# Attio agent skills for Claude Code, Cursor and RevampKey

> Ready-made Attio playbooks for AI agents: enrich and clean up your Attio contacts, summarise meetings and draft follow-ups in Attio with AI, review your Attio sales pipeline with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Attio with AI safely](https://revampkey.com/marketplace/attio/skills/essentials.md): 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.
- [Enrich and clean up your Attio contacts](https://revampkey.com/marketplace/attio/skills/contact-enrichment.md): 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.
- [Summarise meetings and draft follow-ups in Attio with AI](https://revampkey.com/marketplace/attio/skills/meeting-follow-up.md): 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.
- [Review your Attio sales pipeline with AI](https://revampkey.com/marketplace/attio/skills/pipeline-review.md): 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.
- [Triage your Attio tasks](https://revampkey.com/marketplace/attio/skills/task-triage.md): 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.

## Install

- RevampKey: connect Attio at https://revampkey.com/marketplace/attio; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/attio.md