Skillshub attio-core-workflow-a

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manifest: skills/jeremylongshore/claude-code-plugins-plus-skills/attio-core-workflow-a/SKILL.md
source content

Attio Records CRUD (Core Workflow A)

Overview

Complete record lifecycle on the Attio REST API. Records are instances of objects (people, companies, deals, custom). Values are keyed by attribute slug and are always arrays (Attio supports multiselect natively).

Prerequisites

  • attio-install-auth
    completed
  • Scopes:
    object_configuration:read
    ,
    record_permission:read
    ,
    record_permission:read-write
  • Understanding of Attio attribute types (see reference table below)

Attio Attribute Type Reference

TypeSlug exampleValue format
text
description
"plain string"
number
revenue
123456
email-address
email_addresses
"ada@example.com"
(string shortcut)
phone-number
phone_numbers
{ original_phone_number: "+14155551234" }
domain
domains
"acme.com"
(string shortcut)
personal-name
name
{ first_name, last_name, full_name }
location
primary_location
"San Francisco, CA"
(string shortcut)
record-reference
company
{ target_object: "companies", target_record_id: "..." }
select
/
status
stage
{ option: "qualified" }
currency
deal_value
{ currency_code: "USD", currency_value: 50000 }
checkbox
is_active
true
/
false
date
close_date
"2025-06-15"
timestamp
last_contact
"2025-06-15T14:30:00.000Z"
rating
priority
4
(integer 1-5)

Instructions

Step 1: Create Records

// Create a person
const person = await client.post<{ data: AttioRecord }>(
  "/objects/people/records",
  {
    data: {
      values: {
        email_addresses: ["ada@example.com"],
        name: [{ first_name: "Ada", last_name: "Lovelace", full_name: "Ada Lovelace" }],
        phone_numbers: [{ original_phone_number: "+14155551234" }],
        primary_location: ["London, UK"],
        description: ["Mathematician and first programmer"],
      },
    },
  }
);

// Create a company
const company = await client.post<{ data: AttioRecord }>(
  "/objects/companies/records",
  {
    data: {
      values: {
        name: ["Babbage Analytical Engines"],
        domains: ["babbage.io"],
        description: ["Mechanical computing pioneer"],
        primary_location: ["London, UK"],
      },
    },
  }
);

Step 2: Read a Single Record

// GET /v2/objects/{object_slug}/records/{record_id}
const record = await client.get<{ data: AttioRecord }>(
  `/objects/people/records/${person.data.id.record_id}`
);

// Access values (always arrays)
const fullName = record.data.values.name?.[0]?.full_name;
const email = record.data.values.email_addresses?.[0]?.email_address;

Step 3: Update Records (PATCH vs PUT)

// PATCH: Append to multiselect values
await client.patch<{ data: AttioRecord }>(
  `/objects/people/records/${recordId}`,
  {
    data: {
      values: {
        email_addresses: ["ada.new@example.com"], // Adds to existing emails
      },
    },
  }
);

// PUT: Overwrite (assert) -- replaces all values for specified attributes
await client.put<{ data: AttioRecord }>(
  `/objects/people/records/${recordId}`,
  {
    data: {
      values: {
        email_addresses: ["only-this@example.com"], // Replaces all emails
      },
    },
  }
);

Step 4: Query with Filters and Sorts

// POST /v2/objects/{object}/records/query
const results = await client.post<{ data: AttioRecord[] }>(
  "/objects/companies/records/query",
  {
    // Shorthand filter (equality check)
    filter: {
      domains: "acme.com",
    },
    limit: 25,
  }
);

// Verbose filter with operators
const filtered = await client.post<{ data: AttioRecord[] }>(
  "/objects/people/records/query",
  {
    filter: {
      $and: [
        { email_addresses: { email_address: { $contains: "example.com" } } },
        { name: { last_name: { $eq: "Lovelace" } } },
      ],
    },
    sorts: [
      { attribute: "created_at", field: "created_at", direction: "desc" },
    ],
    limit: 50,
    offset: 0,
  }
);

Available filter operators:

$eq
,
$not_empty
,
$contains
,
$gt
,
$gte
,
$lt
,
$lte
,
$in
,
$and
,
$or
.

Step 5: Fuzzy Search Across Objects

// POST /v2/records/search -- searches across all objects
const search = await client.post<{ data: AttioRecord[] }>(
  "/records/search",
  {
    query: "Ada Lovelace",
    limit: 10,
  }
);

Step 6: Delete a Record

// DELETE /v2/objects/{object}/records/{record_id}
await client.delete(`/objects/people/records/${recordId}`);

Step 7: Link Records via Record-Reference

// Link a person to a company
await client.patch<{ data: AttioRecord }>(
  `/objects/people/records/${personId}`,
  {
    data: {
      values: {
        company: [{
          target_object: "companies",
          target_record_id: companyId,
        }],
      },
    },
  }
);

Error Handling

ErrorStatusCauseSolution
not_found
404Invalid object slug or record IDVerify with
GET /v2/objects
validation_error
422Wrong value format for attribute typeCheck attribute type table above
rate_limit_exceeded
429Exceeded 10-second sliding windowHonor
Retry-After
header
conflict
409Duplicate on unique attributeUse PUT (assert/upsert)
insufficient_scopes
403Missing
record_permission:read-write
Update token scopes

Resources

Next Steps

For list/entry operations (pipelines, boards), see

attio-core-workflow-b
.