List email engagements from HubSpot CRM. Load when user says 'list emails', 'show emails', 'email history', 'hubspot emails'. Returns logged email records.
List meeting engagements from HubSpot CRM. Load when user says 'list meetings', 'show meetings', 'meeting history', 'hubspot meetings'. Returns scheduled meeting records.
List note engagements from HubSpot CRM. Load when user says 'list notes', 'show notes', 'note history', 'hubspot notes'. Returns logged note records.
Load test HubSpot integrations and plan capacity around API rate limits. Use when running performance tests, planning for traffic growth, or sizing your HubSpot integration for…
Configure HubSpot local development with testing and sandbox accounts. Use when setting up a development environment, mocking HubSpot APIs, or establishing a fast iteration cycle…
Log a call engagement in HubSpot CRM. Load when user says 'log call', 'record call', 'add call', 'call made'. Requires title, optional body and duration.
Log an email engagement in HubSpot CRM. Load when user says 'log email', 'record email', 'add email', 'email sent'. Requires subject and body.
Shared resource library for HubSpot integration skills. DO NOT load directly - provides common references (setup, API docs, error handling, authentication) and scripts used by…
HubSpot MCP Server is built around HubSpot CRM and marketing APIs. The underlying ecosystem is represented by HubSpot/hubspot-api-nodejs (391+ GitHub stars).
Execute CRM data migration to HubSpot with batch imports and validation. Use when migrating from Salesforce/Pipedrive/spreadsheets to HubSpot, performing bulk data imports, or…
Configure HubSpot across development, staging, and production environments. Use when setting up per-environment HubSpot portals, configuring separate access tokens, or…
Use when writing HubSpot integration code in Nango - HubSpot-specific guidance on Search API for incremental syncs, property name variations, rate limits, and OAuth introspection
Set up observability for HubSpot integrations with metrics, traces, and alerts. Use when implementing monitoring for HubSpot API operations, setting up dashboards, or configuring…
Optimize HubSpot API performance with caching, batching, and search optimization. Use when experiencing slow API responses, implementing caching strategies, or optimizing request…
Implement HubSpot lint rules, secret scanning, and CI policy checks. Use when setting up code quality rules for HubSpot integrations, preventing token leaks, or configuring CI…
Execute HubSpot production deployment checklist and go-live procedures. Use when deploying HubSpot integrations to production, preparing for launch, or implementing health checks…
Sync backend product events into HubSpot contact and company custom properties using idempotent batched updates — the Segment integration pattern without Segment.
Survive HubSpot API rate limits at production scale. Covers daily 500K portal quota, per-10s burst limits, batch API efficiency (100x), token bucket pattern, queue-based worker…
Implement HubSpot rate limiting, backoff, and request queuing patterns. Use when handling 429 errors, implementing retry logic, or optimizing API throughput against HubSpot rate…
Implement a production-ready HubSpot integration architecture with layered design. Use when designing new HubSpot integrations, reviewing project structure, or establishing…
Implement HubSpot reliability patterns: circuit breakers, retries, and graceful degradation. Use when building fault-tolerant HubSpot integrations, implementing retry strategies,…
Reads Syroco's HubSpot CRM (companies, deals, contacts, activities) and emits events to the context-engineering brain via wiki.add MCP.
Apply production-ready @hubspot/api-client SDK patterns for TypeScript. Use when implementing HubSpot integrations, building typed wrappers, or establishing team standards for…
Search companies in HubSpot CRM by name or domain. Load when user says 'search companies', 'find company', 'lookup company', 'search for [company]'.
Search contacts in HubSpot CRM by email, name, or company. Load when user says 'search contacts', 'find contact', 'lookup contact', 'search for [name]'.
Search deals in HubSpot CRM by name or amount. Load when user says 'search deals', 'find deal', 'lookup deal', 'deals over $X', 'search for [deal]'.
Update an existing contact in HubSpot CRM. Load when user says 'update contact', 'edit contact', 'modify contact', 'change contact'. Requires contact ID.
Update an existing deal in HubSpot CRM. Load when user says 'update deal', 'edit deal', 'change deal stage', 'move deal', 'close deal'. Requires deal ID.
Upgrade @hubspot/api-client SDK versions and migrate between API versions. Use when upgrading the HubSpot Node.js SDK, migrating from v1/v2 to v3 APIs, or handling breaking…
Sync HubSpot CRM data to a data warehouse (BigQuery, Snowflake, or Postgres) for analytics and reporting.
Build and harden HubSpot v3 webhook handlers that survive production: HMAC-SHA256 signature verification, Redis SET NX deduplication, async batch processing with immediate 200…
Receive and verify HubSpot webhooks. Use when setting up HubSpot webhook handlers, debugging X-HubSpot-Signature-v3 signature verification, or handling CRM events like…
Implement HubSpot webhook subscriptions and CRM event handling. Use when setting up webhook endpoints for CRM events, implementing signature verification, or handling…
Draft cold emails, warm intro blurbs, follow-ups, update emails, and investor communications for fundraising.
Design, audit, and improve lifecycle marketing, CRM segmentation, email campaigns, nurture flows, onboarding, retention, winback, lead scoring, consent, deliverability,…
Create and manage K6 load tests for REST and GraphQL APIs. Use when creating load tests, writing K6 scripts, testing API performance, debugging load test failures, or setting up…
Charts and visualization in LWC: Chart.js, D3, Plotly via Static Resources; Lightning chart components; performance patterns for 10k+ data points; accessibility; SLDS theming.
Analyze meeting transcripts to extract decisions, action items, owners, due dates, open questions, and risks.
Metadata API retrieve/deploy via sf CLI and package.xml: manifest authoring, destructiveChanges, deploy options (checkOnly, testLevel, rollbackOnError), CI scripting.
Use when selecting or comparing middleware / iPaaS tools (MuleSoft, Dell Boomi, Workato, Informatica) for Salesforce connectivity, or when determining whether a scenario requires…
Designing and configuring MuleSoft Anypoint Salesforce Connector flows: API selection (SOAP/REST/Bulk/Streaming), OAuth 2.0 JWT Bearer auth, watermark-based incremental sync with…
Automate Nocrm IO tasks via Rube MCP (Composio). Always search tools first for current schemas.
Use libphonenumber-js when an agent needs to clean messy phone-number input, validate it against country rules, and return a stable E.164 value before storing contacts or…
Integrazione Odoo CRM Lead via API - form frontend, webhook, protocollo invio dati. Use when building forms that submit to Odoo CRM, creating lead capture integrations, or…
Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.
Build Salesforce-anchored personas and journey maps where every persona ties to a Permission Set Group, primary record types, list views, dashboards, automation, and a measured…
Networking Outreach — drafts warm intros, cold DMs, recruiter responses, post-interview follow-ups. Voice-strict (Tier 4 Opus). Hard caps on length per channel.
Automate Pipeline CRM tasks via Rube MCP (Composio). Always search tools first for current schemas.
Analyze sales pipeline and client relationship health for events businesses. Use when reviewing pipeline status, preparing for sales meetings, evaluating proposal outcomes,…
Tracks every outstanding proposal sent to prospective clients — where each stands, how long it has been outstanding, whether feedback has been received, and which proposals have…
Use when learning, designing, or explaining Salesforce Reports and Dashboards from first principles — report types, custom report types, groupings, bucket fields, summary…
Draft cold emails, follow-ups, and proposal templates. Creates pricing pages, case studies, and sales scripts. Use PROACTIVELY for sales outreach or lead nurturing.
Apply Salesforce advanced debugging with debug logs, SOQL query plans, and EventLogFile analysis. Use when standard troubleshooting fails, investigating SOQL performance issues,…
Use for org-level Salesforce architecture work — capacity planning, security/sharing review, integration patterns, multi-org strategy, tech-debt assessment.
Choose and implement Salesforce integration architecture patterns for different scales. Use when designing new Salesforce integrations, choosing between…
Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas.
Performs high-volume data operations using the Salesforce Bulk API 2.0. Creates ingest jobs with createJob(), uploads CSV batches, and monitors job status via getJobInfo() for…
Perform high-volume data synchronization with Salesforce using the Bulk API 2.0 for CSV-based upsert, delete, and query operations.
Configure Salesforce CI/CD with GitHub Actions, SFDX deployments, and Apex testing. Use when setting up automated testing, configuring CI pipelines for metadata deployment, or…
Diagnose and fix Salesforce common errors, SOQL issues, and API exceptions. Use when encountering Salesforce errors, debugging failed requests, or troubleshooting integration…