bkawa-bot 62ddd52861 Add workflow-automation skill for HubSpot v4 Flows
Gives agents a grounded skill for authoring and managing HubSpot
workflows (v4 Flows). The JSON reference and worked examples are grounded
against the real AutomationFlowApi shape rather than guessed: branches CAN
converge (via a shared connection.nextActionId), and the enrollmentCriteria
DATASET discriminator is the on-the-wire value (not DATASET_BASED).

Also disambiguates the `hubspot` agent CLI from the `hs` CLI in the README,
and clarifies when to reach for bulk-operations vs workflow-automation.
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HubSpot Agent CLI Skills

Install 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
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
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

Apache License 2.0

S
Description
Create, triage, advance, and close HubSpot support tickets — pipeline discovery, contact/company association, priority queues, bulk stage moves, resolution…
Readme Apache-2.0 400 KiB
Languages
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