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Attio

Attio CRM integration for managing companies, people, deals, notes, tasks, and custom objects. Use when working with Attio CRM data, searching contacts, managin

Introduction

# 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/

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