Review Attio CRM hygiene
Connect Attio read-only and prepare a weekly queue of stale, unowned, and duplicated records in one list.
The Attio CRM hygiene review template reads one Attio list with its
records, attributes, and notes, then flags records with no recent activity,
missing owners or key attributes, and companies or people that look like
duplicates, proposing an owner and next action for each with the record cited.
It follows the revops marketing skill: keep the CRM trustworthy so forecasts
stay honest, and leave every record change to a person.
Enable and connect Attio
An operator must enable MANAGED_MCP_ATTIO_ENABLED. Attio's authorization
server at app.attio.com supports dynamic client registration, so no static
client is needed; connect the Attio card and choose the workspace on Attio's
consent screen. Work on Repeat requests openid, offline_access, and mcp,
and the token is bounded by your own workspace access.
Set the variables
| Key | Example | Why it is a variable |
|---|---|---|
attioList | Sales pipeline | The list under review differs per workspace. |
stalenessDays | 14 | What counts as stale depends on your sales cycle. |
Reference them in the instructions as {{attioList}}, {{stalenessDays}}.
Current beta boundary
Attio is connection-only until exact authenticated tool schemas are captured and reviewed, so the packaged routine ships as a preview. After review, the first manifest should stay read-only across objects, records, lists, and notes; record creation, attribute updates, merges, and deletions must be classified separately and approval-gated.
Recovery
If authorization expires or is revoked, the connection moves to
reauthorization_required; reconnect the same card to update it in place.
Reauthorizing with a different Attio workspace re-scopes the connection to
that workspace.