attio/crm/SKILL.md
Connect to Attio CRM to manage contacts, companies, deals, lists, tasks, notes, meetings, and comments through AI agents. Search records, create entries, update pipelines, and manage your sales workflow.
npx skillsauth add serenorg/seren-skills crmInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.
list_objects uses connector.attio.getsearch_records uses connector.attio.postget_record uses connector.attio.getcreate_record uses connector.attio.postlist_entries uses connector.attio.gettesting
Review-first outreach skill for the default Seren Bucks affiliate program. It bootstraps affiliate context via /programs/discover, mines sent-mail history and address books for candidates, persists them into a skill-owned CRM, proposes an editable daily top-10, drafts outbound and reply batches for approval, reconciles affiliate and reply signals, enforces hard DNC, and returns a manual daily digest.
data-ai
Lean partner-link distribution skill for the seren-affiliates publisher program portfolio. Operates one publisher program per run. Bootstraps the affiliate profile (registering on first run), caches joined programs in serendb, ingests contacts from a pasted list or from Gmail/Outlook address books, drafts a pitch once per run via seren-models for operator approval, sends approved copy through Gmail (preferred) or Microsoft Outlook, enforces per-program dedupe plus a global unsubscribe list, and reports local plus live conversion and commission stats from seren-affiliates.
development
Family office: Process an incoming GP capital call notice end-to-end — confirm, fund, log, reconcile.
development
Work with Seren Bounty affiliate bounties: customers create and fund verifier-backed bounties; agents join to receive a referral_code and accrue earnings as qualifying events are verified; a release sweep pays matured earnings out of escrow.