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attio

Manage Attio CRM data via CRUD operations through a managed OAuth gateway.

375|38|Updated Dec 2, 2025
Search Tags:#data management#crm#api integration#sales automation#contact management#attio
One-click install
npx skills add https://github.com/CraftOS-dev/CraftBot --skill attio-craftos-dev
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: attio
Source: https://github.com/CraftOS-dev/CraftBot/tree/main/skills/attio-api
Command: npx skills add https://github.com/CraftOS-dev/CraftBot --skill attio-craftos-dev

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the management of your Customer Relationship Management (CRM) data within Attio, automating tasks related to people, companies, and custom objects.

Core Features & Use Cases

  • CRM Data Management: Create, read, update, and delete records for people, companies, and custom objects.
  • Task and Note Management: Organize and track tasks, add notes, and manage comments associated with CRM records.
  • List Management: Create and manage lists of entries, useful for segmenting contacts or tracking specific campaigns.
  • Meeting and Call Recording Integration: Link meetings and access call recordings directly within your CRM context.
  • Use Case: Automatically create a new company record in Attio when a new lead is added to a specific list, and then schedule a follow-up task for the sales team.

Quick Start

Use the attio skill to list all objects in your workspace.

Frequently Asked Questions about attio

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I manage CRM data and custom objects in Attio via API?▼

You can manage Attio CRM data via API by performing CRUD operations on people, companies, and custom objects. This integration handles task and note management, list entries, and meeting associations through a managed OAuth gateway.

What's the best way to automate sales tasks and contact management in Attio?▼

Automating sales tasks in Attio involves using the API integration to create contact records, schedule follow-up tasks, and segment contacts into lists. It streamlines sales automation by linking meetings and notes directly to CRM records.

Do I need an API key to authenticate Attio API integration for my workspace?▼

Yes, you need a Maton API key to authenticate Attio API requests. This managed OAuth gateway connection handles authentication for all CRM data operations, including people, companies, lists, and meetings.

Can I link meeting recordings and comments directly to Attio CRM records?▼

Yes, you can link meetings and access call recordings directly within your Attio CRM context. The API integration supports managing comments and notes associated with specific people or company records.

How does Attio list management work for segmenting contacts in sales automation?▼

Attio list management allows you to create and manage lists of entries via API. This functionality is useful for segmenting contacts, tracking specific sales campaigns, and automatically creating company records when leads are added.

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