Attio MCP Server

# Test Data Setup Guide > **Context:** Complete procedures for environment preparation and test data creation > **Prerequisites:** MCP server access and valid API key > **Usage:** Execute before beginning any test phase to ensure clean, consistent test environment ## Environment Verification ### Prerequisites Checklist - [ ] MCP server running and accessible - [ ] API key configured and valid - [ ] Network connectivity confirmed - [ ] Permissions verified for all resource types ### Verification Commands ```bash # Verify MCP server accessibility mcp__attio__records.search resource_type="companies" query="test" limit=1 # Verify API key and permissions mcp__attio__get-attributes resource_type="companies" mcp__attio__get-attributes resource_type="people" mcp__attio__get-attributes resource_type="tasks" mcp__attio__get-attributes resource_type="deals" ``` **Expected Results:** - Search command returns valid response (even if empty) - Get-attributes commands return schema information - No authentication or permission errors ## Test Data Preparation ### Unique Naming Strategy Create unique test data using timestamp-based naming to prevent conflicts: ```bash # Create test timestamp for unique naming TEST_TIMESTAMP=$(date +%Y%m%d_%H%M%S) echo "Test run timestamp: $TEST_TIMESTAMP" ``` ### Pre-Test Cleanup Always start with a clean environment: ```bash # Preview existing test data (safe) npm run cleanup:test-data # Clean any existing test data npm run cleanup:test-data:live ``` ### Required Test Records Create the following test data for comprehensive testing: | Resource Type | Count | Naming Convention | | ------------- | ----- | ------------------------------------------------------ | | Companies | 3 | `QA Test Company [Alpha/Beta/Gamma] ${TEST_TIMESTAMP}` | | People | 3 | `[Alice/Bob/Carol] QA Tester ${TEST_TIMESTAMP}` | | Tasks | 2 | `QA Test Task [Alpha/Beta]` | | Deals | 2 | `QA Test Deal [Alpha/Beta]` | ### Test Data Creation Commands #### Step 1: Discover Fields (MANDATORY) Always discover available fields before creating records: ```bash # Discover company fields mcp__attio__get-attributes resource_type="companies" # Discover people fields mcp__attio__get-attributes resource_type="people" # Discover task fields mcp__attio__get-attributes resource_type="tasks" # Discover deal fields mcp__attio__get-attributes resource_type="deals" ``` #### Step 2: Create Test Companies ```bash # Company Alpha - Technology mcp__attio__create-record resource_type="companies" \ record_data="{ \"name\": \"QA Test Company Alpha ${TEST_TIMESTAMP}\", \"domains\": [\"qa-alpha-${TEST_TIMESTAMP}.test\"], \"description\": \"Technology company for QA testing\", \"industry\": \"Technology\" }" # Company Beta - Finance mcp__attio__create-record resource_type="companies" \ record_data="{ \"name\": \"QA Test Company Beta ${TEST_TIMESTAMP}\", \"domains\": [\"qa-beta-${TEST_TIMESTAMP}.test\"], \"description\": \"Finance company for QA testing\", \"industry\": \"Finance\" }" # Company Gamma - Healthcare mcp__attio__create-record resource_type="companies" \ record_data="{ \"name\": \"QA Test Company Gamma ${TEST_TIMESTAMP}\", \"domains\": [\"qa-gamma-${TEST_TIMESTAMP}.test\"], \"description\": \"Healthcare company for QA testing\", \"industry\": \"Healthcare\" }" ``` #### Step 3: Create Test People ```bash # Alice - QA Manager mcp__attio__create-record resource_type="people" \ record_data="{ \"name\": \"Alice QA Tester ${TEST_TIMESTAMP}\", \"email_addresses\": [\"alice.qa.${TEST_TIMESTAMP}@qa-testing.com\"], \"job_title\": \"QA Manager\" }" # Bob - QA Engineer mcp__attio__create-record resource_type="people" \ record_data="{ \"name\": \"Bob QA Validator ${TEST_TIMESTAMP}\", \"email_addresses\": [\"bob.qa.${TEST_TIMESTAMP}@qa-testing.com\"], \"job_title\": \"QA Engineer\" }" # Carol - QA Analyst mcp__attio__create-record resource_type="people" \ record_data="{ \"name\": \"Carol QA Analyst ${TEST_TIMESTAMP}\", \"email_addresses\": [\"carol.qa.${TEST_TIMESTAMP}@qa-testing.com\"], \"job_title\": \"QA Analyst\" }" ``` #### Step 4: Create Test Tasks ```bash # Task Alpha - High Priority mcp__attio__create-record resource_type="tasks" \ record_data="{ \"title\": \"QA Test Task Alpha\", \"description\": \"Primary QA validation task\", \"status\": \"open\", \"priority\": \"high\" }" # Task Beta - Medium Priority mcp__attio__create-record resource_type="tasks" \ record_data="{ \"title\": \"QA Test Task Beta\", \"description\": \"Secondary QA verification task\", \"status\": \"in_progress\", \"priority\": \"medium\" }" ``` #### Step 5: Create Test Deals ```bash # Deal Alpha - Qualification Stage mcp__attio__create-record resource_type="deals" \ record_data="{ \"name\": \"QA Test Deal Alpha\", \"value\": 50000, \"stage\": \"qualification\" }" # Deal Beta - Proposal Stage mcp__attio__create-record resource_type="deals" \ record_data="{ \"name\": \"QA Test Deal Beta\", \"value\": 75000, \"stage\": \"proposal\" }" ``` ## Test Data Manifest After creating test data, document the IDs for reference: ```markdown # Test Data Manifest - [Date Created: YYYY-MM-DD HH:MM] ## Test Environment Details - **Test Timestamp:** ${TEST_TIMESTAMP} - **Created By:** [Agent/User Name] - **Environment:** [Test Environment Name] ## Company Records - **QA Test Company Alpha:** ID = [RECORD_ID_FROM_CREATION] - **QA Test Company Beta:** ID = [RECORD_ID_FROM_CREATION] - **QA Test Company Gamma:** ID = [RECORD_ID_FROM_CREATION] ## People Records - **Alice QA Tester:** ID = [RECORD_ID_FROM_CREATION] - **Bob QA Validator:** ID = [RECORD_ID_FROM_CREATION] - **Carol QA Analyst:** ID = [RECORD_ID_FROM_CREATION] ## Task Records - **QA Test Task Alpha:** ID = [RECORD_ID_FROM_CREATION] - **QA Test Task Beta:** ID = [RECORD_ID_FROM_CREATION] ## Deal Records - **QA Test Deal Alpha:** ID = [RECORD_ID_FROM_CREATION] - **QA Test Deal Beta:** ID = [RECORD_ID_FROM_CREATION] ## Status - **Created:** [YYYY-MM-DD HH:MM] - **Status:** ACTIVE - **Cleanup Scheduled:** [Post-testing] ``` ## Validation & Troubleshooting ### Data Creation Validation Verify all test data was created successfully: ```bash # Verify companies created mcp__attio__records.search resource_type="companies" query="QA Test Company" limit=10 # Verify people created mcp__attio__records.search resource_type="people" query="QA Tester" limit=10 # Verify tasks created mcp__attio__records.search resource_type="tasks" query="QA Test Task" limit=10 # Verify deals created mcp__attio__records.search resource_type="deals" query="QA Test Deal" limit=10 ``` ### Common Issues & Solutions #### Issue: "Field not found" errors **Solution:** Re-run `get-attributes` and verify field names match exactly #### Issue: "Invalid format" errors **Solution:** Check data types and format requirements in schema #### Issue: "Duplicate domain" errors **Solution:** Verify TEST_TIMESTAMP is unique and domains don't conflict #### Issue: Rate limiting errors **Solution:** Add delays between record creation commands ### Environment Reset If test data creation fails partially: ```bash # Clean up partial data npm run cleanup:test-data:live # Wait for cleanup completion sleep 10 # Restart test data creation process # Re-run from Step 1 (Discover Fields) ``` --- **Related Documentation:** - [Next: Quick Commands Reference](./quick-commands.md) - [Reference: Cleanup Utilities](./cleanup-utilities.md) - [Back: Reference Directory](./index.md)