hubspot

Plugin hubspot from marketplace msp-claude-plugins in WYRE-AI/msp-claude-plugins. Commands read from the repo's manifest — yesterday.

Skills (6)

• HubSpot Activities

  HubSpot tasks, notes, and associations: task priority and status values, notes-vs-tasks semantics, the association type matrix linking contacts, companies, deals, and tickets, and engagement-history workflows. When logging notes, creating follow-up tasks, or linking CRM objects together in HubSpot.

• HubSpot API Patterns

  HubSpot's official remote MCP server (brokered by Conduit) and the CRM Search API behind it: the live tool catalog (search_crm_objects, get_crm_objects, manage_crm_objects, properties and owners), OAuth via the Conduit connect flow, scopes, sensitive-data (PHI) exclusion, filter/sort/ pagination syn

• HubSpot Companies

  HubSpot company records: core fields, industry classification values, lifecycle stages, domain-based deduplication and automatic contact-company matching, and cross-referencing associated contacts, deals, and tickets. When searching, creating, updating, or auditing company records in HubSpot CRM. Us

• HubSpot Contacts

  HubSpot contact records: core and MSP-relevant custom fields, lifecycle stages, lead status values, contact ownership, CRM search filter patterns, and associations to companies and deals. When searching, creating, updating, or auditing contact records in HubSpot CRM. Use when: hubspot contact, hubsp

• HubSpot Deals

  HubSpot deal records and sales pipelines: deal fields, default and custom pipeline stages, deal amount conventions (MRR vs. TCV), forecast categories and weighted forecasting, and associating deals with contacts and companies. When searching, creating, updating, or reporting on deal records and pipe

• HubSpot Tickets

  HubSpot support tickets: core fields, default pipeline stages, priority levels, MSP ticket categories, SLA timestamp properties, and associating tickets with contacts, companies, and deals. When creating, retrieving, updating, or reporting on support tickets in HubSpot CRM. Use when: hubspot ticket,

Slash commands (6)

• /hubspot:create-deal

  Create a new deal in HubSpot with company association

• /hubspot:log-activity

  Log a note or create a task on a HubSpot contact, company, or deal

• /hubspot:lookup-company

  Find a HubSpot company by name or domain and show associated contacts and deals

• /hubspot:pipeline-summary

  Summarize the HubSpot deal pipeline - deals per stage, total value, and expected close dates

• /hubspot:search-contacts

  Search HubSpot contacts by name, email, or company

• /hubspot:search-deals

  Search HubSpot deals by name, stage, or company

Subagents (2)

• client-relationship-manager

  Use this agent when an MSP account manager or vCIO needs to review account health across the client portfolio in HubSpot. Trigger for: account health review, renewals at risk, stalled deals, inactive accounts, upsell opportunities, client portfolio review, QBR prep, churn risk. Examples: "which clie

• pipeline-health-reporter

  Use this agent when an MSP sales manager or leadership needs to analyze pipeline health, deal velocity, stage conversion rates, or forecast accuracy in HubSpot. Trigger for: pipeline health, deal velocity HubSpot, stalled deals, pipeline coverage, forecast HubSpot, conversion rate deals, no activity

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