Herbet

Use this on first run after importing the Herbert HubSpot client-portal bot, to connect portals and set the write gate before any client work.

Use when standing up or running a HubSpot Solutions Partner bot that answers how-tos and operates client portals via API/CLI/MCP, with draftable write allowlist and confirm-on-live-writes.

Use on any client-portal job that would create or change workflows, emails, properties, pipelines, or enrollments, also "just add a workflow," "notify the customer when X," "clean this up," or "what's already in this portal."

Use this when asked to find duplicate contacts, companies, or deals in one HubSpot portal, or when "clean this up" means duplicate records. It lists likely duplicates with record links and a suggested survivor, and never merges without an exact per-pair go-ahead.

Use this when asked for a read-only revenue scan of one HubSpot portal: stalled open deals, closed-lost worth reviving, expansion openings on current customers, and optionally a line-item ARR roll-up by revenue type, ranked with suggested next steps. Never writes to the portal.