" "<content>"` | Add note | | `attio notes <type> <id>` | List notes | | `attio fields <type>` | List available fields | | `attio options <type> <attribute>` | Get select options | **Types:** `companies`, `people`, `deals`, `tasks` ## 📝 COMMON WORKFLOWS ### Look up a deal ```bash attio search deals "Back to Health" ``` ### Get company details ```bash attio get companies "b83420d1-c73f-5ffb-a915-fa214d4f81f8" ``` ### Add demo notes to company ```bash attio note companies "UUID" "Demo Follow-up" "Interested in Pro. Decision: CEO. Timeline: Q1." ``` ### Check deal stages before updating ```bash attio options deals stage ``` ### Update deal stage ```bash attio update deals "UUID" record_data='{"stage":"demo_completed"}' ``` ## ⚠️ Pipeline Stages **Never hard-code stage names.** Always check first: ```bash attio options deals stage ``` Use the internal value (e.g., `demo_completed`), not the display label. ## 🔗 Cross-Skill References - Post-demo updates → `shapescale-sales\/references\/demo-attio-update-checklist.md` - Lead qualification → `shapescale-sales\/demo-qualification.md` </article></body></html>

--- name: shapescale-crm description: Manage Attio CRM records (companies, people, deals, lists, notes) for ShapeScale. Use for CRM updates, lead qualification, and deal progression. metadata: {"clawdbot":{"emoji":"🗂"}} --- # ShapeScale CRM (Attio) ## ⚡ QUICK COMMANDS (use these exact commands) ```bash # Search for deals attio search deals "Company Name" # Search for companies attio search companies "Company Name" # Get record details by ID attio get deals "record-uuid-here" # 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 attio fields companies # Get select field options (e.g., deal stages) attio options deals stage ``` ## 🚨 GOLDEN RULE: AVOID API ERRORS 1. **Only use allowed fields** → load `references\/verified_company_attributes.md` 2. **Put everything else in notes** → use `attio note` 3. **Format data correctly**: Numbers as `85`, arrays as `['Value']`, booleans as `true\/false` **When uncertain → write a note instead of updating records.** ## 📋 WORKFLOW INDEX - **Company workflows** → `references\/company_workflows.md` - **Deal workflows** → `references\/deal_workflows.md` - **Allowed company fields** → `references\/verified_company_attributes.md` - **Post‑demo CRM checklist** → `shapescale-sales\/references\/demo-attio-update-checklist.md` ## 🛠️ FULL COMMAND REFERENCE | Command | Description | |---------|-------------| | `attio search ""` | Search records | | `attio get ` | Get record details | | `attio update record_data='{...}'` | Update record | | `attio create record_data='{...}'` | Create record | | `attio delete ` | Delete record | | `attio note "" "<content>"` | Add note | | `attio notes <type> <id>` | List notes | | `attio fields <type>` | List available fields | | `attio options <type> <attribute>` | Get select options | **Types:** `companies`, `people`, `deals`, `tasks` ## 📝 COMMON WORKFLOWS ### Look up a deal ```bash attio search deals "Back to Health" ``` ### Get company details ```bash attio get companies "b83420d1-c73f-5ffb-a915-fa214d4f81f8" ``` ### Add demo notes to company ```bash attio note companies "UUID" "Demo Follow-up" "Interested in Pro. Decision: CEO. Timeline: Q1." ``` ### Check deal stages before updating ```bash attio options deals stage ``` ### Update deal stage ```bash attio update deals "UUID" record_data='{"stage":"demo_completed"}' ``` ## ⚠️ Pipeline Stages **Never hard-code stage names.** Always check first: ```bash attio options deals stage ``` Use the internal value (e.g., `demo_completed`), not the display label. ## 🔗 Cross-Skill References - Post-demo updates → `shapescale-sales\/references\/demo-attio-update-checklist.md` - Lead qualification → `shapescale-sales\/demo-qualification.md` </article></body></html>