🧪 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 | Use this skill when working with HubSpot activities - creating tasks, logging notes, managing associations between CRM objects, and tracking engagement history. |
companies | Use this skill when working with HubSpot companies - searching, creating, updating, and auditing company records in HubSpot CRM. |
contacts | Use this skill when working with HubSpot contacts - searching, creating, updating, and managing contact records in HubSpot CRM. |
deals | Use this skill when working with HubSpot deals - searching, creating, updating, and managing deal records and pipelines in HubSpot CRM. |
tickets | Use this skill when working with HubSpot tickets - creating, searching, updating, and managing support tickets in HubSpot CRM. |
api-patterns | Use this skill when working with the HubSpot MCP tools - available tools, OAuth 2.0 + PKCE authentication, scopes, Streamable HTTP transport, rate limiting, error handling, and best practices. |
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
Use this skill when working with HubSpot activities - creating tasks, logging notes, managing associations between CRM objects, and tracking engagement history.