Attio Automation

Attio Automation

Manage your Attio CRM workspace -- fuzzy search across people and companies, run complex filtered queries, browse notes, discover object schemas, and list records -- all through natural language commands.

Toolkit docs: claude-skills.ai/toolkits/attio

Setup

1. Add the Claude Skill MCP server to your client configuration:

   https://rube.app/mcp
   

2. Connect your Attio account when prompted (OAuth authentication).
3. Start issuing natural language commands to manage your CRM data.

Core Workflows

1. Fuzzy Search Across Records

Search for people, companies, deals, or any object by name, domain, email, phone, or social handle.

Tool: ATTIO_SEARCH_RECORDS

Example prompt:

"Search Attio for anyone named Alan Mathis"

Key parameters (all required):

• query -- Search string (max 256 characters). Empty string returns default results.
• objects -- Array of object slugs to search (e.g., ["people"], ["people", "companies"], ["deals"])
• request_as -- Context: use {"type": "workspace"} for full workspace search, or specify a workspace member

2. Advanced Filtered Queries

Query records with server-side filtering, sorting, and complex conditions -- far more powerful than fuzzy search.

Tool: ATTIO_QUERY_RECORDS

Example prompt:

"Find all companies in Attio created after January 2025 sorted by name"

Key parameters:

• object (required) -- Object slug or UUID (e.g., "people", "companies", "deals")
• filter -- Attio filter object with operators like $eq, $contains, $gte, $and, $or
• sorts -- Array of sort specifications with direction ("asc"/"desc") and attribute
• limit -- Max records to return (up to 500)
• offset -- Pagination offset

Filter examples:

{"name": {"first_name": {"$contains": "John"}}}
{"email_addresses": {"$contains": "@example.com"}}
{"created_at": {"$gte": "2025-01-01T00:00:00.000Z"}}

3. Find Records by ID or Attributes

Look up a specific record by its unique ID or search by unique attribute values.

Tool: ATTIO_FIND_RECORD

Example prompt:

"Find the Attio company with domain example.com"

Key parameters:

• object_id (required) -- Object type slug: "people", "companies", "deals", "users", "workspaces"
• record_id -- Direct lookup by UUID (optional)
• attributes -- Dictionary of attribute filters (e.g., {"email_addresses": "john@example.com"})
• limit -- Max records (up to 1000)
• offset -- Pagination offset

4. Browse and Filter Notes

List notes across the workspace or filter by specific parent objects and records.

Tool: ATTIO_LIST_NOTES

Example prompt:

"Show the last 10 notes on the Acme Corp company record in Attio"

Key parameters:

• parent_object -- Object slug (e.g., "people", "companies", "deals") -- requires parent_record_id
• parent_record_id -- UUID of the parent record -- requires parent_object
• limit -- Max notes to return (1-50, default 10)
• offset -- Number of results to skip

5. Discover Object Schemas and Attributes

Understand your workspace structure by listing objects and their attribute definitions.

Tools: ATTIO_GET_OBJECT, ATTIO_LIST_ATTRIBUTES

Example prompt:

"What attributes does the companies object have in Attio?"

Key parameters for Get Object:

• object_id -- Object slug or UUID

Key parameters for List Attributes:

• target -- "objects" or "lists"
• identifier -- Object or list ID/slug

6. List All Records

Retrieve records from a specific object type with simple pagination, returned in creation order.

Tool: ATTIO_LIST_RECORDS

Example prompt:

"List the first 100 people records in Attio"

Key parameters:

• Object type identifier
• Pagination parameters

Known Pitfalls

• Timestamp format is critical: ALL timestamp comparisons (created_at, updated_at, custom timestamps) MUST use ISO8601 string format (e.g., 2025-01-01T00:00:00.000Z). Unix timestamps or numeric values cause "Invalid timestamp value" errors.
• Name attributes must be nested: The name attribute has sub-properties (first_name, last_name, full_name) that MUST be nested under name. Correct: {"name": {"first_name": {"$contains": "John"}}}. Wrong: {"first_name": {...}} -- this fails with "unknown_filter_attribute_slug".
• Email operators are limited: email_addresses supports $eq, $contains, $starts_with, $ends_with but NOT $not_empty.
• Record-reference attributes need path filtering: For attributes that reference other records (e.g., "team", "company"), use path-based filtering, not nested syntax. Example: {"path": [["companies", "team"], ["people", "name"]], "constraints": {"first_name": {"$eq": "John"}}}.
• "lists" is not an object type: Do not use "lists" as an object_id. Use list-specific actions for list operations.
• Search is eventually consistent: ATTIO_SEARCH_RECORDS returns eventually consistent results. For guaranteed up-to-date results, use ATTIO_QUERY_RECORDS instead.
• Attribute slugs vary by workspace: System attributes (e.g., "email_addresses", "name") are consistent, but custom attributes vary. Use ATTIO_LIST_ATTRIBUTES to discover valid slugs for your workspace.

Quick Reference

Part of the Claude Skills Hub