conversation-history-brief
Skill28 starsChanged 43 days agoApache-2.0View on GitHub
Pull full conversation history for a CRM contact — fetch associated threads across all inboxes, retrieve message content, and assemble structured data for account briefs showing channel types, thread statuses, last activity, and key message excerpts.
In this repository18 other files it gives its agents.
- audience-targetingSkill
- bulk-operationsSkill
- communication-historySkill
- conversation-inbox-triageSkill
- crm-data-qualitySkill
- crm-lookupSkill
- customer-retentionSkill
- custom-object-managementSkill
- data-enrichmentSkill
- deal-managementSkill
- quote-to-cashSkill
- sales-executionSkill
- sales-reportingSkill
- team-ownershipSkill
- ticket-resolutionSkill
- visitor-identificationSkill
- workflow-automationSkill
- workSkill
The file
We split this skill into the rules it gives an agent
3 rules. About 0 are common, 1 is distinctive, and 2 are very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈1
Distinctive · estimate
This author's own choices. Worth a look.
2
Very specific
Tied to their project's names, files or tools. Probably skip.
- Common
- Distinctive
- Very specific
- Distinctive: line 27
Use this helper for anything that must see every row:
- Very specific: line 215
No server-side filter on date range — filter with jq client-side using latestMessageTimestamp.
- Very specific: line 216
Every list command pages at 100 rows and only --format json exposes the cursor (.meta.next).
≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
Files
Requires the conversations command group from hub-cli PR #251. hubspot conversations --help is authoritative. Also read communication-history/SKILL.md for CRM activity history (calls, emails, notes) — this skill covers the Conversations inbox surface only.
How threads associate to contacts
conversations threads list accepts --associated-contact-id. You must also supply --inbox-id — there is no portal-wide contact thread lookup without knowing the inbox. To cover all inboxes, enumerate them first (step 1), then query per inbox.
Paging: never collect a full result set with --format jsonl
Every conversations list command defaults to --limit 100 and returns a cursor for the next page. --format jsonl prints only the data rows — the cursor is surfaced only by --format json, at .meta.next. Piping --format jsonl into a file therefore silently truncates at the first 100 rows, and raising --limit is not a fix because the endpoint caps the page size.
Use this helper for anything that must see every row:
# conv_page <output-file> <conversations list args...>
# Pages a conversations list endpoint to exhaustion, writing one JSON object
# per line to <output-file>.
conv_page() {
out=$1; shift
after=""
: > "$out"
while :; do
if [ -n "$after" ]; then
page=$(hubspot "$@" --format json --after "$after") || return 1
else
page=$(hubspot "$@" --format json) || return 1
fi
printf '%s' "$page" | jq -c '.data[]' >> "$out"
after=$(printf '%s' "$page" | jq -r '.meta.next // empty')
[ -n "$after" ] || break
done
}A bare --format jsonl is still fine for eyeballing the first page interactively.
1. Enumerate inboxes
conv_page /tmp/inboxes.jsonl conversations inboxes list
# {"id":"123","name":"Support Inbox","createdAt":"...","updatedAt":"..."}
# {"id":"124","name":"Sales Chat","createdAt":"...","updatedAt":"..."}2. Find all threads for a contact
Loop over inbox IDs and collect threads associated with the contact:
CONTACT_ID=73235
: > /tmp/contact_threads.jsonl # truncate output file
while IFS= read -r inbox; do
inbox_id=$(echo "$inbox" | jq -r '.id')
conv_page /tmp/inbox_threads.jsonl conversations threads list \
--inbox-id "$inbox_id" \
--associated-contact-id "$CONTACT_ID"
cat /tmp/inbox_threads.jsonl >> /tmp/contact_threads.jsonl
done < /tmp/inboxes.jsonl
echo "Total threads found: $(wc -l < /tmp/contact_threads.jsonl)"Thread output shape:
{"id":"111","status":"OPEN","createdAt":"2026-07-28T10:02:00Z","latestMessageTimestamp":"2026-07-30T14:22:00Z","assignedTo":"A-78901","inboxId":"123","originalChannelId":"1000","originalChannelAccountId":"148662","associatedContactId":"73235","spam":false,"archived":false}Two fields that are easy to assume and are not on a thread:
- No
channelType. A thread names its originating channel by id only, inoriginalChannelId. Resolve it to a human-readable type by joining againstconversations channels list, which returns{"id":"1000","name":"Support Email","type":"EMAIL","inboxId":"123"}(step 3 below). - No guaranteed
subject.status(OPEN/CLOSED), timestamps,assignedToand the channel ids are the dependable fields. Always read a subject through a// "(no subject)"fallback.
3. Resolve channel ids to channel types
: > /tmp/channels.jsonl
while IFS= read -r inbox; do
inbox_id=$(echo "$inbox" | jq -r '.id')
conv_page /tmp/inbox_channels.jsonl conversations channels list --inbox-id "$inbox_id"
cat /tmp/inbox_channels.jsonl >> /tmp/channels.jsonl
done < /tmp/inboxes.jsonl
# {"1000":"EMAIL","1001":"LIVE_CHAT"}
jq -s 'map({key: (.id|tostring), value: .type}) | from_entries' \
/tmp/channels.jsonl > /tmp/channel_types.jsonHelper used by the steps below to label a thread:
CHANNEL_TYPES=$(cat /tmp/channel_types.json)4. Fetch messages for each thread
messages list pages like every other list endpoint, so page it rather than taking the first 100:
: > /tmp/all_messages.jsonl
while IFS= read -r thread; do
tid=$(echo "$thread" | jq -r '.id')
conv_page /tmp/thread_messages.jsonl conversations messages list --thread-id "$tid"
jq -c --argjson thread "$thread" --argjson types "$CHANNEL_TYPES" \
'. + {
_threadId: $thread.id,
_subject: ($thread.subject // "(no subject)"),
_channelType: ($types[($thread.originalChannelId | tostring)] // "UNKNOWN")
}' /tmp/thread_messages.jsonl \
>> /tmp/all_messages.jsonl
done < /tmp/contact_threads.jsonlMessage output shape:
{"id":"222","type":"MESSAGE","text":"Hello, I have a billing question.","sender":{"actorId":"A-456","name":"Jane Doe"},"createdAt":"2026-07-30T14:20:00Z"}To get a single message in full detail:
hubspot conversations messages get --thread-id 111 --message-id 222 --format jsonl5. Compact timeline for an account brief
Produce a human-readable thread summary ordered by most recent activity. Note the -s: the file is JSONL, so without slurping, sort_by is handed one object at a time and jq exits 5 with Cannot index string with string instead of printing a timeline.
echo "=== Conversation History for Contact $CONTACT_ID ==="
jq -sr --argjson types "$CHANNEL_TYPES" \
'sort_by(.latestMessageTimestamp) | reverse[] |
"\(.latestMessageTimestamp[0:10]) \($types[(.originalChannelId | tostring)] // "?") [\(.status)] \(.subject // "(no subject)")"' \
/tmp/contact_threads.jsonlKey message excerpts (first message per thread):
echo ""
echo "=== First message per thread ==="
while IFS= read -r thread; do
tid=$(echo "$thread" | jq -r '.id')
subject=$(echo "$thread" | jq -r '.subject // "(no subject)"')
first_msg=$(hubspot conversations messages list --thread-id "$tid" --limit 1 --format jsonl \
| jq -r '.text // .richText // "(no text)" | .[0:200]')
echo "[$tid] $subject: $first_msg"
done < /tmp/contact_threads.jsonl6. Structured account brief section
Emit a JSON block suitable for embedding in a larger account brief:
jq -n \
--argjson threads "$(jq -s '.' /tmp/contact_threads.jsonl)" \
--argjson types "$CHANNEL_TYPES" \
--arg contact_id "$CONTACT_ID" \
'{
conversations: {
contact_id: $contact_id,
total_threads: ($threads | length),
open_threads: ($threads | map(select(.status=="OPEN")) | length),
channels: ($threads | map($types[(.originalChannelId | tostring)] // "UNKNOWN") | unique),
latest_activity: ($threads | sort_by(.latestMessageTimestamp) | last | .latestMessageTimestamp),
threads: ($threads | map({
id: .id,
subject: (.subject // "(no subject)"),
status: .status,
channel: ($types[(.originalChannelId | tostring)] // "UNKNOWN"),
last_activity: .latestMessageTimestamp,
assigned_to: (.assignedTo // null)
}))
}
}'Combining with CRM activity history
For a full pre-call brief, combine this skill with communication-history/SKILL.md:
CONTACT_ID=73235
echo "=== CRM Activity (calls, emails, notes) ==="
hubspot activities list --contact $CONTACT_ID --limit 10 \
| jq -r '"\(.timestamp[0:10]) \(.type) \(.title)"'
echo ""
echo "=== Conversations Inbox Threads ==="
# ... run the thread loop from step 2 above ...Known constraints
threads listrequires--inbox-id— must loop over all inboxes to get a full picture.- No server-side filter on date range — filter with
jqclient-side usinglatestMessageTimestamp. - Every
listcommand pages at 100 rows and only--format jsonexposes the cursor (.meta.next). Useconv_pagefor anything that must be complete; a bare--format jsonlredirect silently truncates. - Threads carry no
channelType— joinoriginalChannelIdagainstconversations channels listto get a type. A thread can also switch channels mid-conversation, sooriginalChannelIddescribes where the thread started, not every channel it used. subjectis not a guaranteed field on a thread; always use a// "(no subject)"fallback.textvsrichText: some message types carry formatted content inrichTextrather thantext. Check both fields when extracting excerpts.
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