Attio CRM

通过REST API管理Attio CRM。支持公司、联系人、交易、列表（销售管道）、备注和任务。

设置

在环境变量或~/.env文件中设置ATTIO_API_KEY：

echo "ATTIO_API_KEY=your_api_key" >> ~/.env

获取API密钥：访问Attio → 工作区设置 → 开发者 → 新建访问令牌

快速参考

对象（记录）

# List/search records
attio objects list                     # List available objects
attio records list <object>            # List records (companies, people, deals, etc.)
attio records search <object> <query>  # Search by text
attio records get <object> <id>        # Get single record
attio records create <object> <json>   # Create record
attio records update <object> <id> <json>  # Update record

列表（销售管道）

attio lists list                       # Show all pipelines/lists
attio entries list <list_slug>         # List entries in a pipeline
attio entries add <list_slug> <object> <record_id>  # Add record to pipeline

备注

attio notes list <object> <record_id>  # Notes on a record
attio notes create <object> <record_id> <title> <content>

任务

attio tasks list                       # All tasks
attio tasks create <content> [deadline]  # Create task (deadline: YYYY-MM-DD)
attio tasks complete <task_id>         # Mark complete

示例

查找公司并添加备注

# Search for company
attio records search companies "Acme"

# Add note to the company (using record_id from search)
attio notes create companies abc123-uuid "Call Notes" "Discussed Q1 roadmap..."

操作销售管道

# List pipeline stages
attio entries list sales_pipeline

# Add a company to pipeline
attio entries add sales_pipeline companies abc123-uuid

创建跟进任务

attio tasks create "Follow up with John at Acme" "2024-02-15"

API限制

• 频率限制：约每分钟100个请求
• 分页：使用limit和offset参数大型数据集参数

完整API文档

https://docs.attio.com/