attio

What This Skill Does

The Attio CRM skill for OpenClaw provides a robust interface to interact with your Attio workspace programmatically. It abstracts the complexity of the Attio REST API into simple, actionable command-line operations. You can seamlessly manage core CRM entities including companies, people, and deals, as well as operational items like tasks, notes, and pipeline entries. Whether you are automating your sales workflow, managing prospect data, or logging interactions, this skill acts as the bridge between your AI agent and your customer intelligence platform.

Installation

To integrate this skill, ensure you have the OpenClaw CLI configured, then run the following command: clawhub install openclaw/skills/skills/andrewdmwalker/attio

After installation, secure your workspace access by generating an API key via Attio Workspace Settings > Developers > New Access Token. Add this to your environment variables or ~/.env file using echo "ATTIO_API_KEY=your_api_key" >> ~/.env to enable the agent to authenticate with your data.

Use Cases

• Automated Prospect Enrichment: Automatically search for companies or people and append research notes directly to their CRM profile.
• Sales Pipeline Management: Move leads through your sales funnel by adding records to specific pipeline lists when specific conditions are met.
• Task Orchestration: Automatically generate follow-up tasks based on email threads or meeting summaries generated by your AI agent.
• Data Auditing: Rapidly export or list CRM objects to perform bulk checks on the health of your contact lists.

Example Prompts

1. "Search for the company 'TechFlow Solutions' in Attio and add a note that we need to schedule a demo for next week."
2. "Add the person 'Sarah Jenkins' (ID: person_123) to our main sales_pipeline."
3. "Create a task to call Acme Corp regarding their contract renewal, due by 2024-05-20."

Tips & Limitations

• Rate Limits: Attio enforces a limit of approximately 100 requests per minute. If you are performing bulk updates or migrations, implement a sleep timer or batch your requests accordingly.
• Pagination: When dealing with large datasets (e.g., thousands of contacts), ensure your operations account for pagination using the provided limit and offset parameters to avoid missing data.
• Data Integrity: Always verify the record_id before performing updates or deletions, as these actions are permanent within the Attio ecosystem.
• Environment Safety: Treat your API key as a sensitive credential. Never hardcode it into scripts shared across public repositories.