Attio Automation

Attio Automation — Natural-Language–Driven Attio CRM Automation Skills

Overview

Attio Automation is a Claude skill for managing Attio CRM data through natural-language commands. It supports fuzzy search, advanced filtering, note management, and querying object attributes—so you can work with customer relationship data without writing code.

Use Cases

1. Sales & Customer Management

Quickly find specific contacts or company information, filter customer lists that meet given criteria (e.g., “find all companies created this year”), browse customer interaction notes, and help sales teams follow up on leads efficiently.

2. Data Cleaning & Maintenance

Batch query and filter records to identify duplicate or outdated data, inspect object attribute structures to understand the data model, and perform data quality checks and maintenance.

3. Business Analysis & Insights

Filter records by time and attributes to analyze business trends, export customer lists under specific conditions, and uncover team activity patterns and relationship networks.

Core Features

1. Fuzzy Search & Advanced Query

Supports fuzzy searching across multiple dimensions such as name, domain, email, and phone. Also enables server-side filtering queries using complex conditions (e.g., time ranges, field contains, logical combinations), returning accurately matched, sorted results.

2. Record & Note Management

Find specific records or locate data by attributes, browse and filter associated notes, view object structures and attribute definitions, and support simple pagination to list all records.

3. Data Structure Discovery

Dynamically discover object types in the workspace and their attribute definitions, including custom field slugs and types, to help you build the correct query conditions.

FAQ

What is the Attio Automation skill? What can it do?

Attio Automation is a Claude skill integrated via Composio MCP that lets you operate Attio CRM using natural language. It supports fuzzy search for people/companies, advanced conditional filtering, browsing notes, viewing object attributes, listing records, and more—without writing API-calling code.

What’s the difference between Attio search and query?

Search (ATTIO_SEARCH_RECORDS) performs fuzzy matching, suitable for quick lookups by name or domain, and results are ultimately consistent. Query (ATTIO_QUERY_RECORDS) supports server-side filtering, sorting, and complex conditions; it returns the latest data and has stronger functionality, but requires constructing the correct filtering syntax.

Why do I get an error when filtering by timestamp?

Attio requires all timestamp comparisons to use ISO8601 string format (e.g., 2025-01-01T00:00:00.000Z). Using Unix timestamps or numeric values will trigger an “Invalid timestamp value” error.