hubspot/agent-cli-skills

custom-object-management

Discover, create, update, and delete custom CRM object schemas.

View source
Original skill document

Rendered from the source repository. Headings, examples, code, tables, links, and referenced images are preserved.

Source of truth

hubspot schemas --help is authoritative. Subcommands: list, get, create, update (metadata only), delete (destructive). Schema writes require a private app token with crm.schemas.custom.write. 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

bash
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

bash
hubspot schemas get 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:

json
{
  "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"]
}
bash
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.

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

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

from this repository

More skills

All skills