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hubspot avatar

Communication History

hubspot/agent-cli-skills
1k installs18 stars
Summary

Pulls calls, emails, notes, meetings, and tasks from HubSpot for any contact, deal, company, or ticket. The pre-call brief pattern is the standout: pipe together contact details, associated company, open deals, and recent activity into a single view before hopping on a call. Activities come back as flat JSON rows with timestamp, type, title, and body, newest first. You can filter by activity type, grab the last N items, or do client-side date filtering since the ISO timestamps sort lexicographically. It also fetches call transcripts by engagement ID or dumps them in bulk, though you're capped at 100 records per list with no cursor pagination for longer histories.

Install to Claude Code

npx -y skills add hubspot/agent-cli-skills --skill communication-history --agent claude-code

Installs into .claude/skills of the current project.

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Files
SKILL.mdView on GitHub

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, title, body, status, owner_id}. timestamp is 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.

All activity for a record

Pass exactly one of --contact, --deal, --company, --ticket. Use --type CALL|EMAIL|NOTE|MEETING|TASK to filter, --limit N for the most recent N:

hubspot activities list --contact 73235
hubspot activities list --deal 67890 --type CALL
hubspot activities list --contact 73235 --limit 10

Client-side date filter

ISO 8601 strings compare lexicographically.

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

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).

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 by engagement ID:

hubspot activities calls transcript get --call 54321

Dump all call transcripts to a file:

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

Output shape: {"transcriptId":"...","engagementId":...,"transcriptSource":"...","utterances":[...],"createdAt":...}. The utterances array contains the speech content; it will be empty if no transcript was recorded or uploaded.

Constraints

  • --limit max 100 and no --after cursor — long histories can't be paged. body can be long; use the compact timeline for skimming.
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Categories
AI & Agent BuildingSales & MarketingCLI & Terminal
First SeenJul 14, 2026
View on GitHub

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