sales-reporting
Source of truth
hubspot <command> --help is authoritative. Build on bulk-operations/SKILL.md — JSONL shape, batch-read rules, and pagination live there. Reshape patterns: bulk-operations/resources/json-patterns.md. search/list cap at 100 rows per call; a result of exactly 100 is almost always truncated — paginate via bulk-operations/SKILL.md before aggregating.
Property and output shape notes
- All CRM property values come back as strings in JSONL — booleans included.
hs_is_closed_wonis returned as"true"/"false"(string);amountis a numeric string. Usetonumberfor arithmetic; compare booleans as strings (== "true") when filtering client-side. - In
--filterexpressions,hs_is_closed_won=trueandhs_is_closed!=truework — the API parses the value. --propertiesreturns the standard nested shape:{"id":"123","properties":{"amount":"5000","dealname":"..."}}. Reference fields as.properties.amountin jq.- Stage IDs in
dealstageare portal-specific. Map them withhubspot pipelines stages --type deals --pipeline <id>. hubspot_owner_idis a numeric string. Resolve to a name withhubspot owners list(fields:id,firstName,lastName,email).
1. Daily briefing
More from hubspot/agent-cli-skills
crm-data-quality
Find incomplete records, normalize field values in bulk, dedupe with `hubspot objects merge`, and audit custom properties. Builds on `bulk-operations` for JSONL piping and dry-run/digest/confirm.
56data-enrichment
Match external CSV/JSONL records to CRM contacts (by email) or companies (by domain) and write enriched data back in one pass using `hubspot objects upsert`.
55crm-lookup
Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.
55customer-retention
Identify inactive/at-risk customers via CRM filters and create follow-up tasks at scale. Builds on `bulk-operations`; defers activity-creation specifics to `sales-execution`.
55workflow-automation
List, inspect, create, update, and delete HubSpot workflows (v4 flows API) from the CLI.
55communication-history
Retrieve activity history (calls, emails, notes, meetings, tasks) for a CRM record and assemble pre-call briefs.
55