HubSpot Agent CLI Skills
SkillHubSpot's official skills for running the CRM via the hubspot CLI: look up customers and history, filter audiences, dedupe records, advance deals, build sales reports and route support tickets. Needs the HubSpot Agent CLI (beta) signed in; dry-run bulk edits first; some features need paid plans.
HubSpot Agent CLI Skills
Markdown skill files for AI agents (Claude Code, Cursor, Windsurf, and others) to use the hubspot CLI to accomplish CRM tasks. The hubspot agent CLI is distinct from hs, the @hubspot/cli developer CLI for building apps, themes, and modules.
Installation
npx skills hubspot/agent-cli-skills
This installs all skills into your project's .claude/skills/ directory. To install a single skill:
npx skills hubspot/agent-cli-skills/bulk-operations
Skills
bulk-operations is the foundation — every other skill assumes its JSONL pipe, batch-read, pagination, and dry-run/digest patterns. Read it first.
| Skill | Description |
|---|---|
bulk-operations | Foundation: JSONL pipes, batch read, pagination, dry-run/digest/confirm for destructive ops, hubspot history recovery |
audience-targeting | Build targeted contact segments by filtering on lifecycle stage, engagement, and firmographics |
communication-history | Retrieve activity history for CRM records and assemble pre-call research briefs |
conversation-history-brief | Pull conversation thread history for a CRM contact across all inboxes and assemble an account brief section |
conversation-inbox-triage | Audit inboxes for open/unassigned/stale threads, assign to team members, bulk archive resolved threads |
crm-data-quality | Find incomplete records, normalize field values, and dedupe via objects merge |
crm-lookup | Find records by ID/email/domain/partial name and traverse associations for a full picture |
custom-object-management | Manage custom object schemas: list, create, update labels, delete |
customer-retention | Identify inactive customers, flag at-risk subscriptions, and create follow-up tasks |
data-enrichment | Match external data to CRM contacts and companies via objects upsert |
deal-management | Full deal lifecycle: discover pipelines/stages, qualify, advance, find stalled, close |
quote-to-cash | Create product catalog entries, build quotes with line items, and track invoices |
sales-execution | Log calls, notes, meetings, and tasks against contacts and deals (with association) |
sales-reporting | Daily sales briefings, pipeline snapshots, and win/loss analysis |
team-ownership | Assign, reassign, and audit record ownership across contacts, deals, and companies |
ticket-resolution | Create and triage support tickets, move them through pipelines, and log resolution |
visitor-identification | Generate a Conversations visitor identification token for a known website visitor; guidance on scopes, tier requirements, and SDK integration |
workflow-automation | List, create, update, and delete HubSpot workflows from the CLI |
Support
Open an issue at github.com/hubspot/agent-cli-skills/issues or reach out to the HubSpot developer community on the HubSpot Developer Forum.
License
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