Attio CRM Record Agent with Claude Code

Each new record turns into the same four moves: read what arrived, search the object for a version of it you already hold, derive the few attributes your rules permit, and leave one note under 150 words. The search is the move that cannot be skipped, because anything it turns up converts an enrichment into a merge question that belongs to a person. Claude Code plans a sequence before it starts calling tools and then keeps to the order it planned.
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Free to start · guided setup · switch agents any time.

Live demo

Watch it work before it's live

Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.

Kirana Foods Pte Ltd

Wei Ling TanCompanies

Created during a prospecting session. Domains holds kiranafoods.sg. Categories is empty, Employee range is empty, Location reads Singapore, Owner is unset, and the description attribute carries one line pasted from their site about cold chain logistics for grocery retail. No people are associated with it yet.

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect Attio

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. Crm rules

    Which objects the agent may work in, the attributes it is allowed to fill on each, when a record earns a follow-up task and who that task belongs to, and the short list of signals worth a Slack line, such as a company on your target list or a deal above your threshold.

  4. Runs on Claude Code

    Preselected for this page — connect your Claude Code account during setup, or switch to NoClick's built-in models with one click.

  5. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

Why Claude Code for this agent

The search decides the run

A twin found on the same domain changes what the run is even for. Turning that up before the first attribute is written is the only moment at which noticing it is still cheap.

Known above, missing below

Every value in the first half of the note has to name where it came from, and nothing from the second half may drift upwards. Holding a two part shape across a long record is ordinary work for this harness.

Good to know

Before you fork

The same company gets created twice in one morning. Does the second one get caught?

That is what the object search exists for, and it runs on domain, on email address and on the name as written before a single attribute is set. The second record keeps a note saying which existing record it resembles, and the merge itself waits for a person. Deal With A Twin is the staged run that exercises exactly this.

Other editions

Run it with a different agent

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Make it yours

Put Attio CRM Record Agent to work on Claude Code.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.