Build a complete HubSpot CRM contact-to-deal pipeline workflow. Use when implementing lead capture, contact management, deal creation, or end-to-end sales pipeline automation with…
Build HubSpot marketing automation with emails, forms, lists, and tickets. Use when implementing marketing email campaigns, form submissions, contact list management, or support…
Optimize HubSpot costs through API call reduction, plan selection, and usage monitoring. Use when analyzing HubSpot API usage, reducing unnecessary calls, or implementing usage…
Create a new company in HubSpot CRM. Load when user says 'create company', 'add company', 'new company'. Requires name, optional domain, industry, city.
Create a new contact in HubSpot CRM. Load when user says 'create contact', 'add contact', 'new contact'. Requires email, optional firstname, lastname, phone, company.
Create a new deal in HubSpot CRM. Load when user says 'create deal', 'add deal', 'new deal', 'new opportunity'. Requires name, optional amount, stage, closedate.
Create a meeting engagement in HubSpot CRM. Load when user says 'create meeting', 'add meeting', 'schedule meeting', 'new meeting'. Requires title, start and end times.
Create a note engagement in HubSpot CRM. Load when user says 'create note', 'add note', 'new note', 'record note'. Requires body content.
Use when syncing contacts or lists to HubSpot CRM. Automatically uses HUBSPOT_API_TOKEN from environment.
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Enriches HubSpot CRM contacts using the v3 Contacts API with batch read/update operations. Cross-references company associations via crm.associations.batchRead(), and syncs…
Use when auditing HubSpot data quality for missing fields, stale records, duplicates, associations, owners, or cleanup tasks. — from openai/plugins
Use when preparing HubSpot customer briefs for meetings, renewals, QBRs, sales calls, escalations, handoffs, or follow-ups. — from openai/plugins
Implement HubSpot GDPR compliance, data export, and contact privacy operations. Use when handling GDPR/CCPA data subject requests, implementing data export, contact deletion, or…
Automate and audit HubSpot deal pipeline operations without destroying real pipeline — covering stage automation loops, stale-deal safe-close logic, forecast reconciliation,…
Collect HubSpot debug evidence for support tickets and troubleshooting. Use when encountering persistent issues, preparing support tickets, or collecting diagnostic information…
Deploy HubSpot integrations to Vercel, Fly.io, and Cloud Run platforms. Use when deploying HubSpot-powered applications, configuring platform secrets, or setting up deployment…
Configure HubSpot enterprise access control with OAuth scopes and team permissions. Use when implementing role-based access, configuring per-team HubSpot scopes, or setting up…
DRAFT. Use when drafting HubSpot marketing or follow-up emails for GTM events, nurture, or post-event sequences. Templates + structure + anti-slop rules.
Get associated records in HubSpot CRM. Load when user says 'get associations', 'linked records', 'contacts on deal', 'company contacts', 'related records', 'who is on this deal'.
Create a working HubSpot CRM example with contacts, companies, and deals. Use when starting a new HubSpot integration, testing your setup, or learning basic CRM API patterns with…
Generate a phased implementation plan from a HubSpot audit report. Creates prioritized, sequenced cleanup processes with effort estimates, dependencies, and automation…
Execute HubSpot incident response with triage, mitigation, and postmortem. Use when responding to HubSpot API outages, investigating CRM errors, or running post-incident reviews…
Install and configure HubSpot API client with authentication. Use when setting up a new HubSpot integration, configuring private app tokens, OAuth 2.0 flows, or initializing the…
Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects.
Identify and avoid HubSpot API anti-patterns and common integration mistakes. Use when reviewing HubSpot code, onboarding developers to HubSpot integrations, or auditing existing…
Manage HubSpot lifecycle stages and list segmentation in production without silently destroying CRM trust.
List call engagements from HubSpot CRM. Load when user says 'list calls', 'show calls', 'call history', 'hubspot calls'. Returns logged call records.
List companies from HubSpot CRM. Load when user says 'list companies', 'show companies', 'get companies', 'hubspot companies'. Returns paginated company list.
List contacts from HubSpot CRM. Load when user says 'list contacts', 'show contacts', 'get contacts', 'hubspot contacts'.
List deals from HubSpot CRM. Load when user says 'list deals', 'show deals', 'show pipeline', 'get deals', 'hubspot deals'. Returns paginated deal list.
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…
Use when reviewing HubSpot pipeline health, forecasts, stale deals, slipping close dates, or open deal risks. — from openai/plugins
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]'.
Designs and optimizes HubSpot sequences: enrollment triggers, multi-channel steps, task creation, analytics, and A/B tests.
Set up HubSpot for B2B SaaS GTM — CRM configuration, deal pipelines, lifecycle stages, marketing automation, sequences, reporting dashboards, and enrichment integration.