How do I install the Attio skill?

Run npx skillmds@latest add demerzels-lab/attio-2 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

Attio

Attio CRM integration for managing companies, people, deals, notes, tasks, and custom objects. Use when working with Attio CRM data, searching contacts, managing sales pipelines, adding notes to records, creating tasks, or syncing prospect information.

Demerzels-lab Updated Sep 17, 2026 10 repo stars

File contents

Attio CRM

Manage Attio CRM via REST API. Supports companies, people, deals, lists (pipelines), notes, and tasks.

Setup

Set ATTIO_API_KEY in environment or ~/.env:

echo "ATTIO_API_KEY=your_api_key" >> ~/.env

Get your API key: Attio → Workspace Settings → Developers → New Access Token

Quick Reference

Objects (Records)

# 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

Lists (Pipelines)

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

Notes

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

Tasks

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

Examples

Find a company and add a note

# 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..."

Work with pipeline

# List pipeline stages
attio entries list sales_pipeline

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

Create a follow-up task

attio tasks create "Follow up with John at Acme" "2024-02-15"

API Limits

Rate limit: ~100 requests/minute
Pagination: Use limit and offset params for large datasets

Full API Docs

https://docs.attio.com/

---name: attio-2description: Attio CRM integration for managing companies, people, deals, notes, tasks, and custom objects. Use when working with Attio CRM data, searching contacts, managing sales pipelines, adding notes to records, creating tasks, or syncing prospect information.---# Attio CRMManage Attio CRM via REST API. Supports companies, people, deals, lists (pipelines), notes, and tasks.## SetupSet `ATTIO_API_KEY` in environment or `~/.env`:```bashecho "ATTIO_API_KEY=your_api_key" >> ~/.env```Get your API key: Attio → Workspace Settings → Developers → New Access Token## Quick Reference### Objects (Records)```bash# List/search recordsattio objects list # List available objectsattio records list <object> # List records (companies, people, deals, etc.)attio records search <object> <query> # Search by textattio records get <object> <id> # Get single recordattio records create <object> <json> # Create recordattio records update <object> <id> <json> # Update record```### Lists (Pipelines)```bashattio lists list # Show all pipelines/listsattio entries list <list_slug> # List entries in a pipelineattio entries add <list_slug> <object> <record_id> # Add record to pipeline```### Notes```bashattio notes list <object> <record_id> # Notes on a recordattio notes create <object> <record_id> <title> <content>```### Tasks```bashattio tasks list # All tasksattio tasks create <content> [deadline] # Create task (deadline: YYYY-MM-DD)attio tasks complete <task_id> # Mark complete```## Examples### Find a company and add a note```bash# Search for companyattio 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..."```### Work with pipeline```bash# List pipeline stagesattio entries list sales_pipeline# Add a company to pipelineattio entries add sales_pipeline companies abc123-uuid```### Create a follow-up task```bashattio tasks create "Follow up with John at Acme" "2024-02-15"```## API Limits- Rate limit: ~100 requests/minute- Pagination: Use `limit` and `offset` params for large datasets## Full API Docshttps://docs.attio.com/

Frequently asked questions