Manage Attio CRM records for companies, people, and deals. Search, create, or update records, add them to sales pipelines, attach notes, and create or complete follow-up tasks. An API key is required to connect to the workspace.
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Attio CRM integration for managing companies, people, deals, notes, tasks, and custom objects. Use when working with Attio CRM data, searching contacts, managing sales pipelines, adding notes to records, creating tasks, or syncing prospect information.
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설치 방법 보기설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.
Manage Attio CRM via REST API. Supports companies, people, deals, lists (pipelines), notes, and tasks.
Set ATTIO_API_KEY in environment or ~/.env:
echo "ATTIO_API_KEY=your_api_key" >> ~/.env
Get your API key: Attio → Workspace Settings → Developers → New Access Token
# List/search records
attio objects list # List available objects
attio records list <object> # List records (companies, people, deals, etc.)
attio records search <object> <query> # Search by text
attio records get <object> <id> # Get single record
attio records create <object> <json> # Create record
attio records update <object> <id> <json> # Update record
attio lists list # Show all pipelines/lists
attio entries list <list_slug> # List entries in a pipeline
attio entries add <list_slug> <object> <record_id> # Add record to pipeline
attio notes list <object> <record_id> # Notes on a record
attio notes create <object> <record_id> <title> <content>
attio tasks list # All tasks
attio tasks create <content> [deadline] # Create task (deadline: YYYY-MM-DD)
attio tasks complete <task_id> # Mark complete
# Search for company
attio records search companies "Acme"
# Add note to the company (using record_id from search)
attio notes create companies abc123-uuid "Call Notes" "Discussed Q1 roadmap..."
# List pipeline stages
attio entries list sales_pipeline
# Add a company to pipeline
attio entries add sales_pipeline companies abc123-uuid
attio tasks create "Follow up with John at Acme" "2024-02-15"
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