Attio agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real Attio work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Attio

Connect Attio once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 Attio skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing19 Attio tools

Use Attio with AI safely

Sets up how an AI assistant works with your Attio workspace: confirms the workspace and acting user, picks the right search tool, narrows results, and asks for your explicit yes before any record is created or changed.

Use it when

You are starting a session and want the assistant to confirm which Attio workspace it is using
You need to find a person or company and are not sure whether to search, list or use semantic search
You want to be sure nothing in Attio is changed without your approval

Tools it uses

whoami
search-records
list-records
list-attribute-definitions
get-records-by-ids
semantic-search-notes
semantic-search-emails
list-workspace-members
list-workspace-teams
list-tasks
get-note-body
get-email-content
get-call-recording
create-record
upsert-record
update-record
create-note
create-task
update-task

Example

Check which Attio workspace you're in, then find all contacts at stripe.com and tell me who has no owner.

You are in the Acme workspace as Priya Shah. I found 14 contacts at stripe.com. 3 of them have no owner assigned. I haven't changed anything; if you want me to assign them, tell me the owner and I'll show you the update before applying it.

Use in RevampKeyRead the full skill →

Asks before writing9 Attio tools

Enrich and clean up your Attio contacts

Matches a list of names, emails or domains against your Attio records, finds duplicates and missing fields, and drafts the changes for your approval before anything is written.

Use it when

You imported a list of leads and want to know which already exist in Attio
Your company records have several spellings of the same domain
You want missing titles and company links filled in from a reviewed source

Tools it uses

whoami
search-records
list-records
semantic-search-notes
get-records-by-ids
list-attribute-definitions
upsert-record
update-record
create-record

Example

Check these 40 emails against Attio, tell me which are new, and propose updates for any missing job titles.

Of the 40 emails, 26 already exist in Attio and 14 are new. Of the 26, 9 have no job title and 3 point to a company record that is a duplicate of Acme. I've drafted 9 title updates and 1 merge, and I won't write any of them until you approve each group.

Use in RevampKeyRead the full skill →

Asks before writing13 Attio tools

Summarise meetings and draft follow-ups in Attio with AI

Reads recent meetings, calls, notes and emails on a contact or company and writes a short recap with open questions. It drafts follow-up tasks and asks before creating anything in your workspace.

Use it when

Before a renewal call, you want to recall where the last conversation left off
After a run of calls with an account, you need a clean summary for the team
You have promised things to a customer and want to check what is still open

Tools it uses

search-records
get-records-by-ids
whoami
search-meetings
search-call-recordings-by-metadata
search-notes-by-metadata
get-note-body
search-emails-by-metadata
semantic-search-emails
get-call-recording
get-email-content
create-task
create-note

Example

What happened in my last two calls with Stripe, and what do I still owe them?

Two calls in the last 30 days, with a recording on the most recent. You agreed to send the SSO pricing sheet by Friday, and the customer asked about data residency, which nobody has answered yet. I drafted two follow-up tasks for your approval and have not created them.

Use in RevampKeyRead the full skill →

Read-only8 Attio tools

Review your Attio sales pipeline with AI

Walks your open deals and flags stalled, unowned and overdue deals, then gives a ranked list of what needs a decision this week. It reads your workspace and changes nothing.

Use it when

Before a weekly pipeline or forecast meeting
When you suspect deals are going quiet but cannot see which
When new deals keep arriving without an owner

Tools it uses

whoami
list-attribute-definitions
list-records
get-records-by-ids
list-tasks
search-meetings
search-emails-by-metadata
search-notes-by-metadata

Example

Review my open deals in Attio and tell me which ones need a decision this week.

I checked 64 open deals in your Sales workspace. Three need a decision this week: Northwind (£120k, Proposal) has no owner and a close date that passed 9 days ago; Helix Labs (£45k, Negotiation) has had no logged activity for 18 days; Brightpath (£30k, Discovery) has no next step. The other 61 are healthy enough to leave for now. Nothing has been changed. Want me to draft the owner assignments for your approval?

Use in RevampKeyRead the full skill →

Asks before writing6 Attio tools

Triage your Attio tasks

Sorts your open Attio tasks by urgency and linked record, flags overdue, orphaned and duplicate items, and proposes close, reschedule or reassign moves. It asks before changing anything.

Use it when

You want to see which follow-ups are overdue before your week starts
Your task list has grown and you need to clear dead items
You want a clear view of what you owe to whom, by when

Tools it uses

whoami
list-workspace-members
list-tasks
get-records-by-ids
update-task
create-task

Example

Go through my open Attio tasks, show what is overdue, and suggest what to close or reschedule. Don't change anything until I approve.

You have 37 open tasks across 2 pages. 9 are overdue and linked to active deals, so those come first. I found 3 duplicates from the same sync, and 4 tasks linked to deals already marked lost. Here is the proposed list, numbered so you can approve by item.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect Attio, updates them for you and removes them when you disconnect.

Download RevampKey

How Attio skills work

Connect Attio
The Attio MCP server gives the agent its tools.
Ask in plain words
“Check these 40 emails against Attio, tell me which are new, and propose updates for any missing job titles.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Attio skills

In RevampKey the skills install themselves when you connect Attio. In other tools each skill is one folder with a SKILL.md file, and you also need the Attio MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Attio. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Check these 40 emails against Attio, tell me which are new, and propose updates for any missing job titles.”
Download RevampKeyConnect Attio · 1 click
Get RevampKey to connect Attio
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Attio is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials contact-enrichment meeting-follow-up pipeline-review task-triage; do curl -fsSL --create-dirs -o .claude/skills/attio-$s/SKILL.md https://revampkey.com/marketplace/attio/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Attio MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials contact-enrichment meeting-follow-up pipeline-review task-triage; do
  curl -fsSL --create-dirs -o .claude/skills/attio-$s/SKILL.md https://revampkey.com/marketplace/attio/skills/$s/SKILL.md
done

Ask in plain language, for example “Check these 40 emails against Attio, tell me which are new, and propose updates for any missing job titles.”

Into the shared .agents/skills folder

Connect the Attio MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials contact-enrichment meeting-follow-up pipeline-review task-triage; do
  curl -fsSL --create-dirs -o .agents/skills/attio-$s/SKILL.md https://revampkey.com/marketplace/attio/skills/$s/SKILL.md
done

Ask in plain language, for example “Check these 40 emails against Attio, tell me which are new, and propose updates for any missing job titles.”

Into the shared .agents/skills folder

Connect the Attio MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials contact-enrichment meeting-follow-up pipeline-review task-triage; do
  curl -fsSL --create-dirs -o .agents/skills/attio-$s/SKILL.md https://revampkey.com/marketplace/attio/skills/$s/SKILL.md
done

Ask in plain language, for example “Check these 40 emails against Attio, tell me which are new, and propose updates for any missing job titles.”

Into the shared .agents/skills folder

Connect the Attio MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials contact-enrichment meeting-follow-up pipeline-review task-triage; do
  curl -fsSL --create-dirs -o .agents/skills/attio-$s/SKILL.md https://revampkey.com/marketplace/attio/skills/$s/SKILL.md
done

Ask in plain language, for example “Check these 40 emails against Attio, tell me which are new, and propose updates for any missing job titles.”

RevampKey or copy the files?

In RevampKey

One click when you connect Attio
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Attio MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Attio skills FAQ

What is a Attio agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Attio skill describes one job, which Attio tools to use in which order, what to check first and when to stop and ask you.

Do the Attio skills change anything on their own?

1 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Attio.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Attio; elsewhere you copy the folders into your project or skills directory.

Do I need the Attio MCP server too?

Yes. The skills tell the agent how to do the work; the Attio MCP server gives it the tools to do it. The Attio MCP setup guide covers every client.

Attio MCP server setup · This page as Markdown

Put Attio’s best workflows in your agent

Download RevampKey, connect Attio and ask your first question in about a minute.

Download RevampKey Connect Attio · 1 click

All 5 Attio skills

Use Attio with AI safely

Use it when

Tools it uses

Enrich and clean up your Attio contacts

Use it when

Tools it uses

Summarise meetings and draft follow-ups in Attio with AI

Use it when

Tools it uses

Review your Attio sales pipeline with AI

Use it when

Tools it uses

Triage your Attio tasks

Use it when

Tools it uses

Get all 5 without copying a file

How Attio skills work

How to install Attio skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Attio skills FAQ

Put Attio’s best workflows in your agent

Skills for related tools