文档办公

crm-lookup

hubspot/agent-cli-skills

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

  • 1867 次安装
  • 28 星标
  • 收录于

安装命令

npx skills add https://github.com/hubspot/agent-cli-skills --skill crm-lookup

SKILL.md

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
contacts email,firstname,lastname,company,phone,lifecyclestage,hubspot_owner_id
companies name,domain,industry,annualrevenue,numberofemployees,hubspot_owner_id
deals dealname,amount,dealstage,closedate,hubspot_owner_id,hs_is_closed_won
tickets subject,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

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
contacts email,firstname,lastname,company,phone,lifecyclestage,hubspot_owner_id
companies name,domain,industry,annualrevenue,numberofemployees,hubspot_owner_id
deals dealname,amount,dealstage,closedate,hubspot_owner_id,hs_is_closed_won
tickets subject,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