hubspot-companies
hubspot-companies is a read-only HubSpot CRM reporting agent. On a schedule it reports the companies created inside a window that cleared a minimum fit score, mentioning each company's assigned owner in the channel. Contacts on a named company are gated behind an owner-approval flow — the person who owns the record decides, not whoever asked.
What the demo shows
A scheduled digest highlights the companies that passed the fit threshold. When Sam asks for Circldot's contacts, the agent does not answer Sam directly: the approval routes to Circldot's owner, Jordan, who sees what would be shared, with whom, and why. Only after Jordan approves does the agent return the contacts to Sam.
The demo is a scripted Slack simulation; its people, companies, and results are fictional.
The controls at work
- Triggers — the digest is a scheduled run, not a person typing.
- Shared permissions — the approval routes to the data's owner, and the data is shared only after that owner says yes.
Install it
The bundle is in the repository at
examples/hubspot-companies,
packaged as a .oap agent container:
oap agent lint examples/hubspot-companies
oap agent install examples/hubspot-companies --namespace default
The install applies the bundled manifests, then drives each required channel's wizard. The HubSpot OAuth credential is minted separately by the identity setup flow described in the bundle's README.