Auto-archive stale HubSpot deals using an agent skill

mkdir -p .claude/skills/archive-stale-deals/scripts

---
name: archive-stale-deals
description: Find HubSpot deals with no activity for 60+ days. Shows a summary of stale deals, warns owners in Slack, and closes deals after confirmation.
disable-model-invocation: true
allowed-tools: Bash(python *)
---
 
Archive stale deals from HubSpot with owner notification.
 
## Steps
 
1. Run: `python $SKILL_DIR/scripts/find_stale.py`
2. Review the list of stale deals printed to the console
3. Ask the user which deals to archive (all, specific ones, or none)
4. For confirmed deals, run: `python $SKILL_DIR/scripts/archive_deals.py <deal_id1> <deal_id2> ...`
5. Report the results

#!/usr/bin/env python3
"""Find HubSpot deals with no activity for 60+ days."""
import os, sys, json, requests
from datetime import datetime, timedelta, timezone
 
HUBSPOT_TOKEN = os.environ.get("HUBSPOT_TOKEN")
if not HUBSPOT_TOKEN:
    print("ERROR: HUBSPOT_TOKEN not set")
    sys.exit(1)
 
HEADERS = {"Authorization": f"Bearer {HUBSPOT_TOKEN}",
           "Content-Type": "application/json"}
STALE_DAYS = 60
 
# Fetch stage labels
stages_resp = requests.get(
    "https://api.hubapi.com/crm/v3/pipelines/deals", headers=HEADERS)
stages_resp.raise_for_status()
stage_map = {}
for p in stages_resp.json()["results"]:
    for s in p["stages"]:
        stage_map[s["id"]] = s["label"]
 
# Fetch owner names
owners_resp = requests.get(
    "https://api.hubapi.com/crm/v3/owners", headers=HEADERS)
owners_resp.raise_for_status()
owner_map = {}
for owner in owners_resp.json()["results"]:
    owner_map[owner["id"]] = f"{owner['firstName']} {owner['lastName']}"
 
# Search for stale deals
cutoff_ms = int(
    (datetime.now(timezone.utc) - timedelta(days=STALE_DAYS)).timestamp()
    * 1000
)
 
all_deals = []
after = 0
while True:
    resp = requests.post(
        "https://api.hubapi.com/crm/v3/objects/deals/search",
        headers=HEADERS,
        json={
            "filterGroups": [{"filters": [
                {"propertyName": "hs_lastmodifieddate",
                 "operator": "LT", "value": str(cutoff_ms)},
                {"propertyName": "dealstage",
                 "operator": "NOT_IN",
                 "values": ["closedwon", "closedlost"]}
            ]}],
            "properties": ["dealname", "amount", "dealstage",
                           "hubspot_owner_id", "hs_lastmodifieddate"],
            "sorts": [{"propertyName": "hs_lastmodifieddate",
                       "direction": "ASCENDING"}],
            "limit": 100,
            "after": after,
        },
    )
    resp.raise_for_status()
    data = resp.json()
    all_deals.extend(data["results"])
    if data.get("paging", {}).get("next"):
        after = data["paging"]["next"]["after"]
    else:
        break
 
if not all_deals:
    print("No stale deals found. Pipeline is clean!")
    sys.exit(0)
 
# Print summary
print(f"\nFound {len(all_deals)} stale deals "
      f"(no activity for {STALE_DAYS}+ days):\n")
print(f"{'ID':<15} {'Deal Name':<35} {'Owner':<20} "
      f"{'Stage':<20} {'Amount':>12} {'Days Stale':>10}")
print("-" * 115)
 
for deal in all_deals:
    p = deal["properties"]
    days = (datetime.now(timezone.utc) - datetime.fromisoformat(
        p["hs_lastmodifieddate"].replace("Z", "+00:00"))).days
    owner = owner_map.get(p.get("hubspot_owner_id", ""), "Unassigned")
    stage = stage_map.get(p.get("dealstage", ""), p.get("dealstage", ""))
    amount = float(p.get("amount") or 0)
    print(f"{deal['id']:<15} {p['dealname']:<35} {owner:<20} "
          f"{stage:<20} ${amount:>11,.0f} {days:>10}")
 
total = sum(float(d["properties"].get("amount") or 0) for d in all_deals)
print(f"\nTotal pipeline value at risk: ${total:,.0f}")

#!/usr/bin/env python3
"""Archive specified HubSpot deals to Closed Lost and notify owners."""
import os, sys, requests
from slack_sdk import WebClient
 
try:
    from slack_sdk import WebClient
except ImportError:
    os.system("pip install slack_sdk -q")
    from slack_sdk import WebClient
 
HUBSPOT_TOKEN = os.environ.get("HUBSPOT_TOKEN")
SLACK_TOKEN = os.environ.get("SLACK_BOT_TOKEN")
SLACK_CHANNEL = os.environ.get("SLACK_CHANNEL_ID")
 
if not all([HUBSPOT_TOKEN, SLACK_TOKEN, SLACK_CHANNEL]):
    print("ERROR: Missing env vars: HUBSPOT_TOKEN, "
          "SLACK_BOT_TOKEN, SLACK_CHANNEL_ID")
    sys.exit(1)
 
HEADERS = {"Authorization": f"Bearer {HUBSPOT_TOKEN}",
           "Content-Type": "application/json"}
slack = WebClient(token=SLACK_TOKEN)
 
deal_ids = sys.argv[1:]
if not deal_ids:
    print("Usage: python archive_deals.py <deal_id1> <deal_id2> ...")
    sys.exit(1)
 
print(f"Archiving {len(deal_ids)} deals...\n")
 
closed = []
failed = []
 
for deal_id in deal_ids:
    # Fetch deal details for the Slack message
    resp = requests.get(
        f"https://api.hubapi.com/crm/v3/objects/deals/{deal_id}",
        headers=HEADERS,
        params={"properties": "dealname,amount,hubspot_owner_id"}
    )
    if resp.status_code == 404:
        print(f"  {deal_id}: not found, skipping")
        continue
    resp.raise_for_status()
    deal = resp.json()
    name = deal["properties"]["dealname"]
 
    # Close the deal
    close_resp = requests.patch(
        f"https://api.hubapi.com/crm/v3/objects/deals/{deal_id}",
        headers=HEADERS,
        json={"properties": {
            "dealstage": "closedlost",
            "closed_lost_reason": "Stale — auto-archived after 60 days"
        }}
    )
 
    if close_resp.ok:
        closed.append(name)
        print(f"  Closed: {name}")
    else:
        failed.append(name)
        print(f"  FAILED: {name} — {close_resp.status_code}")
 
# Notify Slack
if closed:
    slack.chat_postMessage(
        channel=SLACK_CHANNEL,
        text=f"Auto-archived {len(closed)} stale deals",
        blocks=[
            {"type": "section", "text": {"type": "mrkdwn", "text":
                f"🗄️ *{len(closed)} Deals Auto-Archived*\n"
                + "\n".join(f"• {n}" for n in closed)
                + "\n\nThese deals had no activity for 60+ days."
            }},
        ],
        unfurl_links=False,
    )
 
print(f"\nDone — closed: {len(closed)}, failed: {len(failed)}")

/archive-stale-deals