attio – OpenClaw Skill

---

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

# 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 <type> before updating records
2. Check select options - Run attio options <type> <field> 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 <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").

Attio Moltbot Skill

A Moltbot skill for managing Attio CRM records. Search, create, and update companies, people, deals, and tasks through natural language.

Features

• Record Management: Search, create, update, and delete CRM records
• Deal Pipelines: Progress deals through stages, track activities, close deals
• Notes: Add structured notes to any record
• Field Discovery: Dynamically discover available fields and options
• Workflow Guidance: Built-in best practices to avoid common API errors

Prerequisites

• Node.js v20+
• Moltbot installed and configured
• mcporter for MCP server management
• Attio account with API access

Quick Install

git clone https://github.com/kesslerio/attio-moltbot-skill.git
cd attio-moltbot-skill
./setup.sh

The setup script will:

1. Install attio-mcp globally if not present
2. Prompt for your Attio API credentials
3. Configure mcporter to connect to Attio
4. Install the skill to ~/.clawdbot/skills/attio/

Manual Setup

1. Install attio-mcp

npm install -g attio-mcp

2. Get Attio Credentials

1. Go to Attio API Settings
2. Create a new API token with appropriate permissions
3. Note your Workspace ID from workspace settings

3. Configure mcporter

Create ~/.config/mcporter/servers/attio/config.json:

{
  "name": "attio",
  "type": "stdio",
  "command": "attio-mcp",
  "args": ["start:stdio"],
  "env": {
    "ATTIO_ACCESS_TOKEN": "your_token_here",
    "ATTIO_WORKSPACE_ID": "your_workspace_id"
  }
}

4. Install the Skill

# Clone the repository
git clone https://github.com/kesslerio/attio-moltbot-skill.git

# Symlink to skills directory
ln -sf $(pwd)/attio-moltbot-skill ~/.clawdbot/skills/attio

5. Restart Moltbot

Restart Moltbot to load the new skill.

Usage

Via Moltbot (Natural Language)

"Search for companies in Attio"
"Create a deal for Acme Corp worth $50k"
"Add a note to the company about our meeting"
"Move the deal to negotiation stage"

Via mcporter (CLI)

# Search for companies
mcporter call attio.search_records resource_type=companies query="Acme"

# Get deal details
mcporter call attio.get_record_details resource_type=deals record_id="uuid"

# Create a note
mcporter call attio.create_note resource_type=companies record_id="uuid" title="Meeting" content="..."

Via attio CLI

# Search
attio search companies "Acme"

# Get record
attio get deals "uuid"

# Add note
attio note companies "uuid" "Title" "Content"

# Check fields
attio fields companies
attio options deals stage

Workflow References

The skill includes detailed workflow guides:

• references/company_workflows.md - Find, create, update companies
• references/deal_workflows.md - Pipeline management, forecasting, closing
• references/field_guide.md - Data types, validation, common errors

Extending for Your Workspace

This skill provides generic Attio workflows. To add workspace-specific configurations:

1. Create a new skill directory (e.g., my-crm/)
2. Add a SKILL.md that references this skill
3. Add your specific field lists and custom workflows

Example overlay structure:

my-crm/
├── SKILL.md              # References attio skill + your specifics
└── references/
    └── my_fields.md      # Your workspace-specific allowed fields

Troubleshooting

"attio-mcp not found"

npm install -g attio-mcp

"Invalid API token"

1. Check your token at https://app.attio.com/settings/api-tokens
2. Verify the token has required permissions
3. Update ~/.config/mcporter/servers/attio/config.json

"Field not found"

Run attio fields <type> to see available fields for your workspace.

"Invalid option"

For select fields, run attio options <type> <field> to get valid values.

Links

• attio-mcp - The MCP server this skill uses
• Attio API Docs
• Moltbot Docs

License

Apache-2.0