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Plugin

Your CRM, administered in plain English.

The HubSpot Plugin turns Claude Code into a careful CRM administrator. You describe what you want (merge duplicates, create a deal, reconcile stale pipelines) and Claude routes the request to specialist sub-agents that call a local hubspot CLI. Nothing ever mutates your portal without a preview and your explicit approval; destructive operations additionally require the expected record count, re-checked at execute time.

PythonMITClaude Codegithub.com/promptmetrics/hubspot-claude
View on GitHubOpen an issue
Claude Code only: the plugin runs a local CLI, venv, and daemon on your machine. Cowork's cloud sandbox can't run it; that would be a separate MCP repackaging (see hubspot-mcp).
Install

Claude Code

Requires Python ≥ 3.12 on PATH. A SessionStart hook provisions an isolated venv on first run.

claude
# add the marketplace, then install
> /plugin marketplace add promptmetrics/hubspot-claude
> /plugin install hubspot@hubspot-claude
# authenticate a portal (OAuth or Private App token)
> /hubspot setup <portal_id> token <pat-na1-...>
✓ /hubspot status: portal wired, agents ready
What you get
  • 44 specialist sub-agents across HubSpot domains: contacts, deals, workflows, lists, pipelines, properties, analytics, hygiene, and more. Run hubspot agents list for the live count.
  • Human-in-the-loop writes: every write returns a preview + action_id; nothing happens until you approve.
  • Undo + audit: every approved create/update/delete records an undo snapshot and an audit entry.
  • Durable loops: --loop runs triage → execute → verify → checkpoint, resumable across sessions.
  • 19 workflow blueprints: extract an existing portal workflow into a reviewable, parameterized template and stamp out new ones.
  • Multi-portal: isolated state per portal, auto-detected via a .hubspot-portal file.
How it works

Claude is the orchestrator; a local CLI is the single source of truth.

  1. 01

    Route

    Your request maps to one or more specialist sub-agents (hygiene, deals, workflows), each with a scoped charter.

  2. 02

    Preview

    Sub-agents call the hubspot CLI. Reads return JSON; writes return a preview + action_id, never a mutation.

  3. 03

    Approve

    You approve with an expected count for destructive ops. The count is re-checked at execute time.

  4. 04

    Verify

    An undo snapshot and audit entry are written; Claude reads back the records to confirm the change landed.

Try it
/hubspot find duplicate contacts and merge themRoutes to the hygiene agent; merge waits for your approve + count.
/hubspot create a deal for Acme Corp worth $50,000Preview first, then approve; undo snapshot recorded.
/hubspot --loop 'reconcile stale deals older than 90 days'Durable loop; resume anytime with /hubspot loop continue.
hubspot agents listEnumerate the live registry of specialist agents.

Questions or issues? Open one on GitHub, or browse the rest of the catalog.

All open source