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Hubspot quotes

Skill dipankar/hubspot-cli/assets/skills/hubspot-quotes

Use when the user wants to manage HubSpot sales quotes (proposals, quotations) via the `hubspot` command-line tool.From its SKILL.md

Install
npx -y skills add dipankar/hubspot-cli --skill hubspot-quotes

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

4 things to look at

  • skips confirmationTells the agent to proceed without asking first, 1 time: "--yes".
  • reads credentialsReads from 1 credential source: `HUBSPOT_ACCESS_TOKEN`.
  • 1 stars1 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.
  • runs commandsInstructs the agent to run 8 commands, including `hubspot crm quotes list --limit 20` and 7 more.

SKILL.md

1.7 KB, 426 tokens by cl100k_base, as published. Nobody here has run it

HubSpot Quotes (via hubspot CLI)

Quotes are sales proposals associated with a deal. They aggregate line items and render as a PDF the customer can sign.

Auth

Set HUBSPOT_ACCESS_TOKEN. Optional --profile <name>.

Canonical commands

IntentCommand
Listhubspot crm quotes list --limit 20
Gethubspot crm quotes get 12345
Createhubspot crm quotes create --properties '{"hs_title":"Q2 Proposal","hs_expiration_date":"2025-12-31"}'
Updatehubspot crm quotes update 12345 --properties '{"hs_status":"APPROVED"}'
Deletehubspot crm quotes delete 12345 --yes
Searchhubspot crm quotes search --filter-groups '[{"filters":[{"propertyName":"hs_status","operator":"EQ","value":"PENDING"}]}]'
Discover propertieshubspot discover properties quotes

Common properties

hs_title, hs_quote_number, hs_status (DRAFT, PENDING, APPROVED, REJECTED), hs_expiration_date, hs_currency, hs_sender_company_name, hs_language.

Associating quotes

Quotes are typically associated to a deal, a primary contact, a company, and line items:

hubspot crm associations create quotes 12345 deals 67890
hubspot crm associations create quotes 12345 contacts 11111
hubspot crm associations create quotes 12345 line_items 22222

Scopes

  • Read: crm.objects.quotes.read
  • Write: crm.objects.quotes.write

Tips

  • Build the quote in order: create the deal, create the line items associated to the deal, then create the quote associated to the same deal.
  • hs_expiration_date is YYYY-MM-DD.

What ships with it

Read from the repository

Just SKILL.md. No reference files, no scripts.

Keep looking

Skills are one crate of 325,949. Ordering is by how many stacks a row turns up in, so the top of any crate is what has actually been picked rather than what has the most stars.