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`.
- Reads credentials
In this repository18 other files it gives its agents.
- audience-targetingSkill
- bulk-operationsSkill
- communication-historySkill
- conversation-history-briefSkill
- conversation-inbox-triageSkill
- crm-data-qualitySkill
- crm-lookupSkill
- customer-retentionSkill
- data-enrichmentSkill
- deal-managementSkill
- quote-to-cashSkill
- sales-executionSkill
- sales-reportingSkill
- team-ownershipSkill
- ticket-resolutionSkill
- visitor-identificationSkill
- workflow-automationSkill
- workSkill
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
- Very specific: line 58
Add more properties later with hubspot properties create --type <name> ....
- Very specific: line 74
Follow the three-step flow documented in bulk-operations/SKILL.md ("Safe destructive workflow").
- Very specific: line 82
Check hubspot history --since 24h --kind MetadataDestroy to audit recent schema deletes.
≈ “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.
Files
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` resolvesname 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 petsReturns 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 # executeAdd 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 equipmentupdate 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 equipmentCheck 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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Your trail
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Now do this for your own.
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