hubspot-pipeline-health

HubSpot Pipeline Health

Turn open deal data into a concise pipeline-health readout. Follow ../hubspot/SKILL.md for access, URLs, pagination, and write approvals.

Workflow

1. Call get_user_details and confirm deal read access.
2. Clarify pipeline, owner/team, timeframe, and closed-deal inclusion. Default to open deals in the current quarter or next 90 days.
3. Discover deal fields: dealname, amount, dealstage, pipeline, closedate, owner, forecast, next step, last activity/contact.
4. Use get_properties for pipeline/stage/forecast enums, then search_crm_objects for open deals. Check total and page or segment large pipelines.
5. Use get_crm_objects for high-signal deals; use associatedWith for companies/contacts only when context changes the recommendation.

Risk And Output

Flag deals with past or near close dates, stale activity, missing owner/contact/next step, missing amount/stage/close date, late stage with weak recent touch, or stage concentration without clear next actions. State which signals were unavailable.

Return coverage, 2-4 executive takeaways, an at-risk deals table with URLs, pipeline hygiene patterns, recommended follow-ups, and caveats. Use manage_crm_objects only after the core confirmation table.