Add crm-query and crm-reports skills (CLI-friendly CRM data querying)#1
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Add crm-query and crm-reports skills (CLI-friendly CRM data querying)#1m-roll wants to merge 1 commit into
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crm-query: translates the Breeze crm-query skill into hubspot CLI equivalents — objects search, properties list, pipelines, associations, and owners commands. Covers schema discovery, record filtering, counting, and owner lookup. crm-reports: wraps hubspot reports create "<sql>" for server-side aggregations, GROUP BY, time series, and cross-object filters in a single call. The two skills are designed to work together: crm-query for simple filter/list/count, crm-reports for anything requiring server-side computation. Gaps with no CLI path (web analytics, marketing email metrics, LLM content analysis) are surfaced explicitly in crm-query. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Summary
crm-queryskill — CLI equivalent of the Breezecrm-queryskill, usinghubspot objects search,properties list,pipelines,associations, andownerscommands for schema discovery, record filtering, counting, and owner lookupcrm-reportsskill — wrapshubspot reports create "<sql>"for server-side aggregations, GROUP BY, time series, and cross-object filters in a single callcrm-query/resources/filter-operators.md(full filter syntax),crm-query/resources/aggregation-patterns.md(jq fallback cookbook),crm-reports/resources/sql-syntax.md(canonical SQL grammar)The two skills are designed to work together:
crm-queryfor simple filter/list/count,crm-reportsfor anything requiring server-side computation. Gaps with no CLI path (web analytics, marketing email metrics, LLM content analysis) are surfaced explicitly incrm-queryrather than producing misleading workarounds.Test plan
crm-queryandcrm-reportsfrontmatter (name, description, triggers) are coherent and non-overlappingcrm-lookup,crm-reports,sales-reporting,bulk-operations) point to existing skillscrm-querycorrectly delegates aggregation/cross-object cases tocrm-reportscrm-reportsSQL examples match the syntax documented inresources/sql-syntax.mdaggregation-patterns.mdare syntactically valid🤖 Generated with Claude Code