hubspot-connect_skill

Overview

This skill provides a single entry point for HubSpot CRM operations: contacts, companies, deals, associations, and engagements. It validates configuration, discovers available CRM objects, and routes user requests to the appropriate workflows. Designed as a meta-skill, it ensures the integration is correctly set up before running any CRM action. The skill aims to make common HubSpot tasks quick and predictable from natural language triggers.

How this skill works

On first use it runs an automated config check to verify the HubSpot access token and required scopes. If the config passes, the skill maps user phrases to specific workflows (list, create, search, update, associations, engagements) and executes the corresponding scripts. When needed, it prompts for setup steps, missing scopes, or a new token and re-verifies before proceeding. Results are returned in concise summaries and commonly-used results are cached in conversation context for follow-up commands.

When to use it

• List, search, create, or update contacts, companies, and deals in HubSpot
• Log or list engagements: emails, calls, notes, meetings
• Associate records or retrieve linked contacts/companies for a deal
• Any natural-language CRM query mentioning HubSpot, contacts, companies, deals, or engagements
• Before running HubSpot operations to ensure tokens and scopes are valid

Best practices

• Always allow the skill to run the pre-flight config check before actions
• Provide required fields explicitly (e.g., email for creating a contact, id for updates)
• Keep the Private App token secure and update .env when scopes change
• Search for existing records before creating to avoid duplicates
• Use cached results for quick follow-up actions like 'update John Doe'

Example use cases

• "List my HubSpot contacts" — runs config check, lists contacts with IDs and emails
• "Create contact" with email and name — creates a new contact and returns the new ID
• "Create deal for Acme Corp worth $50,000" — creates the deal and offers to associate records
• "Find contact by email" — searches contacts and returns matching records
• "Log call" for a contact — creates an engagement entry (call) linked to the contact