Attio MCP Server

# Attio MCP Usage Skill Universal workflow patterns and error prevention for the Attio MCP server. ## Overview The `attio-mcp-usage` skill teaches Claude **HOW** to work with Attio MCP tools effectively. It provides universal patterns that work across ANY Attio workspace, preventing common API errors and guiding multi-step workflows. > **First skill to install**: This is your foundation skill. Install it before working with any Attio workspace. ## When to Use | Scenario | Use This Skill | | --------------------------------------- | --------------------------------- | | Planning multi-step workflows | Yes | | Troubleshooting API errors | Yes | | Learning MCP tool syntax | Yes | | Building integrations | Yes | | Need workspace-specific attribute names | No - use `attio-workspace-schema` | ## Installation ### Claude Desktop **Option A: Drag and Drop** 1. ZIP the `skills/attio-mcp-usage/` folder 2. Drag the ZIP into Claude Desktop chat window 3. Confirm installation when prompted **Option B: Settings Menu** 1. Open Settings (gear icon) > Skills 2. Click **Install Skill** 3. Select the ZIP or folder ### Claude Code (CLI) ```bash # Copy to personal skills directory cp -r skills/attio-mcp-usage ~/.claude/skills/ # Or for project-level (shared with team) cp -r skills/attio-mcp-usage .claude/skills/ ``` ### Verify Installation Ask Claude: ``` What are the golden rules for Attio MCP usage? ``` Claude should reference the error prevention system with NEVER/ALWAYS rules. ## What's Included ### Resource Files | File | Purpose | Lines | | ------------------------- | ---------------------------------------------------------------- | ----- | | `golden-rules.md` | Error prevention system (5 NEVER + 6 ALWAYS rules) | ~326 | | `workflows.md` | Universal workflow patterns (find-or-create, batch update, etc.) | ~220 | | `tool-reference.md` | Complete MCP tool signatures and examples | ~747 | | `integration-patterns.md` | 7 real-world workflow examples | ~535 | ### Golden Rules Highlights **NEVER Do These:** 1. Never update read-only fields (`record_id`, `created_at`, etc.) 2. Never forget arrays for multi-select fields 3. Never mix data types (strings vs numbers vs booleans) 4. Never skip UUID validation 5. Never use display names as API slugs **ALWAYS Do These:** 1. Discover schema first - know your fields 2. Check the schema skill for workspace specifics 3. Validate before updating 4. Use exact option values for select/status fields 5. Verify field persistence after updates 6. Add context with notes ### Integration Patterns Seven complete workflow patterns: 1. **Deal Pipeline Workflow** - 6-step deal progression 2. **List-Based Organization** - 5-step list management 3. **Lead Qualification** - 6-step lead scoring 4. **Bulk Data Import** - 6-step import pattern 5. **Deal Stage Automation** - 6-step automation 6. **Data Enrichment Pipeline** - Company/deal/person enrichment 7. **Error Handling Template** - Comprehensive try/catch pattern ## How It Works with Other Skills ``` attio-mcp-usage (this skill) ├── Teaches HOW to use MCP tools ├── Universal error prevention └── Applies to ALL workspaces attio-workspace-schema (companion) ├── Documents WHAT your workspace has ├── Specific attribute slugs └── Specific option values Together: └── Usage skill tells you the patterns └── Schema skill gives you the specifics ``` **Example workflow:** 1. Claude reads `attio-mcp-usage` to understand patterns 2. Claude reads `attio-workspace-schema` for your attribute names 3. Claude combines both to execute correctly ## Example Prompts **Error troubleshooting:** ``` I'm getting "expects array" errors when updating companies. What am I doing wrong? ``` **Learning patterns:** ``` How should I structure a find-or-create workflow for deals? ``` **Tool reference:** ``` What parameters does the records_search tool accept? ``` ## Customization This skill works out-of-the-box for most use cases. If you need to customize: ### Extending Golden Rules Edit `skills/attio-mcp-usage/resources/golden-rules.md` to add workspace-specific rules: ```markdown ### 6. Never [Your Custom Rule] **Your workspace-specific constraint here** ``` ### Adding Workflow Patterns Edit `skills/attio-mcp-usage/resources/integration-patterns.md`: ```markdown ## Pattern 8: [Your Custom Workflow] ### Steps 1. Step one 2. Step two ... ``` ## Troubleshooting ### "Claude doesn't know my attribute names" This skill provides **universal patterns**, not workspace-specific data. For your specific attribute names and option values, use the `attio-workspace-schema` skill: ```bash npx attio-discover generate-skill --all --zip ``` ### "Pattern doesn't match my workflow" The patterns are templates. Adapt them to your specific use case by: 1. Keeping the error prevention rules 2. Adjusting the tool sequence for your needs 3. Using your workspace's actual attribute slugs ## Related Documentation - [Attio Workspace Schema Skill](./attio-workspace-skill.md) - Generate workspace-specific documentation - [Attio Skill Generator](./attio-skill-generator.md) - Create custom workflow skills - [Skills Overview](./README.md) - All available skills - [Attio Tools Reference](../../tools/attio-tools-reference.md) - Complete tool documentation