CRM Agent

Build Agents, Not Infrastructure

A collection of three serverless agents built with Agentuity, Composio and custom tools to synchronize data between Clerk, SmartLead and Stripe webhooks and your Attio CRM instance.

Introduction

This repository contains three webhook‑driven agents:

• Clerk Agent: syncs new users and org updates from Clerk into Attio.
• SmartLead Agent: tracks lead category changes and email replies from SmartLead into Attio.
• Stripe Agent: listens for charge.succeeded events and updates a company’s credit balance in Attio.
  All agents use the shared createAgent template in src/lib/agent.ts, Composio toolkits for Attio operations, and custom executors where needed.

Installation

1. Clone the repo:

   git clone https://github.com/your-org/attio-crm-agents.git
   cd attio-crm-agents
   

2. Install dependencies:

   npm install
   

Configuration

1. Copy the example env file:

   cp .env.example .env
   

2. Open .env and set:

    COMPOSIO_API_KEY=your_composio_api_key
    STRIPE_API_KEY=sk_live_…
    STRIPE_SIGNING_SECRET=whsec_…
    SMARTLEAD_API_KEY=your_smartlead_api_key
   

Project Structure

.
├── src
│   ├── agents
│      ├── clerk-agent
│      ├── smartlead-agent
│      └── stripe-agent
└── lib
│   └── agent.ts          # Shared createAgent template
├── .env.example
├── package.json
└── README.md

Agents

Clerk Agent

• File: src/agents/clerkAgent.ts
• Purpose:
  1. On user.created: find or create a Person in Attio, then find or create their Company.
  2. On organization.created/updated: find existing company and update its org_id and/or name per rules.

SmartLead Agent

• File: src/agents/smartlead-agent/index.ts
• Purpose:
  1. On LEAD_CATEGORY_UPDATED:
     • find or create Person and Company, then create a Deal.
     • Add them to the positive_leads KV.
  2. On EMAIL_REPLY:
     • check if the email is in the archive KV.
     • If the email is in the archive, ping the relevant person in Slack.
     • If the email is not in the archive, store the email in the emails KV.

Email Handler Agent

• File: src/agents/email-handler-agent/index.ts
• Purpose:
  1. Once a day:
     • Go through positive_leads KV and pull the associated emails from the emails KV.
     • If the email is simple, send an auto-reply.
     • If the email is complex, ping the relevant person in Slack.
     • Add the email to the archive KV.
     • Clear the positive_leads KV.

Stripe Agent

• File: src/agents/stripeAgent.ts
• Purpose:
  1. Verify charge.succeeded webhooks.
  2. Use getOrgIdFromCustomer, ATTIO_FIND_RECORD, latestAttioNumber, ATTIO_UPDATE_RECORD to update credits.
• Features: missing credits default to zero, judge loop to enforce single-tool usage.

📋 Prerequisites

Before you begin, ensure you have the following installed:

• Bun: Version 1.2.4 or higher

🚀 Getting Started

Authentication

Before using Agentuity, you need to authenticate:

agentuity login

This command will open a browser window where you can log in to your Agentuity account.

Creating a New Agent

To create a new agent in your project:

agentuity agent new

Follow the interactive prompts to configure your agent.

Development Mode

Run your project in development mode with:

agentuity dev

This will start your project and open a new browser window connecting your agent to the Agentuity Console in DevMode, allowing you to test and debug your agent in real-time.

🌐 Deployment

When you're ready to deploy your agent to the Agentuity Cloud:

agentuity deploy

This command will bundle your agent and deploy it to the cloud, making it accessible via the Agentuity platform.

📚 Project Structure

├── agents/             # Agent definitions and implementations
├── node_modules/       # Dependencies
├── package.json        # Project dependencies and scripts
└── agentuity.yaml      # Agentuity project configuration

🔧 Configuration

Your project configuration is stored in agentuity.yaml. This file defines your agents, development settings, and deployment configuration.

🛠️ Advanced Usage

Environment Variables

You can set environment variables for your project:

agentuity env set KEY VALUE

Secrets Management

For sensitive information, use secrets:

agentuity env set --secret KEY VALUE

📖 Documentation

For comprehensive documentation on the Agentuity JavaScript SDK, visit: https://agentuity.dev/SDKs/javascript

🆘 Troubleshooting

If you encounter any issues:

1. Check the documentation
2. Join our Discord community for support
3. Contact the Agentuity support team

📝 License

This project is licensed under the terms specified in the LICENSE file.