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pipeline-pulse

Skill from HubSpot/hubspot-mcp-plugins

DevOps & Cloud No risky patterns found curated pipelinereviewauditmcp

Install

npx skills add HubSpot/hubspot-mcp-plugins --skill pipeline-pulse

Runs the open skills CLI and installs the skill for your agent (Claude Code, Codex, Cursor …). Alternatively copy the skill folder into .claude/skills/ or upload it in Claude.ai under Settings → Skills.

As a Claude Code plugin

/plugin marketplace add anthropics/claude-plugins-official /plugin install hubspot-sales@hubspot-claude-plugins

This skill is part of the plugin “hubspot-sales”. In Claude Code the plugin installs it together with the plugin’s other skills, commands and hooks.

What does the pipeline-pulse skill do?

Quick pipeline snapshot — deals by stage, activity age, next step status, and closing timeline. Surfaces deals with no next step, highlights stalled deals, and proactively generates follow-up tasks you can add to HubSpot by replying. ALWAYS use this skill for any pipeline request — "how's my pipeline", "show me my pipeline", "show me my deals", "pipeline overview", "pipeline status", "which deals are stalling", "deal overview", "pipeline review", "weekly pipeline", "pipeline health", "clean up my pipeline", "audit my deals". This skill handles both quick snapshots and deeper deal reviews.

Description from the SKILL.md in the source repository.

Works with HubSpot

Questions about pipeline-pulse

What does the pipeline-pulse skill do?

Quick pipeline snapshot — deals by stage, activity age, next step status, and closing timeline. Surfaces deals with no next step, highlights stalled deals, and proactively generates follow-up tasks you can add to HubSpot by replying. ALWAYS use this skill for any pipeline request — "how's my pipeline", "show me my pipeline", "show me my deals", "pipeline overview", "pipeline status", "which deals are stalling", "deal overview", "pipeline review", "weekly pipeline", "pipeline health", "clean up my pipeline", "audit my deals". This skill handles both quick snapshots and deeper deal reviews.

How do I install pipeline-pulse?

In a terminal: npx skills add HubSpot/hubspot-mcp-plugins --skill pipeline-pulse. The skills CLI asks which agents to install it for. In Claude.ai you can upload the skill folder as a ZIP under Settings → Skills.

Which agents can use pipeline-pulse?

Skills use the open SKILL.md format, which Claude Code, Claude.ai, the Claude API, OpenAI Codex, Cursor, Gemini CLI and other agents support.

Is pipeline-pulse safe to use?

Our automatic check found no risky patterns (piped shell scripts, hidden characters, secret access, prompt overrides). It is not a full audit – read the SKILL.md and any scripts before installing.

Which tool is pipeline-pulse for?

pipeline-pulse comes from the makers of HubSpot and helps your agent work with it.

More skills from HubSpot/hubspot-mcp-plugins

book-pulse
HubSpot/hubspot-mcp-plugins

Quick book-of-business snapshot for a HubSpot Solutions Partner — total clients, total MRR, which clients need attention (churn signals, declining usage, near-term renewals, renewal dates to verify, managed relationships about to lapse) and which carry an ML-detected revenue signal. The fast entry point: it gives the overview, then points you to the specialised partner skills for the deep work. Read-only: never creates or edits records or deals, and never contacts anyone. ALWAYS use this skill for any portfolio-level request — "how's my book of business", "show me my clients", "client overview", "portfolio summary", "book of business", "client snapshot", "which clients need attention", "how's my portfolio doing", "partner overview", "review my clients" — and for "tell me about [client]". This skill is a lightweight pulse only — it hands off to the other skills for detail.

Agents & Workflows curated
No risky patterns found
expansion-opportunities
HubSpot/hubspot-mcp-plugins

Read-only expansion reporting for a HubSpot Solutions Partner: surface which of the partner's clients are worth an upsell or cross-sell — including clients maxed out on seats, credits, or contacts, sitting on unactivated tools, or simply thriving with room to grow — ranked by value, plus (on request) the reasoning for a fit and suggested outreach copy. Use for viewing, prioritizing, or drilling into a partner's expansion, upsell, or cross-sell opportunities — e.g. "which clients can I sell more to", "who's maxed out on seats", "best Sales Hub opportunities", or "which clients should I approach about AI agents, and why". Do not use for creating or editing deals, updating records, or sending outreach or contacting customers — it drafts copy but only reads and reports. The deep-dive companion to book-pulse.

Agents & Workflows curated
No risky patterns found
renewal-radar
HubSpot/hubspot-mcp-plugins

Read-only renewal reporting for a HubSpot Solutions Partner: surface which of the partner's clients have HubSpot subscription renewals coming up, ranked by urgency, with per-Hub renewal dates and the Contract Manager to coordinate with. Also flags renewal dates in the past that need verifying. Use for viewing, prioritizing, or drilling into upcoming or per-Hub client renewals — e.g. "walk me through my upcoming renewals", "who's renewing in the next 90 days", or "renewal dates for [client]". Do not use for creating or editing renewal deals, updating records, or contacting Contract Managers or customers — those are write workflows, and this skill only reads and reports. The deep-dive renewals companion to book-pulse.

Writing & Marketing curated
No risky patterns found
call-prep
HubSpot/hubspot-mcp-plugins

Prepares a focused brief before a sales call or meeting. Pulls CRM history, open deals, recent notes, email threads, and company news. Falls back to calendar and email if the contact isn't in HubSpot yet. ALWAYS use this skill before a call or meeting — "prep me for my call with X", "I have a meeting with [company]", "brief me on [name]", "what do I know about X before my call", "research X", "who am I meeting with today", "prepping for X", or just a name paired with "call" or "meeting". Trigger proactively when the user seems about to get on a call and hasn't run prep.

Productivity curated
No risky patterns found
contact-lookup
HubSpot/hubspot-mcp-plugins

Pulls a full view of a contact from HubSpot — deal status, lifecycle stage, last interaction, notes, tasks, and associated company. Returns a clean summary in chat. ALWAYS use this skill when the user asks about a specific person by name — "pull up X", "show me X's record", "what's happening with X", "check X", "who is X", "tell me about X", "what's X's status", "when did we last contact X", "look up X". Also trigger when the user pastes a contact email address wanting context on that person.

Writing & Marketing curated
No risky patterns found
daily-brief
HubSpot/hubspot-mcp-plugins

Generates a prioritised daily brief from HubSpot data plus any connected apps (calendar, email, Slack, meeting notes). Shows today's meetings, surfaces GTM tasks with effort-aware scheduling, deduplicates suggestions against existing HubSpot tasks, and outputs as readable markdown. ALWAYS use this skill when the user wants their day laid out — "good morning", "daily brief", "morning brief", "what do I need to do today", "what's on my plate", "what should I focus on", "catch me up", "today's priorities", "what's urgent", "what's due today", "show me my day", or any morning planning request. Trigger proactively when a user opens Claude first thing with no specific ask.

Productivity curated
No risky patterns found
follow-up
HubSpot/hubspot-mcp-plugins

Drafts a personalised follow-up or outreach email for a named contact, grounded in HubSpot deal context, recent notes, and email history. Opens HubSpot with the email pre-populated so the rep can review and send with full tracking. If deal-related, updates the next step or deal stage as applicable. ALWAYS use this skill when the user wants to write or send outbound communication to a specific contact — "follow up with X", "draft an email to X", "send something to X", "check in with X", "reach out to X", "ping X", "touch base with X", "I need to reply to X", "draft a follow-up for [deal]", "write to X". Trigger on any request to compose outbound communication tied to a contact or deal.

Writing & Marketing curated
No risky patterns found
hubspot
HubSpot/hubspot-mcp-plugins

Main HubSpot assistant and entry point for all CRM tasks. Handles direct lookups, stats, quick field updates, and how-to questions — and routes to specialized skills (call-prep, daily-brief, follow-up, log-call, pipeline-pulse, import-contacts) when a specific workflow is needed. ALWAYS use this skill as the primary entry point for any HubSpot-related request — "show me [contact]", "open deals", "pipeline value", "create a task", "update [deal]", "how many contacts", "what can you do", or anything touching contacts, companies, deals, or tasks. Even when another skill might match, use this one — it routes appropriately. Trigger on "/hubspot", "hey HubSpot", or any CRM question without a more specific skill clearly in scope.

Agents & Workflows curated
No risky patterns found

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