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contacts-and-crm

Office & productivity

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Updated 10-15 20:09

About this skill

Contacts and CRM

Resolving a recipient

Use find-contact before asking the user for someone's email address, and before guessing a pattern like firstinitiallastname@company.com.

  • find-contact --query="<name or partial email>" --limit=5 matches case-insensitively against name and email, splitting the query into whitespace-separated terms that must ALL match ("jacqueline lamb" requires both terms present).
  • Results are sorted by count, an interaction-frequency score. Google People API "connections" (explicitly saved contacts) start at count: 5; "other contacts" (people the user has emailed but not saved) start lower. Sending or receiving mail increments a real sendCount/receiveCount in the contact_frequency SQL table, so the top match is usually the person the user actually means.
  • If find-contact returns zero matches, tell the user — do not invent an email address. A wrong guess either bounces or, worse, silently reaches the wrong inbox.
  • Results are cached per-owner for a few minutes (contactCache in server/handlers/emails.ts). A contact added in Google Contacts moments ago may not appear immediately; that's expected, not a bug to route around.

CRM enrichment

  • get-hubspot-contact --email=<address> is the only first-class CRM action. It returns contact fields (name, phone, company, title, lifecycle stage, lead status) plus up to 5 associated deals and up to 5 associated tickets, reading the user's own HubSpot API key configured in Settings. If no key is configured it returns { error: "HubSpot API key not configured" } — surface that plainly rather than treating it as "no CRM data exists."
  • Gong, Pylon, and Apollo are UI-only in Mail. They have server route handlers (server/handlers/gong.ts, pylon.ts, apollo.ts) that power the CRM sidebar panel in the email view, each reading its own per-session API key from appStateGet. None of the three is registered in Mail's MAIL_PROVIDER_API_IDS (see listProviderApiIdsForTemplateUse("mail") in server/lib/provider-api.ts, which currently resolves to gmail, google_calendar, and hubspot only). This means:
    • There is no agent action for Gong calls, Pylon tickets, or Apollo person lookups in Mail.
    • provider-api-request will refuse provider: "gong", "pylon", or "apollo" in this app even though those provider ids exist in the shared catalog — they're enabled for other templates (e.g. Analytics), not Mail.
    • If the user asks the agent to pull a Gong call or Pylon ticket from Mail, say plainly that integration is visible in the UI sidebar only today; do not fabricate a result or imply provider-api-request can reach it.
  • For HubSpot data outside contact lookup (deals search, ticket creation, property metadata), use provider-api-catalog / provider-api-docs with provider: "hubspot", then provider-api-request — get-hubspot-contact only covers the single "lookup by email" shape.

Related Skills

  • email-drafts — use resolved contacts and CRM context when composing.
  • draft-queue — resolving the right ownerEmail teammate uses list-org-members, a separate lookup from find-contact.
  • actions — the shared provider API pattern for provider-api-request.