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Agent skill

Attio Core Workflow B

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Build an Attio workflow around lists and entries while keeping record data, list-specific attributes, notes, and tasks correctly separated.

MITAuto-check passedSales & Support

Install Attio Core Workflow B

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill attio-core-workflow-b -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace attio-core-workflow-b --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/attio-core-workflow-b .claude/skills/attio-core-workflow-b && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
attio-core-workflow-b
GitHub stars
2.8k
Token cost
~969 tokens
SKILL.md length
413 words
Files
2 (incl. references)
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Build an Attio workflow around lists and entries while keeping record data, list-specific attributes, notes, and tasks correctly separated.

  • Works in 7 steps: Resolve the list and confirm its parent… → Query existing entries to determine… → Add the parent record only when… → …
  • Implementing pipelines
  • SKILL.md covers Overview, Prerequisites, Tool Discipline and Current Contract, plus 7 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Attio Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Build an Attio workflow around lists and entries while keeping record data, list-specific attributes, notes, and tasks correctly separated. Use when implementing pipelines, queues, or operational CRM processes. Trigger with "Attio lists", "Attio entries", or "Attio pipeline workflow".

Its SKILL.md is about 970 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/official-docs.md`). Compatibility notes: Designed for Claude Code

It sits in Sales & Support. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • Implementing pipelines
  • Operational CRM processes
  • With Attio lists
  • Attio pipeline workflow

Example prompts

  • “Attio lists”
  • “Attio entries”
  • “Attio pipeline workflow”
  • “/attio-core-workflow-b”

Requirements

  • Compatibility (from SKILL.md): Designed for Claude Code
  • Pre-approved tools (allowed-tools): Read, Glob, Grep, WebFetch, Write, Edit

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

  1. Resolve the list and confirm its parent object and attribute definitions.
  2. Query existing entries to determine whether the parent record is already present.
  3. Add the parent record only when membership does not exist; persist the returned entry ID.
  4. Update only integration-owned entry attributes using the endpoint's documented update semantics.
  5. Create notes or tasks only when they are part of the approved workflow and link them to exact records.
  6. Read the entry back and verify parent identity, owned values, and process state.
  7. For removal, delete only the entry unless parent-record deletion is separately approved.

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Glob
    • Grep
    • WebFetch
    • Write
    • Edit

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Links to these hosts (documentation or services it may open):

    • docs.attio.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Designed for Claude Code

    From compatibility in the SKILL.md frontmatter.

Context cost

Attio Core Workflow B loads about 969 tokens when it runs, and up to ~1.5k if it reads all its reference files. Until then it costs about 77 tokens; SKILL.md has 413 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~77
When it runs · the whole SKILL.md, loaded when a task matches
~969
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.5k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 413 words, ~969 tokens.

Download SKILL.mdSave it as .claude/skills/attio-core-workflow-b/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
attio-core-workflow-b
description
Build an Attio workflow around lists and entries while keeping record data, list-specific attributes, notes, and tasks correctly separated. Use when implementing pipelines, queues, or operational CRM processes. Trigger with "Attio lists", "Attio entries", or "Attio pipeline workflow".
allowed-tools
Read, Glob, Grep, WebFetch, Write, Edit
compatibility
Designed for Claude Code
argument-hint
[repository-path] [list-slug] [workflow]
version
1.8.0
author
Jeremy Longshore <jeremy@intentsolutions.io>
license
MIT
tags
saas, attio, lists
model
inherit
effort
high

Attio Lists and Entries Workflow

Overview

This skill models a business process without confusing an Attio record with its membership in a list. It makes ownership of record attributes and entry attributes explicit.

Prerequisites

  • A named list slug or UUID and its permitted parent object
  • Current list attribute definitions
  • Stable parent record IDs
  • Required list-entry, note, or task scopes for the selected workflow

Tool Discipline

Use Read, Glob, and Grep to inspect process rules, identifiers, mappings, and tests. Use WebFetch only for current official Attio documentation. Use Write or Edit after the list contract and mutation boundary are confirmed.

Current Contract

  • A list entry points to one parent record and carries list-specific values.
  • Removing an entry from a list is not the same as deleting its parent record.
  • Entry query and pagination rules come from the exact endpoint reference.
  • Notes and tasks are separate resources; do not store their content in list attributes as a shortcut.

Authentication

Use Bearer authentication with only the read or read-write scopes needed for list configuration, entries, notes, tasks, and parent records. Resolve 403 responses from endpoint scope documentation.

Instructions

  1. Resolve the list and confirm its parent object and attribute definitions.
  2. Query existing entries to determine whether the parent record is already present.
  3. Add the parent record only when membership does not exist; persist the returned entry ID.
  4. Update only integration-owned entry attributes using the endpoint's documented update semantics.
  5. Create notes or tasks only when they are part of the approved workflow and link them to exact records.
  6. Read the entry back and verify parent identity, owned values, and process state.
  7. For removal, delete only the entry unless parent-record deletion is separately approved.
Show full SKILL.md (128 more words)Show less

Approval Boundaries

Bulk entry changes, task assignment, destructive removal, and any parent-record deletion require a preview of exact IDs and impact. Never treat a list slug as sufficient proof of record identity.

Output

Return the list schema, parent-object check, membership decision, changed values, linked-resource IDs, verification result, and cleanup disposition.

Error Handling

ConditionResponse
Parent object is incompatibleStop and choose the correct list or record.
Membership already existsReuse its entry ID; do not create a duplicate.
Entry and record values conflictApply the documented ownership boundary.
Removal intent is unclearRefuse mutation and show entry versus record impact.

Examples

Input:

text
list=sales-pipeline; parent=company-id; owned-entry-fields=stage,owner

Expected handoff:

text
membership=existing; update=verified; parent-record=preserved

This result shows that the list workflow changed only its owned entry values.

Resources

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in skills/.curated/attio-core-workflow-b of jeremylongshore/tons-of-skills-marketplace.

  • SKILL.md
  • references/official-docs.md

Open the folder on GitHubat commit cfae287

Compare with similar skills

Attio Core Workflow B next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Attio Core Workflow B compared with similar skills
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Doc Coauthoringaws-samples/sample-strands-agent-with-agentcore19540 repos~3.2kAutomated safety check: PassMIT
Amazon Buy Box Monitorbrowser-act/skills6.1k1 repos~1.6kAutomated safety check: PassMIT
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Deskcomm Extensaomelgarafael/DeskcommCRM4.5k—~2.7kAutomated safety check: PassMIT

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Categories

Questions about Attio Core Workflow B

What does Attio Core Workflow B do?

Build an Attio workflow around lists and entries while keeping record data, list-specific attributes, notes, and tasks correctly separated. Attio Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Build an Attio workflow around lists and entries while keeping record data, list-specific attributes, notes, and tasks correctly separated.

When should I use Attio Core Workflow B?

Attio Core Workflow B fits situations like: implementing pipelines; operational CRM processes; with Attio lists; attio pipeline workflow.

How do I install Attio Core Workflow B in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill attio-core-workflow-b -a claude-code`. Or copy the skill folder (skills/.curated/attio-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/attio-core-workflow-b in your project. Claude Code loads it when a task matches its description.

How do I install Attio Core Workflow B in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill attio-core-workflow-b -a codex`. Or copy the skill folder (skills/.curated/attio-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/attio-core-workflow-b in your project. Codex loads it when a task matches its description.

Can I use Attio Core Workflow B in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill attio-core-workflow-b -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/attio-core-workflow-b, .gemini/skills/attio-core-workflow-b, .github/skills/attio-core-workflow-b and .opencode/skills/attio-core-workflow-b in your project.

What does Attio Core Workflow B need to run?

SKILL.md names no scripts, command-line tools or credentials: Attio Core Workflow B is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Glob, Grep, WebFetch, Write, Edit. Compatibility (from SKILL.md): Designed for Claude Code.

Does Attio Core Workflow B access the network?

SKILL.md names 1 domain. As links in the text: docs.attio.com. This is read from the text; nothing was executed.

Is Attio Core Workflow B safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Attio Core Workflow B use?

Attio Core Workflow B is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Attio Core Workflow B use?

About 969 tokens (SKILL.md is roughly 3.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 528 tokens, read only when the agent opens those files.

What are the alternatives to Attio Core Workflow B?

Skills that share tags, products or a category with Attio Core Workflow B: Cold Outbound Optimizer (ericosiu/ai-marketing-skills, 3.6k stars), Doc Coauthoring (aws-samples/sample-strands-agent-with-agentcore, 195 stars), Amazon Buy Box Monitor (browser-act/skills, 6.1k stars) and Review Analysis (liangdabiao/amazon-sorftime-research-MCP-skill, 959 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Attio Core Workflow B?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.