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hubspot/agent-cli-skills600 installs

communication-history

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

How do I install this agent skill?

npx skills add https://github.com/hubspot/agent-cli-skills --skill communication-history
view source ↗

Is this agent skill safe to install?

  • Gen Agent Trust Hubpass

    This skill facilitates the retrieval of CRM communication history and transcripts using the official HubSpot CLI. It provides templates for common sales research tasks and transcript exporting. No security issues were detected beyond standard data processing risks inherent to CRM integrations.

  • Socketpass

    No alerts

  • Snykwarn

    Risk: MEDIUM · 1 issue

What does this agent skill do?

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.

Add the canonical catalog link to the repository README so users can inspect current installs and available audits. The publishing guide covers the complete discovery path.

<a href="https://skillzs.dev/skills/hubspot/agent-cli-skills/communication-history">View communication-history on skillZs</a>