" "<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 ```bash attio search companies "Acme Corp" ``` ### Get deal details ```bash attio get deals "deal-uuid-here" ``` ### Add meeting notes to company ```bash attio note companies "company-uuid" "Meeting Notes" "Discussed pricing. Follow up next week." ``` ### Check deal stages before updating ```bash attio options deals stage ``` ### Update deal stage ```bash attio update deals "deal-uuid" record_data='{"stage":"negotiation"}' ``` ## Pipeline Stages **Never hard-code stage names.** Always check first: ```bash attio options deals stage ``` Use the internal value (e.g., `negotiation`), not the display label (e.g., "Negotiation"). </article></body></html>

--- name: attio description: Manage Attio CRM records (companies, people, deals, tasks, notes). Search, create, update records and manage deal pipelines. metadata: {"moltbot":{"emoji":"📇","requires":{"bins":["attio"],"env":["ATTIO_ACCESS_TOKEN"]}}} --- # Attio CRM ## Quick Commands ```bash # 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 1. **Discover fields first** - Run `attio fields ` before updating records 2. **Check select options** - Run `attio options ` for dropdown values 3. **Use internal values** - Select fields use internal names, not display labels 4. **When uncertain, use notes** - Put unstructured data in notes, not record fields 5. **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 ""` | 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> <field>` | Get select options | **Record types:** `companies`, `people`, `deals`, `tasks` ## Common Workflows ### Look up a company ```bash attio search companies "Acme Corp" ``` ### Get deal details ```bash attio get deals "deal-uuid-here" ``` ### Add meeting notes to company ```bash attio note companies "company-uuid" "Meeting Notes" "Discussed pricing. Follow up next week." ``` ### Check deal stages before updating ```bash attio options deals stage ``` ### Update deal stage ```bash attio update deals "deal-uuid" record_data='{"stage":"negotiation"}' ``` ## Pipeline Stages **Never hard-code stage names.** Always check first: ```bash attio options deals stage ``` Use the internal value (e.g., `negotiation`), not the display label (e.g., "Negotiation"). </article></body></html>