Generic Attio CRM operations for any workspace: search/create/update companies, people, deals, tasks, notes. Manage deal pipelines. Use when: 'Attio' for non-ShapeScale projects, generic CRM operations. NOT for ShapeScale-specific CRM workflows (use shapescale-crm which has custom deal stages, demo tracking, and sales workflows).
# Search for records
attio search companies "Acme"
attio search deals "Enterprise"
attio search people "John"
# Get record details by ID
attio get companies "record-uuid"
attio get deals "record-uuid"
# Add a note to a record
attio note companies "record-uuid" "Title" "Note content here"
# List notes on a record
attio notes companies "record-uuid"
# See available fields for a record type
attio fields companies
attio fields deals
# Get select field options (e.g., deal stages)
attio options deals stage
attio fields <type> before updating recordsattio options <type> <field> for dropdown values85, arrays as ["Value"], booleans as true/falseLoad these references as needed:
references/company_workflows.mdreferences/deal_workflows.mdreferences/field_guide.md| Command | Description |
|---|---|
attio search <type> "<query>" | Search records |
attio get <type> <id> | Get record details |
attio update <type> <id> record_data='{...}' | Update record |
attio create <type> record_data='{...}' | Create record |
attio delete <type> <id> | Delete record |
attio note <type> <id> "<title>" "<content>" | Add note |
attio notes <type> <id> | List notes |
attio fields <type> | List available fields |
attio options <type> <field> | Get select options |
Record types: companies, people, deals, tasks
attio search companies "Acme Corp"
attio get deals "deal-uuid-here"
attio note companies "company-uuid" "Meeting Notes" "Discussed pricing. Follow up next week."
attio options deals stage
attio update deals "deal-uuid" record_data='{"stage":"negotiation"}'
Never hard-code stage names. Always check first:
attio options deals stage
Use the internal value (e.g., negotiation), not the display label (e.g., "Negotiation").