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Hubspot Quotes

skill-dipankar-hubspot-cli-hubspot-quotes · by dipankar

Use when the user wants to manage HubSpot sales quotes (proposals, quotations) via the `hubspot` command-line tool.

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Install

$ agentstack add skill-dipankar-hubspot-cli-hubspot-quotes

✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.

Security review

✓ Passed

No issues found. Passed automated security review. · v0.1.0 How review works →

  • ✓ Prompt-injection patterns
  • ✓ Secret / credential exfiltration
  • ✓ Dangerous shell & filesystem operations
  • ✓ Untrusted network calls
  • ✓ Known-malicious package signatures

What it can access

  • ✓ Network access No
  • ✓ Filesystem access No
  • ✓ Shell / process execution No
  • ✓ Environment & secrets No
  • ✓ Dynamic code execution No

From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.

View the full security report →

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Reliability & compatibility

✓ Security review passed
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Declared compatibility

Claude CodeClaude Desktop

Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.

Preview Execution monitoring

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About

HubSpot Quotes (via hubspot CLI)

Quotes are sales proposals associated with a deal. They aggregate line items and render as a PDF the customer can sign.

Auth

Set HUBSPOT_ACCESS_TOKEN. Optional --profile .

Canonical commands

| Intent | Command | | --- | --- | | List | hubspot crm quotes list --limit 20 | | Get | hubspot crm quotes get 12345 | | Create | hubspot crm quotes create --properties '{"hs_title":"Q2 Proposal","hs_expiration_date":"2025-12-31"}' | | Update | hubspot crm quotes update 12345 --properties '{"hs_status":"APPROVED"}' | | Delete | hubspot crm quotes delete 12345 --yes | | Search | hubspot crm quotes search --filter-groups '[{"filters":[{"propertyName":"hs_status","operator":"EQ","value":"PENDING"}]}]' | | Discover properties | hubspot discover properties quotes |

Common properties

hs_title, hs_quote_number, hs_status (DRAFT, PENDING, APPROVED, REJECTED), hs_expiration_date, hs_currency, hs_sender_company_name, hs_language.

Associating quotes

Quotes are typically associated to a deal, a primary contact, a company, and line items:

hubspot crm associations create quotes 12345 deals 67890
hubspot crm associations create quotes 12345 contacts 11111
hubspot crm associations create quotes 12345 line_items 22222

Scopes

  • Read: crm.objects.quotes.read
  • Write: crm.objects.quotes.write

Tips

  • Build the quote in order: create the deal, create the line items associated to the deal, then create the quote associated to the same deal.
  • hs_expiration_date is YYYY-MM-DD.

Source & license

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

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

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Versions

  • v0.1.0 Imported from the upstream source.

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