attio-crm

Original：🇺🇸 English
Translated
1 scriptsChecked / no sensitive code detected

Attio CRM operations for companies, contacts, and notes management. Use this skill when interacting with Attio CRM, searching companies, creating contacts, adding notes, or managing deal records. Triggers on CRM operations, company lookup, contact management, or Attio-related requests.

3installs
Sourcecasper-studios/casper-marketplace
Added on

NPX Install

npx skill4agent add casper-studios/casper-marketplace attio-crm

Tags

Translated version includes tags in frontmatter
attio-crmcrm-operationscontact-managementnote-managementapi-integration

SKILL.md Content

View Translation Comparison →

Attio CRM

Overview

Interact with Attio CRM to manage companies, contacts, notes, and deals programmatically.

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

bash
# Required in .env
ATTIO_API_KEY=your_api_key_here
Get your API key: Attio Settings → Developers → API Keys

Required Scopes

ScopeOperations
record:read
Get/search companies and people
record:write
Create/update companies and people
note:read
List and get notes
note:write
Create and delete notes

Common Usage

Search Companies

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

Get Company

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

Create Company

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

Create Contact

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

Add Note

bash
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

Free - Attio API has generous free tier.

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

Symptoms: "Field not found" or "Invalid attribute" error Cause: Field slug doesn't match Attio workspace configuration Solution:
  • 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

Symptoms: 429 status code or "rate limit exceeded" Cause: Exceeding 100 requests per minute limit Solution:
  • 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

Symptoms: "Record not found" error with known record Cause: Invalid record ID, deleted record, or wrong object type Solution:
  • 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

Symptoms: 401 Unauthorized or "invalid API key" Cause: Key expired, revoked, or incorrectly configured Solution:
  • 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

Symptoms: "Forbidden" error or missing data Cause: API key missing required scopes Solution:
  • 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

Symptoms: Same company/person appears multiple times Cause: No deduplication on create, or different field values Solution:
  • 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

Skills: transcript-search → attio-crm Use case: Add meeting summaries to company records Flow:
  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

Skills: parallel-research → attio-crm Use case: Enrich CRM records with research data Flow:
  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

Skills: voice-agents → attio-crm Use case: Log AI call summaries to CRM Flow:
  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