其他

deal-management

hubspot/agent-cli-skills

Run the full deal lifecycle from CLI — discover pipelines/stages, qualify MQLs into deals with associations, advance/reassign in bulk, hunt stalled deals, and close.

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安装命令

npx skills add https://github.com/hubspot/agent-cli-skills --skill deal-management

SKILL.md

Resources

File When to use
resources/lifecycle-stage-progression.md Lifecycle stage API values + the contact-side updates that pair with deal moves.
resources/stalled-deal-queries.md Filter cookbook for stalled / no-activity / past-close-date deals with dynamic dates.

Foundations

Read bulk-operations/SKILL.md first — JSONL piping, batch read, pagination, and the dry-run/digest/confirm flow live there. Reshape recipes are in bulk-operations/resources/json-patterns.md. hubspot <command> --help is the source of truth. Object types are plural (contacts, deals, companies). For property reference: hubspot properties list --type deals — don't hardcode property tables.

1. Discover pipelines and stages

Pipeline and stage IDs are portal-specific. Always discover at runtime — never hardcode across portals.

hubspot pipelines list --type deals --format jsonl
# {"id":"default","label":"Sales Pipeline","displayOrder":0,"stages":[...]}
# {"id":"a1b2c3d4-0000-0000-0000-000000000000","label":"Enterprise Pipeline","displayOrder":1,"stages":[...]}