attio-setup

attio-setup is a skill for Claude Code, Codex from LeadMagic/gtm-skills. It costs 88 tokens per session (1,327 once invoked), scanned A, original, MIT.

A setup guide for Attio, a programmable customer relationship management system that organizes companies, people, and deals like flexible database records.

In plain words
What is it for?
Setting up Attio objects, deal pipelines, workflows, enrichment, collaboration, and migrations from HubSpot or Salesforce.
Why use it?
It helps teams configure Attio around their sales process without the rigidity of some CRM systems or the complexity of enterprise platforms.

Skill for Claude CodeCodex

Part of the gtm-skills plugin — 196 skills shipped together

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/leadmagic/gtm-skills/attio-setup
Any agent
npx skills add LeadMagic/gtm-skills --skill attio-setup
Clone the repo
git clone --depth 1 https://github.com/LeadMagic/gtm-skills

Made for: Claude Code, Codex.

Or install gtm-skills, the plugin that ships this one along with the rest of its 196 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for attio-setup

README.md
[![agentmods](https://agentmods.dev/badge/skills/leadmagic/gtm-skills/attio-setup.svg)](https://agentmods.dev/skills/leadmagic/gtm-skills/attio-setup)
Your own site
<a href="https://agentmods.dev/skills/leadmagic/gtm-skills/attio-setup"><img src="https://agentmods.dev/badge/skills/leadmagic/gtm-skills/attio-setup.svg" alt="Measured on agentmods" height="20"></a>
Per session 88 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,327 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00088 $0.01327
Opus 5 $0.00044 $0.00664
Sonnet 5 $0.00018 $0.00265
Haiku 4.5 $0.00009 $0.00133

Measured today against content hash ac772760918b, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

attio-setup scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured today.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check-output.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/automation/attio-setup/SKILL.md · 142 lines

How it starts

The opening of the file, as written. The whole thing — 142 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Attio Setup

Overview

Attio is the modern programmable CRM. Unlike HubSpot (unified suite) or Salesforce (enterprise customizability), Attio is built for teams that want a CRM that works like a database — flexible objects, real-time collaboration, and API-first architecture. Best for startups and growth-stage B2B SaaS that find HubSpot too rigid and Salesforce too heavy.

Authoritative Foundations

  • Attio Programmable CRM Model — Shapes deliverables for this skill — Attio is the modern programmable CRM.
  • Modern CRM Architecture — Shapes deliverables for this skill — Attio is the modern programmable CRM.
  • HubSpot Academy — CRM Automation — Lifecycle stages, object model, and workflow enrollment patterns.

When to Use

  • "Set up Attio for our sales team"
  • "Configure Attio objects and pipelines"
  • "Build Attio workflows"
  • "Migrate to Attio from HubSpot/Salesforce"
  • "Set up enrichment in Attio"

Step-by-Step Process

Load crm-toolkit first — crm-selection, contacts-vs-leads (Attio has no Lead object — use status on People + lists as SDR queues), and attio-blueprint.

Phase 1: Object Model

Attio is object-based. Standard: Companies, People, Deals. Custom objects for anything: Subscriptions, Customer Success Plans, Partner relationships.

Contacts vs leads: No Lead object and no conversion step. Inbound → Person with status=inbound; SDR list filters the queue; qualified → create Deal. See crm-toolkit → contacts-vs-leads reference.

Key difference vs Salesforce: No rigid Lead→Account→Contact hierarchy. Everything is a flat object that can be linked. A Person can belong to multiple Companies. A Deal can involve multiple People.

Phase 2: Lists and Views

Lists are Attio's killer feature. Create dynamic lists based on any attribute: "Companies in my ICP with no open deals," "Deals stalled >14 days," "Contacts with unverified emails."

Views: kanban, table, timeline, list. Each view filters a list. Share views with the team. Save frequently-used views.

Read the full file on GitHub · 142 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. today Changed ac772760918b
  2. 5d ago First seen · 142 lines · 88 tokens per session scan A 516eb15ca4d9

Subscribe to this mod's changes

attio-setup is a skill published in the GitHub repository LeadMagic/gtm-skills (46 stars, last pushed 2d ago), licensed MIT. It adds 88 tokens to every session and 1,327 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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