How do I install the Attio skill?

Run npx skillmds@latest add demerzels-lab/attio in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Attio safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Attio?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Attio free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Demerzels-lab (@demerzels-lab) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Attio by demerzels-lab — Agent Skill

Name: Attio
Author: Demerzels-lab

File contents

Attio CRM

Quick Commands

# Search for records
attio search companies "Acme"
attio search deals "Enterprise"
attio search people "John"

# Get record details by ID
attio get companies "record-uuid"
attio get deals "record-uuid"

# Add a note to a record
attio note companies "record-uuid" "Title" "Note content here"

# List notes on a record
attio notes companies "record-uuid"

# See available fields for a record type
attio fields companies
attio fields deals

# Get select field options (e.g., deal stages)
attio options deals stage

Golden Rules

Discover fields first - Run attio fields <type> before updating records
Check select options - Run attio options <type> <field> for dropdown values
Use internal values - Select fields use internal names, not display labels
When uncertain, use notes - Put unstructured data in notes, not record fields
Format data correctly - Numbers as 85, arrays as ["Value"], booleans as true/false

Workflow Index

Load these references as needed:

Company workflows - references/company_workflows.md
Deal workflows - references/deal_workflows.md
Field guide - references/field_guide.md

Command Reference

Command	Description
`attio search <type> "<query>"`	Search records
`attio get <type> <id>`	Get record details
`attio update <type> <id> record_data='{...}'`	Update record
`attio create <type> record_data='{...}'`	Create record
`attio delete <type> <id>`	Delete record
`attio note <type> <id> "<title>" "<content>"`	Add note
`attio notes <type> <id>`	List notes
`attio fields <type>`	List available fields
`attio options <type> <field>`	Get select options

Record types: companies, people, deals, tasks

Common Workflows

Look up a company

attio search companies "Acme Corp"

Get deal details

attio get deals "deal-uuid-here"

Add meeting notes to company

attio note companies "company-uuid" "Meeting Notes" "Discussed pricing. Follow up next week."

Check deal stages before updating

attio options deals stage

Update deal stage

attio update deals "deal-uuid" record_data='{"stage":"negotiation"}'

Pipeline Stages

Never hard-code stage names. Always check first:

attio options deals stage

Use the internal value (e.g., negotiation), not the display label (e.g., "Negotiation").

---name: attiodescription: Manage Attio CRM records (companies, people, deals, tasks, notes). Search, create, update records and manage deal pipelines.---# Attio CRM## Quick Commands```bash# Search for recordsattio search companies "Acme"attio search deals "Enterprise"attio search people "John"# Get record details by IDattio get companies "record-uuid"attio get deals "record-uuid"# Add a note to a recordattio note companies "record-uuid" "Title" "Note content here"# List notes on a recordattio notes companies "record-uuid"# See available fields for a record typeattio fields companiesattio fields deals# Get select field options (e.g., deal stages)attio options deals stage```## Golden Rules1. **Discover fields first** - Run `attio fields <type>` before updating records2. **Check select options** - Run `attio options <type> <field>` for dropdown values3. **Use internal values** - Select fields use internal names, not display labels4. **When uncertain, use notes** - Put unstructured data in notes, not record fields5. **Format data correctly** - Numbers as `85`, arrays as `["Value"]`, booleans as `true/false`## Workflow IndexLoad these references as needed:- **Company workflows** - `references/company_workflows.md`- **Deal workflows** - `references/deal_workflows.md`- **Field guide** - `references/field_guide.md`## Command Reference| Command | Description ||---------|-------------|| `attio search <type> "<query>"` | Search records || `attio get <type> <id>` | Get record details || `attio update <type> <id> record_data='{...}'` | Update record || `attio create <type> record_data='{...}'` | Create record || `attio delete <type> <id>` | Delete record || `attio note <type> <id> "<title>" "<content>"` | Add note || `attio notes <type> <id>` | List notes || `attio fields <type>` | List available fields || `attio options <type> <field>` | Get select options |**Record types:** `companies`, `people`, `deals`, `tasks`## Common Workflows### Look up a company```bashattio search companies "Acme Corp"```### Get deal details```bashattio get deals "deal-uuid-here"```### Add meeting notes to company```bashattio note companies "company-uuid" "Meeting Notes" "Discussed pricing. Follow up next week."```### Check deal stages before updating```bashattio options deals stage```### Update deal stage```bashattio update deals "deal-uuid" record_data='{"stage":"negotiation"}'```## Pipeline Stages**Never hard-code stage names.** Always check first:```bashattio options deals stage```Use the internal value (e.g., `negotiation`), not the display label (e.g., "Negotiation").

Frequently asked questions

Attio