Rei-skills hubspot-automation

Automate HubSpot CRM operations (contacts, companies, deals, tickets, properties) via Rube MCP using Composio integration.

install

source · Clone the upstream repo

git clone https://github.com/rootcastleco/rei-skills

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/rootcastleco/rei-skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/hubspot-automation" ~/.claude/skills/rootcastleco-rei-skills-hubspot-automation && rm -rf "$T"

manifest: skills/hubspot-automation/SKILL.md

source content

⚠️ AUTHORIZED USE ONLY — This skill is intended for authorized security professionals only. Use only against systems you own or have explicit written permission to test. Unauthorized use may violate applicable laws.

HubSpot CRM Automation via Rube MCP

Automate HubSpot CRM workflows including contact/company management, deal pipeline tracking, ticket search, and custom property creation through Composio's HubSpot toolkit.

Prerequisites

Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
Active HubSpot connection via
```
RUBE_MANAGE_CONNECTIONS
```
with toolkit
```
hubspot
```
Always call
```
RUBE_SEARCH_TOOLS
```
first to get current tool schemas

Setup

Get Rube MCP: Add

https://rube.app/mcp

as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

Verify Rube MCP is available by confirming
```
RUBE_SEARCH_TOOLS
```
responds
Call
```
RUBE_MANAGE_CONNECTIONS
```
with toolkit
```
hubspot
```
If connection is not ACTIVE, follow the returned auth link to complete HubSpot OAuth
Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. Create and Manage Contacts

When to use: User wants to create new contacts or update existing ones in HubSpot CRM

Tool sequence:

```
HUBSPOT_GET_ACCOUNT_INFO
```
- Verify connection and permissions (Prerequisite)
```
HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA
```
- Search for existing contacts to avoid duplicates (Prerequisite)
```
HUBSPOT_READ_A_CRM_PROPERTY_BY_NAME
```
- Check property metadata for constrained values (Optional)
```
HUBSPOT_CREATE_CONTACT
```
- Create a single contact (Required)
```
HUBSPOT_CREATE_CONTACTS
```
- Batch create contacts up to 100 (Alternative)

Key parameters:

HUBSPOT_CREATE_CONTACT

properties

object with

email

firstname

lastname

phone

company

HUBSPOT_CREATE_CONTACTS

inputs

array of

{properties}

objects, max 100 per batch

HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA

filterGroups

array with

{filters: [{propertyName, operator, value}]}

properties

array of fields to return

Pitfalls:

Max 100 records per batch; chunk larger imports
400 'Property values were not valid' if using incorrect property names or enum values
Always search before creating to avoid duplicates
Auth errors from GET_ACCOUNT_INFO mean all subsequent calls will fail

2. Manage Companies

When to use: User wants to create, search, or update company records

Tool sequence:

```
HUBSPOT_SEARCH_COMPANIES
```
- Search existing companies (Prerequisite)
```
HUBSPOT_CREATE_COMPANIES
```
- Batch create companies, max 100 (Required)
```
HUBSPOT_UPDATE_COMPANIES
```
- Batch update existing companies (Alternative)
```
HUBSPOT_GET_COMPANY
```
- Get single company details (Optional)
```
HUBSPOT_BATCH_READ_COMPANIES_BY_PROPERTIES
```
- Bulk read companies by property values (Optional)

Key parameters:

HUBSPOT_CREATE_COMPANIES

inputs

array of

{properties}

objects, max 100

HUBSPOT_SEARCH_COMPANIES

filterGroups

properties

sorts

limit

after

(pagination cursor)

Pitfalls:

Max 100 per batch; chunk larger sets
Store returned IDs immediately for downstream operations
Property values must match exact internal names, not display labels

3. Manage Deals and Pipeline

When to use: User wants to search deals, view pipeline stages, or track deal progress

Tool sequence:

HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE

- Map pipeline and stage IDs/names (Prerequisite)

```
HUBSPOT_SEARCH_DEALS
```
- Search deals with filters (Required)
```
HUBSPOT_RETRIEVE_PIPELINE_STAGES
```
- Get stage details for one pipeline (Optional)
```
HUBSPOT_RETRIEVE_OWNERS
```
- Get owner/rep details (Optional)
```
HUBSPOT_GET_DEAL
```
- Get single deal details (Optional)
```
HUBSPOT_LIST_DEALS
```
- List all deals without filters (Fallback)

Key parameters:

HUBSPOT_SEARCH_DEALS

filterGroups

with filters on

pipeline

dealstage

createdate

closedate

hubspot_owner_id

;

properties

sorts

limit

after

HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE

objectType

set to

'deals'

Pitfalls:

Results nested under
```
response.data.results
```
; properties are often strings (amounts, dates)
Stage IDs may be readable strings or opaque numeric IDs; use
```
label
```
field for display
Filters must use internal property names (
```
pipeline
```
,
```
dealstage
```
,
```
createdate
```
), not display names
Paginate via
```
paging.next.after
```
until absent

4. Search and Filter Tickets

When to use: User wants to find support tickets by status, date, or criteria

Tool sequence:

```
HUBSPOT_SEARCH_TICKETS
```
- Search with filterGroups (Required)
```
HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE
```
- Discover available property names (Fallback)
```
HUBSPOT_GET_TICKET
```
- Get single ticket details (Optional)
```
HUBSPOT_GET_TICKETS
```
- Bulk fetch tickets by IDs (Optional)

Key parameters:

HUBSPOT_SEARCH_TICKETS

filterGroups

properties

(only listed fields are returned),

sorts

limit

after

Pitfalls:

Incorrect
```
propertyName
```
/
```
operator
```
returns zero results without errors
Date filtering may require epoch-ms bounds; mixing formats causes mismatches
Only fields in the
```
properties
```
array are returned; missing ones break downstream logic
Use READ_ALL_PROPERTIES to discover exact internal property names

5. Create and Manage Custom Properties

When to use: User wants to add custom fields to CRM objects

Tool sequence:

HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE

- List existing properties (Prerequisite)

HUBSPOT_READ_PROPERTY_GROUPS_FOR_OBJECT_TYPE

- List property groups (Optional)

HUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPE

- Create a single property (Required)

```
HUBSPOT_CREATE_BATCH_OF_PROPERTIES
```
- Batch create properties (Alternative)
```
HUBSPOT_UPDATE_SPECIFIC_CRM_PROPERTY
```
- Update existing property definition (Optional)

Key parameters:

HUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPE

objectType

name

label

type

(string/number/date/enumeration),

fieldType

groupName

options

(for enumerations)

Pitfalls:

Property names are immutable after creation; choose carefully
Enumeration options must be pre-defined with
```
value
```
and
```
label
```
Group must exist before assigning properties to it

Common Patterns

ID Resolution

Property display name → internal name: Use
```
HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE
```

Pipeline name → pipeline ID: Use

HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE

Stage name → stage ID: Extract from pipeline stages response
Owner name → owner ID: Use
```
HUBSPOT_RETRIEVE_OWNERS
```

Pagination

Search endpoints use cursor-based pagination
Follow
```
paging.next.after
```
until absent
Typical limit: 100 records per page
Pass
```
after
```
value from previous response to get next page

Batch Operations

Most create/update endpoints support batching with max 100 records per call
For larger datasets, chunk into groups of 100
Store returned IDs from each batch before proceeding
Use batch endpoints (
```
CREATE_CONTACTS
```
,
```
CREATE_COMPANIES
```
,
```
UPDATE_COMPANIES
```
) instead of single-record endpoints for efficiency

Known Pitfalls

Property names: All search/filter endpoints use internal property names, NOT display labels. Always call
```
READ_ALL_PROPERTIES_FOR_OBJECT_TYPE
```
to discover correct names
Batch limits: Max 100 records per batch operation. Larger sets must be chunked
Response structure: Search results are nested under
```
response.data.results
```
with properties as string values
Date formats: Date properties may be epoch-ms or ISO strings depending on endpoint. Parse defensively
Immutable names: Property names cannot be changed after creation. Plan naming conventions carefully
Cursor pagination: Use
```
paging.next.after
```
cursor, not page numbers. Continue until
```
after
```
is absent
Duplicate prevention: Always search before creating contacts/companies to avoid duplicates
Auth verification: Run
```
HUBSPOT_GET_ACCOUNT_INFO
```
first; auth failures cascade to all subsequent calls

Quick Reference

Task	Tool Slug	Key Params
Create contact	`HUBSPOT_CREATE_CONTACT`	`properties: {email, firstname, lastname}`
Batch create contacts	`HUBSPOT_CREATE_CONTACTS`	`inputs: [{properties}]` (max 100)
Search contacts	`HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA`	`filterGroups, properties, limit, after`
Create companies	`HUBSPOT_CREATE_COMPANIES`	`inputs: [{properties}]` (max 100)
Search companies	`HUBSPOT_SEARCH_COMPANIES`	`filterGroups, properties, after`
Search deals	`HUBSPOT_SEARCH_DEALS`	`filterGroups, properties, after`
Get pipelines	`HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE`	`objectType: 'deals'`
Search tickets	`HUBSPOT_SEARCH_TICKETS`	`filterGroups, properties, after`
List properties	`HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE`	`objectType`
Create property	`HUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPE`	`objectType, name, label, type, fieldType`
Get owners	`HUBSPOT_RETRIEVE_OWNERS`	None
Verify connection	`HUBSPOT_GET_ACCOUNT_INFO`	None

When to Use

This skill is applicable to execute the workflow or actions described in the overview.

🏰 Rei Skills — Curated by Rootcastle Engineering & Innovation | Batuhan Ayrıbaş
Engineering Beyond Boundaries | admin@rootcastle.com