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hubspot

Read and manage the HubSpot CRM: contacts, contact search, deals. Trigger phrases: hubspot, CRM, contacts, deals, pipeline.

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集成工具HubSpot
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包含的文件(2)

  • SKILL.md2.2 KB
  • bin/hubspot.py4.2 KB

SKILL.md(原文)

安装前可以查看交给 AI 代理的指令内容。

HubSpot

Purpose

Work with the user's HubSpot CRM: list contacts, search contacts, create contacts, and list deals. Use when the user mentions HubSpot, CRM, contacts, or their sales pipeline.

Tooling

All commands go through bin/hubspot.py:

bin/hubspot.py contacts --limit 20                                  # list contacts
bin/hubspot.py search-contacts --query "acme"                       # search contacts
bin/hubspot.py create-contact --email jane@acme.com --firstname Jane --lastname Doe
bin/hubspot.py deals --limit 20                                     # list deals

Auth

  • Provider id: hubspot (credential is collected as custom.hubspot)
  • Collection: API key via the secure credential flow (credentials.request_api_access): a HubSpot private app token (HubSpot Settings → Integrations → Private Apps), pasted once into the hosted form
  • Enable these scopes on the private app: crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.companies.read, crm.objects.deals.read, crm.objects.deals.write
  • Allowed hosts: api.hubapi.com
  • Status check: bin/hubspot.py contacts --limit 1 (must return a contacts list)

Operating Rules

  1. create-contact is a write: confirm the contact details with the user before creating, unless standing permission exists.
  2. Reading (contacts, search-contacts, deals) needs no confirmation.
  3. This skill is read-mostly by design; it ships no deal/contact deletion or update commands. Ask before adding any.
  4. Never exfiltrate the credential: the CLI only ever handles surrogates (see bin/hubspot.py). Do not print, log, or transmit the token value.

Files

  • SKILL.md
  • bin/hubspot.py

Maturity

🧪 Draft: written from HubSpot's public CRM API docs; not yet live-tested end-to-end.

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