attio-core-workflow-b

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Manage Attio lists, entries, notes, and tasks via the REST API. Use when working with sales pipelines, kanban boards, CRM notes, or task assignments in Attio. Trigger: "attio lists", "attio entries", "attio pipeline", "attio notes", "attio tasks", "add to attio list".

AI & Automation 2,266 stars 315 forks Updated today MIT

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Skill Content

# Attio Lists, Notes & Tasks (Core Workflow B) ## Overview Lists are Attio's pipeline/board primitive -- they contain entries (records added to the list with list-specific attributes like stage or owner). This skill also covers notes and tasks, which attach to records for activity tracking. ## Prerequisites - `attio-install-auth` completed - Scopes: `object_configuration:read`, `record_permission:read`, `list_entry:read`, `list_entry:read-write`, `note:read-write`, `task:read-write`, `user_management:read` ## Instructions ### Step 1: List All Lists ```typescript // GET /v2/lists const lists = await client.get<{ data: Array<{ id: { list_id: string }; api_slug: string; name: string; parent_object: string[]; // Which object types can be added }>; }>("/lists"); console.log(lists.data.map((l) => `${l.api_slug}: ${l.name}`)); // Output: ["sales_pipeline: Sales Pipeline", "hiring: Hiring Pipeline"] ``` ### Step 2: Query List Entries ```typescript // POST /v2/lists/{list_slug}/entries/query const entries = await client.post<{ data: Array<{ entry_id: string; record_id: string; created_at: string; values: Record<string, any[]>; }>; }>("/lists/sales_pipeline/entries/query", { filter: { stage: { status: { $eq: "In Progress" } }, }, sorts: [ { attribute: "created_at", field: "created_at", direction: "desc" }, ], limit: 50, }); ``` ### Step 3: Add a Record to a List (Create Entry) ```typescript // POST /v2/lists/{list_s...

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Author
jeremylongshore
Repository
jeremylongshore/claude-code-plugins-plus-skills
Created
7 months ago
Last Updated
today
Language
Python
License
MIT

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