attio

管理 Attio CRM 记录（公司、人员、交易、任务、注释）。搜索、创建、更新记录并管理交易渠道。

# Attio CRM

## Quick Commands

```bash
# Search for records
attio search companies "Acme"
attio search deals "Enterprise"
attio search people "John"

# Get record details by ID
attio get companies "record-uuid"
attio get deals "record-uuid"

# Add a note to a record
attio note companies "record-uuid" "Title" "Note content here"

# List notes on a record
attio notes companies "record-uuid"

# See available fields for a record type
attio fields companies
attio fields deals

# Get select field options (e.g., deal stages)
attio options deals stage
```

## Golden Rules

1. **Discover fields first** - Run `attio fields <type>` before updating records
2. **Check select options** - Run `attio options <type> <field>` for dropdown values
3. **Use internal values** - Select fields use internal names, not display labels
4. **When uncertain, use notes** - Put unstructured data in notes, not record fields
5. **Format data correctly** - Numbers as `85`, arrays as `["Value"]`, booleans as `true/false`

## Workflow Index

Load these references as needed:

- **Company workflows** - `references/company_workflows.md`
- **Deal workflows** - `references/deal_workflows.md`
- **Field guide** - `references/field_guide.md`

## Command Reference

| Command | Description |
|---------|-------------|
| `attio search <type> "<query>"` | Search records |
| `attio get <type> <id>` | Get record details |
| `attio update <type> <id> record_data='{...}'` | Update record |
| `attio create <type> record_data='{...}'` | Create record |
| `attio delete <type> <id>` | Delete record |
| `attio note <type> <id> "<title>" "<content>"` | Add note |
| `attio notes <type> <id>` | List notes |
| `attio fields <type>` | List available fields |
| `attio options <type> <field>` | Get select options |

**Record types:** `companies`, `people`, `deals`, `tasks`

## Common Workflows

### Look up a company
```bash
attio search companies "Acme Corp"
```

### Get deal details
```bash
attio get deals "deal-uuid-here"
```

### Add meeting notes to company
```bash
attio note companies "company-uuid" "Meeting Notes" "Discussed pricing. Follow up next week."
```

### Check deal stages before updating
```bash
attio options deals stage
```

### Update deal stage
```bash
attio update deals "deal-uuid" record_data='{"stage":"negotiation"}'
```

## Pipeline Stages

**Never hard-code stage names.** Always check first:
```bash
attio options deals stage
```

Use the internal value (e.g., `negotiation`), not the display label (e.g., "Negotiation").

---

## 中文说明

# Attio CRM

## 快速命令

```bash
# Search for records
attio search companies "Acme"
attio search deals "Enterprise"
attio search people "John"

# Get record details by ID
attio get companies "record-uuid"
attio get deals "record-uuid"

# Add a note to a record
attio note companies "record-uuid" "Title" "Note content here"

# List notes on a record
attio notes companies "record-uuid"

# See available fields for a record type
attio fields companies
attio fields deals

# Get select field options (e.g., deal stages)
attio options deals stage
```

## 黄金法则

1. **先发现字段** - 在更新记录前运行 `attio fields <type>`
2. **检查选择项** - 运行 `attio options <type> <field>` 以获取下拉值
3. **使用内部值** - 选择字段使用内部名称，而非显示标签
4. **不确定时使用注释** - 将非结构化数据放入注释，而非记录字段
5. **正确格式化数据** - 数字写为 `85`，数组写为 `["Value"]`，布尔值写为 `true/false`

## 工作流索引

按需加载以下参考文档：

- **公司工作流** - `references/company_workflows.md`
- **交易工作流** - `references/deal_workflows.md`
- **字段指南** - `references/field_guide.md`

## 命令参考

| 命令 | 说明 |
|---------|-------------|
| `attio search <type> "<query>"` | 搜索记录 |
| `attio get <type> <id>` | 获取记录详情 |
| `attio update <type> <id> record_data='{...}'` | 更新记录 |
| `attio create <type> record_data='{...}'` | 创建记录 |
| `attio delete <type> <id>` | 删除记录 |
| `attio note <type> <id> "<title>" "<content>"` | 添加注释 |
| `attio notes <type> <id>` | 列出注释 |
| `attio fields <type>` | 列出可用字段 |
| `attio options <type> <field>` | 获取选择项 |

**记录类型：** `companies`、`people`、`deals`、`tasks`

## 常见工作流

### 查找公司
```bash
attio search companies "Acme Corp"
```

### 获取交易详情
```bash
attio get deals "deal-uuid-here"
```

### 向公司添加会议记录
```bash
attio note companies "company-uuid" "Meeting Notes" "Discussed pricing. Follow up next week."
```

### 更新前检查交易阶段
```bash
attio options deals stage
```

### 更新交易阶段
```bash
attio update deals "deal-uuid" record_data='{"stage":"negotiation"}'
```

## 渠道阶段

**切勿硬编码阶段名称。** 始终先检查：
```bash
attio options deals stage
```

使用内部值（例如 `negotiation`），而非显示标签（例如 "Negotiation"）。