Contact Lookup
Tool names below are expected names for the HubSpot MCP connector. If a named tool isn't available, check for updates to the skill and/or alternates in the HubSpot toolset as available tools may change
Phase 1 — Find the contact
Run simultaneously:
get_organization_details→ storeportalId,uiDomainsearch_crm_objects: objectType: contacts, query: name or email from user message, properties: firstname, lastname, email, jobtitle, phone, associatedcompanyid, hs_lead_status, lifecyclestage, notes_last_contacted, hs_email_last_send_date, createdate
If multiple contacts match, show a short disambiguation list (name, title, company) and wait for confirmation.
Phase 2 — Parallel enrichment
Run simultaneously:
Deals — search_crm_objects deals, filter: associations.contact = contactId, properties: dealname, dealstage, amount, closedate, hs_deal_stage_probability
Notes — get_crm_objects notes associated with contactId, properties: hs_note_body, hs_timestamp — last 3, descending
Tasks — get_crm_objects tasks associated with contactId, properties: hs_task_subject, hs_task_status, hs_timestamp, filter: status = NOT_STARTED or IN_PROGRESS
Company (if companyId exists) — get_crm_objects companies, objectId: companyId, properties: name, domain, industry, numberofemployees, city, country
Phase 3 — Format the snapshot
- Extract the key sentence from a note — don't truncate.
- If last contact > 60 days ago, flag: "⚠️ Last contact [X] days ago"
- Omit empty sections entirely — no "N/A" or placeholder text.
End with:
Error handling
- Not found: Offer to search by email or create a new contact.
- Multiple matches: Show disambiguation list, wait for confirmation.
