A comprehensive integration for managing Attio CRM data, including records, pipelines, notes, and tasks directly through an AI agent.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install attio
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install attio using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Attio CRM?
This skill provides a robust interface to the Attio CRM REST API, enabling AI agents to interact seamlessly with your workspace data. By integrating this capability into your Openclaw Skills library, you can automate complex CRM workflows, such as synchronizing prospect information, updating deal stages, and managing stakeholder communications.
It supports standard objects like companies and people, as well as custom objects and complex pipeline structures. This allows for a high degree of flexibility when building automated sales engines or research assistants that need to persist data in a structured CRM environment.
Attio CRM Use Cases
- Automating lead enrichment by searching for and updating company records.
- Managing sales pipelines by moving entries between stages programmatically.
- Creating and tracking follow-up tasks after meetings or customer calls.
- Consolidating interaction history by adding formatted notes to specific records.
- Synchronizing contact data between external research tools and your Attio workspace.
How Attio CRM Works
- The skill authenticates with the Attio API using a secure workspace access token.
- Users or agents perform searches to locate specific records like companies or people based on text queries.
- Data is retrieved or modified through structured JSON payloads sent to the corresponding REST API endpoints.
- Pipeline entries are managed by linking specific record IDs to list slugs and stages.
- Tasks and notes are associated with records to maintain a clear audit trail and activity log within the CRM.
Attio CRM Setup
Set the ATTIO_API_KEY in your environment or ~/.env file. You can obtain your API key from Attio -> Workspace Settings -> Developers -> New Access Token.
echo "ATTIO_API_KEY=your_api_key" >> ~/.env
Attio CRM Data Schema & Taxonomy
The skill interacts with several core Attio data structures to ensure consistency across Openclaw Skills workflows:
| Object Type | Description | Key Attributes |
|---|---|---|
| Records | Fundamental entities | id, object (company/person), attributes |
| Lists | Pipelines or collections | slug, name, stages |
| Entries | Records within a list | record_id, list_slug, entry_id |
| Notes | Text-based records | title, content, parent_record |
| Tasks | Actionable items | content, deadline, status |
Attio CRM Advanced Features
- Full support for custom objects defined within your specific Attio workspace.
- Granular record search capabilities using the powerful Attio search engine syntax.
- Pipeline stage management for complex sales engineering and recruitment workflows.
- Efficient handling of large datasets using built-in limit and offset pagination parameters.
- Automated task completion to close out activities within Openclaw Skills environments.
SKILL.md
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