HubSpot Agent CLI Skills

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.

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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

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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

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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.

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License

Apache License 2.0