Quote To Cash

Wraps the HubSpot CLI to move deals through the full quote-to-cash cycle: build a product catalog, spin up quotes with line items in three piped commands (no shell loops), then search invoices and subscriptions by status or date. The multi-step quote assembly pattern is clean,create line items in bulk, capture IDs, associate them to a new quote, link the quote to a deal. Useful when you're managing pricing experiments, running overdue-invoice reports, or importing a catalog from another system. Fair warning: quote PDFs, approval routing, and invoice creation still require the HubSpot UI; the CLI only reads and updates records. Also expect 403s on invoices and subscriptions unless your token has the matching scopes.

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 quote-to-cash --agent claude-code

Installs into .claude/skills of the current project.

Files

Resources

File	When to use
`resources/q2c-essentials.md`	Six-field cheat sheet, association directions, portal caveats for invoices/subscriptions/orders/carts.

Foundations

Read bulk-operations/SKILL.md first — JSONL piping, batch read, pagination, and the dry-run/digest/confirm flow for destructive ops live there. Reshape recipes (read → write payload) are in bulk-operations/resources/json-patterns.md.

hubspot <command> --help is the source of truth. Object types are plural (products, line_items, quotes, invoices, subscriptions). Never hardcode property tables — hubspot properties list --type <type> is one call away. Verify any enum value the agent is about to write with hubspot properties options-list --type <type> <property> | jq -r '.value'.

SKILL.md on GitHub