Attio MCP Server

# {{use_case.name}} Workflows Detailed workflow patterns for {{use_case.description}}. --- {{#use_case.workflow_steps}} ## {{name}} {{description}} ### Tools Required {{#tools}} - `{{.}}` {{/tools}} {{^tools}} - Check tool-reference.md for applicable tools {{/tools}} {{#example}} ### Pattern ``` {{example}} ``` {{/example}} {{#scoring_criteria}} ### Scoring Criteria | Criterion | Points | | --------- | ------ | {{#scoring_criteria}} | {{criterion}} | {{points}} | {{/scoring_criteria}} {{/scoring_criteria}} {{#routing_rules}} ### Routing Rules {{#routing_rules}} - **If** {{condition}}: {{action}} {{/routing_rules}} {{/routing_rules}} {{#milestones}} ### Milestones {{#milestones}} - [ ] {{.}} {{/milestones}} {{/milestones}} --- {{/use_case.workflow_steps}} ## Universal Patterns ### Find or Create ``` 1. Search for existing record by unique identifier (domain, email, etc.) 2. If found, return existing record 3. If not found, create new record 4. Return record ID for subsequent operations ``` ### Batch Update ``` 1. Get records from list using get-list-entries 2. Iterate with rate limiting (100ms delay recommended) 3. Update each record with error handling 4. Log progress and collect failures 5. Report summary when complete ``` ### Pipeline Movement ``` 1. Validate current stage is valid transition source 2. Update status/stage field 3. Move to/from appropriate lists 4. Create note documenting stage change 5. Create follow-up task if needed ``` ## Cross-References - **Attribute slugs**: Check attio-workspace-schema for YOUR workspace values - **List IDs**: Use `get-lists` to discover available lists - **Option values**: Use `records_get_attribute_options` for valid select/status values --- _Generated by attio-skill-generator_