call-prep
Prepares a focused brief before a sales call or meeting. Pulls CRM history, open deals, recent notes, email threads, and company news. Falls back to calendar and email if the contact isn't in HubSpot yet. ALWAYS use this skill before a call or meeting — "prep me for my call with X", "I have a meeting with [company]", "brief me on [name]", "what do I know about X before my call", "research X", "who am I meeting with today", "prepping for X", or just a name paired with "call" or "meeting". Trigger proactively when the user seems about to get on a call and hasn't run prep.
Install
With your agent
Install OMGSkills skill "hubspot/hubspot-mcp-plugins:HubSpot-Sales/skills/call-prep" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/HubSpot/hubspot-mcp-plugins /tmp/hubspot-mcp-plugins && ln -s /tmp/hubspot-mcp-plugins/HubSpot-Sales/skills/call-prep ~/.claude/skills/call-prepFrom README
Call Prep 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 0 — Check for a name If the user gave no name or company at all, ask only: "Who's the call with?" Do not ask for anything else yet. Once you have a name, proceed. --- Phase 1 — Find the contact Run simultaneously: getorganizationdetails → store portalId, uiDomain searchcrmobjects: objectType: contacts, query: name or email, properties: firstname, lastname, email, jobtitle, hsleadstatus, associatedcompanyid, noteslastcontacted, hsemaillastsenddate, createdate Multiple matches → show disambiguation list, wait for confirmation. Store contactId, companyId. Then search deals filtered by associations.contact = contactId → store dealId. If not found in HubSpot, search available connectors simultaneously: Calendar: search upcoming events for the name.
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