其他

quote-to-cash

hubspot/agent-cli-skills

Build the product catalog, assemble quotes (line items + associations to deals), and track invoices and subscriptions through to revenue.

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安装命令

npx skills add https://github.com/hubspot/agent-cli-skills --skill quote-to-cash

SKILL.md

Resources

File When to use
resources/q2c-essentials.md Six-field cheat sheet, association directions, portal caveats for invoices/subscriptions/orders/carts.

Foundations

Read bulk-operations/SKILL.md first — JSONL piping, batch read, pagination, and the dry-run/digest/confirm flow for destructive ops live there. Reshape recipes (read → write payload) are in bulk-operations/resources/json-patterns.md.

hubspot <command> --help is the source of truth. Object types are plural (products, line_items, quotes, invoices, subscriptions). Never hardcode property tables — hubspot properties list --type <type> is one call away. Verify any enum value the agent is about to write with hubspot properties options-list --type <type> <property> | jq -r '.value'.

Portal note: invoices, subscriptions, orders, carts show an empty objectTypeId in hubspot objects types. They work through objects search/list when the token has the matching scope (invoices-read, subscriptions-read, etc.) and 403 otherwise. CLI-created quotes are always DRAFT; approval routing, share links, PDF generation, and invoice creation usually require the HubSpot UI.

1. Create a product