Lead Triage

Quick start

Pull inbound leads from HubSpot, score them, and surface a ranked call list with talking points. Drafts follow-ups and proposes calendar slots — never sends or books without owner approval.

User: "prioritize my leads"
→ Pull contacts: lifecycle stage Lead or MQL, status ≠ Unqualified
→ Score each across engagement, company fit, urgency, recency
→ Return ranked list (size adapts to volume) with talking points
→ Offer to draft follow-ups and propose calendar slots

Workflow

1. Pull leads from HubSpot. Fetch contacts with lifecyclestage = Lead or MQL and hs_lead_status ≠ Unqualified. Use the field list in reference/hubspot-scoring.md. If HubSpot is unavailable — not installed, not connected, or erroring — do not stop. Say so plainly and run the "No HubSpot?" path at the bottom of this file: ask for a CSV export or a rough pasted list, and score that instead.
   • Empty portal check. If the pull returns zero contacts of any lifecycle stage, the portal is empty, not filtered wrong. Say so in one line, offer HubSpot's own setup (manage_onboarding, action SET_GOAL) or the "No HubSpot?" path, and do not diagnose lifecycle stages on a portal with nothing in it. The count is the test: get_user_details returns an onboarded flag, but a portal can report onboarded: false while holding hundreds of contacts, so the flag alone never decides this.