Free SKILL.md scraped from GitHub. Clone the repo or copy the file directly into your Claude Code skills directory.
npx versuz@latest install jeremylongshore-claude-code-plugins-plus-skills-plugins-saas-packs-attio-pack-skills-attio-core-workflow-bgit clone https://github.com/jeremylongshore/claude-code-plugins-plus-skills.gitcp claude-code-plugins-plus-skills/SKILL.MD ~/.claude/skills/jeremylongshore-claude-code-plugins-plus-skills-plugins-saas-packs-attio-pack-skills-attio-core-workflow-b/SKILL.md---
name: attio-core-workflow-b
description: 'Manage Attio lists, entries, notes, and tasks via the REST API.
Use when working with sales pipelines, kanban boards, CRM notes,
or task assignments in Attio.
Trigger: "attio lists", "attio entries", "attio pipeline",
"attio notes", "attio tasks", "add to attio list".
'
allowed-tools: Read, Write, Edit, Bash(curl:*), Grep
version: 1.0.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
tags:
- saas
- crm
- attio
compatibility: Designed for Claude Code
---
# Attio Lists, Notes & Tasks (Core Workflow B)
## Overview
Lists are Attio's pipeline/board primitive -- they contain entries (records added to the list with list-specific attributes like stage or owner). This skill also covers notes and tasks, which attach to records for activity tracking.
## Prerequisites
- `attio-install-auth` completed
- Scopes: `object_configuration:read`, `record_permission:read`, `list_entry:read`, `list_entry:read-write`, `note:read-write`, `task:read-write`, `user_management:read`
## Instructions
### Step 1: List All Lists
```typescript
// GET /v2/lists
const lists = await client.get<{
data: Array<{
id: { list_id: string };
api_slug: string;
name: string;
parent_object: string[]; // Which object types can be added
}>;
}>("/lists");
console.log(lists.data.map((l) => `${l.api_slug}: ${l.name}`));
// Output: ["sales_pipeline: Sales Pipeline", "hiring: Hiring Pipeline"]
```
### Step 2: Query List Entries
```typescript
// POST /v2/lists/{list_slug}/entries/query
const entries = await client.post<{
data: Array<{
entry_id: string;
record_id: string;
created_at: string;
values: Record<string, any[]>;
}>;
}>("/lists/sales_pipeline/entries/query", {
filter: {
stage: { status: { $eq: "In Progress" } },
},
sorts: [
{ attribute: "created_at", field: "created_at", direction: "desc" },
],
limit: 50,
});
```
### Step 3: Add a Record to a List (Create Entry)
```typescript
// POST /v2/lists/{list_slug}/entries
const entry = await client.post<{ data: { entry_id: string } }>(
"/lists/sales_pipeline/entries",
{
data: {
// The record to add to the list
parent_record_id: companyRecordId,
parent_object: "companies",
// List-specific attribute values
values: {
stage: [{ status: "Qualified" }],
deal_value: [{ currency_code: "USD", currency_value: 50000 }],
owner: [{ referenced_actor_id: workspaceMemberId, referenced_actor_type: "workspace-member" }],
},
},
}
);
```
### Step 4: Update an Entry
```typescript
// PATCH /v2/lists/{list_slug}/entries/{entry_id} -- append multiselect
await client.patch(
`/lists/sales_pipeline/entries/${entryId}`,
{
data: {
values: {
stage: [{ status: "Won" }],
},
},
}
);
// PUT /v2/lists/{list_slug}/entries/{entry_id} -- overwrite multiselect
await client.put(
`/lists/sales_pipeline/entries/${entryId}`,
{
data: {
values: {
stage: [{ status: "Lost" }],
},
},
}
);
```
### Step 5: Delete an Entry (Remove from List)
```typescript
// DELETE /v2/lists/{list_slug}/entries/{entry_id}
await client.delete(`/lists/sales_pipeline/entries/${entryId}`);
// Note: This removes from the list only. The underlying record is not deleted.
```
### Step 6: Create a Note on a Record
```typescript
// POST /v2/notes
const note = await client.post<{
data: { id: { note_id: string } };
}>("/notes", {
data: {
// Link to a parent record
parent_object: "companies",
parent_record_id: companyRecordId,
// Note content
title: "Q1 Review Meeting",
format: "plaintext", // or "markdown"
content: "Discussed renewal timeline. Budget approved for next quarter.",
},
});
```
### Step 7: List Notes on a Record
```typescript
// GET /v2/notes?parent_object=companies&parent_record_id={id}
const notes = await client.get<{
data: Array<{
id: { note_id: string };
title: string;
content: string;
created_at: string;
created_by_actor: { type: string; id: string };
}>;
}>(`/notes?parent_object=companies&parent_record_id=${companyRecordId}`);
```
### Step 8: Create and Manage Tasks
```typescript
// POST /v2/tasks
const task = await client.post<{
data: { id: { task_id: string } };
}>("/tasks", {
data: {
content: "Send renewal proposal to Acme Corp",
deadline: "2025-07-15T17:00:00.000Z",
is_completed: false,
// Link to records
linked_records: [
{ target_object: "companies", target_record_id: companyRecordId },
],
// Assign to workspace members
assignees: [
{ referenced_actor_id: memberId, referenced_actor_type: "workspace-member" },
],
},
});
// Complete a task
await client.patch(`/tasks/${taskId}`, {
data: { is_completed: true },
});
// List tasks (sorted oldest to newest by default)
const tasks = await client.get<{
data: Array<{
id: { task_id: string };
content: string;
deadline: string | null;
is_completed: boolean;
}>;
}>("/tasks");
```
## Attio Lists vs Records Mental Model
```
Objects (people, companies, deals)
└── Records ← individual CRM entries (Step 1-7 of core-workflow-a)
└── Notes, Tasks ← activity attached to records
Lists (pipelines, boards)
└── Entries ← a record placed in a list context
└── List-specific values (stage, owner, custom columns)
```
## Error Handling
| Error | Status | Cause | Solution |
|-------|--------|-------|----------|
| `not_found` | 404 | Invalid list slug or entry ID | Verify with `GET /v2/lists` |
| `insufficient_scopes` | 403 | Missing `list_entry:read-write` | Update token scopes |
| `validation_error` | 422 | Wrong parent_object for list | Check list's `parent_object` array |
| `insufficient_scopes` | 403 | Missing `note:read-write` for notes | Add note scope to token |
| `insufficient_scopes` | 403 | Missing `task:read-write` + `user_management:read` | Tasks need both scopes |
## Resources
- [Attio List Entries](https://docs.attio.com/rest-api/endpoint-reference/entries/list-entries)
- [Attio Create Note](https://docs.attio.com/rest-api/endpoint-reference/notes/create-a-note)
- [Attio Create Task](https://docs.attio.com/rest-api/endpoint-reference/tasks/create-a-task)
- [Attio Objects and Lists](https://docs.attio.com/docs/objects-and-lists)
## Next Steps
For error diagnosis, see `attio-common-errors`. For webhooks on list/record changes, see `attio-webhooks-events`.