Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
What This Skill Does
Manages Attio CRM records including companies, people, deals, tasks, and notes via CLI commands. Supports searching, creating, updating, and deleting records, plus pipeline stage management.
Exposes full Attio CRM read/write access from the command line without opening a browser or navigating the UI.
When to use it
- Log meeting notes to a company record after a sales call
- Move a deal to the next pipeline stage
- Look up a contact's details before a follow-up email
- Create a new deal record when a prospect converts
- Add structured notes to a person record for future reference
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: Update the Acme Corp deal to negotiation stage and add a note about the pricing discussion
- 1Search for the company with `attio search companies "Acme Corp"`
- 2Retrieve the related deal with `attio search deals "Acme"`
- 3Check available stage values with `attio options deals stage`
- 4Update the deal stage with `attio update deals "<deal-id>" record_data='{"stage":"negotiation"}'`
- 5Add a note with `attio note deals "<deal-id>" "Pricing Discussion" "Discussed pricing. Follow up next week."`
Deal stage updated to negotiation and meeting note recorded on the deal record
Requirements
Accounts, API keys, or tools you or your AI assistant may need to set up while using this skill.