Attio MCP Server

# Attio MCP Universal Tools CRM Examples This document provides examples of natural language prompts that users can use with Claude to leverage the Attio MCP server's **universal tools** in real-world CRM and sales scenarios. > **🎯 New Universal Tools**: All examples use the modern 13 universal tools system that replaced 40+ individual tools. See [Universal Tools Overview](../universal-tools/README.md) for details. ## 🏢 Company Management Examples ### Finding Target Companies **Prompt:** ``` Find all technology companies with more than 500 employees in my CRM. ``` **Universal Tools Used:** - `records.search_advanced` with `resource_type: "companies"` - Filters: `industry: "Technology"`, `employees: { "$gte": 500 }` ### Company Research & Analysis **Prompt:** ``` Show me all SaaS companies we added in the last 30 days, including their business information and social profiles. ``` **Universal Tools Used:** - `records.search_by_timeframe` with `resource_type: "companies"` - Date field: `created_at`, relative range: `last_30_days` - `records.search` with query: "SaaS" - `records.get_info` with `info_type: "business"` and `info_type: "social"` ### Bulk Company Updates **Prompt:** ``` Update the industry field to "Financial Technology" for all companies whose names contain "fintech" or "financial". ``` **Universal Tools Used:** - `records.search` with `resource_type: "companies"`, query: "fintech" - `records.batch` with `operation_type: "update"` - Multiple company updates in a single operation ## 👥 People Management Examples ### Finding Decision Makers **Prompt:** ``` Find all VP and C-level executives at our enterprise accounts. ``` **Universal Tools Used:** - `records.search_advanced` with `resource_type: "people"` - Filters: `job_title: { "$contains": ["VP", "Chief", "CTO", "CEO", "COO"] }` - `records.search_by_relationship` to connect with company size data ### Contact Outreach Planning **Prompt:** ``` Show me all marketing contacts at companies with 100+ employees who we haven't contacted in 60 days. ``` **Universal Tools Used:** - `records.search_advanced` with `resource_type: "people"` - Filters: `job_title: { "$contains": "marketing" }` - `records.search_by_relationship` with company employee filter - `records.search_by_timeframe` to exclude recent contacts ### Contact Network Analysis **Prompt:** ``` Find all people who work at companies in our "Enterprise Accounts" list and show me their contact information. ``` **Universal Tools Used:** - `records.search_by_relationship` with `resource_type: "people"` - Related resource type: "companies" with list membership filter - `records.get_info` with `info_type: "contact"` ## 📋 Pipeline & List Management Examples ### Sales Pipeline Analysis **Prompt:** ``` Show me all companies in our "Demo Scheduled" list that haven't had activity in the last 2 weeks. ``` **Universal Tools Used:** - `records.search` with `resource_type: "companies"` and list filter - `records.search_by_timeframe` with negative filter (no activity in timeframe) - Cross-reference results for companies lacking recent activity ### Account Prioritization **Prompt:** ``` Help me prioritize accounts. Find companies in both our "Financial Services" and "Enterprise Tier" lists, show their primary contacts and recent notes. ``` **Universal Tools Used:** - `records.search_advanced` with `resource_type: "companies"` - List membership filters (multiple lists with AND logic) - `records.search_by_relationship` to find primary contacts - `records.search_by_content` to retrieve recent notes ### Cross-List Analysis **Prompt:** ``` Find all people who are in our "VIP Contacts" list but whose companies are not in any sales pipeline list. ``` **Universal Tools Used:** - `records.search` with `resource_type: "people"` and list membership - `records.search_by_relationship` to check company list memberships - Advanced filtering to identify gaps in pipeline coverage ## 🔍 Advanced Search & Analysis Examples ### Multi-Criteria Account Targeting **Prompt:** ``` I want to create a targeted outreach campaign. Find all financial services companies with more than 1000 employees, where we have Director+ level contacts, but no activity in 60 days. ``` **Universal Tools Used:** - `records.search_advanced` with `resource_type: "companies"` - Complex filters: ```typescript { "industry": "Financial Services", "employees": { "$gte": 1000 } } ``` - `records.search_by_relationship` to find Director+ contacts - `records.search_by_timeframe` to exclude companies with recent activity ### Revenue Opportunity Analysis **Prompt:** ``` Find all enterprise accounts (>$100K revenue) where we've mentioned "renewal" or "expansion" in notes within the last quarter, prioritized by company size. ``` **Universal Tools Used:** - `records.search_advanced` with `resource_type: "companies"` - Revenue filter: `{ "revenue": { "$gte": 100000 } }` - `records.search_by_content` with content query: "renewal OR expansion" - Date range: last quarter - Sort by company size (employees or revenue) ### Customer Success Analysis **Prompt:** ``` Identify at-risk accounts: Find all customers with contracts ending in next 90 days who have had support tickets mentioning "issues" or "problems" in the last 30 days. ``` **Universal Tools Used:** - `records.search_by_timeframe` with `resource_type: "companies"` - Date field: contract expiration, range: next 90 days - `records.search_by_content` to find support tickets with negative sentiment - Combine results to identify at-risk customers ## 🔄 Relationship-Based Examples ### Account Expansion Strategy **Prompt:** ``` I'm planning account expansion. Find existing customers (1+ year relationship) with recent product engagement who we've identified expansion opportunities for in our notes. ``` **Universal Tools Used:** - `records.search_by_timeframe` with `resource_type: "companies"` - Customer relationship duration filter - `records.search_by_content` to find notes mentioning expansion/upsell - Activity correlation analysis ### Competitive Intelligence **Prompt:** ``` Find all prospects where we've mentioned competitors in our notes, and show me which competitors come up most frequently. ``` **Universal Tools Used:** - `records.search_by_content` with `resource_type: "companies"` - Content types: ["notes"] - Query patterns for competitor names - Aggregation and analysis of competitor mentions ### Network Effect Analysis **Prompt:** ``` Show me all people who have changed companies in the last 6 months and now work at target accounts in our "Prospect" list. ``` **Universal Tools Used:** - `records.search_by_timeframe` with `resource_type: "people"` - Date field: company change or job title update - `records.search_by_relationship` to connect with target company lists - Track professional network movements ## 🚀 Batch Operations Examples ### Data Enrichment Campaign **Prompt:** ``` For all companies missing industry information, research and update their industry field based on their website URLs. ``` **Universal Tools Used:** - `records.search` with `resource_type: "companies"` - Filter for missing industry field - `records.batch` with `operation_type: "update"` - External research integration for industry classification ### List Management Automation **Prompt:** ``` Move all companies from "Prospect" list to "Qualified Lead" list if they've had email engagement in the last 14 days. ``` **Universal Tools Used:** - `records.search` to find companies in "Prospect" list - `records.search_by_timeframe` for recent email engagement - `records.batch` for bulk list membership updates ### Contact Cleanup **Prompt:** ``` Find and merge duplicate people records - anyone with the same email address or phone number. ``` **Universal Tools Used:** - `records.search` with `resource_type: "people"` - Advanced filtering to identify duplicates by email/phone - `records.batch` for record deduplication - Data integrity validation ## 🔗 Integration Examples ### Universal Tools + Clear Thought Analysis **Prompt:** ``` I need to prepare for next quarter's strategic accounts review. Please analyze our enterprise accounts to identify expansion opportunities using systematic analysis. ``` **Universal Tools + Clear Thought Integration:** 1. **Sequential Thinking**: Break down analysis into logical steps 2. **Advanced Search**: Find enterprise accounts with multiple criteria 3. **Relationship Analysis**: Connect accounts with usage and engagement data 4. **Content Search**: Find notes indicating expansion opportunities 5. **Decision Framework**: Prioritize opportunities systematically ### Universal Tools + External Data Enrichment **Prompt:** ``` Research all companies in our "Hot Prospects" list - get their latest news, funding information, and key personnel changes to prepare for outreach. ``` **Universal Tools + External Integration:** 1. **Search Records**: Get companies from "Hot Prospects" list 2. **Get Detailed Info**: Extract company URLs and basic information 3. **External Research**: Use web search for recent news and funding 4. **Relationship Search**: Find key contacts and decision makers 5. **Batch Operations**: Update records with enriched information ## 🎯 Best Practices for Universal Tools ### 1. Start with Simple Searches ``` Find all people at technology companies ``` Uses: `records.search` with `resource_type: "people"` + relationship filtering ### 2. Layer in Complexity Gradually ``` Find technology company contacts who are VPs or higher with recent activity ``` Uses: `records.search_advanced` with multiple filters and relationship connections ### 3. Use Batch Operations for Scale ``` Update all stale contact records to "needs research" status ``` Uses: `records.batch` for efficient bulk updates ### 4. Combine Multiple Universal Tools ``` Find enterprise prospects, get their detailed information, and create follow-up tasks ``` Uses: `records.search` → `records.get_info` → `create-record` (tasks) ## 🔮 Advanced Universal Tools Patterns ### Dynamic Query Building Claude can build complex universal tool queries based on conversational context: **Conversation:** ``` User: "Show me companies like Acme Corp" Claude: First I'll get Acme Corp's details, then search for similar companies ``` **Universal Tools Sequence:** 1. `records.get_details` for Acme Corp 2. Extract industry, size, and other characteristics 3. `records.search_advanced` with similar company profile 4. Present results with comparison analysis ### Cross-Resource Workflow Automation ``` User: "Create a complete sales workflow for all healthcare prospects" ``` **Universal Tools Workflow:** 1. `records.search` to find healthcare prospects 2. `records.get_info` for contact information 3. `create-record` to generate follow-up tasks 4. `records.batch` to update prospect status 5. Automated sequence across multiple resource types --- ## 🎉 Getting Started Ready to try these examples? 1. **Start Simple**: Begin with `records.search` and `records.get_details` 2. **Add Complexity**: Layer in `records.search_advanced` and relationship queries 3. **Scale Up**: Use `records.batch` for multiple records 4. **Automate**: Combine tools for complete workflows **Learn More:** - [Universal Tools Overview](../universal-tools/README.md) - [Complete API Reference](../universal-tools/api-reference.md) - [Migration Guide](../universal-tools/migration-guide.md) - [Troubleshooting](../universal-tools/troubleshooting.md) --- _These examples showcase the power and consistency of the universal tools system - one unified approach for all your CRM automation needs._