claudegoodies
Skill

Attio Automation

From ComposioHQ

Automate Attio CRM operations -- search records, query contacts and companies with advanced filters, manage notes, list attributes, and navigate your relationship data -- using natural language through the Composio MCP integration.

Facts

Repository
ComposioHQ/awesome-claude-skills
Status
Actively maintained
Last commit
Source file
composio-skills/attio-automation/SKILL.md

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The instructions Claude Code reads when this skill runs.

# 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:** [composio.dev/toolkits/attio](https://composio.dev/toolkits/attio)

---

## Setup

1. Add the Composio 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 At
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