Attio MCP Server

# Common Attio Workflows with Claude This document provides examples of common CRM workflows that can be accomplished with Claude and the Attio MCP server. ## Lead Management ### Capturing a New Lead 1. **Create a new contact record** ``` Add a new contact named John Smith with email john@example.com and phone 555-123-4567 ``` 2. **Add the lead to a list** ``` Add John Smith to our New Leads list ``` 3. **Create a follow-up note** ``` Add a note to John Smith that I need to follow up next week about our product demo ``` ## Account Management ### Preparing for a Customer Meeting 1. **Find the company record** ``` Find Acme Corporation in our CRM ``` 2. **Review recent notes** ``` Show me the last 5 notes for Acme Corporation ``` 3. **Identify key contacts** ``` Who are our main contacts at Acme Corporation? ``` 4. **Create a meeting note template** ``` Create a note template for my upcoming meeting with Acme Corporation to discuss contract renewal ``` ## Sales Pipeline Management ### Updating Deal Status 1. **Find the opportunity** ``` Find our deal with XYZ Company ``` 2. **Update the status** ``` Move the XYZ Company deal to the Negotiation stage ``` 3. **Add a note with details** ``` Add a note to the XYZ Company deal: "Sent revised proposal with 10% discount, waiting for feedback" ``` ## Customer Support ### Managing Support Cases 1. **Log a new support case** ``` Create a support case for Acme Corporation: "System outage reported, urgent priority" ``` 2. **Assign to support team** ``` Assign the Acme support case to our technical support team ``` 3. **Track resolution** ``` Add a note that the Acme outage was resolved by restarting their primary server ``` ## Contact Enrichment ### Enriching Contact Data 1. **Find incomplete contacts** ``` Find people in our CRM who don't have a LinkedIn URL ``` 2. **Update with new information** ``` Update John Smith's record with LinkedIn URL: linkedin.com/in/johnsmith ``` 3. **Add to follow-up list** ``` Add all contacts with completed profiles to our "Ready for Outreach" list ``` ## List and Report Management ### Creating Custom Views 1. **Create a filtered list** ``` Create a list called "Q3 Enterprise Opportunities" for deals over $50,000 closing this quarter ``` 2. **Generate a summary report** ``` Summarize all deals in my Q3 Enterprise Opportunities list by stage and total value ``` 3. **Share findings** ``` Create a note with the summary of my Q3 pipeline analysis ``` ## Research and Preparation ### Industry Research 1. **Find companies in a sector** ``` Show me all healthcare companies in our CRM ``` 2. **Analyze common attributes** ``` What are the common characteristics of our healthcare clients? ``` 3. **Create targeted notes** ``` For each healthcare company, add a note about the recent regulatory changes affecting their business ``` ## Tips for Effective Prompting - Be specific with names, companies, and actions - Provide context when referencing records - Break complex workflows into discrete steps - Use conversational follow-ups to refine results ## Integration with Other Tools Claude can help you bridge Attio with other systems: 1. **Calendar integration** ``` Find all my contacts with meetings this week and prepare a summary of their recent activity ``` 2. **Email follow-ups** ``` Draft follow-up emails for all contacts in my "Post-Demo" list ``` 3. **Document preparation** ``` Create a meeting agenda based on the recent notes for Acme Corporation ```