Attio CRM

Overview

Quick Decision Tree

What do you need?
│
├── Get/search companies
│   └── references/api-guide.md
│   └── Script: scripts/attio_api.py get-company / search-companies
│
├── Create/update company
│   └── Script: scripts/attio_api.py create-company / update-company
│
├── Create/link contacts
│   └── Script: scripts/attio_api.py create-person
│
├── Add notes to records
│   └── Script: scripts/attio_api.py create-note
│
└── Parse Attio URLs
    └── Script: scripts/attio_api.py parse-url

Environment Setup

# Required in .env
ATTIO_API_KEY=your_api_key_here

Required Scopes

record:read

record:write

note:read

note:write

Common Usage

Search Companies

python scripts/attio_api.py search-companies "Acme Corp" --limit 10

Get Company

python scripts/attio_api.py get-company <record_id>

Create Company

python scripts/attio_api.py create-company "Microsoft" --domain "microsoft.com"

Create Contact

python scripts/attio_api.py create-person "john@acme.com" --first-name "John" --last-name "Smith"

Add Note

python scripts/attio_api.py create-note <record_id> "Meeting Notes" "Discussion summary..."

Rate Limits

• 100 requests per minute
• Automatic retry with exponential backoff

Cost

Security Notes

Credential Handling

• Store

  ATTIO_API_KEY

  in

  .env

  file (never commit to git)
• Generate keys in Attio: Settings > Developers > API Keys
• Rotate keys periodically or if compromised
• Never log or print API keys in script output

Data Privacy

• CRM contains sensitive customer and prospect information
• Company records include business details and contact info
• People records contain PII (names, emails, phone numbers)
• Notes may contain confidential meeting discussions
• Avoid exporting full CRM data unnecessarily

Access Scopes

• Request minimum required scopes:

  • record:read

    - Read companies and people (read-only)

  • record:write

    - Create/update records (write access)

  • note:read

    - Read notes (read-only)

  • note:write

    - Create notes (write access)
• API keys can be scoped to specific permissions

Compliance Considerations

• PII Protection: Customer data is subject to privacy regulations
• GDPR: EU customer data requires GDPR compliance
• Data Minimization: Only access/export data you need
• Audit Trail: Log CRM operations for compliance auditing
• Data Retention: Follow organizational data retention policies
• Access Control: Limit API key distribution to authorized users
• Customer Consent: Ensure proper consent for data processing

Troubleshooting

Common Issues

Issue: Invalid field ID / slug

• Check field slugs in Attio: Settings > Objects > Fields
• Field slugs are case-sensitive (e.g.,

  company_name

  not

  Company_Name

  )
• Custom fields have unique slugs - verify exact spelling
• Use API to list available fields if unsure

Issue: Rate limited

• Implement exponential backoff between requests
• Batch multiple operations into single requests where possible
• Add delays (600ms+) between consecutive requests
• Queue requests and process gradually

Issue: Record not found

• Verify record ID from Attio URL or previous API response
• Check if record was deleted or merged
• Ensure using correct object type (companies vs people)
• Use search endpoint to find record by name/email

Issue: API key invalid

• Regenerate API key in Attio: Settings > Developers > API Keys
• Verify

  ATTIO_API_KEY

  is correctly set in

  .env

• Check for leading/trailing whitespace in key
• Ensure key has required scopes for operation

Issue: Insufficient permissions

• Review key scopes in Attio: Settings > Developers > API Keys
• Create new key with required scopes (

  record:read

  ,

  record:write

  , etc.)
• For notes: ensure

  note:read

  and

  note:write

  scopes
• Workspace admin may need to grant additional permissions

Issue: Duplicate record created

• Search before creating to check for existing records
• Use primary identifier (domain for companies, email for people)
• Consider using update-or-create pattern
• Merge duplicates manually in Attio UI

Resources

• references/api-guide.md - Complete API documentation
• references/integration.md - CRM integration patterns

Integration Patterns

Meeting Notes to CRM

1. Search transcript-search for client meetings
2. Extract key points, action items, and summary
3. Create note on Attio company record with meeting details

Research to CRM

1. Run parallel-research on company for latest info
2. Extract funding, team size, tech stack, news
3. Update Attio company record with enriched fields

Voice Agent to CRM

1. Voice agent completes discovery or feedback call
2. Extract call summary and key insights
3. Add note to Attio record with call summary and next steps