CRM · 2 skills
HubSpot MCP and Claude skills
Pull deals, pipeline stages, contacts and tickets from HubSpot, and report which deals moved, which went quiet and what closes this month.
Connect HubSpot to your agent (MCP)
- HubSpot MCP server, HubSpot's remote server at
https://mcp.hubspot.com. HubSpot also offers a Claude connector built on the same server; you sign in with your HubSpot user and it sees what that user can see (docs). - API with a private app token. Create a private app in your HubSpot account settings, give it only the scopes the report reads (
crm.objects.deals.read,crm.objects.contacts.read,crm.objects.companies.read,crm.objects.owners.read), and store its token inHUBSPOT_ACCESS_TOKEN.
The MCP server and connector can create and update records, so for unattended reports a private app with only .read scopes is the safer credential.
2 HubSpot skills
HubSpot weekly pipeline report
Every Monday: open pipeline by stage, the deals that changed stage last week, and what was created, won and lost.
SalesMondays at 8:00Stat tileUses HubSpot.Ghost pipeline: CRM deals with no real contact
Fridays: open deals with no email, meeting or Gong call with the buyer in 14 days, and this week's external meetings the CRM never heard about.
SalesFridays at 14:00Asks youUses HubSpot, Pipedrive, Salesforce, Gmail, Google Calendar, Gong.What agents do with HubSpot
HubSpot's CRM v3 API covers the objects a sales or marketing report needs: deals, contacts, companies, tickets, owners and pipelines. The search endpoints (POST /crm/v3/objects/deals/search) filter on properties such as dealstage, pipeline, amount, closedate, hubspot_owner_id, hs_lastmodifieddate and notes_last_updated, return up to 200 records per page and stop at 10,000 results per query. Stage IDs map to names through /crm/v3/pipelines/deals, so a report can say "Contract sent" instead of an ID.
Sales and marketing leads put a few of these on a schedule: weekly pipeline by stage with the deals that moved, deals with no activity in 14 days, deals closing this month without a next step, new contacts by source, and the open ticket queue by pipeline.
Often used with HubSpot
Teams that use these
Your HubSpot numbers, on one board with everything else
Skills are free to use with any agent. Briefkin is where their results land: one board for every report, number and question your agents send, with a ping when something needs you.
Free during the open beta. No card.