call-prep
Skill from HubSpot/hubspot-mcp-plugins
Install
npx skills add HubSpot/hubspot-mcp-plugins --skill call-prep
Runs the open skills CLI and installs the skill for your agent (Claude Code, Codex, Cursor …). Alternatively copy the skill folder into .claude/skills/ or upload it in Claude.ai under Settings → Skills.
As a Claude Code plugin
/plugin marketplace add anthropics/claude-plugins-official
/plugin install hubspot-sales@hubspot-claude-plugins
This skill is part of the plugin “hubspot-sales”. In Claude Code the plugin installs it together with the plugin’s other skills, commands and hooks.
What does the call-prep skill do?
Description from the SKILL.md in the source repository.
Works with HubSpot
Questions about call-prep
What does the call-prep skill do?
Prepares a focused brief before a sales call or meeting. Pulls CRM history, open deals, recent notes, email threads, and company news. Falls back to calendar and email if the contact isn't in HubSpot yet. ALWAYS use this skill before a call or meeting — "prep me for my call with X", "I have a meeting with [company]", "brief me on [name]", "what do I know about X before my call", "research X", "who am I meeting with today", "prepping for X", or just a name paired with "call" or "meeting". Trigger proactively when the user seems about to get on a call and hasn't run prep.
How do I install call-prep?
In a terminal: npx skills add HubSpot/hubspot-mcp-plugins --skill call-prep. The skills CLI asks which agents to install it for. In Claude.ai you can upload the skill folder as a ZIP under Settings → Skills.
Which agents can use call-prep?
Skills use the open SKILL.md format, which Claude Code, Claude.ai, the Claude API, OpenAI Codex, Cursor, Gemini CLI and other agents support.
Is call-prep safe to use?
Our automatic check found no risky patterns (piped shell scripts, hidden characters, secret access, prompt overrides). It is not a full audit – read the SKILL.md and any scripts before installing.
Which tool is call-prep for?
call-prep comes from the makers of HubSpot and helps your agent work with it.
More skills from HubSpot/hubspot-mcp-plugins
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Read-only expansion reporting for a HubSpot Solutions Partner: surface which of the partner's clients are worth an upsell or cross-sell — including clients maxed out on seats, credits, or contacts, sitting on …
Read-only renewal reporting for a HubSpot Solutions Partner: surface which of the partner's clients have HubSpot subscription renewals coming up, ranked by urgency, with per-Hub renewal dates and the Contract Manager to …
Pulls a full view of a contact from HubSpot — deal status, lifecycle stage, last interaction, notes, tasks, and associated company. Returns a clean summary in chat.
Generates a prioritised daily brief from HubSpot data plus any connected apps (calendar, email, Slack, meeting notes). Shows today's meetings, surfaces GTM tasks with effort-aware scheduling, deduplicates suggestions against existing HubSpot tasks …
Drafts a personalised follow-up or outreach email for a named contact, grounded in HubSpot deal context, recent notes, and email history.
Main HubSpot assistant and entry point for all CRM tasks. Handles direct lookups, stats, quick field updates, and how-to questions — and routes to specialized skills (call-prep, daily-brief, follow-up, log-call, pipeline-pulse, import-contacts) …
Imports contacts into HubSpot from any source — a CSV file, a pasted list, or data from connected apps like Gmail. Handles field mapping, duplicate detection, batch import, and company association.
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