Attio MCP Server

# Quick Commands Reference > **Context:** Copy-paste ready commands for efficient test execution > **Prerequisites:** Test data created using [Test Data Setup](./test-data-setup.md) > **Usage:** Copy commands directly during test execution, replace IDs as needed ## Command Categories ### P0 Core Test Commands #### TC-001: Search Records ```bash # Basic company search mcp__attio__records.search resource_type="companies" query="QA Test" limit=5 # Basic people search mcp__attio__records.search resource_type="people" query="QA Tester" limit=5 # Basic task search mcp__attio__records.search resource_type="tasks" query="QA Test Task" limit=5 # Basic deal search mcp__attio__records.search resource_type="deals" query="QA Test Deal" limit=5 ``` #### TC-002: Get Record Details ```bash # Get company details (replace with actual ID) mcp__attio__records.get_details resource_type="companies" record_id="[COMPANY_ID_FROM_SEARCH]" # Get person details (replace with actual ID) mcp__attio__records.get_details resource_type="people" record_id="[PERSON_ID_FROM_SEARCH]" # Get task details (replace with actual ID) mcp__attio__records.get_details resource_type="tasks" record_id="[TASK_ID_FROM_SEARCH]" ``` #### TC-003: Create Records ```bash # Create test company mcp__attio__create-record resource_type="companies" \ record_data='{"name": "TC003 Test Company", "domains": ["tc003-test.com"]}' # Create test person mcp__attio__create-record resource_type="people" \ record_data='{"name": "TC003 Test Person", "email_addresses": ["tc003@test.com"]}' # Create test task mcp__attio__create-record resource_type="tasks" \ record_data='{"title": "TC003 Test Task", "status": "open"}' ``` #### TC-004: Update Records ```bash # Update company (replace with actual ID from TC-003) mcp__attio__update-record resource_type="companies" record_id="[TC003_COMPANY_ID]" \ record_data='{"description": "Updated by TC004"}' # Update person (replace with actual ID from TC-003) mcp__attio__update-record resource_type="people" record_id="[TC003_PERSON_ID]" \ record_data='{"job_title": "TC004 Updated Title"}' # Update task (replace with actual ID from TC-003) mcp__attio__update-record resource_type="tasks" record_id="[TC003_TASK_ID]" \ record_data='{"status": "in_progress"}' ``` #### TC-005: Delete Records ```bash # Delete test company (replace with actual ID from TC-003) mcp__attio__delete-record resource_type="companies" record_id="[TC003_COMPANY_ID]" # Delete test person (replace with actual ID from TC-003) mcp__attio__delete-record resource_type="people" record_id="[TC003_PERSON_ID]" # Delete test task (replace with actual ID from TC-003) mcp__attio__delete-record resource_type="tasks" record_id="[TC003_TASK_ID]" ``` ### P1 Essential Test Commands #### TC-006: Get Attributes ```bash # Get company attributes mcp__attio__get-attributes resource_type="companies" # Get people attributes mcp__attio__get-attributes resource_type="people" # Get task attributes mcp__attio__get-attributes resource_type="tasks" # Get list attributes mcp__attio__get-attributes resource_type="lists" ``` #### TC-007: Discover Attributes ```bash # Discover company attributes mcp__attio__discover-attributes resource_type="companies" # Discover people attributes mcp__attio__discover-attributes resource_type="people" # Discover deal attributes mcp__attio__discover-attributes resource_type="deals" ``` #### TC-008: Get Detailed Info ```bash # Get company activities (replace with actual ID) mcp__attio__get-detailed-info resource_type="companies" record_id="[COMPANY_ID]" info_type="activities" # Get person contact history (replace with actual ID) mcp__attio__get-detailed-info resource_type="people" record_id="[PERSON_ID]" info_type="contact" # Get task relationships (replace with actual ID) mcp__attio__get-detailed-info resource_type="tasks" record_id="[TASK_ID]" info_type="relationships" ``` #### TC-009: Advanced Search ```bash # Company search with filters mcp__attio__records.search_advanced resource_type="companies" \ filters='[{"field": "employee_count", "operator": ">", "value": "50"}]' \ sort_by="name" sort_order="asc" # People search with date filters mcp__attio__records.search_advanced resource_type="people" \ filters='[{"field": "created_at", "operator": ">=", "value": "2024-01-01"}]' \ limit=20 # Multi-field task search mcp__attio__records.search_advanced resource_type="tasks" \ filters='[ {"field": "status", "operator": "in", "value": ["open", "in_progress"]}, {"field": "priority", "operator": "=", "value": "high"} ]' ``` ### P2 Advanced Test Commands #### TC-010: Search by Relationship ```bash # Find people associated with a company (replace with actual ID) mcp__attio__records.search_by_relationship relationship_type="company_person" \ source_id="[COMPANY_ID]" target_resource_type="people" limit=10 # Find deals associated with a person (replace with actual ID) mcp__attio__records.search_by_relationship relationship_type="person_deal" \ source_id="[PERSON_ID]" target_resource_type="deals" limit=10 # Find tasks linked to a company (replace with actual ID) mcp__attio__records.search_by_relationship relationship_type="company_task" \ source_id="[COMPANY_ID]" target_resource_type="tasks" limit=10 ``` #### TC-011: Search by Content ```bash # Search companies by notes content mcp__attio__records.search_by_content resource_type="companies" \ content_type="notes" search_query="important client" limit=10 # Search people by description content mcp__attio__records.search_by_content resource_type="people" \ content_type="description" search_query="key contact" limit=10 # Search across multiple content types mcp__attio__records.search_by_content resource_type="deals" \ content_type="all" search_query="quarterly review" limit=10 ``` #### TC-012: Search by Timeframe ```bash # Search tasks by creation date mcp__attio__records.search_by_timeframe resource_type="tasks" \ timeframe_type="created_at" start_date="2024-01-01" end_date="2024-12-31" limit=20 # Search companies by last activity mcp__attio__records.search_by_timeframe resource_type="companies" \ timeframe_type="last_activity" start_date="2024-08-01" limit=15 # Search people by modified date mcp__attio__records.search_by_timeframe resource_type="people" \ timeframe_type="updated_at" start_date="2024-08-15" end_date="2024-08-20" ``` #### TC-013: Batch Operations ```bash # Batch get multiple companies (replace with actual IDs) mcp__attio__records.batch resource_type="companies" \ operation_type="get" record_ids='["[ID1]","[ID2]","[ID3]"]' # Batch update multiple people (replace with actual IDs) mcp__attio__records.batch resource_type="people" \ operation_type="update" \ operations='[ {"record_id": "[ID1]", "data": {"job_title": "Batch Updated 1"}}, {"record_id": "[ID2]", "data": {"job_title": "Batch Updated 2"}} ]' # Batch create multiple tasks mcp__attio__records.batch resource_type="tasks" \ operation_type="create" \ operations='[ {"data": {"title": "Batch Task 1", "status": "open"}}, {"data": {"title": "Batch Task 2", "status": "open"}} ]' ``` #### TC-019: Batch Search ```bash # Parallel company searches mcp__attio__records.search_batch resource_type="companies" \ queries='["technology", "consulting", "software"]' limit=5 # Parallel people searches mcp__attio__records.search_batch resource_type="people" \ queries='["manager", "engineer", "director"]' limit=5 # Mixed resource batch search mcp__attio__records.search_batch resource_type="tasks" \ queries='["urgent", "review", "meeting"]' limit=3 ``` ## Utility Commands ### Environment Validation ```bash # Test basic connectivity mcp__attio__records.search resource_type="companies" query="test" limit=1 # Verify permissions mcp__attio__get-attributes resource_type="companies" ``` ### Data Discovery ```bash # Find available resources mcp__attio__get-attributes resource_type="companies" mcp__attio__get-attributes resource_type="people" mcp__attio__get-attributes resource_type="lists" mcp__attio__get-attributes resource_type="tasks" mcp__attio__get-attributes resource_type="deals" ``` ### Test Data Verification ```bash # Check test data exists mcp__attio__records.search resource_type="companies" query="QA Test" limit=10 mcp__attio__records.search resource_type="people" query="QA Tester" limit=10 mcp__attio__records.search resource_type="tasks" query="QA Test Task" limit=10 mcp__attio__records.search resource_type="deals" query="QA Test Deal" limit=10 ``` ### Cleanup Commands ```bash # Preview cleanup (safe) npm run cleanup:test-data # Execute cleanup npm run cleanup:test-data:live # Resource-specific cleanup npm run cleanup:test-data:companies -- --live npm run cleanup:test-data:people -- --live npm run cleanup:test-data:tasks -- --live ``` ## Command Usage Tips ### ID Replacement Strategy 1. **Execute search commands first** to get valid record IDs 2. **Copy IDs from results** and replace placeholders like `[COMPANY_ID]` 3. **Use consistent naming** in your test session for easy tracking 4. **Document IDs** in your test execution dashboard ### Error Handling 1. **Check command syntax** if errors occur 2. **Verify record IDs exist** before using in operations 3. **Re-run get-attributes** if field errors occur 4. **Use records.get_details** to verify record state ### Efficiency Tips 1. **Batch similar commands** when possible 2. **Keep test data IDs** in a scratch file for quick reference 3. **Use search results** to get valid IDs for subsequent tests 4. **Prepare command variations** for different scenarios --- **Related Documentation:** - [Previous: Test Data Setup](./test-data-setup.md) - [Reference: Tool Reference](./tool-reference.md) - [Reference: Cleanup Utilities](./cleanup-utilities.md) - [Back: Reference Directory](./index.md)