attio

What This Skill Does

The Attio CRM skill for OpenClaw provides a powerful command-line interface to interact with your Attio workspace. It bridges the gap between your AI agent and your customer relationship data, allowing for seamless searching, retrieval, and modification of records including companies, people, deals, and tasks. By leveraging this skill, you can automate routine data entry, pull real-time insights during meetings, and manage complex pipeline stages without leaving your terminal.

Installation

To install this skill, use the following OpenClaw command: clawhub install openclaw/skills/skills/kesslerio/attio-crm Ensure your environment variables are configured with your Attio API credentials to enable authenticated access to your specific workspace.

Use Cases

This skill is designed for sales professionals, account managers, and operations teams who need to integrate CRM data into their AI-driven workflows. Common use cases include:

• Rapid Record Lookup: Finding specific stakeholders or company details during a call to provide personalized engagement.
• Pipeline Automation: Automatically moving deals between stages based on trigger events or specific communication patterns.
• Meeting Log Management: Attaching meeting minutes and notes directly to the relevant CRM object to ensure a single source of truth.
• Data Maintenance: Quickly updating contact information or deal values using structured data inputs.

Example Prompts

1. "Search for the company 'Globex' and tell me the current deal stage for their active project."
2. "Add a note to the contact record for 'Sarah Jenkins' stating that she wants to discuss the renewal offer next Tuesday."
3. "List all current deal stages for our sales pipeline so I can prepare an update for the leadership team."

Tips & Limitations

• Golden Rule: Always run attio fields and attio options before attempting an update. Attio uses internal machine values (like slugs) for select fields, which differ from the human-readable display names you see in the web dashboard.
• Unstructured Data: When you are unsure of the correct field schema, use the attio note command instead of forcing data into potentially misaligned custom fields.
• Data Formatting: Ensure your JSON payloads for updates follow strict syntax: numbers should not be quoted, and strings must use double quotes. Always double-check your data types before executing write commands to prevent API validation errors.