Manage Deals in Attio

Prerequisites

• Attio pipeline configured (see attio-pipeline-config)
• Attio MCP server connected

Steps

1. Create a deal. Use the Attio MCP to create a new record on the Deal object. Always include: deal name (format: "Company - Opportunity"), associated company, primary contact, deal value, source, and expected close date.

2. Move deals through stages. Update the Status attribute when a deal progresses. Always add a note explaining why the stage changed — this creates an audit trail for pipeline reviews.

3. Log activities. After every touchpoint (email, call, meeting), create a note on the deal with the date, type, summary, and next step. This feeds your activity-based reporting.

4. Update deal values. When pricing discussions happen, update the deal value immediately. If the deal scope changes, note the reason for the value change.

5. Close deals. When closing won: set Status to Closed Won, record the actual close date, and update final deal value. When closing lost: set Status to Closed Lost and add a "Lost Reason" from your predefined list (Price, Timing, Competitor, No Decision, Bad Fit).

6. Batch operations. For bulk deal updates (e.g., marking stale deals), use the Attio MCP to query deals matching your criteria, then update them in a loop. Always log what changed and why.