Agent skill

hubspot-create-note

Create a note engagement in HubSpot CRM. Load when user says 'create note', 'add note', 'new note', 'record note'. Requires body content.

View SKILL.md on GitHub Repository
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Forks 31

Install this agent skill to your Project

npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/data/hubspot-create-note

SKILL.md

Create HubSpot Note

Specialized skill for creating note engagements in HubSpot CRM.

Pre-Flight Check

Before running, execute config check:

bash
python 00-system/skills/hubspot/hubspot-master/scripts/check_hubspot_config.py --json

If ai_action is not proceed_with_operation, follow hubspot-connect setup guide.

Usage

Required Parameters

  • --body - Note content (required)

Optional Parameters

  • --timestamp - ISO timestamp (defaults to now)

Examples

Simple note:

bash
python 00-system/skills/hubspot/hubspot-master/scripts/create_note.py \
  --body "Spoke with John about pricing. He's interested in the enterprise tier." \
  --json

Note with timestamp:

bash
python 00-system/skills/hubspot/hubspot-master/scripts/create_note.py \
  --body "Meeting notes from yesterday's call" \
  --timestamp "2025-12-12T14:00:00Z" \
  --json

Output Format

json
{
  "id": "16977760701",
  "properties": {
    "hs_note_body": "Spoke with John about pricing...",
    "hs_timestamp": "2025-12-13T10:00:00Z"
  }
}

Display Format

✅ Note created!
  ID: 16977760701
  Content: Spoke with John about pricing. He's interested in the enterprise tier.
  Timestamp: 2025-12-13 10:00

Best Practices

  • Keep notes concise but informative
  • Include action items and next steps
  • Reference specific topics discussed
  • Use for internal context that won't go in emails

Error Handling

Error Solution
401 Invalid token - re-run setup
403 Missing crm.objects.notes.write scope
429 Rate limited - wait and retry

Related Skills

  • hubspot-list-notes - List all notes
  • hubspot-get-associations - Link note to contact/deal

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