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Use the Attio MCP server for CRM work v1.0.0

Use this resource to use the Attio MCP server to manage a CRM without errors

New

  • 515 downloads
  • 186 likes
  • 109 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install attio-crm-mcp-workflows

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent applies the right workflow patterns, such as lead qualification or sales-stage automation, and avoids common API mistakes. You get structured, verified CRM actions.

Mostly picked by

Updated November 2, 2026

Card for the “Use the Attio MCP server for CRM work” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md : golden rules, patterns and workflow choice
  • resources/patterns/lead-qualification.md : lead qualification
  • resources/patterns/bulk-operations.md : bulk operations

Good fit for

  • You want to qualify your prospects in Attio from an agent
  • You update hundreds of records at once

Not for

    Tags

    • crm
    • attio
    • mcp
    • prospects

    About

    You say

    “Qualify the new prospects from the Salon list and move those who match the criteria into the pipeline.”

    Card for the “Use the Attio MCP server for CRM work” skill

    Skill published by kesslerio under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to use the Attio MCP server to manage a CRM without errors
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE12.8 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • resources/golden-rules.md8.8 KB
    • resources/integration-patterns.md0.6 KB
    • resources/patterns/bulk-operations.md3.7 KB
    • resources/patterns/customer-success.md6.3 KB
    • resources/patterns/data-enrichment.md4.6 KB
    • resources/patterns/deal-stage-automation.md4.1 KB
    • resources/patterns/error-handling.md4 KB
    • resources/patterns/investor-fundraising.md6.5 KB
    • resources/patterns/lead-qualification.md3.2 KB
    • resources/patterns/list-organization.md3 KB
    • resources/patterns/plg-product-led.md6.3 KB
    • resources/patterns/README.md3 KB
    • resources/patterns/revops-automation.md6.4 KB
    • resources/patterns/sales-pipeline.md3.1 KB
    • resources/tool-reference.md14.5 KB
    • resources/workflows.md5.8 KB
    • SKILL.md1.6 KB

    Origin and licence

    Listed unmodified

    Author
    kesslerio
    Source
    github.com/kesslerio/attio-mcp-server/tree/ae4c6480caf6ac25371e66e1a9dc569a23b12d29/skills/attio-mcp-usage
    Licence
    Apache-2.0

    Notice

    « attio-mcp-usage » (kesslerio, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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