A Claude Skill that pulls every open deal from HubSpot, segments it by stage and owner, and writes a Monday-morning pipeline report your sales leader can skim in three minutes. The output is markdown, the input is one HubSpot API token, and the loop is fully automatable.

What you’ll need

HubSpot Sales Hub Pro or Enterprise with deals enabled
A HubSpot Private App token scoped to crm.objects.deals.read and crm.objects.owners.read
Claude.ai or Claude Code with the Skill installed
An ownership map (CSV or HubSpot owner IDs) so Claude knows who reports to whom

Setup

Install the Skill. Drop weekly-pipeline.skill into your Claude project. It exposes fetch_open_pipeline, segment_by_owner, and render_report.
Add credentials. Set HUBSPOT_TOKEN in the Skill’s environment. The Skill paginates the deals API and respects rate limits, so a thousand-deal pipeline takes about a minute.
Configure segmentation. The Skill accepts a YAML file describing your team structure: regions, segments, manager mapping. Without it, you get an owner-flat report.
Tune the report shape. Default sections: pipeline by stage, week-over-week movement, deals over thirty days in stage, top ten by amount, owners with no movement this week. Edit the prompt template to add or remove sections.
Run it on Monday at six. Pipe to Slack #pipeline-review or email to the leadership distribution list.

How it works

The Skill pulls all open deals, joins to owner records, and bins them by stage and segment. Claude then writes the narrative around the numbers: not just “stage two pipeline is two-point-four million,” but “stage two is up sixteen percent week-over-week, driven entirely by the Mid-Market team adding eight new opportunities.”

The week-over-week story requires a snapshot. The Skill writes a CSV to your designated store on every run, so the second run onward has comparison data. First run reads as “no historical data yet” and that is fine.

Watch-outs

Stale deals. Half of any HubSpot pipeline is dead deals nobody closed-lost. The report’s “thirty days in stage” section flags these aggressively. Sales leaders will push back. Hold the line.
Owner reassignments. Mid-quarter ownership changes break week-over-week math. The Skill can either follow the deal or follow the owner; pick a side and document it.
Deal amount currency. Same gotcha as Salesforce. Use hs_deal_amount_in_home_currency if you trade in more than one.
Custom stages. If your team renamed default stages, update the YAML. The Skill does not infer stage order from labels.

Stack

HubSpot — pipeline source of truth
Claude — narrative generation against the numbers
YAML config — team structure and segmentation map