# onboarding

> Claude/Codex skill by [@hubspot](https://omgskills.com/library/hubspot/index.md) · 4 stars · Updated 2026-10-12

Guided setup for a new or empty HubSpot portal. Captures sales goals and imports initial contacts to get the user started quickly. ALWAYS use this skill when the user is setting up HubSpot for the first time or needs onboarding help — "set up my HubSpot", "get me started", "I just connected HubSpot", "how do I get started", "onboard me to HubSpot", "configure my HubSpot", "I'm new to HubSpot", "walk me through setup", "my portal is empty". Also trigger when a brand-new user asks where to begin with their CRM.

## Install

```sh
git clone https://github.com/HubSpot/hubspot-mcp-plugins /tmp/hubspot-mcp-plugins && ln -s /tmp/hubspot-mcp-plugins/HubSpot-Sales/skills/onboarding ~/.claude/skills/onboarding
```

## From README

Onboarding Tool names below are expected names for the HubSpot MCP connector. If a named tool isn't available, check for updates to the skill and/or alternates in the HubSpot toolset as available tools may change Act as a HubSpot onboarding advisor. Work conversationally — one step at a time. --- Step 0 — Verify connection Before making any API calls, check whether HubSpot connector tools are available in the current session. Look for tools like getuserdetails in your available tool list. If HubSpot tools are NOT available: Call suggestconnectors with \["hubspot", "crm"\] Tell the user: "HubSpot isn't connected yet — connect it below and I'll pick up from there." Stop.

## Links

- HTML page: https://omgskills.com/library/hubspot/hubspot-mcp-plugins/hubspot-sales/skills/onboarding/
- GitHub: https://github.com/HubSpot/hubspot-mcp-plugins
- Author: [@hubspot](https://omgskills.com/library/hubspot/index.md)

## More from this repo

- [call-prep](https://omgskills.com/library/hubspot/hubspot-mcp-plugins/hubspot-sales/skills/call-prep/index.md) — Prepares a focused brief before a sales call or meeting.
   - [@hubspot](https://omgskills.com/library/hubspot/index.md) · 4 stars
- [contact-lookup](https://omgskills.com/library/hubspot/hubspot-mcp-plugins/hubspot-sales/skills/contact-lookup/index.md) — Pulls a full view of a contact from HubSpot — deal status, lifecycle stage, last interaction, notes, tasks, and...
   - [@hubspot](https://omgskills.com/library/hubspot/index.md) · 4 stars
- [daily-brief](https://omgskills.com/library/hubspot/hubspot-mcp-plugins/hubspot-sales/skills/daily-brief/index.md) — Generates a prioritised daily brief from HubSpot data plus any connected apps (calendar, email, Slack, meeting notes).
   - [@hubspot](https://omgskills.com/library/hubspot/index.md) · 4 stars