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attio-crm

Manages Attio CRM companies, contacts, notes, and deals via API.

11|4|Updated Jan 20, 2026
Search Tags:#automation#sales#crm#notes#contact management#attio#company management
One-click install
npx skills add https://github.com/Casper-Studios/casper-marketplace --skill attio-crm
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: attio-crm
Source: https://github.com/Casper-Studios/casper-marketplace/tree/main/casper/skills/attio-crm
Command: npx skills add https://github.com/Casper-Studios/casper-marketplace --skill attio-crm

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires python-dotenv, requests, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the management of Attio CRM data, eliminating manual data entry and ensuring consistent, programmatic interaction with company, contact, and note records. It streamlines workflows for sales, operations, and data enrichment.

Core Features & Use Cases

  • Company & Contact Management: Programmatically search, create, update, and link company and person records.
  • Note & Deal Management: Add detailed notes to any record and manage deal-related information.
  • Data Enrichment & Integration: Integrate Attio with other tools to enrich CRM data or log activities like meeting summaries and research findings.
  • Use Case: Automatically create a new company record in Attio, link a new contact, and add a note summarizing an initial lead qualification call.

Quick Start

Use the attio-crm skill to search for companies named "Acme Corp" and list the top 10 results.

Frequently Asked Questions about attio-crm

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

FAQPage Schema
How do I automate Attio CRM contact and company management?▼

To automate Attio CRM contact and company management, use this Skill to programmatically search, create, update, and link records via the Attio API, requiring an API key with specific read/write scopes.

Can I programmatically add notes to Attio CRM deal records?▼

Yes, you can programmatically add notes to Attio CRM deal records. This Skill manages note additions for any record, requiring an Attio API key configured with specific note read and write operation scopes.

What's the best way to create a company record in Attio and link a new contact?▼

The best way to create a company record in Attio and link a new contact is using this Skill's automation scripts to programmatically search for existing companies, create new records, and establish the relationship.

Do I need specific Attio API scopes to manage CRM records programmatically?▼

Yes, you need specific Attio API scopes to manage CRM records programmatically. The Skill requires an Attio API key authorized for record read/write operations and note read/write operations to function correctly.

How does automated CRM data entry work with Attio?▼

Automated CRM data entry with Attio works by using Python scripts and the requests library to interact with the Attio API, eliminating manual data entry and ensuring consistent interaction with company, contact, and note records.

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