HubSpot's own sales plugin: prep calls, get a daily brief, draft follow-ups, log calls and review your pipeline, written back to HubSpot.
by hubspot· SalesUnclaimed · Yours? Claim it
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About
HubSpot's own plugin for running your sales day from your agent. Its skills work through HubSpot's MCP server to import contacts and deals, give you a prioritised morning brief, prep you for any call with full CRM context, draft follow-ups grounded in deal history, log calls from your description of what happened, and review your pipeline for stalling deals. Everything writes back to HubSpot. What you can do with it - Import contacts from a CSV file, a pasted list or a connected Gmail account, with field mapping, duplicate checks and company association - Get a daily brief of today's meetings, overdue tasks, cold contacts and stalling deals, with suggested tasks rather than tasks created for you - Prep for a call or meeting with the contact's deals, notes, tasks, email threads and company news - Draft a personalised follow-up email, then open it in HubSpot to review and send with tracking - Log a call: it writes a note, updates the deal stage, next step and close date, and creates a follow-up task - Look up any contact's deal status, lifecycle stage and last interaction - Get a pipeline snapshot that flags deals with no next step and stalled deals, with follow-up tasks you can add by replying - Set up a new or empty HubSpot portal with guided onboarding Its skills hubspot (the entry point, which routes each request), onboarding, daily-brief, call-prep, follow-up, log-call, contact-lookup, import-contacts and pipeline-pulse. Two helper agents, account-research and brief-fetcher, gather CRM data for them in parallel. How to install it In Claude Code, run /install-plugin https://github.com/HubSpot/hubspot-mcp-plugins and choose HubSpot Sales. In the Claude desktop app, open Settings > Plugins, click Add > Add marketplace, paste https://github.com/HubSpot/hubspot-mcp-plugins and select the plugin. How it connects It bundles HubSpot's hosted MCP server. You connect your HubSpot account the first time it's used: pick the account and grant permissions. Everything it does follows your HubSpot user permissions, and an account admin has to connect first before other users can. Good to know - HubSpot's MCP server shows a summary of proposed changes and asks you to confirm before it creates or updates records. - Gmail, calendar and Slack are optional: the skills use them when they're connected and work without them. - If your HubSpot account has Sensitive Data turned on, activities and conversations can't be reached through the MCP server.
Once it’s added
“Give me my morning brief.”
“Prep me for my call with Acme.”
Before you add it
Reads only
Looks up contacts, companies and deals, with their notes and tasks · Builds your daily brief, call prep and pipeline snapshot · Reads your email, calendar and Slack when those are connected
Makes changes · your agent can ask first
Imports contacts and associates them with companies · Logs calls as notes and updates deal stage, next step and close date · Creates follow-up tasks you approve · Opens follow-up emails in HubSpot for you to review and send
From people who use it
Step by step
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Plugins people install alongside HubSpot Sales.
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Runs on your machine.
/plugin marketplace add anthropics/knowledge-work-plugins /plugin install hubspot-sales@knowledge-work-plugins
Scanned and passed · checked 7 h ago
“Follow up with Maya about the Acme deal.”
“Just got off the phone with Maya. Log the call.”
“How's my pipeline? Which deals are stalling?”
“Import the contacts from this CSV into HubSpot.”
Scanned on every change, and again when our rules improve.
Claude CodeSupported
OpenClawSupportedTell us and a person on the trust team will look at it. Or email [email protected].
Nobody has shared how they use HubSpot Sales yet.
Security scan
Passed
Safe to install in every agent it supports. Claude plugins.
Plugins people install alongside HubSpot Sales.
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