AgentSkillsCN

hubspot-get-associations

在HubSpot CRM中获取关联记录。当用户说“获取关联”、“关联记录”、“交易中的联系人”、“公司联系人”、“相关记录”或“谁参与此交易”时加载。

SKILL.md
--- frontmatter
name: hubspot-get-associations
description: "Get associated records in HubSpot CRM. Load when user says 'get associations', 'linked records', 'contacts on deal', 'company contacts', 'related records', 'who is on this deal'."

Get HubSpot Associations

Specialized skill for retrieving associated records between HubSpot CRM objects.

Pre-Flight Check

Before running, execute config check:

bash
python 00-system/skills/hubspot/hubspot-master/scripts/check_hubspot_config.py --json

If ai_action is not proceed_with_operation, follow hubspot-connect setup guide.


Usage

Required Parameters

  • --object-type - Source object type (contacts, companies, deals)
  • --object-id - Source object ID
  • --to-type - Target object type to find associations

Examples

Get contacts on a deal:

bash
python 00-system/skills/hubspot/hubspot-master/scripts/get_associations.py \
  --object-type deals \
  --object-id 5840795376 \
  --to-type contacts \
  --json

Get contacts at a company:

bash
python 00-system/skills/hubspot/hubspot-master/scripts/get_associations.py \
  --object-type companies \
  --object-id 6493611979 \
  --to-type contacts \
  --json

Get deals for a contact:

bash
python 00-system/skills/hubspot/hubspot-master/scripts/get_associations.py \
  --object-type contacts \
  --object-id 12345 \
  --to-type deals \
  --json

Get company for a contact:

bash
python 00-system/skills/hubspot/hubspot-master/scripts/get_associations.py \
  --object-type contacts \
  --object-id 12345 \
  --to-type companies \
  --json

Valid Object Types

TypeDescription
contactsContact records
companiesCompany records
dealsDeal/opportunity records

Output Format

json
{
  "results": [
    {
      "toObjectId": 12345,
      "associationTypes": [
        {
          "category": "HUBSPOT_DEFINED",
          "typeId": 3,
          "label": "Deal to Contact"
        }
      ]
    }
  ]
}

Display Format

code
Found 3 contacts associated with deal 5840795376:

1. Contact ID: 12345 (Deal to Contact)
2. Contact ID: 12346 (Deal to Contact)
3. Contact ID: 12347 (Deal to Contact)

Use 'search contacts --id 12345' for full details.

Common Use Cases

User SaysCommand
"Who is on this deal?"deals → contacts
"What company is John at?"contacts → companies
"Show contacts at Acme"companies → contacts
"What deals does John have?"contacts → deals

Error Handling

ErrorSolution
401Invalid token - re-run setup
403Missing read scope for object type
404Object not found - check ID
429Rate limited - wait and retry

Related Skills

  • hubspot-list-contacts - Get contact details
  • hubspot-list-companies - Get company details
  • hubspot-list-deals - Get deal details