Get Crm Context
get_crm_contextLook up a person in HubSpot CRM to retrieve deal stage, last contact date, lifecycle stage, associated deals, and interaction notes for meeting prep.
Instructions
Look up a person in HubSpot CRM.
Returns deal stage, last contact date, lifecycle stage, associated deals, and interaction notes for the given person.
Set HUBSPOT_API_KEY in .env to enable CRM integration.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"name": "<name>"
},
"name": "get_crm_context"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Full name of the person to look up (required). | |
| No | Email address for a more precise match (optional but recommended). | ||
| company | No | Company name to narrow the search (optional). |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |