home / skills / openclaw / skills / attio

attio skill

safe

This skill helps you manage Attio CRM data by searching contacts, updating records, and syncing notes, tasks, and pipelines efficiently.

npx playbooks add skill openclaw/skills --skill attio

Review the files below or copy the command above to add this skill to your agents.

Files (2)

SKILL.md

2.3 KB

---
name: attio
description: 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.
---

# Attio CRM

Manage Attio CRM via REST API. Supports companies, people, deals, lists (pipelines), notes, and tasks.

## Setup

Set `ATTIO_API_KEY` in environment or `~/.env`:
```bash
echo "ATTIO_API_KEY=your_api_key" >> ~/.env
```

Get your API key: Attio → Workspace Settings → Developers → New Access Token

## Quick Reference

### Objects (Records)

```bash
# 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
```

### Lists (Pipelines)

```bash
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
```

### Notes

```bash
attio notes list <object> <record_id>  # Notes on a record
attio notes create <object> <record_id> <title> <content>
```

### Tasks

```bash
attio tasks list                       # All tasks
attio tasks create <content> [deadline]  # Create task (deadline: YYYY-MM-DD)
attio tasks complete <task_id>         # Mark complete
```

## Examples

### Find a company and add a note
```bash
# 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..."
```

### Work with pipeline
```bash
# List pipeline stages
attio entries list sales_pipeline

# Add a company to pipeline
attio entries add sales_pipeline companies abc123-uuid
```

### Create a follow-up task
```bash
attio tasks create "Follow up with John at Acme" "2024-02-15"
```

## API Limits

- Rate limit: ~100 requests/minute
- Pagination: Use `limit` and `offset` params for large datasets

## Full API Docs

https://docs.attio.com/

Overview

This skill integrates with Attio CRM to manage companies, people, deals, lists (pipelines), notes, and tasks via the Attio REST API. It exposes search, create, update, and pipeline operations to help you work with CRM data programmatically. Use it to keep contact data synced, enrich records, log interactions, and automate simple sales workflows.

How this skill works

The skill talks to Attio’s REST API using an API key you provide in the environment. It can list and search records, fetch single records, create or update records, manage list entries (pipeline stages), create and list notes, and create or complete tasks. For large datasets it supports pagination and respects Attio’s rate limits.

When to use it

Searching or retrieving company, person, or deal records by text or ID
Creating or updating contacts, deals, or custom objects from another system
Adding notes to a record after calls, demos, or meetings
Managing pipeline stages and adding entries to lists
Creating follow-up tasks and marking tasks complete

Best practices

Store the ATTIO_API_KEY securely in environment variables or a .env file; avoid hardcoding keys
Use search endpoints to locate records before creating duplicates
Respect rate limits (~100 requests/minute) and use pagination for bulk operations
Include meaningful note titles and content when logging interactions to keep records useful
Model custom objects and fields in Attio first, then sync from external systems to avoid schema drift

Example use cases

Find a company by name, attach call notes, and create a follow-up task with a deadline
List stages in a sales pipeline and add a qualifying lead to the appropriate stage
Bulk-sync prospects from a lead capture form into Attio people records and tag them
Update deal records with closing probabilities after a qualification meeting
Automate daily task creation for outreach based on lead-scoring thresholds

FAQ

How do I provide the API key?

Set ATTIO_API_KEY in your environment or put it in ~/.env so the skill can authenticate to Attio.

What are the rate limits?

Attio enforces roughly 100 requests per minute; batch operations should use pagination and backoff.