Attio CRM Overview Interact with Attio CRM to manage companies, contacts, notes, and deals programmatically. Quick Decision Tree What do you need? │ ├── Get/search companies │ └── references/api-guide.md │ └── Script: scripts/attio_api.py get-company / search-companies │ ├── Create/update company │ └── Script: scripts/attio_api.py create-company / update-company │ ├── Create/link contacts │ └── Script: scripts/attio_api.py create-person │ ├── Add notes to records │ └── Script: scripts/attio_api.py create-note │ └── Parse Attio URLs └── Script: scripts/attio_api.py parse-url Environment Setup

Required in .env

ATTIO_API_KEY

your_api_key_here

Get your API key: Attio Settings → Developers → API Keys

Required Scopes

Scope

Operations

record:read

Get/search companies and people

record:write

Create/update companies and people

note:read

List and get notes

note:write

Create and delete notes

Common Usage

Search Companies

python scripts/attio_api.py search-companies

"Acme Corp"

--limit

10

Get Company

python scripts/attio_api.py get-company

<

record_id

>

Create Company

python scripts/attio_api.py create-company

"Microsoft"

--domain

"microsoft.com"

Create Contact

python scripts/attio_api.py create-person

"john@acme.com"

--first-name

"John"

--last-name

"Smith"

Add Note

python scripts/attio_api.py create-note

<

record_id

>

"Meeting Notes"

"Discussion summary..."

Rate Limits

100 requests per minute

Automatic retry with exponential backoff

Cost

Free - Attio API has generous free tier.

Security Notes

Credential Handling

Store

ATTIO_API_KEY

in

.env

file (never commit to git)

Generate keys in Attio: Settings > Developers > API Keys

Rotate keys periodically or if compromised

Never log or print API keys in script output

Data Privacy

CRM contains sensitive customer and prospect information

Company records include business details and contact info

People records contain PII (names, emails, phone numbers)

Notes may contain confidential meeting discussions

Avoid exporting full CRM data unnecessarily

Access Scopes

Request minimum required scopes:

record:read

- Read companies and people (read-only)

record:write

- Create/update records (write access)

note:read

- Read notes (read-only)

note:write

- Create notes (write access)

API keys can be scoped to specific permissions

Compliance Considerations

PII Protection

Customer data is subject to privacy regulations

GDPR

EU customer data requires GDPR compliance

Data Minimization

Only access/export data you need

Audit Trail

Log CRM operations for compliance auditing

Data Retention

Follow organizational data retention policies

Access Control

Limit API key distribution to authorized users

Customer Consent

Ensure proper consent for data processing Troubleshooting Common Issues Issue: Invalid field ID / slug Symptoms: "Field not found" or "Invalid attribute" error Cause: Field slug doesn't match Attio workspace configuration Solution: Check field slugs in Attio: Settings > Objects > Fields Field slugs are case-sensitive (e.g., company_name not Company_Name ) Custom fields have unique slugs - verify exact spelling Use API to list available fields if unsure Issue: Rate limited Symptoms: 429 status code or "rate limit exceeded" Cause: Exceeding 100 requests per minute limit Solution: Implement exponential backoff between requests Batch multiple operations into single requests where possible Add delays (600ms+) between consecutive requests Queue requests and process gradually Issue: Record not found Symptoms: "Record not found" error with known record Cause: Invalid record ID, deleted record, or wrong object type Solution: Verify record ID from Attio URL or previous API response Check if record was deleted or merged Ensure using correct object type (companies vs people) Use search endpoint to find record by name/email Issue: API key invalid Symptoms: 401 Unauthorized or "invalid API key" Cause: Key expired, revoked, or incorrectly configured Solution: Regenerate API key in Attio: Settings > Developers > API Keys Verify ATTIO_API_KEY is correctly set in .env Check for leading/trailing whitespace in key Ensure key has required scopes for operation Issue: Insufficient permissions Symptoms: "Forbidden" error or missing data Cause: API key missing required scopes Solution: Review key scopes in Attio: Settings > Developers > API Keys Create new key with required scopes ( record:read , record:write , etc.) For notes: ensure note:read and note:write scopes Workspace admin may need to grant additional permissions Issue: Duplicate record created Symptoms: Same company/person appears multiple times Cause: No deduplication on create, or different field values Solution: Search before creating to check for existing records Use primary identifier (domain for companies, email for people) Consider using update-or-create pattern Merge duplicates manually in Attio UI Resources references/api-guide.md - Complete API documentation references/integration.md - CRM integration patterns Integration Patterns Meeting Notes to CRM Skills: transcript-search → attio-crm Use case: Add meeting summaries to company records Flow: Search transcript-search for client meetings Extract key points, action items, and summary Create note on Attio company record with meeting details Research to CRM Skills: parallel-research → attio-crm Use case: Enrich CRM records with research data Flow: Run parallel-research on company for latest info Extract funding, team size, tech stack, news Update Attio company record with enriched fields Voice Agent to CRM Skills: voice-agents → attio-crm Use case: Log AI call summaries to CRM Flow: Voice agent completes discovery or feedback call Extract call summary and key insights Add note to Attio record with call summary and next steps