Attio MCP Server

# {{use_case.name}} Examples Real-world interaction examples for {{use_case.description}}. --- {{#use_case.example_interactions}} ## Example: "{{trigger}}" **User Request**: {{trigger}} **Workflow**: {{response}} --- {{/use_case.example_interactions}} ## Common Scenarios ### Scenario 1: Process Single Record **User**: "Process the {{workspace.primary_object}} record for Acme Inc" **Claude**: 1. Search for {{workspace.primary_object}} by name/domain: ```json { "resource_type": "{{workspace.primary_object}}", "query": "Acme Inc" } ``` 2. If found, get full record details 3. Apply workflow steps as defined 4. Update record with results 5. Add note documenting actions taken ### Scenario 2: Batch Process List **User**: "Process all {{workspace.primary_object}} in the [List Name] list" **Claude**: 1. Get list entries: ```json { "list_id": "list-uuid", "limit": 100 } ``` 2. For each entry (with 100ms delay): - Get record details - Apply workflow steps - Update record - Track progress 3. Report summary: - Total processed: X - Successful: Y - Failed: Z ### Scenario 3: Create and Add to List **User**: "Create a new {{workspace.primary_object}} for [Name] and add to [List]" **Claude**: 1. Check if record already exists (prevent duplicates) 2. Create new record: ```json { "resource_type": "{{workspace.primary_object}}", "data": {"name": "Record Name", ...} } ``` 3. Add to list: ```json { "list_id": "list-uuid", "record_id": "new-record-uuid", "resource_type": "{{workspace.primary_object}}" } ``` 4. Create follow-up task if needed ### Scenario 4: Move Between Lists **User**: "Move [Record] from [List A] to [List B]" **Claude**: 1. Find record in List A (get entry_id) 2. Remove from List A: ```json { "list_id": "list-a-uuid", "entry_id": "entry-uuid" } ``` 3. Add to List B: ```json { "list_id": "list-b-uuid", "record_id": "record-uuid", "resource_type": "{{workspace.primary_object}}" } ``` 4. Update status/stage field if applicable 5. Add note documenting the move --- ## Error Handling Examples ### Invalid UUID **Error**: "Invalid UUID format" **Solution**: 1. Verify UUID matches pattern: `xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx` 2. Re-fetch the correct ID using search or list operations 3. Retry with correct UUID ### Field Validation Error **Error**: "Invalid value for field [field_name]" **Solution**: 1. Check attio-workspace-schema for field type 2. For select/status: use `records_get_attribute_options` to get valid values 3. For multi-select: ensure value is an array 4. Retry with corrected value ### Record Not Found **Error**: "Record not found" **Solution**: 1. Verify the record exists using search 2. Check if you have the correct resource_type 3. If record was deleted, inform user and suggest alternatives --- ## Best Practices 1. **Always search before create** - Prevent duplicates 2. **Validate before update** - Check field exists and is writable 3. **Document changes** - Add notes for audit trail 4. **Handle errors gracefully** - Inform user of failures 5. **Respect rate limits** - Add delays for batch operations --- _Generated by attio-skill-generator_