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HubSpotHubSpot/agent-cli-skills/custom-object-management/SKILL.md

custom-object-management

Skill28 starsChanged 43 days agoApache-2.0View on GitHub

Discover, create, update, and delete custom CRM object schemas. Use when defining a new object type, inspecting existing schemas, or removing one. Record CRUD on custom objects is identical to standard objects — see `bulk-operations`.

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The file

We split this skill into the rules it gives an agent

3 rules. About 0 are common, 0 are distinctive, and 3 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈0

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 3

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Add more properties later with hubspot properties create --type <name> ....

    line 58
  2. Very specific:

    Follow the three-step flow documented in bulk-operations/SKILL.md ("Safe destructive workflow").

    line 74
  3. Very specific:

    Check hubspot history --since 24h --kind MetadataDestroy to audit recent schema deletes.

    line 82

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Source of truth

hubspot schemas --help is authoritative. Subcommands: list, get, create, update (metadata only), delete (destructive). schemas list/get/create/update work under OAuth login or a service key; schemas delete is service-key-only (AppTokenOnly) — set HUBSPOT_ACCESS_TOKEN. Read bulk-operations/SKILL.md first — every command here uses its JSONL conventions, and schemas delete uses its dry-run / digest / confirm flow.

Discover existing schemas

hubspot schemas list                                       # JSONL: name, label, singular, objectTypeId, source
hubspot schemas list | jq 'select(.source=="custom")'      # custom only
hubspot objects types | jq -c 'select(.source=="custom")'  # same set, also shown to confirm `--type` resolves

name is what every other command takes. objectTypeId (e.g. 2-12345678) is only needed for workflow PLATFORM_FLOW targets.

Inspect one schema

hubspot schemas get --type pets

Returns the full definition — properties, associations, labels, requiredProperties, primaryDisplayProperty, fullyQualifiedName. Reshape with jq as needed (see bulk-operations/resources/json-patterns.md).

Create a schema

Build a JSON body and pipe it (or pass --file). Minimal valid body:

{
  "name": "equipment",
  "labels": {"singular": "Equipment", "plural": "Equipment"},
  "primaryDisplayProperty": "equipment_name",
  "requiredProperties": ["equipment_name"],
  "properties": [
    {"name": "equipment_name", "label": "Name", "type": "string", "fieldType": "text"}
  ],
  "associatedObjects": ["contacts"]
}
cat equipment-schema.json | hubspot schemas create --dry-run   # preview
hubspot schemas create --file equipment-schema.json            # execute

Add more properties later with hubspot properties create --type <name> ....

Update schema metadata

update patches labels / description only. Property edits go through hubspot properties.

echo '{"labels":{"singular":"Device","plural":"Devices"}}' | hubspot schemas update --type equipment

update also supports --dry-run → digest → re-run with --digest --confirm <name> (see bulk-operations/SKILL.md for the pattern).

Delete a schema (destructive)

Schema delete is destructive and irreversible — it permanently removes the schema and every record of that type. It is gated as MetadataDestroy: every delete requires --dry-run first, then re-run with --digest <hash> --confirm <name> within 5 minutes.

Follow the three-step flow documented in bulk-operations/SKILL.md ("Safe destructive workflow"). For schemas, the confirm value is the schema name:

hubspot schemas delete --type equipment --dry-run
# → digest=blast-... ; apply_command_hint shows: --digest <hash> --confirm 'equipment'
hubspot schemas delete --type equipment --digest <hash> --confirm equipment

Check hubspot history --since 24h --kind MetadataDestroy to audit recent schema deletes.

Using the schema after creation

Once a schema exists, all hubspot objects ... commands accept its name as --type (e.g. --type pets). Record CRUD, search, association, bulk upsert — all identical to standard objects. Don't re-implement those flows here; see bulk-operations/SKILL.md and crm-lookup.

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