How does the skill handle Attio's API rate limits?

The skill includes automatic retry logic with exponential backoff to handle Attio's limit of 100 requests per minute.

Which API scopes are necessary for this skill?

The skill requires record:read and record:write for managing entities, and note:read and note:write for handling record notes.

What should I do if I get an 'Invalid field ID' error?

Verify that your field slugs match your Attio workspace configuration exactly, as slugs are case-sensitive and custom fields have unique identifiers.

Can I prevent duplicate records when creating new contacts?

Yes, it is recommended to use the search-companies or search-people commands before creation to check for existing records using primary identifiers like domains or emails.

How do I configure the Attio CRM skill for Claude?

You must obtain an API key from your Attio workspace under Settings > Developers > API Keys and add it to your .env file as ATTIO_API_KEY.

Attio CRM Manager

Name: Attio CRM Manager
Author: Casper-Studios

byCasper-Studios

•

营销自动化

Manages companies, contacts, notes, and deal records within the Attio CRM platform through automated API operations.

The Attio CRM skill enables Claude to programmatically interact with your Attio workspace, streamlining the management of business relationships and customer data. It provides a robust set of tools for searching and retrieving company profiles, creating new contact records, and attaching detailed notes or research summaries to specific entities. By automating repetitive CRM tasks and ensuring data consistency, this skill allows developers and sales operations teams to integrate their CRM workflows directly into their development environment, facilitating seamless data enrichment from external research or meeting transcripts.

主要功能

01Comprehensive CRUD operations for companies and person records

02Built-in rate limit management with exponential backoff support

03Automated note creation for logging meetings and research insights

04Advanced search functionality for rapid record lookup and retrieval

05Intelligent Attio URL parsing for direct record identification

0610 GitHub stars

使用场景

01Synchronizing contact information from external lead generation tools into the CRM

02Automatically logging AI-generated meeting summaries and action items as notes in Attio

03Enriching existing CRM records with real-time research data and technical insights

主要功能

01Comprehensive CRUD operations for companies and person records

02Built-in rate limit management with exponential backoff support

03Automated note creation for logging meetings and research insights

04Advanced search functionality for rapid record lookup and retrieval

05Intelligent Attio URL parsing for direct record identification

0610 GitHub stars

使用场景

01Synchronizing contact information from external lead generation tools into the CRM

02Automatically logging AI-generated meeting summaries and action items as notes in Attio

03Enriching existing CRM records with real-time research data and technical insights