ClawSkills logoClawSkills

Attio

Attio CRM 集成,用于管理公司、人员、交易、笔记、任务和自定义对象。在使用 Attio CRM 数据、搜索联系人、管

介绍

# Attio CRM

通过 REST API 管理 Attio CRM。支持公司、人员、交易、列表(管道)、笔记和任务。

## 设置

在环境变量或 `~/.env` 中设置 `ATTIO_API_KEY`: ```bash echo "ATTIO_API_KEY=your_api_key" >> ~/.env ```

获取您的 API 密钥:Attio → Workspace Settings → Developers → New Access Token

## 快速参考

### 对象(记录)

```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 ```

### 列表(管道)

```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 ```

### 笔记

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

### 任务

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

## 示例

### 查找公司并添加笔记 ```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..." ```

### 使用管道 ```bash # List pipeline stages attio entries list sales_pipeline

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

### 创建跟进任务 ```bash attio tasks create "Follow up with John at Acme" "2024-02-15" ```

## API 限制

- 速率限制:约 100 次/分钟 - 分页:对大型数据集使用 `limit` 和 `offset` 参数

## 完整 API 文档

https://docs.attio.com/

更多产品