attio
Attio CRM integration for managing companies, people, deals, notes, tasks, and custom objects. Use when working with Attio CRM data, searching contacts, managing sales pipelines, adding notes to records, creating tasks, or syncing prospect information.
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/capt-marbles/attioWhat This Skill Does
The Attio skill provides a powerful interface for OpenClaw to interact with your Attio CRM data directly. It serves as a bridge to the Attio REST API, allowing the agent to manage core CRM objects—including companies, people, and deals—as well as pipeline management, task delegation, and note-taking. By leveraging this skill, you enable the agent to query your workspace records, update prospect information, track sales opportunities, and maintain a consistent log of client interactions without ever leaving the terminal or the agent's interface.
Installation
To integrate this skill, first ensure you have the OpenClaw CLI installed. Execute the following command in your terminal:
clawhub install openclaw/skills/skills/capt-marbles/attio
Once installed, you must authenticate the agent by setting the ATTIO_API_KEY. You can retrieve this key from your Attio workspace settings under Developers. Securely store it in your environment or a local .env file:
echo "ATTIO_API_KEY=your_api_key" >> ~/.env
Use Cases
This skill is highly effective for automating routine CRM maintenance. Use it when you need to quickly search for contact information, update a lead's status in a sales pipeline, or log detailed meeting notes after a call. It is particularly useful for sales operations and account management, as it allows the agent to handle repetitive administrative tasks, like creating follow-up tasks linked to specific companies or fetching a list of all active deals in a specific stage of your pipeline.
Example Prompts
- "Search for the company 'Acme Corp' and create a new task to follow up with them by next Friday."
- "Show me all the people currently in the 'Prospecting' stage of my sales pipeline."
- "Add a note to the record for John Doe saying we discussed the software integration roadmap and he is interested in a demo."
Tips & Limitations
- Rate Limits: Note that the Attio API imposes a limit of approximately 100 requests per minute. Avoid aggressive, rapid-fire automation that might hit this cap.
- Pagination: When querying large datasets (e.g., listing all records in a company object), remember to utilize
limitandoffsetparameters to prevent timeout errors or data truncation. - Consistency: Always confirm record IDs when performing write operations to ensure notes or tasks are associated with the correct entity.
- Security: Since this skill interacts with proprietary client data, ensure your API key is stored securely and never committed to version control systems.
Metadata
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Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-capt-marbles-attio": {
"enabled": true,
"auto_update": true
}
}
}Tags(AI)
Flags: external-api
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