attioAttio 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.
Install via ClawdBot CLI:
clawdbot install capt-marbles/attioManage 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" >> ~/.envGet 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 recordattio 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 pipelineattio 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-uuidattio tasks create "Follow up with John at Acme" "2024-02-15"limit and offset params for large datasetshttps://docs.attio.com/
Generated Mar 1, 2026
Sales teams can use the Attio skill to track deals through pipeline stages, add companies or contacts to specific lists, and monitor progress. This helps in forecasting revenue and prioritizing follow-ups based on pipeline status.
Businesses can manage customer interactions by searching for contacts, adding notes to records after calls or meetings, and creating tasks for follow-ups. This ensures consistent communication and improves customer retention.
Marketing and sales teams can sync prospect information from campaigns into Attio, search for new leads, and assign tasks for outreach. This streamlines lead nurturing and helps in converting prospects into customers.
Companies can create and update deal records, attach notes with negotiation details, and track deadlines using tasks. This supports efficient deal closure and contract management across teams.
SaaS companies can use Attio to manage client accounts, track sales pipelines for subscription renewals, and log support interactions. This enhances customer lifecycle management and drives recurring revenue through upsells.
Marketing or consulting agencies can track client projects, manage contacts for campaigns, and create tasks for deliverables. This improves project coordination and client reporting, leading to higher retention rates.
Retail businesses can use Attio to manage supplier and customer relationships, track deals for bulk orders, and add notes on inventory discussions. This optimizes supply chain coordination and boosts sales efficiency.
💬 Integration Tip
Set up the ATTIO_API_KEY in your environment file and test with basic commands like listing records to ensure connectivity before automating workflows.
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