crm-lookup
Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/hubspot/agent-cli-skills --skill crm-lookup- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads crm-lookup automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Source of truth
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.
Pick properties from the live schema
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_.
1. Lookup by ID
Up to ~100 IDs in a single batch call:
hubspot objects get --type contacts 12345 67890 23456 --properties email,firstname,lastname,company,phone,lifecyclestage
2. Find one by email / domain (exact match)
email/domain are exact-match — normalize to lowercase. Multiple --filter flags are OR'd.
hubspot objects search --type contacts --filter "email=jane@acme.com" \
--properties email,firstname,lastname,company,lifecyclestage,hubspot_owner_id
hubspot objects search --type companies --filter "domain=acme.com" \
--properties name,domain,industry,annualrevenue,hubspot_owner_id
# OR — multiple emails in one call
hubspot objects search --type contacts \
--filter "email=alice@acme.com" --filter "email=bob@acme.com" --properties email,firstname
3. Find by partial name (token + client-side narrowing)
~ 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.
hubspot objects search --type deals --filter "dealname~acme" --properties dealname,amount,dealstage \
| jq -c 'select(.properties.dealname | ascii_downcase | contains("acme corp"))'
4. Find all associated records (two CLI calls, not xargs)
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:12345), exactly as --help shows.
# 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")'
5. Get a record plus its associations
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
Constraints
- Search returns ≤100 per page. For more, use the pagination loop in
bulk-operations/SKILL.md. ~is token-based; substring filtering happens injqafter the search.- If the lookup feeds a write (update, delete, merge), follow the
--dry-run→ digest →--confirmflow inbulk-operations/SKILL.md.
FAQ
What does the crm-lookup skill do?
Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.
How do I install crm-lookup?
Run npx skills add https://github.com/hubspot/agent-cli-skills --skill crm-lookup in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/crm-lookup/ (personal) or .claude/skills/crm-lookup/ (project).
Which AI agents can use crm-lookup?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is crm-lookup safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains crm-lookup?
It is published by hubspot in hubspot/agent-cli-skills. It has 1,849 recorded installs.
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