hubspot/agent-cli-skills

communication-history

Retrieve activity history (calls, emails, notes, meetings, tasks) for a CRM record and assemble pre-call briefs.

Voir la source

Mode d’emploi

  1. Copiez la commande et examinez le paquet avant de l’installer dans votre environnement agent.
  2. Consultez le document original pour les outils, identifiants et environnements requis.
  3. Décrivez les entrées et le livrable souhaité ; comparez la sortie aux sources.
npx skills add https://github.com/hubspot/agent-cli-skills --skill communication-history

Avant de commencer

  • L’installation n’inclut ni abonnement au modèle, ni quota API, ni accès aux fichiers.
  • Étoiles et installations reflètent l’activité, pas un test indépendant de qualité ou de sécurité.
Document Skill original

Rendu depuis le dépôt source en conservant titres, exemples, code, tableaux, liens et images.

Read bulk-operations/SKILL.md first — JSONL piping, batch read, and jq reshape patterns (resources/json-patterns.md) apply. hubspot activities list --help is the source of truth.

Output shape

activities list returns one flat row per activity, sorted newest-first: {id, type, timestamp, lastModified, title, body, status, owner_id}. timestamp and lastModified are ISO 8601; type is CALL|EMAIL|NOTE|MEETING|TASK. Different from the raw hs_call_* / hs_timestamp (Unix ms) on the underlying objects — fetch those with hubspot objects get --type calls if needed.

For point-in-time filtering compare lastModified (hs_lastmodifieddate, when the body was last edited), not timestamp (engagement creation time) — otherwise you include content edited after your cutoff.

All activity for a record

Pass exactly one of --contact, --deal, --company, --ticket (or --type <object_type> --record <id> for any other object type). Use --activity-type CALL|EMAIL|NOTE|MEETING|TASK to filter by activity kind, --limit N for the most recent N. Note --type is now the object-type flag, not the activity-kind filter:

bash
hubspot activities list --contact 73235
hubspot activities list --deal 67890 --activity-type CALL
hubspot activities list --type subscriptions --record 45123 --activity-type NOTE
hubspot activities list --contact 73235 --limit 10

Client-side date filter

ISO 8601 strings compare lexicographically.

bash
CUTOFF=$(date -v-30d +%Y-%m-%dT%H:%M:%SZ)          # macOS
# CUTOFF=$(date -u -d '30 days ago' +%Y-%m-%dT%H:%M:%SZ)  # Linux
hubspot activities list --contact 73235 \
| jq -c --arg cutoff "$CUTOFF" 'select(.timestamp > $cutoff)'

Compact timeline

bash
hubspot activities list --contact 73235 --limit 20 \
| jq -r '"\(.timestamp[0:10])  \(.type)  \(.title)"'

Pre-call brief

Four piped commands: contact + company + open deals + activity. Use batch objects get over stdin — never xargs -I{} (see bulk-operations/SKILL.md).

bash
cid=73235
echo "=== Contact ==="
hubspot objects get --type contacts $cid \
  --properties email,firstname,lastname,phone,jobtitle,lifecyclestage --format table

echo "=== Company ==="
hubspot associations list --from contacts:$cid --to companies \
| jq -c '{id}' \
| hubspot objects get --type companies --properties name,domain,industry,annualrevenue --format table

echo "=== Open Deals ==="
hubspot associations list --from contacts:$cid --to deals \
| jq -c '{id}' \
| hubspot objects get --type deals --properties dealname,amount,dealstage,closedate,hs_is_closed \
| jq -c 'select(.properties.hs_is_closed != "true")'

echo "=== Recent Activity ==="
hubspot activities list --contact $cid --limit 10 \
| jq -r '"\(.timestamp[0:10])  \(.type)  \(.title)"'

Transcripts

Fetch the transcript for a single call or meeting by its activity ID (from hubspot activities list). Defaults to CALL; pass --activity-type MEETING for a meeting, and --fields to limit which enrichment fields are fetched:

bash
hubspot activities transcript get 54321
hubspot activities transcript get 54321 --activity-type MEETING
hubspot activities transcript get 54321 --fields recordingUrl,aiSummary

Dump all call transcripts to a file:

bash
hubspot objects list --type calls --limit 100 --properties hs_call_title \
| jq -r '.id' \
| while read -r call_id; do
    hubspot activities transcript get "$call_id"
  done > /tmp/transcripts.jsonl

Output shape: {"transcriptId":"...","activityId":...,"transcriptSource":"...","transcriptStatus":"READY","numUtterances":3,"recordingUrl":"...","aiSummary":"...","transcriptionProvider":null,"utterances":[...],"createdAt":"...","updatedAt":"..."}. transcriptStatus, numUtterances, recordingUrl, aiSummary, and transcriptionProvider are the five enrichment fields — present only on enriched transcripts, and --fields limits which are fetched. The utterances array holds the speech content; empty if no transcript was recorded or uploaded.

Deleting a transcript is irreversible: hubspot activities transcript delete <id> --dry-run first, then re-run with --digest/--confirm (confirm the target name from the preview line).

Constraints

  • --limit defaults to 100 and there is no --after cursor — long histories can't be paged. body can be long; use the compact timeline for skimming.

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