--- 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

# 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 before updating records
2. Check select options - Run attio options 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

| Command | Description | |---------|-------------| | attio search "" | Search records | | attio get | Get record details | | attio update record_data='{...}' | Update record | | attio create record_data='{...}' | Create record | | attio delete | Delete record | | attio note "