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1 change: 1 addition & 0 deletions hubspot-crm-skill/.gitignore
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.env
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49 changes: 49 additions & 0 deletions hubspot-crm-skill/README.md
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# HubSpot CRM Skill - Lua AI Agent

A comprehensive Lua AI Agent skill for HubSpot CRM integration. Manage contacts, update deals, and track sales/marketing activity.

## Quick Start

```bash
npm install
npm run build
lua chat
lua push
```

## Tools Available

### 1. createContact
Create a new contact in HubSpot CRM.

### 2. createContactFromChat
Turn inbound chat conversations into HubSpot contacts. Automatically checks for existing contacts before creating duplicates.

### 3. updateDealStage
Update deal stages after sales calls or meetings.

### 4. getDealPipelines
Retrieve all pipelines and their stage IDs.

### 5. getContactActivitySummary
Get a comprehensive summary of a contact's recent marketing and sales activity (calls, emails, notes, tasks, meetings).

## Environment Variables

```bash
HUBSPOT_PRIVATE_APP_TOKEN=your-token-here
HUBSPOT_API_BASE_URL=https://api.hubapi.com
```

## Required HubSpot Scopes

- crm.objects.contacts.read
- crm.objects.contacts.write
- crm.objects.deals.read
- crm.objects.deals.write
- crm.schemas.deals.read

## Resources

- [Lua Docs](https://docs.heylua.ai)
- [HubSpot API Docs](https://developers.hubspot.com/docs/api/overview)
2 changes: 2 additions & 0 deletions hubspot-crm-skill/env.example
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HUBSPOT_PRIVATE_APP_TOKEN=pat-xxxx-xxxx
HUBSPOT_API_BASE_URL=https://api.hubapi.com
8 changes: 8 additions & 0 deletions hubspot-crm-skill/lua.skill.yaml
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agent:
agentId: baseAgent_agent_1765454965048_797aisf7r
orgId: 1cf84b23-c310-4b4c-9a31-81e8b3a9617d
persona: Sophie Connect - Lead CRM Integration Specialist. Builds and operates CRM integrations and semantic middleware for context-aware routing.
skills:
- name: hubspotCRM
version: 1.0.0
skillId: fd3a8dce-503f-4dbd-9197-8e5ecf342655
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