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Attio connection #171

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danstarns
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@Copilot Copilot AI review requested due to automatic review settings July 24, 2025 02:37
@danstarns danstarns requested a review from a team as a code owner July 24, 2025 02:37
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Pull Request Overview

This PR adds comprehensive documentation and configuration for Attio CRM integration with Hypermode. The purpose is to enable users to connect their Hypermode agents to Attio for automated CRM operations including managing companies, deals, and customer relationships.

  • Adds complete documentation for setting up and using Attio CRM connection
  • Updates navigation structure to organize connections by category (CRMs vs Data Sources)
  • Adds "CRMAgent" to the accepted vocabulary for style checking

Reviewed Changes

Copilot reviewed 3 out of 13 changed files in this pull request and generated 2 comments.

File Description
agents/connections/attio.mdx Complete documentation guide for Attio CRM integration with setup instructions, examples, and troubleshooting
docs.json Updates navigation structure to categorize connections and adds Attio documentation page
styles/config/vocabularies/general/accept.txt Adds "CRMAgent" to accepted vocabulary list

update companies and deals, search for existing records, manage deal
pipelines, and track customer interactions. Always confirm data before making
changes and provide clear summaries of actions taken.
- **Model**: GPT-4.1 - Default - Optionally, use Claude for best results
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Copilot AI Jul 24, 2025

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[nitpick] The model recommendation format is inconsistent and unclear. Consider using a more structured format like 'GPT-4.1 (Default) or Claude (Recommended for best results)'.

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- **Model**: GPT-4.1 - Default - Optionally, use Claude for best results
- **Model**: GPT-4.1 (Default) or Claude (Recommended for best results)

Copilot uses AI. Check for mistakes.

Move the deal through your pipeline:

```text
Add a note about the "Enterprise Software License - TechCorp" deal that the demo completed yesterday.
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Copilot AI Jul 24, 2025

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The deal name in the example ('Enterprise Software License - TechCorp') doesn't match the deal created in Test 3 ('Q1 Enterprise Software License' with 'Tech Solutions Inc'). This inconsistency could confuse users following the tutorial.

Suggested change
Add a note about the "Enterprise Software License - TechCorp" deal that the demo completed yesterday.
Add a note about the "Q1 Enterprise Software License" deal with "Tech Solutions Inc" that the demo completed yesterday.

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"agents/connections/supabase",
"agents/connections/neo4j"
{
"group": "CRMs",
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Let's make sure these sub-groups match the categories used on the "Available Connections" page. So the sub-group names here would be "Sales" and "Database"

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Can we also include the "Details" button and number of tools pill in the "Available Connections" page?

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2 participants