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Attio Crm
Manage Attio CRM records (companies, people, deals, tasks, notes).
- Rating
- 4.1 (457 reviews)
- Downloads
- 1,152 downloads
- Version
- 1.0.0
Overview
Manage Attio CRM records (companies, people, deals, tasks, notes).
Complete Documentation
View Source →
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
- Discover fields first - Run
attio fieldsbefore updating records - Check select options - Run
attio optionsfor dropdown values - Use internal values - Select fields use internal names, not display labels
- When uncertain, use notes - Put unstructured data in notes, not record fields
- Format data correctly - Numbers as
85, arrays as["Value"], booleans astrue/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 | Update record |
| attio create | Create record |
| attio delete | Delete record |
| attio note | Add note |
| attio notes | List notes |
| attio fields | List available fields |
| attio options | Get select options |
companies, people, deals, tasksCommon 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").
Installation
Terminal bash
openclaw install attio-crm
Copied!
💻Code Examples
attio options deals stage
attio-options-deals-stage.txt
## 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
| Command | Description |
|---------|-------------|
| `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 companyattio update deals "deal-uuid" record_data='{"stage":"negotiation"}'
attio-update-deals-deal-uuid-recorddatastagenegotiation.txt
## Pipeline Stages
**Never hard-code stage names.** Always check first:example.sh
# 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 stageTags
#search_and-research
Quick Info
Category Web Scrapers
Model Claude 3.5
Complexity One-Click
Author kesslerio
Last Updated 3/10/2026
🚀
Optimized for
Claude 3.5
Ready to Install?
Get started with this skill in seconds
openclaw install attio-crm
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