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/