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communication-history

基于 hubspot 命令行工具查询联系人、公司、交易等 CRM 记录的通话、邮件、备注、会议与任务活动历史,支持客户端时间筛选、紧凑时间线展示和组合生成通话前简报,并按活动 ID 获取或批量导出通话与会议转写;删除转写为不可逆操作。

HubSpot
热度 14.92
最近更新 2026-10-20 11:17:59
分类:协作依赖:代码执行 / 第三方 API / 读写文件应用场景:CRM / 会议纪要 / 研究 / 工作流

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add hubspot/agent-cli-skills/communication-history
Metadata
name
communication-history
description
Retrieve activity history (calls, emails, notes, meetings, tasks) for a CRM record and assemble pre-call briefs.
triggers
["pre-call research","call history","email history","recent activity","communication history","meeting prep","transcripts","call transcripts","dump transcripts","fetch transcripts","call recordings","export transcripts"]

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, lastModified, title, body, status, owner_id}. timestamp and lastModified are 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.

For point-in-time filtering compare lastModified (hs_lastmodifieddate, when the body was last edited), not timestamp (engagement creation time) — otherwise you include content edited after your cutoff.

All activity for a record

Pass exactly one of --contact, --deal, --company, --ticket (or --type <object_type> --record <id> for any other object type). Use --activity-type CALL|EMAIL|NOTE|MEETING|TASK to filter by activity kind, --limit N for the most recent N. Note --type is now the object-type flag, not the activity-kind filter:

hubspot activities list --contact 73235
hubspot activities list --deal 67890 --activity-type CALL
hubspot activities list --type subscriptions --record 45123 --activity-type NOTE
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 or meeting by its activity ID (from hubspot activities list). Defaults to CALL; pass --activity-type MEETING for a meeting, and --fields to limit which enrichment fields are fetched:

hubspot activities transcript get 54321
hubspot activities transcript get 54321 --activity-type MEETING
hubspot activities transcript get 54321 --fields recordingUrl,aiSummary

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 transcript get "$call_id"
  done > /tmp/transcripts.jsonl

Output shape: {"transcriptId":"...","activityId":...,"transcriptSource":"...","transcriptStatus":"READY","numUtterances":3,"recordingUrl":"...","aiSummary":"...","transcriptionProvider":null,"utterances":[...],"createdAt":"...","updatedAt":"..."}. transcriptStatus, numUtterances, recordingUrl, aiSummary, and transcriptionProvider are the five enrichment fields — present only on enriched transcripts, and --fields limits which are fetched. The utterances array holds the speech content; empty if no transcript was recorded or uploaded.

Deleting a transcript is irreversible: hubspot activities transcript delete <id> --dry-run first, then re-run with --digest/--confirm (confirm the target name from the preview line).

Constraints

  • --limit defaults to 100 and there is no --after cursor — long histories can't be paged. body can be long; use the compact timeline for skimming.