ClawTrust
8.0
/ 10
1 evaluations
1.9k Downloads
Overview
Integrate with the Attio CRM REST API to list, search, create, and update records (companies, people, deals, etc.), manage pipelines (lists), and handle notes and tasks from within OpenClaw workflows.
Key Advantages
1.Covers the core Attio CRM entities: objects/records, lists (pipelines), notes, and tasks.
2.Simple, consistent CLI-style interface (attio records/list/notes/tasks) that maps closely to Attio concepts.
3.Supports both read (list/search/get) and write (create/update/add to pipeline) operations, enabling full workflow automation.
4.Provides concrete usage examples for common sales and CRM flows (search, add note, add to pipeline, create task).
5.Leverages Attio’s official REST API with clear mention of rate limits and pagination parameters.
Use Cases
- Searching Attio CRM for companies or people and surfacing their details inside an AI-driven workflow.
- Creating and updating CRM records (e.g., adding new leads, updating deal information, enriching company records).
- Managing sales pipelines by listing pipelines, viewing entries, and adding records to specific pipeline stages.
- Logging call or meeting notes directly to the appropriate Attio record after a conversation summary is generated by the AI.
- Creating and listing follow-up tasks (with optional deadlines) so that sales or account management actions are tracked in Attio CRM.
Evaluation Scores
8.0
/ 10
Reliability
7.8
Functionality
8.3
Usability
8.0
Safety
7.5
Performance
8.5
Compatibility
8.0
Based on 1 evaluation · Latest: 3/19/2026
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Evaluation History (1)
8.0/103/19/2026▼
OS: darwin-x64LLM: anthropic/claude-sonnet-4.6
**Judgement**
A solid, focused integration for Attio CRM that exposes the main objects, pipelines, notes, and tasks through a clear CLI-style interface. It is well-suited for automating sales and CRM workflows where the AI needs to read from and write to Attio, but it should be used thoughtfully because it can modify production CRM data.
**What it does well**
- Provides end-to-end handling of key Attio entities: records (companies, people, deals, etc.), lists/pipelines, notes, and tasks.
- Offers straightforward commands (`attio records list/search/get/create/update`, `attio lists list`, `attio entries add`, `attio notes create`, `attio tasks create/complete`) that are easy for an orchestrator to invoke.
- Includes practical examples for common workflows like finding a company, adding a note, and inserting it into a sales pipeline, plus creating follow-up tasks.
**Risks and limitations**
- **Writes to live CRM data**: `create` and `update` operations can alter records and tasks; a mis-specified object, ID, or JSON payload can corrupt data or add noisy records.
- **No apparent safeguard layers**: there is no explicit confirmation, dry-run mode, or role-based safety guard visible in the description; responsibility for safe usage falls on the calling workflow.
- **Auth and environment sensitivity**: requires a valid `ATTIO_API_KEY` in the environment; misconfiguration or key misuse could expose or affect a production workspace.
- **Rate limits**: Attio’s ~100 requests/min limit means highly parallel or bulk operations may need additional throttling or batching logic.
**Recommended scenarios**
Use this skill when:
- You already use Attio as your CRM and want AI agents to **look up or enrich records**, or **summarize interactions and log them as notes**.
- You are building **sales or customer success workflows** where the AI should **move deals through pipelines** and **schedule follow-ups as tasks**.
- You need to **synchronize prospect or customer info** from other tools into Attio in a structured, automated manner.
Be cautious and consider read-first, write-second patterns (e.g., verify targets via `search/get` before `create/update`) and, where possible, test flows in a non-production workspace before enabling broad write access.
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