Attio Automation

Automate Attio CRM operations -- search records, query contacts and companies with advanced filters, manage notes, list attributes, and navigate your relationship data -- using natural language through the Composio MCP integration.

Manage your Attio CRM 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](https://composio.dev/toolkits/attio)

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Setup

Add the Composio MCP server to your client configuration:

   https://rube.app/mcp

Connect your Attio account when prompted (OAuth authentication).
Start issuing natural language commands to manage your CRM data.

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Core Workflows

1. Fuzzy Search Across Records

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

Tool: ATTIO_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

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2. Advanced Filtered Queries

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

Tool: ATTIO_QUERY_RECORDS

Example prompt: > "Find all companies in Attio created after January 2025 sorted by name"

Key parameters:

object (required) -- Object slug or UUID (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": "2025-01-01T00:00:00.000Z"}}

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3. Find Records by ID or Attributes

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

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

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4. Browse and Filter Notes

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

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

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5. Discover Object Schemas and Attributes

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

Tools: ATTIO_GET_OBJECT, ATTIO_LIST_ATTRIBUTES

Example prompt: > "What attributes does the companies object have in Attio?"

Key parameters for Get Object:

object_id -- Object slug or UUID

Key parameters for List Attributes:

target -- "objects" or "lists"
identifier -- Object or list ID/slug

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6. List All Records

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

Tool: ATTIO_LIST_RECORDS

Example prompt: > "List the first 100 people records in Attio"

Key parameters:

Object type identifier
Pagination parameters

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Known Pitfalls

Timestamp format is critical: ALL timestamp comparisons (created_at, updated_at, custom timestamps) MUST use ISO8601 string format (e.g., 2025-01-01T00:00:00.000Z). 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 MUST 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 NOT $not_empty.
Record-reference attributes need path filtering: For attributes that reference other records (e.g., "team", "company"), use path-based filtering, not nested syntax. Example: {"path": [["companies", "team"], ["people", "name"]], "constraints": {"first_name": {"$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: ATTIO_SEARCH_RECORDS returns eventually consistent results. For guaranteed up-to-date results, use ATTIO_QUERY_RECORDS instead.
Attribute slugs vary by workspace: System attributes (e.g., "email_addresses", "name") are consistent, but custom attributes vary. Use ATTIO_LIST_ATTRIBUTES to discover valid slugs for your workspace.

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Quick Reference

| Action | Tool Slug | Required Params | |---|---|---| | Fuzzy search records | ATTIO_SEARCH_RECORDS | query, objects, request_as | | Query with filters | ATTIO_QUERY_RECORDS | object | | Find record by ID/attributes | ATTIO_FIND_RECORD | object_id | | List notes | ATTIO_LIST_NOTES | None (optional filters) | | Get object schema | ATTIO_GET_OBJECT | object_id | | List attributes | ATTIO_LIST_ATTRIBUTES | target, identifier | | List records | ATTIO_LIST_RECORDS | Object type |

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Attio Automation

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Seguridad

Cómo instalarla en Claude

Instrucciones completas (SKILL.md)