hubspot-sales

Plugin hubspot-sales from marketplace hubspot-claude-plugins in HubSpot/hubspot-mcp-plugins. Commands read from the repo's manifest — 1 month ago.

Skills (9)

• call-prep

  Prepares a focused brief before a sales call or meeting. Pulls CRM history, open deals, recent notes, email threads, and company news. Falls back to calendar and email if the contact isn't in HubSpot yet. ALWAYS use this skill before a call or meeting — "prep me for my call with X", "I have a meetin

• contact-lookup

  Pulls a full view of a contact from HubSpot — deal status, lifecycle stage, last interaction, notes, tasks, and associated company. Returns a clean summary in chat. ALWAYS use this skill when the user asks about a specific person by name — "pull up X", "show me X's record", "what's happening with X"

• daily-brief

  Generates a prioritised daily brief from HubSpot data plus any connected apps (calendar, email, Slack, meeting notes). Shows today's meetings, surfaces GTM tasks with effort-aware scheduling, deduplicates suggestions against existing HubSpot tasks, and outputs as readable markdown. ALWAYS use this s

• follow-up

  Drafts a personalised follow-up or outreach email for a named contact, grounded in HubSpot deal context, recent notes, and email history. Opens HubSpot with the email pre-populated so the rep can review and send with full tracking. If deal-related, updates the next step or deal stage as applicable.

• hubspot

  Main HubSpot assistant and entry point for all CRM tasks. Handles direct lookups, stats, quick field updates, and how-to questions — and routes to specialized skills (call-prep, daily-brief, follow-up, log-call, pipeline-pulse, import-contacts) when a specific workflow is needed. ALWAYS use this ski

• import-contacts

  Imports contacts into HubSpot from any source — a CSV file, a pasted list, or data from connected apps like Gmail. Handles field mapping, duplicate detection, batch import, and company association. ALWAYS use this skill when the user wants to bring contacts into HubSpot — "import contacts", "upload

• log-call

  Logs a call, meeting, or conversation against a HubSpot contact. Writes a note, updates deal stage, next step, close date, and priority, updates contact lead status and lifecycle stage, and creates a follow-up task. ALWAYS use this skill when the user reports on a completed interaction — "just got o

• onboarding

  Guided setup for a new or empty HubSpot portal. Captures sales goals and imports initial contacts to get the user started quickly. ALWAYS use this skill when the user is setting up HubSpot for the first time or needs onboarding help — "set up my HubSpot", "get me started", "I just connected HubSpot"

• pipeline-pulse

  Quick pipeline snapshot — deals by stage, activity age, next step status, and closing timeline. Surfaces deals with no next step, highlights stalled deals, and proactively generates follow-up tasks you can add to HubSpot by replying. ALWAYS use this skill for any pipeline request — "how's my pipelin

Subagents (2)

• account-research

  Performs parallel research on a HubSpot contact and their company. Pulls CRM data, deals, notes, tasks, email history, and company context simultaneously, then returns a structured summary ready for use by other skills. Use this agent whenever a skill needs a full account picture before generating o

• brief-fetcher

  Runs 4–6 parallel data fetches to power the Daily Brief skill. Queries HubSpot for cold contacts, overdue tasks, and stalling deals, plus any available connectors (email, calendar, Slack). Returns a single structured JSON payload the Daily Brief skill can inject directly into its artifact. Use only

MCP servers (1)

• hubspot

  connects to: https://mcp.hubspot.com/anthropic

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