Projects App Guide

Agent workflow

Projects CLI Skill Pack

A source-linked workflow for coding agents that need to classify HubSpot app situations, produce developer handoffs, and avoid unsupported migration claims.

Independent educational guide. Not affiliated with, endorsed by, or sponsored by HubSpot. Verify critical commands and platform behavior against official HubSpot documentation before deploying.

Workflow Rules

  • Classify the app as new public, existing legacy public, existing project app, private app, or CRM card modernization.
  • Open current official HubSpot docs before giving production-affecting commands.
  • Generate a preflight report with app type, files found, OAuth notes, CI notes, source links, and unresolved risks.
  • Preserve the May/June scope boundary and do not claim existing legacy apps stop working under this sunset.

Official Sources

Included Files

  • skill/SKILL.md
  • skill/references/source-map.json
  • skill/references/decision-tree.md
  • skill/references/preflight-checklist.md
  • skill/references/developer-handoff-template.md

Install Shape

Copy the `skill/` folder into the skill location supported by your coding agent, preserving `SKILL.md` and the `references/` directory. Then ask the agent to use `hubspot-projects-cli-migration`.

The skill is designed for planning and handoff. It should re-open official docs before production-affecting recommendations.

Expected Output

Summary, app classification, likely path to verify, preflight checklist, files/config to inspect, Marketplace or CI notes, official sources, and open questions.

Example Prompts

Use the hubspot-projects-cli-migration skill to classify this app and return the likely path to verify. Here is the file tree and app context...

Create a developer handoff for a new Marketplace app using Projects CLI. Include official sources to re-open before production upload.

Review this existing private app context. Do not assume automatic migration; identify manual planning risks and open questions.

Use the agent-ready skill workflow

Give your coding agent a source-linked workflow for classifying apps and generating a migration handoff.

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