quote-to-cash
Resources
| File | When to use |
|---|---|
resources/q2c-essentials.md |
Six-field cheat sheet, association directions, portal caveats for invoices/subscriptions/orders/carts. |
Foundations
Read bulk-operations/SKILL.md first — JSONL piping, batch read, pagination, and the dry-run/digest/confirm flow for destructive ops live there. Reshape recipes (read → write payload) are in bulk-operations/resources/json-patterns.md.
hubspot <command> --help is the source of truth. Object types are plural (products, line_items, quotes, invoices, subscriptions). Never hardcode property tables — hubspot properties list --type <type> is one call away. Verify any enum value the agent is about to write with hubspot properties get --type <type> --name <property> and read options[].value.
Portal note: invoices, subscriptions, orders, carts show an empty objectTypeId in hubspot objects types. They work through objects search/list when the token has the matching scope (invoices-read, subscriptions-read, etc.) and 403 otherwise. CLI-created quotes are always DRAFT; approval routing, share links, PDF generation, and invoice creation usually require the HubSpot UI.