Attio MCP Server

# Lead Qualification Workflow Configuration # # Use this template to generate a lead qualification skill # that qualifies and scores inbound leads. name: lead-qualification display_name: Lead Qualification description: Qualify and score inbound leads through structured workflows # Primary object this workflow operates on primary_object: companies secondary_objects: - people # Required attributes for this workflow (workspace-specific) # These are suggestions - actual attributes come from workspace schema suggested_attributes: companies: - name - domains - lead_status # status field for qualification stage - lead_score # number field for scoring - source # text/select for lead source - employee_count # number for firmographic data - industry # select for industry classification people: - email_addresses - name - job_title # Lists typically used (workspace-specific IDs needed) suggested_lists: - name: 'Inbound Leads' purpose: 'New leads awaiting qualification' - name: 'Qualified Leads' purpose: 'Leads that passed qualification criteria' - name: 'Disqualified' purpose: "Leads that don't meet criteria" # Workflow steps workflow_steps: - name: 'Receive Lead' description: 'Capture new lead from inbound source' tools: - records_search - create-record example: | 1. Search for existing company by domain 2. If not found, create new company record 3. Set initial lead_status to "New" 4. Add to Inbound Leads list - name: 'Enrich Data' description: 'Add firmographic and contact data' tools: - update-record - records_discover_attributes example: | 1. Update company with employee_count 2. Update company with industry 3. Add contact person if available 4. Document data source in notes - name: 'Score Lead' description: 'Calculate qualification score based on criteria' tools: - update-record - get-record scoring_criteria: - criterion: 'Company size > 50 employees' points: 20 - criterion: 'Target industry match' points: 15 - criterion: 'Has decision maker contact' points: 25 - criterion: 'Budget authority confirmed' points: 20 - criterion: 'Timeline within 6 months' points: 20 example: | 1. Retrieve current record data 2. Apply scoring criteria 3. Calculate total score (0-100) 4. Update lead_score field - name: 'Route Lead' description: 'Add to appropriate list based on score' tools: - add-record-to-list - remove-record-from-list - update-record routing_rules: - condition: 'score >= 60' action: "Add to Qualified Leads, update lead_status to 'Qualified'" - condition: 'score >= 40 and score < 60' action: "Keep in Inbound Leads, update lead_status to 'Needs Review'" - condition: 'score < 40' action: "Add to Disqualified, update lead_status to 'Disqualified'" example: | 1. Check current score 2. Apply routing rules 3. Update lead_status field 4. Move to appropriate list - name: 'Create Follow-up' description: 'Create task for sales rep' tools: - create-task - create-note example: | 1. Create task linked to company 2. Set appropriate due date based on priority 3. Add note documenting qualification reasoning 4. Assign to appropriate team member # Example interactions for documentation example_interactions: - trigger: 'Qualify the new lead from acme.com' response: | 1. Search for company with domain acme.com 2. If not found, create new company record 3. Gather firmographic data (employee count, industry) 4. Calculate lead score based on criteria 5. Route to appropriate list based on score 6. Create follow-up task for sales - trigger: 'Score all unqualified leads in the Inbound Leads list' response: | 1. Get all entries from Inbound Leads list 2. For each lead (with rate limiting): - Get current record data - Calculate score - Update lead_score field 3. After scoring, route qualified leads to Qualified Leads list 4. Report summary: X leads scored, Y qualified, Z disqualified - trigger: 'What makes a qualified lead?' response: | A lead is qualified (score >= 60) when it meets criteria like: - Company size > 50 employees (+20 points) - Target industry match (+15 points) - Decision maker identified (+25 points) - Budget authority (+20 points) - Timeline within 6 months (+20 points) Check your attio-workspace-schema for the specific lead_status and lead_score fields in your workspace.