deal-management

deal-management is a skill for Claude Code, Codex from HubSpot/agent-cli-skills. It costs 38 tokens per session (2,210 once invoked), scanned A, original, Apache-2.0.

A guide for managing the full lifecycle of sales deals in HubSpot, from qualifying marketing leads to closing deals. A pipeline is a sequence of sales stages used to track progress.

In plain words
What is it for?
Use it to create deals from qualified leads, connect contacts and companies, move or reassign deals in bulk, find inactive deals, and close completed deals.
Why use it?
It helps you discover the correct stages and fields for a specific HubSpot account instead of assuming they are the same everywhere. It also supports safer bulk changes and searches for deals that may be stalled.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to create deals from qualified leads, connect contacts and companies, move or reassign deals in bulk, find inactive deals, and close completed deals.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/hubspot/agent-cli-skills/deal-management
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add HubSpot/agent-cli-skills --skill deal-management
Clone the repo
git clone --depth 1 https://github.com/HubSpot/agent-cli-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for deal-management

README.md
[![agentmods](https://agentmods.dev/badge/skills/hubspot/agent-cli-skills/deal-management/github.svg)](https://agentmods.dev/skills/hubspot/agent-cli-skills/deal-management)
Your own site
<a href="https://agentmods.dev/skills/hubspot/agent-cli-skills/deal-management"><img src="https://agentmods.dev/badge/skills/hubspot/agent-cli-skills/deal-management/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for deal-management

Your own site · 80×15
<a href="https://agentmods.dev/skills/hubspot/agent-cli-skills/deal-management"><img src="https://agentmods.dev/badge/skills/hubspot/agent-cli-skills/deal-management.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 38 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,210 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • Socket pass 15 Jun 2026
  • Snyk pass 15 Jun 2026
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00038 $0.02210
Opus 5 $0.00019 $0.01105
Sonnet 5 $0.00008 $0.00442
Haiku 4.5 $0.00004 $0.00221

Measured 9d ago against content hash de039e229944, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

deal-management scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

deal-management/SKILL.md · 181 lines

How it starts

The opening of the file, as written. The whole thing — 181 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Resources

File When to use
resources/lifecycle-stage-progression.md Lifecycle stage API values + the contact-side updates that pair with deal moves.
resources/stalled-deal-queries.md Filter cookbook for stalled / no-activity / past-close-date deals with dynamic dates.

Foundations

Read bulk-operations/SKILL.md first — JSONL piping, batch read, pagination, and the dry-run/digest/confirm flow live there. Reshape recipes are in bulk-operations/resources/json-patterns.md. hubspot <command> --help is the source of truth. Object types are plural (contacts, deals, companies). For property reference: hubspot properties list --type deals — don't hardcode property tables.

1. Discover pipelines and stages

Pipeline and stage IDs are portal-specific. Always discover at runtime — never hardcode across portals.

hubspot pipelines list --type deals --format jsonl
# {"id":"default","label":"Sales Pipeline","displayOrder":0}
# {"id":"a1b2c3d4-0000-0000-0000-000000000000","label":"Enterprise Pipeline","displayOrder":1}

hubspot pipelines stages --type deals --pipeline default --format jsonl
# {"id":"appointmentscheduled","label":"Appointment Scheduled","displayOrder":0}
# {"id":"qualifiedtobuy","label":"Qualified To Buy","displayOrder":1}
# ...
# {"id":"closedwon","label":"Closed Won","displayOrder":5}
# {"id":"closedlost","label":"Closed Lost","displayOrder":6}

Grab a specific stage ID by label:

QUALIFIED=$(hubspot pipelines stages --type deals --pipeline default --format jsonl \
  | jq -r 'select(.label=="Qualified To Buy") | .id')

The IDs shown above (appointmentscheduled, closedwon, etc.) are HubSpot's standard default deal pipeline stages — but discover yours every run since portals can rename or remove them.

2. Qualify an MQL into a deal

Find connected MQLs without a deal, then for each: create the deal, associate to contact + company, promote lifecycle.

# 1. find ready MQLs
hubspot objects search --type contacts \
  --filter "lifecyclestage=marketingqualifiedlead AND hs_lead_status=CONNECTED AND num_associated_deals=0" \
  --properties email,firstname,lastname,company,hubspot_owner_id

# 2. for one contact: company lookup, deal create, associate, promote
hubspot associations list --from contacts:<contact_id> --to companies   # → <company_id>

hubspot objects create --type deals \
  --property "dealname=Acme Corp - Inbound" \
  --property pipeline=default --property dealstage=qualifiedtobuy \
  --property amount=0 --property hubspot_owner_id=<owner_id>
# returns {"id":"<deal_id>","ok":true,...}

hubspot associations create --from deals:<deal_id> --to contacts:<contact_id>
hubspot associations create --from deals:<deal_id> --to companies:<company_id>

hubspot objects update --type contacts <contact_id> \
  --property lifecyclestage=salesqualifiedlead --property hs_lead_status=OPEN_DEAL

Read the full file on GitHub · 181 lines

Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 181 lines · 38 tokens per session scan A de039e229944

Subscribe to this mod's changes

deal-management is a skill published in the GitHub repository HubSpot/agent-cli-skills (23 stars, last pushed today), licensed Apache-2.0. It adds 38 tokens to every session and 2,210 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Related

Other skills, from other repositories

systematic-debugging

Use when encountering any bug, test failure, or unexpected behavior, before proposing fixes.

obra/superpowers · 21 tokens

local-ai-agents

Build local-first AI agents that run entirely on a developer workstation with Microsoft Foundry Local and Qwen function-calling models. Covers Small Language Models (SLMs), the OpenAI-compatible local endpoint, sandboxed local tools, local RAG with Chroma, local MCP servers, hybrid cloud/local routing, and the…

microsoft/ai-agents-for-beginners · 200 tokens

next-cache-components-adoption

Turn on Cache Components in a Next.js app and resolve the blocking routes it surfaces. Use when the user wants to enable, adopt, or migrate to Cache Components, flip the cacheComponents flag, work through a flood of blocking-prerender / instant validation errors, run the cache-components-instant-false codemod, or…

vercel/next.js · 95 tokens

insight-error-page

Write or audit an insight-kind error page for the Next.js dev overlay. Use when creating a new errors/ .mdx page, auditing an existing one, or checking that a page matches the framework fix cards. Covers page structure, title alignment, FixCard cards with Copy prompt button, code snippets, terminology verification…

vercel/next.js · 83 tokens

next-cache-components-optimizer

Drive a Next.js route to instant navigation by setting up an agentic loop, under Cache Components / PPR, on initial load (hard navigation) and client-side navigation (soft navigation). Encode the goal as a failing @next/playwright instant() e2e and work it to green, one verified route at a time; the shipped test then…

vercel/next.js · 170 tokens

next-partial-prefetching-adoption

Turn on Partial Prefetching in a Next.js app and work through the insights it surfaces. Use when the user wants to enable or adopt Partial Prefetching, flip the partialPrefetching flag, opt routes in with export const prefetch = 'partial', audit Link prefetch={true} behavior, preserve existing prefetched UI with…

vercel/next.js · 103 tokens