AgentSkillsCN

attio

管理Attio CRM中的各类记录（公司、人员、交易、任务、备注）。支持搜索、创建、更新记录，并对交易流程进行有效管理。

SKILL.md
--- frontmatter
name: attio
description: Manage Attio CRM records (companies, people, deals, tasks, notes). Search, create, update records and manage deal pipelines.
metadata: {"moltbot":{"emoji":"📇","requires":{"bins":["attio"],"env":["ATTIO_ACCESS_TOKEN"]}}}

Attio CRM

Quick Commands

bash
# 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 85, arrays as ["Value"], booleans as true/false

Workflow Index

Load these references as needed:

  • •Company workflows - references/company_workflows.md
  • •Deal workflows - references/deal_workflows.md
  • •Field guide - references/field_guide.md

Command Reference

CommandDescription
attio search <type> "<query>"Search records
attio get <type> <id>Get record details
attio update <type> <id> record_data='{...}'Update record
attio create <type> record_data='{...}'Create record
attio delete <type> <id>Delete record
attio note <type> <id> "<title>" "<content>"Add note
attio notes <type> <id>List notes
attio fields <type>List available fields
attio options <type> <field>Get select options

Record types: companies, people, deals, tasks

Common Workflows

Look up a company

bash
attio search companies "Acme Corp"

Get deal details

bash
attio get deals "deal-uuid-here"

Add meeting notes to company

bash
attio note companies "company-uuid" "Meeting Notes" "Discussed pricing. Follow up next week."

Check deal stages before updating

bash
attio options deals stage

Update deal stage

bash
attio update deals "deal-uuid" record_data='{"stage":"negotiation"}'

Pipeline Stages

Never hard-code stage names. Always check first:

bash
attio options deals stage

Use the internal value (e.g., negotiation), not the display label (e.g., "Negotiation").