Deal Management

This handles the full deal lifecycle from the command line: discover pipelines and stages across portals, qualify MQLs into deals with contact and company associations, bulk advance or reassign deals between stages, hunt down stalled deals with dynamic date filters, and close won or lost. The bulk MQL qualification flow is clever but requires a two-pass shell pattern since you need to capture deal IDs from create output before wiring up associations. Useful if you're automating rep handoffs, extending close dates on overdue deals, or moving entire cohorts through stages without clicking through the UI. It leans on the bulk-operations skill for dry-run confirmations and JSONL piping.

skills.sh installs: 1.8K
GitHub stars: 29
last updated: Aug 21, 2026

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Install

$ npx -y skills add hubspot/agent-cli-skills --skill deal-management --agent claude-code

Installs into .claude/skills of the current project.

Files

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,"stages":[...]}
# {"id":"a1b2c3d4-0000-0000-0000-000000000000","label":"Enterprise Pipeline","displayOrder":1,"stages":[...]}

SKILL.md on GitHub