# call-prep

> Claude/Codex skill by [@hubspot](https://omgskills.com/library/hubspot/index.md) · 4 stars · Updated 2026-10-12

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

```sh
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-prep
```

## From 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.

## Links

- HTML page: https://omgskills.com/library/hubspot/hubspot-mcp-plugins/hubspot-sales/skills/call-prep/
- GitHub: https://github.com/HubSpot/hubspot-mcp-plugins
- Author: [@hubspot](https://omgskills.com/library/hubspot/index.md)

## More from this repo

- [contact-lookup](https://omgskills.com/library/hubspot/hubspot-mcp-plugins/hubspot-sales/skills/contact-lookup/index.md) — Pulls a full view of a contact from HubSpot — deal status, lifecycle stage, last interaction, notes, tasks, and...
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- [daily-brief](https://omgskills.com/library/hubspot/hubspot-mcp-plugins/hubspot-sales/skills/daily-brief/index.md) — Generates a prioritised daily brief from HubSpot data plus any connected apps (calendar, email, Slack, meeting notes).
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- [follow-up](https://omgskills.com/library/hubspot/hubspot-mcp-plugins/hubspot-sales/skills/follow-up/index.md) — Drafts a personalised follow-up or outreach email for a named contact, grounded in HubSpot deal context, recent notes,...
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