🧪 Community ✓ Claude Code ✓ Claude Desktop Standalone • HubSpot
HubSpot CRM
HubSpot CRM - contacts, companies, deals, tickets, activities, and pipeline reporting (uses HubSpot's first-party MCP server)
Installation
Install this plugin individually:
/plugin marketplace add wyre-technology/msp-claude-plugins --plugin hubspot Or install all MSP plugins at once:
/plugin marketplace add wyre-technology/msp-claude-plugins Features
- Activity Logging
- Company Management
- Contact Management
- Deal & Pipeline Tracking
- Ticket Management
Skills
This plugin provides 6 skills that teach Claude about HubSpot CRM:
| Skill | Description |
|---|---|
activities | HubSpot tasks, notes, and associations: task priority and status values, notes-vs-tasks semantics, the association type matrix linking contacts, companies, deals, and tickets, and engagement-history workflows. |
companies | HubSpot company records: core fields, industry classification values, lifecycle stages, domain-based deduplication and automatic contact-company matching, and cross-referencing associated contacts, deals, and tickets. |
contacts | HubSpot contact records: core and MSP-relevant custom fields, lifecycle stages, lead status values, contact ownership, CRM search filter patterns, and associations to companies and deals. |
deals | HubSpot deal records and sales pipelines: deal fields, default and custom pipeline stages, deal amount conventions (MRR vs. |
tickets | HubSpot support tickets: core fields, default pipeline stages, priority levels, MSP ticket categories, SLA timestamp properties, and associating tickets with contacts, companies, and deals. |
api-patterns | HubSpot's official remote MCP server and the CRM Search API behind it: the complete MCP tool catalog, OAuth 2.0 + PKCE connection over Streamable HTTP, automatic scope derivation, sensitive-data (PHI) exclusion, filter/sort/ pagination syntax, plan-tier rate limits, and error handling. |
Agents
This plugin provides 2 agents for autonomous task execution:
| Agent | Description |
|---|---|
client-relationship-manager | Use this agent when an MSP account manager or vCIO needs to review account health across the client portfolio in HubSpot. |
pipeline-health-reporter | Use this agent when an MSP sales manager or leadership needs to analyze pipeline health, deal velocity, stage conversion rates, or forecast accuracy in HubSpot. |
Commands
Available slash commands:
| Command | Description |
|---|---|
/create-deal | Create a new deal in HubSpot with company association |
/log-activity | Log a note or create a task on a HubSpot contact, company, or deal |
/lookup-company | Find a HubSpot company by name or domain and show associated contacts and deals |
/pipeline-summary | Summarize the HubSpot deal pipeline - deals per stage, total value, and expected close dates |
/search-contacts | Search HubSpot contacts by name, email, or company |
/search-deals | Search HubSpot deals by name, stage, or company |
API Reference
| Base URL | |
| Authentication | |
| Rate Limit | |
| Documentation |
Example Usage
Create a new deal in HubSpot with company association
/create-dealLog a note or create a task on a HubSpot contact, company, or deal
/log-activityFind a HubSpot company by name or domain and show associated contacts and deals
/lookup-companySummarize the HubSpot deal pipeline - deals per stage, total value, and expected close dates
/pipeline-summarySearch HubSpot contacts by name, email, or company
/search-contactsSearch HubSpot deals by name, stage, or company
/search-dealsUsing Skills
/skill hubspot:activities
HubSpot tasks, notes, and associations: task priority and status values, notes-vs-tasks semantics, the association type matrix linking contacts, companies, deals, and tickets, and engagement-history workflows.