메뉴
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.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
Opinionated conventions for authoring, restructuring, and reviewing agent skills. Use when deciding whether guidance belongs in `SKILL.md`, a conditional reference, or a smaller skill; writing trigger descriptions and reference routers; naming procedural or documentary skills; creating examples; keeping skill context focused; or bundling static assets and their licenses.
Opinionated conventions for designing focused agent-skill plugins as encapsulated, installable capabilities. Use when defining a plugin boundary, deciding which skills are public entry points, hiding shared implementation skills, splitting broad plugins, designing plugin structure, minimizing client manifests, or removing auxiliary package documentation.
Opinionated language-agnostic design rules for implementation, refactoring, and code review. Use when shaping conditional control flow, finite states, invariants, error boundaries, resource lifetimes, abstractions, public APIs, validation boundaries, pagination, missing values, or the separation of sans-I/O decisions from imperative drivers.
Opinionated language-agnostic test-admission and sans-I/O unit-testing rules. Use when proposing, writing, reviewing, or deleting tests; deciding whether behavior is project-owned; evaluating wrapper, schema, ORM, framework, mock, or third-party-library tests; or separating pure business policy from wiring and I/O.
Opinionated feature-first architecture conventions for cohesive modules, owned subtrees, entry points, shared-code promotion, and package boundaries. Use when designing or reviewing directory structure, placing UI or workflow code, splitting nested capabilities, extracting shared modules, enforcing feature import boundaries, deciding whether a feature deserves a package, or refactoring horizontal technical layers.
Opinionated `better-all` conventions for dependency-declared async task graphs, inferred task results, cancellation propagation, and failure semantics. Use when replacing serial `await` chains or manual `Promise.all` stages, parallelizing work with result dependencies, or writing and reviewing `all` and `allSettled` task definitions.
| 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. |
Interact with Attio CRM to manage companies, contacts, notes, and deals programmatically.
What do you need?
│
├── 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
│
├── Add notes to records
│ └── Script: scripts/attio_api.py create-note
│
└── Parse Attio URLs
└── Script: scripts/attio_api.py parse-url
# Required in .env
ATTIO_API_KEY=your_api_key_here
Get your API key: Attio Settings → Developers → API Keys
| 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 |
python scripts/attio_api.py search-companies "Acme Corp" --limit 10
python scripts/attio_api.py get-company <record_id>
python scripts/attio_api.py create-company "Microsoft" --domain "microsoft.com"
python scripts/attio_api.py create-person "john@acme.com" --first-name "John" --last-name "Smith"
python scripts/attio_api.py create-note <record_id> "Meeting Notes" "Discussion summary..."
Free - Attio API has generous free tier.
ATTIO_API_KEY in .env file (never commit to git)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)Symptoms: "Field not found" or "Invalid attribute" error Cause: Field slug doesn't match Attio workspace configuration Solution:
company_name not Company_Name)Symptoms: 429 status code or "rate limit exceeded" Cause: Exceeding 100 requests per minute limit Solution:
Symptoms: "Record not found" error with known record Cause: Invalid record ID, deleted record, or wrong object type Solution:
Symptoms: 401 Unauthorized or "invalid API key" Cause: Key expired, revoked, or incorrectly configured Solution:
ATTIO_API_KEY is correctly set in .envSymptoms: "Forbidden" error or missing data Cause: API key missing required scopes Solution:
record:read, record:write, etc.)note:read and note:write scopesSymptoms: Same company/person appears multiple times Cause: No deduplication on create, or different field values Solution:
Skills: transcript-search → attio-crm Use case: Add meeting summaries to company records Flow:
Skills: parallel-research → attio-crm Use case: Enrich CRM records with research data Flow:
Skills: voice-agents → attio-crm Use case: Log AI call summaries to CRM Flow: