菜单
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.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
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| 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?
│
├── 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
# 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 |
# 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
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..."
python scripts/attio_api.py search-deals "Acme" --limit 10
python scripts/attio_api.py get-deal <record_id>
python scripts/attio_api.py list-notes <record_id> --parent-object deals
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: