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Create a note engagement in HubSpot CRM. Load when user says 'create note', 'add note', 'new note', 'record note'. Requires body content.

Install Skill

1Download skill
2Enable skills in Claude

Open claude.ai/settings/capabilities and find the "Skills" section

3Upload to Claude

Click "Upload skill" and select the downloaded ZIP file

Note: Please verify skill by going through its instructions before using it.

SKILL.md

name hubspot-create-note
description Create a note engagement in HubSpot CRM. Load when user says 'create note', 'add note', 'new note', 'record note'. Requires body content.

Create HubSpot Note

Specialized skill for creating note engagements in HubSpot CRM.

Pre-Flight Check

Before running, execute config check:

python 00-system/skills/hubspot/hubspot-master/scripts/check_hubspot_config.py --json

If ai_action is not proceed_with_operation, follow hubspot-connect setup guide.


Usage

Required Parameters

  • --body - Note content (required)

Optional Parameters

  • --timestamp - ISO timestamp (defaults to now)

Examples

Simple note:

python 00-system/skills/hubspot/hubspot-master/scripts/create_note.py \
  --body "Spoke with John about pricing. He's interested in the enterprise tier." \
  --json

Note with timestamp:

python 00-system/skills/hubspot/hubspot-master/scripts/create_note.py \
  --body "Meeting notes from yesterday's call" \
  --timestamp "2025-12-12T14:00:00Z" \
  --json

Output Format

{
  "id": "16977760701",
  "properties": {
    "hs_note_body": "Spoke with John about pricing...",
    "hs_timestamp": "2025-12-13T10:00:00Z"
  }
}

Display Format

✅ Note created!
  ID: 16977760701
  Content: Spoke with John about pricing. He's interested in the enterprise tier.
  Timestamp: 2025-12-13 10:00

Best Practices

  • Keep notes concise but informative
  • Include action items and next steps
  • Reference specific topics discussed
  • Use for internal context that won't go in emails

Error Handling

Error Solution
401 Invalid token - re-run setup
403 Missing crm.objects.notes.write scope
429 Rate limited - wait and retry

Related Skills

  • hubspot-list-notes - List all notes
  • hubspot-get-associations - Link note to contact/deal