arcade-mcp/toolkits/hubspot/evals/eval_crm_contacts.py
Renato Byrro de227c5f51
Hubspot toolkit (#363)
Reviewer:

1. DM me to get a client ID/secret for the Hubspot app and login
credentials for a sample Hubspot account
2. For now, you'll need to run the engine on the branch
`nate/token-introspection` for the auth flow to work with Hubspot
3. Add the following to `auth.providers` in your engine yaml:

```yaml
- id: arcade-hubspot
  description: 'Hubspot provider'
  enabled: true
  type: oauth2
  provider_id: hubspot
  client_id: ${env:HUBSPOT_CLIENT_ID}
  client_secret: ${env:HUBSPOT_CLIENT_SECRET}
```
2025-04-22 17:43:15 -03:00

197 lines
6.3 KiB
Python

from arcade.sdk import ToolCatalog
from arcade.sdk.eval import (
BinaryCritic,
EvalRubric,
EvalSuite,
ExpectedToolCall,
tool_eval,
)
import arcade_hubspot
from arcade_hubspot.custom_critics import ValueInListCritic
from arcade_hubspot.tools import create_contact, get_contact_data_by_keywords
rubric = EvalRubric(
fail_threshold=0.8,
warn_threshold=0.9,
)
catalog = ToolCatalog()
catalog.add_module(arcade_hubspot)
@tool_eval()
def get_contact_data_by_keywords_eval_suite() -> EvalSuite:
"""Create an evaluation suite for the get_contact_data_by_keywords tool."""
suite = EvalSuite(
name="Get Contact Data by Keywords",
system_message="You are an AI assistant that can interact with Hubspot CRM using the provided tools.",
catalog=catalog,
rubric=rubric,
)
suite.add_case(
name="Get contact data by keywords",
user_message="Get information about the Jason Bourne contact.",
expected_tool_calls=[
ExpectedToolCall(
func=get_contact_data_by_keywords,
args={
"keywords": "Jason Bourne",
"limit": 10,
"next_page_token": None,
},
),
],
rubric=rubric,
critics=[
BinaryCritic(critic_field="keywords", weight=0.8),
BinaryCritic(critic_field="next_page_token", weight=0.2),
],
)
suite.add_case(
name="Get contact data by keywords with limit",
user_message="Get information of up to 3 contacts with last name 'Bourne'.",
expected_tool_calls=[
ExpectedToolCall(
func=get_contact_data_by_keywords,
args={
"keywords": "Bourne",
"limit": 3,
"next_page_token": None,
},
),
],
rubric=rubric,
critics=[
BinaryCritic(critic_field="keywords", weight=0.7),
BinaryCritic(critic_field="limit", weight=0.15),
BinaryCritic(critic_field="next_page_token", weight=0.15),
],
)
suite.add_case(
name="Get summary of contact activity",
user_message="Get a summary of the latest activities with the Jason Bourne contact.",
expected_tool_calls=[
ExpectedToolCall(
func=get_contact_data_by_keywords,
args={
"keywords": "Jason Bourne",
"limit": 10,
"next_page_token": None,
},
),
],
rubric=rubric,
critics=[
BinaryCritic(critic_field="keywords", weight=0.8),
BinaryCritic(critic_field="next_page_token", weight=0.2),
],
)
suite.add_case(
name="Interactions with contacts of an account",
user_message="Get me the interactions with the Jason Bourne contact from Acme.",
expected_tool_calls=[
ExpectedToolCall(
func=get_contact_data_by_keywords,
args={
"keywords": ["Jason Bourne", "Jason Bourne Acme"],
"limit": 10,
"next_page_token": None,
},
),
],
rubric=rubric,
critics=[
ValueInListCritic(critic_field="keywords", weight=0.8),
BinaryCritic(critic_field="next_page_token", weight=0.2),
],
)
suite.add_case(
name="Emails or calls with contacts of an account",
user_message="Were there any emails or calls with the Jason Bourne contact from Acme this week?",
expected_tool_calls=[
ExpectedToolCall(
func=get_contact_data_by_keywords,
args={
"keywords": ["Jason Bourne", "Jason Bourne Acme"],
"limit": 10,
"next_page_token": None,
},
),
],
rubric=rubric,
critics=[
ValueInListCritic(critic_field="keywords", weight=0.8),
BinaryCritic(critic_field="next_page_token", weight=0.2),
],
)
suite.add_case(
name="Get overdue tasks",
user_message="Are there any tasks overdue for the Jason Bourne contact from Acme?",
expected_tool_calls=[
ExpectedToolCall(
func=get_contact_data_by_keywords,
args={
"keywords": ["Jason Bourne", "Jason Bourne Acme"],
"limit": 10,
"next_page_token": None,
},
),
],
rubric=rubric,
critics=[
ValueInListCritic(critic_field="keywords", weight=0.8),
BinaryCritic(critic_field="next_page_token", weight=0.2),
],
)
return suite
@tool_eval()
def create_contact_eval_suite() -> EvalSuite:
"""Create an evaluation suite for the create_contact tool."""
suite = EvalSuite(
name="Create Contact",
system_message="You are an AI assistant that can interact with Hubspot CRM using the provided tools.",
catalog=catalog,
rubric=rubric,
)
suite.add_case(
name="Create contact",
user_message="Create a contact with the following information: first name 'Jason', "
"last name 'Bourne', email 'jason.bourne@acme.com', phone '+1234567890', "
"and job title 'Unbeatable', and associated with company id '1234567890'",
expected_tool_calls=[
ExpectedToolCall(
func=create_contact,
args={
"company_id": "1234567890",
"first_name": "Jason",
"last_name": "Bourne",
"email": "jason.bourne@acme.com",
"phone": "+1234567890",
"job_title": "Unbeatable",
},
),
],
rubric=rubric,
critics=[
BinaryCritic(critic_field="company_id", weight=1 / 6),
BinaryCritic(critic_field="first_name", weight=1 / 6),
BinaryCritic(critic_field="last_name", weight=1 / 6),
BinaryCritic(critic_field="email", weight=1 / 6),
BinaryCritic(critic_field="phone", weight=1 / 6),
BinaryCritic(critic_field="job_title", weight=1 / 6),
],
)
return suite