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Productivity · SKILL.md

hubspot

hubspot

Search and update HubSpot CRM contacts, companies, deals, and notes via hubspot_* tools.

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Skill documentation

GitHub

name: hubspot description: Search and update HubSpot CRM contacts, companies, deals, and notes via hubspot_* tools.

HubSpot

Purpose

Read and write HubSpot CRM records through native CRM API v3 integration tools.

When to Use

  • Search or get contacts and companies.
  • List deals; create contacts, deals, or notes.
  • Update contact properties after user confirmation.

When NOT to Use

  • Salesforce records → use salesforce.
  • Non-CRM HubSpot products without dedicated tools.

Workflow

  1. hubspot_verify_connection.
  2. hubspot_search_contacts / hubspot_get_contact; hubspot_search_companies for accounts.
  3. hubspot_list_deals for pipeline view.
  4. Writes (approval): hubspot_create_contact, hubspot_update_contact, hubspot_create_deal, hubspot_create_note.

Main tools

ToolPurpose
hubspot_verify_connectionVerify CRM access
hubspot_search_contactsSearch/list contacts
hubspot_get_contactGet contact by id
hubspot_create_contactCreate contact
hubspot_update_contactUpdate contact
hubspot_search_companiesSearch/list companies
hubspot_list_dealsList deals
hubspot_create_dealCreate deal
hubspot_create_noteLog note on CRM object

Safety and Boundaries

  • Requires HubSpot OAuth connect.
  • All write tools require approval — confirm object ids and field values.
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