Hubspot

/hubspot

Connect to HubSpot CRM to manage contacts, companies, deals, pipelines and more. Pure Ruby, zero gems — stdlib only.

Structure

scripts/
├── auth.rb            # Bearer token auth + hubspot_request helper (required by all scripts)
├── check_setup.rb     # Check if token exists (outputs OK or SETUP_NEEDED)
├── save_token.rb      # Save and validate a private app token
├── contacts.rb        # List contacts
├── contact.rb         # Get contact details
├── create_contact.rb  # Create a contact
├── update_contact.rb  # Update a contact
├── companies.rb       # List companies
├── company.rb         # Get company details
├── deals.rb           # List deals
├── deal.rb            # Get deal details
├── create_deal.rb     # Create a deal
├── search.rb          # Search CRM objects (contacts, companies, deals, tickets)
├── pipelines.rb       # List pipelines and stages
├── owners.rb          # List owners
└── notes.rb           # List notes for a contact, company or deal

Setup (check before using)

ruby ~/.claude/skills/hubspot/scripts/check_setup.rb

If the output is OK, proceed to the Flow section.

If the output is SETUP_NEEDED, guide the user step by step. Present ONE step at a time, wait for the user to confirm before moving to the next.

Step 1 — Ask the user to create a private app token:

> You need a HubSpot private app access token. > > 1. Go to Settings > Integrations > Private Apps in your HubSpot account > 2. Or open: https://app.hubspot.com/private-apps/ > 3. Click Create a private app, give it a name (e.g. "hitank") > 4. Under Scopes, select: crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.companies.read, crm.objects.companies.write, crm.objects.deals.read, crm.objects.deals.write, crm.objects.owners.read > 5. Click Create app and copy the access token > > Paste the token here.

Step 2 — When the user pastes the token, save it:

ruby ~/.claude/skills/hubspot/scripts/save_token.rb 'PASTED_TOKEN'

If the script outputs an error, the token is invalid. Ask the user to double-check and try again.

If setup is not complete, DO NOT proceed to the Flow. Complete all steps first.

Flow

The argument $ARGUMENTS may contain a contact name, company or deal reference.

Step 1: Overview

Start by listing contacts, companies or deals based on what the user needs:

ruby ~/.claude/skills/hubspot/scripts/contacts.rb
ruby ~/.claude/skills/hubspot/scripts/companies.rb
ruby ~/.claude/skills/hubspot/scripts/deals.rb

If $ARGUMENTS contains a name or keyword, search for it:

ruby ~/.claude/skills/hubspot/scripts/search.rb contacts "search query"

Step 2: Details

ruby ~/.claude/skills/hubspot/scripts/contact.rb CONTACT_ID
ruby ~/.claude/skills/hubspot/scripts/company.rb COMPANY_ID
ruby ~/.claude/skills/hubspot/scripts/deal.rb DEAL_ID

Step 3: Actions

Search CRM objects:

ruby ~/.claude/skills/hubspot/scripts/search.rb contacts "john"
ruby ~/.claude/skills/hubspot/scripts/search.rb companies "acme"
ruby ~/.claude/skills/hubspot/scripts/search.rb deals "enterprise"

Create a contact (requires user confirmation):

ruby ~/.claude/skills/hubspot/scripts/create_contact.rb "email@example.com" --firstname John --lastname Doe --company "Acme"

Update a contact (requires user confirmation):

ruby ~/.claude/skills/hubspot/scripts/update_contact.rb CONTACT_ID '{"phone":"+5511999999999","company":"Acme"}'

Create a deal (requires user confirmation):

ruby ~/.claude/skills/hubspot/scripts/create_deal.rb "Deal Name" --stage appointmentscheduled --amount 5000 --closedate 2026-12-31

List pipelines and stages:

ruby ~/.claude/skills/hubspot/scripts/pipelines.rb
ruby ~/.claude/skills/hubspot/scripts/pipelines.rb tickets

List owners:

ruby ~/.claude/skills/hubspot/scripts/owners.rb

List notes:

ruby ~/.claude/skills/hubspot/scripts/notes.rb contacts CONTACT_ID
ruby ~/.claude/skills/hubspot/scripts/notes.rb deals DEAL_ID

Pagination — use --after CURSOR to paginate through results:

ruby ~/.claude/skills/hubspot/scripts/contacts.rb --limit 20 --after CURSOR_VALUE

Notes

• Pure Ruby, zero gems — stdlib only (json, net/http, uri, fileutils)
• Auth via Bearer token (HubSpot private app)
• Token file: ~/.config/hubspot/token (outside the repo, never commit)
• Creating and updating contacts, companies, and deals require explicit user confirmation
• HubSpot CRM API v3 uses cursor-based pagination
• Rate limit: 100 requests per 10 seconds (private apps)
• Base URL: https://api.hubapi.com

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: alanalvestech
• Source: alanalvestech/hitank
• License: MIT

Install and usage instructions live in the source repository linked above.