Agent skill

attio-core-workflow-a

Full CRUD on Attio records -- create, read, update, delete, and search across people, companies, deals, and custom objects. Trigger: "attio records", "attio CRUD", "create attio record", "update attio person", "search attio companies", "attio objects".

View SKILL.md on GitHub Repository
Stars 1,803
Forks 241

Install this agent skill to your Project

npx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/main/plugins/saas-packs/attio-pack/skills/attio-core-workflow-a

SKILL.md

Attio Records CRUD (Core Workflow A)

Overview

Complete record lifecycle on the Attio REST API. Records are instances of objects (people, companies, deals, custom). Values are keyed by attribute slug and are always arrays (Attio supports multiselect natively).

Prerequisites

  • attio-install-auth completed
  • Scopes: object_configuration:read, record_permission:read, record_permission:read-write
  • Understanding of Attio attribute types (see reference table below)

Attio Attribute Type Reference

Type Slug example Value format
text description "plain string"
number revenue 123456
email-address email_addresses "ada@example.com" (string shortcut)
phone-number phone_numbers { original_phone_number: "+14155551234" }
domain domains "acme.com" (string shortcut)
personal-name name { first_name, last_name, full_name }
location primary_location "San Francisco, CA" (string shortcut)
record-reference company { target_object: "companies", target_record_id: "..." }
select / status stage { option: "qualified" }
currency deal_value { currency_code: "USD", currency_value: 50000 }
checkbox is_active true / false
date close_date "2025-06-15"
timestamp last_contact "2025-06-15T14:30:00.000Z"
rating priority 4 (integer 1-5)

Instructions

Step 1: Create Records

typescript
// Create a person
const person = await client.post<{ data: AttioRecord }>(
  "/objects/people/records",
  {
    data: {
      values: {
        email_addresses: ["ada@example.com"],
        name: [{ first_name: "Ada", last_name: "Lovelace", full_name: "Ada Lovelace" }],
        phone_numbers: [{ original_phone_number: "+14155551234" }],
        primary_location: ["London, UK"],
        description: ["Mathematician and first programmer"],
      },
    },
  }
);

// Create a company
const company = await client.post<{ data: AttioRecord }>(
  "/objects/companies/records",
  {
    data: {
      values: {
        name: ["Babbage Analytical Engines"],
        domains: ["babbage.io"],
        description: ["Mechanical computing pioneer"],
        primary_location: ["London, UK"],
      },
    },
  }
);

Step 2: Read a Single Record

typescript
// GET /v2/objects/{object_slug}/records/{record_id}
const record = await client.get<{ data: AttioRecord }>(
  `/objects/people/records/${person.data.id.record_id}`
);

// Access values (always arrays)
const fullName = record.data.values.name?.[0]?.full_name;
const email = record.data.values.email_addresses?.[0]?.email_address;

Step 3: Update Records (PATCH vs PUT)

typescript
// PATCH: Append to multiselect values
await client.patch<{ data: AttioRecord }>(
  `/objects/people/records/${recordId}`,
  {
    data: {
      values: {
        email_addresses: ["ada.new@example.com"], // Adds to existing emails
      },
    },
  }
);

// PUT: Overwrite (assert) -- replaces all values for specified attributes
await client.put<{ data: AttioRecord }>(
  `/objects/people/records/${recordId}`,
  {
    data: {
      values: {
        email_addresses: ["only-this@example.com"], // Replaces all emails
      },
    },
  }
);

Step 4: Query with Filters and Sorts

typescript
// POST /v2/objects/{object}/records/query
const results = await client.post<{ data: AttioRecord[] }>(
  "/objects/companies/records/query",
  {
    // Shorthand filter (equality check)
    filter: {
      domains: "acme.com",
    },
    limit: 25,
  }
);

// Verbose filter with operators
const filtered = await client.post<{ data: AttioRecord[] }>(
  "/objects/people/records/query",
  {
    filter: {
      $and: [
        { email_addresses: { email_address: { $contains: "example.com" } } },
        { name: { last_name: { $eq: "Lovelace" } } },
      ],
    },
    sorts: [
      { attribute: "created_at", field: "created_at", direction: "desc" },
    ],
    limit: 50,
    offset: 0,
  }
);

Available filter operators: $eq, $not_empty, $contains, $gt, $gte, $lt, $lte, $in, $and, $or.

Step 5: Fuzzy Search Across Objects

typescript
// POST /v2/records/search -- searches across all objects
const search = await client.post<{ data: AttioRecord[] }>(
  "/records/search",
  {
    query: "Ada Lovelace",
    limit: 10,
  }
);

Step 6: Delete a Record

typescript
// DELETE /v2/objects/{object}/records/{record_id}
await client.delete(`/objects/people/records/${recordId}`);

Step 7: Link Records via Record-Reference

typescript
// Link a person to a company
await client.patch<{ data: AttioRecord }>(
  `/objects/people/records/${personId}`,
  {
    data: {
      values: {
        company: [{
          target_object: "companies",
          target_record_id: companyId,
        }],
      },
    },
  }
);

Error Handling

Error Status Cause Solution
not_found 404 Invalid object slug or record ID Verify with GET /v2/objects
validation_error 422 Wrong value format for attribute type Check attribute type table above
rate_limit_exceeded 429 Exceeded 10-second sliding window Honor Retry-After header
conflict 409 Duplicate on unique attribute Use PUT (assert/upsert)
insufficient_scopes 403 Missing record_permission:read-write Update token scopes

Resources

Next Steps

For list/entry operations (pipelines, boards), see attio-core-workflow-b.

Recommended Agent Skills

Expand your agent's capabilities with these related and highly-rated skills.

jeremylongshore/claude-code-plugins-plus-skills

dockerfile-generator

Dockerfile Generator - Auto-activating skill for DevOps Basics. Triggers on: dockerfile generator, dockerfile generator Part of the DevOps Basics skill category.

1,803 241
Explore
jeremylongshore/claude-code-plugins-plus-skills

branch-naming-helper

Branch Naming Helper - Auto-activating skill for DevOps Basics. Triggers on: branch naming helper, branch naming helper Part of the DevOps Basics skill category.

1,803 241
Explore
jeremylongshore/claude-code-plugins-plus-skills

readme-generator

Readme Generator - Auto-activating skill for DevOps Basics. Triggers on: readme generator, readme generator Part of the DevOps Basics skill category.

1,803 241
Explore
jeremylongshore/claude-code-plugins-plus-skills

makefile-generator

Makefile Generator - Auto-activating skill for DevOps Basics. Triggers on: makefile generator, makefile generator Part of the DevOps Basics skill category.

1,803 241
Explore
jeremylongshore/claude-code-plugins-plus-skills

gitignore-generator

Gitignore Generator - Auto-activating skill for DevOps Basics. Triggers on: gitignore generator, gitignore generator Part of the DevOps Basics skill category.

1,803 241
Explore
jeremylongshore/claude-code-plugins-plus-skills

pre-commit-hook-setup

Pre Commit Hook Setup - Auto-activating skill for DevOps Basics. Triggers on: pre commit hook setup, pre commit hook setup Part of the DevOps Basics skill category.

1,803 241
Explore

Didn't find tool you were looking for?

Be as detailed as possible for better results