What is the difference between search and query tools?

ATTIO_SEARCH_RECORDS provides eventually consistent fuzzy matching, while ATTIO_QUERY_RECORDS offers strictly filtered, up-to-date results for precise data retrieval.

How do I handle date filters in Attio Automation?

You must use ISO8601 string format (e.g., 2025-01-01T00:00:00.000Z) for all timestamp comparisons to avoid 'Invalid timestamp' errors.

Can I search for custom attributes using this skill?

Yes, but because custom attribute slugs vary by workspace, you should use the ATTIO_LIST_ATTRIBUTES tool first to discover the correct identifiers.

Does this skill require manual API keys?

The skill utilizes the Composio MCP integration, which facilitates secure OAuth authentication when you first connect your Attio account.

How do I filter by contact names correctly?

Attio requires name filters to be nested. You must use the structure {'name': {'first_name': {'$contains': 'John'}}} rather than a flat attribute structure.

Attio CRM Automation

Name: Attio CRM Automation
Author: Tako3832

byTako3832

0•

Marketing Automation

Automates Attio CRM operations including record searching, advanced contact querying, and relationship data management through natural language.

This skill empowers Claude to interact directly with your Attio CRM workspace, bridging the gap between natural language prompts and complex CRM operations. It provides a robust toolkit for fuzzy searching across people and companies, performing server-side filtered queries with precise logic, and managing notes or object schemas. Whether you need to find high-value deals from a specific timeframe or discover custom attribute structures, this integration streamlines CRM maintenance and data retrieval without manual dashboard navigation, ensuring your sales and success teams remain productive.

Key Features

010 GitHub stars

02Advanced server-side filtering with support for complex logical operators ($eq, $gte, $contains) and sorting.

03Fuzzy search across people, companies, and deals using names, domains, or social handles.

04Workspace schema discovery to list custom attributes and object definitions dynamically.

05Comprehensive note management to browse and filter communication history across specific records.

06High-performance record pagination and lookup via unique identifiers or specific attribute values.

Use Cases

01Retrieving the latest meeting notes for a specific company record before a sales call.

02Querying high-intent leads created within a specific date range for targeted marketing outreach.

03Auditing CRM data consistency by searching for records with specific attribute patterns or missing values.

Key Features

010 GitHub stars

02Advanced server-side filtering with support for complex logical operators ($eq, $gte, $contains) and sorting.

03Fuzzy search across people, companies, and deals using names, domains, or social handles.

04Workspace schema discovery to list custom attributes and object definitions dynamically.

05Comprehensive note management to browse and filter communication history across specific records.

06High-performance record pagination and lookup via unique identifiers or specific attribute values.

Use Cases

01Retrieving the latest meeting notes for a specific company record before a sales call.

02Querying high-intent leads created within a specific date range for targeted marketing outreach.

03Auditing CRM data consistency by searching for records with specific attribute patterns or missing values.