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
- Discover fields first - Run
attio fields <type>before updating records - Check select options - Run
attio options <type> <field>for dropdown values - Use internal values - Select fields use internal names, not display labels
- When uncertain, use notes - Put unstructured data in notes, not record fields
- Format data correctly - Numbers as
85, arrays as["Value"], booleans astrue/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").