use primary identifier (domain for companies, email for people)
• Consider using update-or-create pattern
• Merge duplicates manually in Attio UI

Resources

• references/api-guide.md - Complete API documentation
• references/integration.md - CRM integration patterns

Integration Patterns

Meeting Notes to CRM

Skills: transcript-search → attio-crm Use case: Add meeting summaries to company records Flow:

1. Search transcript-search for client meetings
2. Extract key points, action items, and summary
3. Create note on Attio company record with meeting details

Research to CRM

Skills: parallel-research → attio-crm Use case: Enrich CRM records with research data Flow:

1. Run parallel-research on company for latest info
2. Extract funding, team size, tech stack, news
3. Update Attio company record with enriched fields

Voice Agent to CRM

Skills: voice-agents → attio-crm Use case: Log AI call summaries to CRM Flow:

1. Voice agent completes discovery or feedback call
2. Extract call summary and key insights
3. Add note to Attio record with call summary and next steps