hubspot

Create a new deal in HubSpot with company association

Log a note or create a task on a HubSpot contact, company, or deal

Find a HubSpot company by name or domain and show associated contacts and deals

Summarize the HubSpot deal pipeline - deals per stage, total value, and expected close dates

Search HubSpot contacts by name, email, or company

Use this agent when an MSP account manager or vCIO needs to review account health across the client portfolio in HubSpot. Trigger for: account health review, renewals at risk, stalled deals, inactive accounts, upsell opportunities, client portfolio review, QBR prep, churn risk. Examples: "which clients are at risk of churning", "show me all deals stalled for more than 30 days", "find upsell opportunities in our managed services portfolio"

Use this agent when an MSP sales manager or leadership needs to analyze pipeline health, deal velocity, stage conversion rates, or forecast accuracy in HubSpot. Trigger for: pipeline health, deal velocity HubSpot, stalled deals, pipeline coverage, forecast HubSpot, conversion rate deals, no activity deals, pipeline hygiene, sales forecast MSP. Examples: "show me pipeline health and forecast coverage for this quarter", "which deals have had no activity in 14 days", "what is our stage conversion rate for managed services proposals"

Use this skill when working with HubSpot activities - creating tasks, logging notes, managing associations between CRM objects, and tracking engagement history. Covers task creation, note logging, association types, and linking contacts, companies, deals, and tickets together.

Use this skill when working with the HubSpot MCP tools - available tools, OAuth 2.0 + PKCE authentication, scopes, Streamable HTTP transport, rate limiting, error handling, and best practices. Covers the official remote MCP server connection and all HubSpot CRM MCP tools.

Use this skill when working with HubSpot companies - searching, creating, updating, and auditing company records in HubSpot CRM. Covers company fields, industry classification, lifecycle stages, domain matching, and cross-referencing with contacts, deals, and tickets.

Use this skill when working with HubSpot contacts - searching, creating, updating, and managing contact records in HubSpot CRM. Covers contact fields, lifecycle stages, lead status, search patterns, and associating contacts with companies and deals.

Use this skill when working with HubSpot deals - searching, creating, updating, and managing deal records and pipelines in HubSpot CRM. Covers deal fields, pipeline stages, forecasting, revenue tracking, and associating deals with contacts and companies.