Hubspot quotes

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

Your AI Agent's Gateway to HubSpot CRM

Install

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

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

SKILL.md

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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

Intent	Command
List	`hubspot crm quotes list --limit 20`
Get	`hubspot crm quotes get 12345`
Create	`hubspot crm quotes create --properties '{"hs_title":"Q2 Proposal","hs_expiration_date":"2025-12-31"}'`
Update	`hubspot crm quotes update 12345 --properties '{"hs_status":"APPROVED"}'`
Delete	`hubspot crm quotes delete 12345 --yes`
Search	`hubspot crm quotes search --filter-groups '[{"filters":[{"propertyName":"hs_status","operator":"EQ","value":"PENDING"}]}]'`
Discover properties	`hubspot 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.