hubspot/agent-cli-skills

crm-lookup

Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.

소스 보기

사용 방법

  1. 설치 명령을 복사하고 자신의 에이전트 환경에 설치하기 전에 소스 패키지를 확인하세요.
  2. 필요한 도구, 인증 정보, 지원 환경은 원본 문서에서 확인하세요.
  3. 입력과 원하는 산출물을 설명하고 출처와 결과를 대조하세요.
npx skills add https://github.com/hubspot/agent-cli-skills --skill crm-lookup

시작 전 확인

  • 설치에는 모델 구독, API 한도, 파일 접근 권한이 포함되지 않습니다.
  • 별점 수와 설치 수는 활동 지표이며 독립적인 품질·보안 검증이 아닙니다.
원본 Skill 문서

원본 저장소의 제목, 예시, 코드, 표, 링크, 이미지를 유지해 표시합니다.

Source of truth

hubspot <command> --help is authoritative. Read `bulk-operations/SKILL.md` first — it owns JSONL piping, pagination, batch-get-via-stdin, and the safety flow for any write that comes after a lookup. This skill is read-only.

Pick properties from the live schema

Schemas drift. Run hubspot properties list --type <type> for the live set. First-pass --properties for a brief:

Object--properties
contactsemail,firstname,lastname,company,phone,lifecyclestage,hubspot_owner_id
companiesname,domain,industry,annualrevenue,numberofemployees,hubspot_owner_id
dealsdealname,amount,dealstage,closedate,hubspot_owner_id,hs_is_closed_won
ticketssubject,hs_pipeline_stage,hs_ticket_priority,hubspot_owner_id

Contact ad/campaign attribution lives on hs_analytics_* (e.g. hs_analytics_source, hs_analytics_source_data_1/_2, hs_analytics_first_touch_converting_campaign, hs_analytics_last_touch_converting_campaign). Full list: hubspot properties list --type contacts | grep hs_analytics_.

1. Lookup by ID

Up to ~100 IDs in a single batch call:

bash
hubspot objects get --type contacts 12345 67890 23456 --properties email,firstname,lastname,company,phone,lifecyclestage

2. Find one by email / domain (exact match)

email/domain are exact-match — normalize to lowercase. Multiple --filter flags are OR'd.

bash
hubspot objects search --type contacts --filter "email=jane@acme.com" \
  --properties email,firstname,lastname,company,lifecyclestage,hubspot_owner_id

hubspot objects search --type companies --filter "domain=acme.com" \
  --properties name,domain,industry,annualrevenue,hubspot_owner_id

# OR — multiple emails in one call
hubspot objects search --type contacts \
  --filter "email=alice@acme.com" --filter "email=bob@acme.com" --properties email,firstname

3. Find by partial name (token + client-side narrowing)

~ is CONTAINS_TOKEN — matches whole space-separated words. dealname~acme finds "Acme Renewal" but not "AcmeCorp". For substring, pipe to jq. There's no full-text search across all fields — pick the property.

bash
hubspot objects search --type deals --filter "dealname~acme" --properties dealname,amount,dealstage \
| jq -c 'select(.properties.dealname | ascii_downcase | contains("acme corp"))'

4. Find all associated records (two CLI calls, not xargs)

Pattern: associations list → jq -c '{id}' → objects get batch. Never xargs -I{} hubspot objects get … — that spawns one process per record. Use plural in --from (contacts:12345), exactly as --help shows.

bash
# All contacts at a company
hubspot associations list --from companies:67890 --to contacts \
| jq -c '{id}' \
| hubspot objects get --type contacts --properties email,firstname,lastname,jobtitle

# Open deals for a contact (filter client-side; "open" varies by pipeline)
hubspot associations list --from contacts:12345 --to deals | jq -c '{id}' \
| hubspot objects get --type deals --properties dealname,amount,dealstage,hs_is_closed \
| jq -c 'select(.properties.hs_is_closed != "true")'

5. Get a record plus its associations

bash
contact_id=12345
hubspot objects get --type contacts $contact_id --properties email,firstname,lastname,company,lifecyclestage

# Associated company (usually one)
hubspot associations list --from contacts:$contact_id --to companies | jq -c '{id}' | head -1 \
| hubspot objects get --type companies --properties name,domain,industry,annualrevenue

# Associated deals
hubspot associations list --from contacts:$contact_id --to deals | jq -c '{id}' \
| hubspot objects get --type deals --properties dealname,amount,dealstage,closedate

Constraints

  • Search returns ≤100 per page. For more, use the pagination loop in bulk-operations/SKILL.md.
  • ~ is token-based; substring filtering happens in jq after the search.
  • If the lookup feeds a write (update, delete, merge), follow the --dry-run → digest → --confirm flow in bulk-operations/SKILL.md.

관련 작업

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