hubspot/agent-cli-skills

team-ownership

Assign and reassign CRM record ownership, audit who-owns-what across object types, and handle rep transitions.

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 team-ownership

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.

Prereq: read bulk-operations/SKILL.md first. JSONL piping, pagination, dry-run/digest/confirm, and hubspot history recovery live there. Reshape patterns live in bulk-operations/resources/json-patterns.md.

hubspot_owner_id is a string field on contacts, companies, deals, and tickets. Owners are CRM users — hubspot owners list returns them; there is no teams object, so team-level views are client-side groupings by hubspot_owner_id.

1. Resolve email → owner ID

Never hardcode IDs — they are portal-specific. Resolve, then cache:

bash
FROM_ID=$(hubspot owners list | jq -r 'select(.email=="sarah@company.com") | .id')
TO_ID=$(hubspot owners list | jq -r 'select(.email=="mike@company.com")  | .id')

2. Find records for an owner

Same filter across all four object types. Add object-specific --properties for context. Unowned records use the !property form.

bash
hubspot objects search --type contacts  --filter "hubspot_owner_id=$FROM_ID" --properties email,firstname,lifecyclestage
hubspot objects search --type companies --filter "hubspot_owner_id=$FROM_ID" --properties name,domain
hubspot objects search --type deals     --filter "hubspot_owner_id=$FROM_ID" --properties dealname,dealstage,amount
hubspot objects search --type tickets   --filter "hubspot_owner_id=$FROM_ID" --properties subject,hs_pipeline_stage

# Records with no owner at all
hubspot objects search --type deals --filter "!hubspot_owner_id" --properties dealname,amount
100 hits — page with the --after loop from bulk-operations. Counting only: pipe to wc -l.

3. Bulk reassign — search → update

Reshape each search row into {id, properties:{hubspot_owner_id}} and pipe to objects update. objects update is irreversible, so dry-run first: the dry-run emits a digest + apply_command_hint at every size (confirm = the record ID for one record, the row count for a batch). Then re-run with --digest/--confirm (see bulk-operations/SKILL.md § "Safe destructive workflow").

bash
# Dry-run
hubspot objects search --type contacts --filter "hubspot_owner_id=$FROM_ID" \
| jq -c --arg to "$TO_ID" '{id, properties:{hubspot_owner_id:$to}}' \
| hubspot objects update --type contacts --dry-run \
| tee /tmp/reassign.preview.jsonl

# Execute — lift the digest + confirm from the preview line (required at every size)
digest=$(jq -r 'select(.digest != null) | .digest' /tmp/reassign.preview.jsonl)
confirm=$(jq -r 'select(.digest != null) | .target.id' /tmp/reassign.preview.jsonl)   # single: record ID; batch: row count

hubspot objects search --type contacts --filter "hubspot_owner_id=$FROM_ID" \
| jq -c --arg to "$TO_ID" '{id, properties:{hubspot_owner_id:$to}}' \
| hubspot objects update --type contacts --digest "$digest" --confirm "$confirm"

Single-record assignment — no stdin, no jq. Still irreversible, so dry-run first (confirm = the record ID):

bash
hubspot objects update --type contacts 12345 --property hubspot_owner_id=$TO_ID --dry-run
hubspot objects update --type contacts 12345 --property hubspot_owner_id=$TO_ID --digest <hash> --confirm 12345

4. Rep-leaves workflow

Loop over the four object types the rep touches:

bash
FROM_ID=$(hubspot owners list | jq -r 'select(.email=="leaving@company.com")    | .id')
TO_ID=$(hubspot  owners list | jq -r 'select(.email=="taking-over@company.com") | .id')

for type in contacts companies deals tickets; do
  echo "── $type ──"
  hubspot objects search --type "$type" --filter "hubspot_owner_id=$FROM_ID" \
  | jq -c --arg to "$TO_ID" '{id, properties:{hubspot_owner_id:$to}}' \
  | hubspot objects update --type "$type" --dry-run
done

Review each digest line, then re-run per type with the --digest/--confirm lifted from that type's preview line (required at every size; confirm = the row count for a batch, the record ID for a single). Mis-reassigned? hubspot history --since 1h lists the affected IDs.

5. Team-level views (client-side grouping)

Group records by hubspot_owner_id, join to owners list for human-readable emails:

bash
hubspot objects search --type deals --filter "dealstage!=closedwon AND dealstage!=closedlost" \
  --properties hubspot_owner_id --format json \
| jq '.data | group_by(.properties.hubspot_owner_id)
       | map({owner_id: .[0].properties.hubspot_owner_id, count: length})' \
> /tmp/by-owner.json

hubspot owners list \
| jq --slurpfile by /tmp/by-owner.json -r \
     '. as $o | $by[0][] | select(.owner_id==$o.id) | "\($o.email)\t\(.count)"'

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