communication-history

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, 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.