Attio CRM
Quick Commands
CODEBLOCK0
Golden Rules
- 1. Discover fields first - Run
attio fields <type> before updating records - Check select options - Run
attio options <type> <field> for dropdown values - Use internal values - Select fields use internal names, not display labels
- When uncertain, use notes - Put unstructured data in notes, not record fields
- Format data correctly - Numbers as
85, arrays as ["Value"], booleans as INLINECODE4
Workflow Index
Load these references as needed:
- - Company workflows - INLINECODE5
- Deal workflows - INLINECODE6
- Field guide - INLINECODE7
Command Reference
| Command | Description |
|---|
| INLINECODE8 | Search records |
| INLINECODE9 |
Get record details |
|
attio update <type> <id> record_data='{...}' | Update record |
|
attio create <type> record_data='{...}' | Create record |
|
attio delete <type> <id> | Delete record |
|
attio note <type> <id> "<title>" "<content>" | Add note |
|
attio notes <type> <id> | List notes |
|
attio fields <type> | List available fields |
|
attio options <type> <field> | Get select options |
Record types: companies, people, deals, INLINECODE20
Common Workflows
Look up a company
CODEBLOCK1
Get deal details
CODEBLOCK2
Add meeting notes to company
CODEBLOCK3
Check deal stages before updating
CODEBLOCK4
Update deal stage
CODEBLOCK5
Pipeline Stages
Never hard-code stage names. Always check first:
CODEBLOCK6
Use the internal value (e.g., negotiation), not the display label (e.g., "Negotiation").
Attio CRM
快速命令
bash
搜索记录
attio search companies Acme
attio search deals Enterprise
attio search people John
按ID获取记录详情
attio get companies record-uuid
attio get deals record-uuid
向记录添加备注
attio note companies record-uuid 标题 备注内容
列出记录上的备注
attio notes companies record-uuid
查看记录类型的可用字段
attio fields companies
attio fields deals
获取选择字段选项(例如,交易阶段)
attio options deals stage
黄金法则
- 1. 先发现字段 - 在更新记录前运行 attio fields
- 检查选择选项 - 运行 attio options 获取下拉值
- 使用内部值 - 选择字段使用内部名称,而非显示标签
- 不确定时使用备注 - 将非结构化数据放入备注,而非记录字段
- 正确格式化数据 - 数字为 85,数组为 [值],布尔值为 true/false
工作流索引
根据需要加载以下参考:
- - 公司工作流 - references/companyworkflows.md
- 交易工作流 - references/dealworkflows.md
- 字段指南 - references/field_guide.md
命令参考
| 命令 | 描述 |
|---|
| attio search <type> <query> | 搜索记录 |
| attio get <type> <id> |
获取记录详情 |
| attio update
record_data={...} | 更新记录 |
| attio create record_data={...} | 创建记录 |
| attio delete | 删除记录 |
| attio note | 添加备注 |
| attio notes | 列出备注 |
| attio fields | 列出可用字段 |
| attio options | 获取选择选项 |
记录类型: companies、people、deals、tasks
常见工作流
查找公司
bash
attio search companies Acme Corp
获取交易详情
bash
attio get deals deal-uuid-here
向公司添加会议备注
bash
attio note companies company-uuid 会议备注 讨论了定价。下周跟进。
更新前检查交易阶段
bash
attio options deals stage
更新交易阶段
bash
attio update deals deal-uuid record_data={stage:negotiation}
管道阶段
切勿硬编码阶段名称。 始终先检查:
bash
attio options deals stage
使用内部值(例如 negotiation),而非显示标签(例如 Negotiation)。