OverviewHistoryStatsSecurity
npx skills add ...
Documentation
SKILL.md
npx skills add hubspot/agent-cli-skills --skill crm-lookup
Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.
npx skills add hubspot/agent-cli-skills --skill crm-lookup
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.
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_.
Up to ~100 IDs in a single batch call:
email/domain are exact-match — normalize to lowercase. Multiple --filter flags are OR'd.
~ 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.
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:, companies:, deals:); --help shows singular but only plural avoids a warning.
bulk-operations/SKILL.md.~ is token-based; substring filtering happens in jq after the search.--dry-run → digest → --confirm flow in bulk-operations/SKILL.md.hubspot objects search --type deals --filter "dealname~acme" --properties dealname,amount,dealstage \
| jq -c 'select(.properties.dealname | ascii_downcase | contains("acme corp"))'# 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")'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