The attio-mcp server seamlessly integrates Attio CRM with AI agents, enhancing data accessibility and automation for sales and marketing teams. This integration streamlines workflows and boosts productivity by leveraging AI capabilities within the CRM environment.
claude install redriverwest/attio-mcpThe attio-mcp server seamlessly integrates Attio CRM with AI agents, enhancing data accessibility and automation for sales and marketing teams. This integration streamlines workflows and boosts productivity by leveraging AI capabilities within the CRM environment.
Automate lead data entry from Attio to AI agents
Generate sales insights using AI analysis of CRM data
Enhance customer engagement through AI-driven communications
claude install redriverwest/attio-mcpgit clone https://github.com/redriverwest/attio-mcpCopy the install command above and run it in your terminal.
Launch Claude Code, Cursor, or your preferred AI coding agent.
Use the prompt template or examples below to test the skill.
Adapt the skill to your specific use case and workflow.
I'm a sales manager at [COMPANY] in the [INDUSTRY] sector. I need to use the attio-mcp server to automate data retrieval from our Attio CRM. Specifically, I want to extract [DATA] for the past [TIME PERIOD] and analyze it to identify trends. Can you guide me through the process?
## Attio-MCP Data Retrieval Process To retrieve and analyze data from your Attio CRM using the attio-mcp server, follow these steps: 1. **Access the attio-mcp server**: Log in to your attio-mcp dashboard using your Attio CRM credentials. 2. **Navigate to the Data Retrieval Section**: Click on the 'Data' tab in the top menu, then select 'Retrieve Data'. 3. **Specify Data Parameters**: In the data retrieval form, select the following options: - **Data Type**: [Choose the relevant data type, e.g., 'Customer Interactions', 'Sales Performance', etc.] - **Time Period**: [Specify the time period, e.g., 'Last 6 Months', 'Year-to-Date', etc.] - **Additional Filters**: [Apply any additional filters, such as 'Region', 'Product Category', etc.] 4. **Run the Query**: Click the 'Retrieve Data' button to execute the query. 5. **Analyze the Results**: Once the data is retrieved, use the built-in analysis tools to identify trends and patterns. You can also export the data to a CSV file for further analysis in Excel or other tools. ## Example Analysis Based on the retrieved data, you might find the following trends: - **Increased Customer Engagement**: A 20% increase in customer interactions over the past 6 months, indicating improved customer satisfaction and loyalty. - **Regional Performance**: The North region has shown the highest sales growth, with a 15% increase in revenue compared to the same period last year. - **Product Performance**: The [Product Name] has been the top-selling product, accounting for 30% of total sales. These insights can help you make data-driven decisions to optimize your sales and marketing strategies.
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