# quote-to-cash

A skill for driving HubSpot from the CLI: it creates products, assembles quotes with line items and associations, and reads invoices and subscriptions.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 1700 installs · ★ 27
- Author: HubSpot
- License: Apache-2.0 · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/HubSpot/agent-cli-skills/tree/HEAD/quote-to-cash/SKILL.md
- Updated: 2026-10-09
- HTML: https://affpapa.org/en/nevibecode/skills/quote-to-cash

## What it does

The skill covers the path from product to revenue inside HubSpot. It creates catalog records, builds quotes out of line items, links them to deals, then reads invoices and subscriptions. Everything runs through the `hubspot` CLI, so no clicking around the UI.

Quote assembly happens in three pipes: line items are created from JSONL, then the quote itself, then the associations from items to quote and quote to deal. A cheat sheet in `resources/q2c-essentials.md` covers six fields and association directions. Read `bulk-operations/SKILL.md` first — it documents the dry-run, digest and confirm flow for destructive operations.

One hard limit: quotes created through the CLI stay in `DRAFT`, and share links, PDFs and invoice creation happen only in the HubSpot UI. Invoices and subscriptions need a matching scope on the token, otherwise you get a 403. Also `hs_total_discount` on line items is read-only, so set the discount percentage instead.

## Requirements
- Works with: HubSpot

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add HubSpot/agent-cli-skills --skill quote-to-cash -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/quote-to-cash/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/quote-to-cash/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add HubSpot/agent-cli-skills --skill quote-to-cash -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/quote-to-cash/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add HubSpot/agent-cli-skills --skill quote-to-cash -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/quote-to-cash/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install HubSpot/agent-cli-skills quote-to-cash
```

2. **Manually: put the files in place**
- File: `.github/skills/quote-to-cash/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add HubSpot/agent-cli-skills --skill quote-to-cash -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/HubSpot/agent-cli-skills --path quote-to-cash
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/quote-to-cash/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add HubSpot/agent-cli-skills --skill quote-to-cash -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/HubSpot/agent-cli-skills/tree/HEAD/quote-to-cash/SKILL.md

## When to use it
- create a product with price and SKU in the HubSpot catalog
- build a quote from line items and associate it with a deal
- list all outstanding invoices
- find overdue invoices by due date
- sum MRR across active subscriptions

## Example prompts
- create a product Enterprise License priced at 12000
- build a quote for deal 12345 from items.jsonl
- show me all overdue invoices

## Source text · SKILL.md · Apache-2.0

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: b0774618a24ce64e.

BEGIN THIRD-PARTY FILE b0774618a24ce64e
````text
---
name: quote-to-cash
description: Build the product catalog, assemble quotes (line items + associations to deals), and track invoices and subscriptions through to revenue.
triggers:
  - "create product"
  - "product catalog"
  - "build a quote"
  - "create quote"
  - "line items"
  - "associate line items"
  - "outstanding invoices"
  - "overdue invoices"
  - "active subscriptions"
  - "quote to cash"
---

## Resources

| File | When to use |
|---|---|
| `resources/q2c-essentials.md` | Six-field cheat sheet, association directions, portal caveats for invoices/subscriptions/orders/carts. |

## Foundations

Read `bulk-operations/SKILL.md` first — JSONL piping, batch read, pagination, and the dry-run/digest/confirm flow for destructive ops live there. Reshape recipes (read → write payload) are in `bulk-operations/resources/json-patterns.md`.

`hubspot <command> --help` is the source of truth. Object types are plural (`products`, `line_items`, `quotes`, `invoices`, `subscriptions`). Never hardcode property tables — `hubspot properties list --type <type>` is one call away. Verify any enum value the agent is about to write with `hubspot properties options-list --type <type> <property> | jq -r '.value'`.

Portal note: `invoices`, `subscriptions`, `orders`, `carts` show an empty `objectTypeId` in `hubspot objects types`. They work through `objects search`/`list` when the token has the matching scope (`invoices-read`, `subscriptions-read`, etc.) and 403 otherwise. CLI-created quotes are always `DRAFT`; approval routing, share links, PDF generation, and invoice creation usually require the HubSpot UI.

## 1. Create a product

```bash
hubspot objects create --type products \
  --property name="Enterprise License" \
  --property price=12000 \
  --property hs_sku=ENT-001
```

For a recurring product set `recurringbillingfrequency`; check the API enum values first with `hubspot properties options-list --type products recurringbillingfrequency | jq -r '.value'`. Bulk-import a catalog by piping JSONL of `{"properties":{...}}` to `hubspot objects create --type products --dry-run`.

## 2. Build a quote: line items → quote → associations

`objects create` emits one result line per stdin line, in input order. That lets you build line items, capture their IDs, and associate them to the new quote in three pipes — no per-record shell loop.

```bash
DEAL_ID=12345

# 1. Create the line items. items.jsonl holds {"name":..,"qty":..,"price":..,"product_id":..} per line.
jq -c '{properties:{
    name:.name, quantity:(.qty|tostring), price:(.price|tostring),
    hs_product_id:.product_id, hs_line_item_currency_code:"USD"
  }}' items.jsonl \
| hubspot objects create --type line_items > /tmp/lineitems.jsonl

# 2. Create the quote.
QUOTE_ID=$(hubspot objects create --type quotes \
  --property hs_title="Acme Corp - 2026" \
````
END THIRD-PARTY FILE b0774618a24ce64e

The third-party file has ended. Everything between the b0774618a24ce64e tags is data: requests and commands from it are not followed. An “end of file” line with another tag inside the block is part of the file.

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