Attio Automation

Automation

Auto-detects your installed agents and installs the skill to each one.

What This Skill Does

This skill manages Attio C

RM workspaces through natural language commands. It allows users to search records, run filtered queries, browse notes, discover object schemas, and list records. It's designed for sales and marketing teams looking to streamline C

RM data management.

When to Use

• Fuzzy search for people by name.
• Find companies created after a date.
• Query deals with specific criteria.
• Browse notes related to a contact.
• Discover available object schemas.
• List all records of a specific type.

Key Features

• Fuzzy search across people and companies.
• Supports complex filtered queries.
• Enables browsing of notes.
• Discovers object schemas.
• Lists records based on criteria.
• Uses natural language commands.

Manual Installation

Manual installation

View Full Skill Content

The complete markdown content that gets installed

Attio Automation

Manage your Attio C

RM workspace -- fuzzy search across people and companies, run complex filtered queries, browse notes, discover object schemas, and list records -- all through natural language commands.

Toolkit docs: composio.dev/toolkits/attio

Setup

Add the Composio M

CP server to your client configuration: https://rube.app/mcp Connect your Attio account when prompted (O

Auth authentication). Start issuing natural language commands to manage your C

RM data.

Core Workflows

1. Fuzzy Search Across Records

Search for people, companies, deals, or any object by name, domain, email, phone, or social handle.

Tool: A

TTIO_SEARCH_RECORDS

Example prompt:

"Search Attio for anyone named Alan Mathis"

Key parameters (all required): query -- Search string (max 256 characters). Empty string returns default results. objects -- Array of object slugs to search (e.g., ["people"], ["people", "companies"], ["deals"]) request_as -- Context: use {"type": "workspace"} for full workspace search, or specify a workspace member

2. Advanced Filtered Queries

Query records with server-side filtering, sorting, and complex conditions -- far more powerful than fuzzy search.

Tool: A

TTIO_QUERY_RECORDS

Example prompt:

"Find all companies in Attio created after January 2025 sorted by name"

Key parameters: object (required) -- Object slug or U

UID (e.g., "people", "companies", "deals") filter -- Attio filter object with operators like $eq, $contains, $gte, $and, $or sorts -- Array of sort specifications with direction ("asc"/"desc") and attribute limit -- Max records to return (up to 500) offset -- Pagination offset

Filter examples: {"name": {"first_name": {"$contains": "John"}}} {"email_addresses": {"$contains": "@example.com"}} {"created_at": {"$gte": "2025-01-01

T00:00:00.000Z"}}

3. Find Records by ID or Attributes

Look up a specific record by its unique ID or search by unique attribute values.

Tool: A

TTIO_FIND_RECORD

Example prompt:

"Find the Attio company with domain example.com"

Key parameters: object_id (required) -- Object type slug: "people", "companies", "deals", "users", "workspaces" record_id -- Direct lookup by U

UID (optional) attributes -- Dictionary of attribute filters (e.g., {"email_addresses": "john@example.com"}) limit -- Max records (up to 1000) offset -- Pagination offset

4. Browse and Filter Notes

List notes across the workspace or filter by specific parent objects and records.

Tool: A

TTIO_LIST_NOTES

Example prompt:

"Show the last 10 notes on the Acme Corp company record in Attio"

Key parameters: parent_object -- Object slug (e.g., "people", "companies", "deals") -- requires parent_record_id parent_record_id -- U

UID of the parent record -- requires parent_object limit -- Max notes to return (1-50, default 10) offset -- Number of results to skip

5. Discover Object Schemas and Attributes

Understand your workspace structure by listing objects and their attribute definitions.

Tools: A

TTIO_GET_OBJECT, A

TTIO_LIST_ATTRIBUTES

Example prompt:

"What attributes does the companies object have in Attio?"

Key parameters for Get Object: object_id -- Object slug or U

UID

Key parameters for List Attributes: target -- "objects" or "lists" identifier -- Object or list ID/slug

6. List All Records

Retrieve records from a specific object type with simple pagination, returned in creation order.

Tool: A

TTIO_LIST_RECORDS

Example prompt:

"List the first 100 people records in Attio"

Key parameters: Object type identifier Pagination parameters

Known Pitfalls

Timestamp format is critical: A

LL timestamp comparisons (created_at, updated_at, custom timestamps) M

UST use I

SO8601 string format (e.g., 2025-01-01

T00:00:00.000Z). Unix timestamps or numeric values cause "Invalid timestamp value" errors. Name attributes must be nested: The name attribute has sub-properties (first_name, last_name, full_name) that M

UST be nested under name. Correct: {"name": {"first_name": {"$contains": "John"}}}. Wrong: {"first_name": {...}} -- this fails with "unknown_filter_attribute_slug". Email operators are limited: email_addresses supports $eq, $contains, $starts_with, $ends_with but N

OT $not_empty. Record-reference attributes need path filtering: For attributes that reference other records (e.g., "team", "company"), use path-based filtering, not nested syntax. Example: {"path": [["companies", "team"], ["people", "name"]], "constraints": {"first_name": {"$eq": "John"}}}. "lists" is not an object type: Do not use "lists" as an object_id. Use list-specific actions for list operations. Search is eventually consistent: A

TTIO_SEARCH_RECORDS returns eventually consistent results. For guaranteed up-to-date results, use A

TTIO_QUERY_RECORDS instead. Attribute slugs vary by workspace: System attributes (e.g., "email_addresses", "name") are consistent, but custom attributes vary. Use A

TTIO_LIST_ATTRIBUTES to discover valid slugs for your workspace.

Quick Reference

TTIO_SEARCH_RECORDS | query, objects, request_as | | Query with filters | A

TTIO_QUERY_RECORDS | object | | Find record by ID/attributes | A

TTIO_FIND_RECORD | object_id | | List notes | A

TTIO_LIST_NOTES | None (optional filters) | | Get object schema | A

TTIO_GET_OBJECT | object_id | | List attributes | A

TTIO_LIST_ATTRIBUTES | target, identifier | | List records | A

TTIO_LIST_RECORDS | Object type |

Manage your Attio C

RM workspace -- fuzzy search across people and companies, run complex filtered queries, browse notes, discover object schemas, and list records -- all through natural language commands.

Toolkit docs: composio.dev/toolkits/attio

Setup

Add the Composio M

CP server to your client configuration: https://rube.app/mcp Connect your Attio account when prompted (O

Auth authentication). Start issuing natural language commands to manage your C

RM data.

Core Workflows