crm-cleanup

Present all duplicate sets before merging anything.

Step 3 — Scan for missing required fields

1. Check all open deals for missing fields: close date, amount, deal stage, associated contact, next-step/notes.
2. Check contacts associated with open deals for missing fields: email, company, phone.
3. Present a table of records with missing fields and what's missing.

Step 4 — Apply approved fixes

1. Walk through each finding from Steps 1-3.
2. Apply only the changes the owner explicitly approves.
3. Report each change as it's made with a HubSpot link.

Connector failures

If HubSpot is unreachable, stop — this command requires HubSpot as the data source. Tell the owner: "HubSpot isn't connected. Connect it in Cowork settings, then rerun /crm-cleanup."

Approval gates

• Never delete records. Not contacts, not deals, not activities. If the user asks, say the skill cannot and direct them to HubSpot.
• Never change deal stage or close a deal without explicit approval. Even if evidence is strong. Flag and defer.
• Never auto-merge duplicate contacts. Show side-by-side and wait for approval per pair.
• Side-by-side diffs for all changes. Show current value and proposed value; wait for approval per item.

Output

End with a summary: X deals updated, Y contacts merged, Z fields filled. Include links to the affected records.

HubSpot MCP Server

通过自然语言连接 HubSpot CRM，统一管理客户、交易、工单与流程自动化。