HubSpot CRM Operations

Use this skill to read and, with explicit confirmation, update HubSpot CRM data through the HubSpot CRM v3 API: contact records, contact search, deal pipeline views, and deal stage changes. This is a tool skill for one CRM vendor (HubSpot). Building HubSpot apps or workflows is application development; this skill owns the everyday agent workflow: answering "who is this contact?", "what is in the pipeline?", and applying a confirmed stage change.

Operating contract

1. Read-only discovery before any mutation. List and search contacts, view deals and pipelines freely. The bundled crm-cli script makes reads without writing anything.
2. Confirm the target, scope, and rollback path before acting. Moving a deal to a new stage changes a shared pipeline that revenue reporting reads: it requires an explicit human directive naming the deal and the target stage, plus --dry-run preview and --yes confirmation through crm-cli. Stage moves are reversible but leave audit history — confirm before acting.
3. Respect bounded reads. HubSpot pages with limit; never page past what the task needs. crm-cli --limit caps every listing and search.
4. Keep evidence bounded. Quote short names, emails, amounts, and stage labels; never dump full records, tokens, or raw payloads into chat.
5. Know the object model. Contacts and deals are distinct objects with property maps; stage transitions must use a stage ID from the deal's pipeline (pipelines list), not a stage label.

The crm-cli script

scripts/crm-cli is an agent-first, stdlib-only CLI over the HubSpot CRM v3 API. It covers the full issue scope: records, search, and pipeline views.