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hubspot-create-property

Create custom properties for HubSpot object types to customize data structures. Use after verifying property needs and ensuring no duplicates exist.

Instructions

🛡️ Guardrails: 1. Data Modification Warning: This tool modifies HubSpot data. Only use when the user has explicitly requested to update their CRM. 🎯 Purpose: 1. Creates new custom properties for HubSpot object types, enabling data structure customization. 📋 Prerequisites: 1. Use the hubspot-get-user-details tool to get the OwnerId and UserId if you don't have that already. 2. Use the hubspot-list-objects tool to sample existing objects for the object type. 3. If hubspot-list-objects tool's response isn't helpful, use hubspot-list-properties tool. 🧭 Usage Guidance: 1. Use this tool when you need to create a new custom property for a HubSpot object type. 2. Makes sure that the user is looking to create a new property, and not create an object of a specific object type. 3. Use list-properties to get a list of all properties for a given object type to be sure that the property does not already exist. 4. Use list-properties to to understand the data structure of object properties first.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
calculationFormulaNoA formula that is used to compute a calculated property
descriptionNoA description of the property that will be shown as help text
displayOrderNoThe order for displaying the property (lower numbers displayed first)
externalOptionsNoOnly for enumeration type properties. Should be set to true in conjunction with a referencedObjectType
fieldTypeNoControls how the property appears in HubSpottext
formFieldNoWhether the property can be used in forms
groupNameYesThe name of the property group the property belongs to
hasUniqueValueNoWhether the property's value must be unique
hiddenNoWhether the property should be hidden in HubSpot
labelYesA human-readable property label that will be shown in HubSpot
nameYesThe internal property name, which must be used when referencing the property via the API
objectTypeYesThe type of HubSpot object to create the property for. Valid values include: appointments, companies, contacts, courses, deals, leads, line_items, listings, marketing_events, meetings, orders, postal_mail, products, quotes, services, subscriptions, tickets, users. For custom objects, use the hubspot-get-schemas tool to get the objectType.
optionsNoA list of valid options for enumeration properties
typeNoThe data type of the propertystring

Implementation Reference

  • The main handler function that processes the tool input, normalizes the property name, cleans the data, calls the HubSpot API to create the property, and returns the response or error.
    async process(args) { try { const propertyData = { ...args, // Ensure name follows HubSpot naming convention (lowercase, no spaces) name: args.name.toLowerCase().replace(/\s+/g, '_'), }; const { objectType, ...dataWithoutObjectType } = propertyData; const cleanPropertyData = Object.fromEntries(Object.entries(dataWithoutObjectType).filter(([_, value]) => value !== undefined)); const response = await this.client.post(`/crm/v3/properties/${args.objectType}`, { body: cleanPropertyData, }); return { content: [ { type: 'text', text: JSON.stringify(response, null, 2), }, ], }; } catch (error) { return { content: [ { type: 'text', text: `Error creating HubSpot property for ${args.objectType}: ${error instanceof Error ? error.message : String(error)}`, }, ], isError: true, }; } }
  • Tool definition including the name 'hubspot-create-property', detailed description with guardrails and usage guidance, input schema derived from Zod schema, and annotations.
    const ToolDefinition = { name: 'hubspot-create-property', description: ` 🛡️ Guardrails: 1. Data Modification Warning: This tool modifies HubSpot data. Only use when the user has explicitly requested to update their CRM. 🎯 Purpose: 1. Creates new custom properties for HubSpot object types, enabling data structure customization. 📋 Prerequisites: 1. Use the hubspot-get-user-details tool to get the OwnerId and UserId if you don't have that already. 2. Use the hubspot-list-objects tool to sample existing objects for the object type. 3. If hubspot-list-objects tool's response isn't helpful, use hubspot-list-properties tool. 🧭 Usage Guidance: 1. Use this tool when you need to create a new custom property for a HubSpot object type. 2. Makes sure that the user is looking to create a new property, and not create an object of a specific object type. 3. Use list-properties to get a list of all properties for a given object type to be sure that the property does not already exist. 4. Use list-properties to to understand the data structure of object properties first. `, inputSchema: zodToJsonSchema(CreatePropertySchema), annotations: { title: 'Create CRM Property', readOnlyHint: false, destructiveHint: false, idempotentHint: false, openWorldHint: true, }, };
  • Zod schema defining the input parameters for creating a HubSpot property, including objectType, name, label, type, fieldType, options, and various optional fields with detailed descriptions.
    const CreatePropertySchema = z.object({ objectType: z .string() .describe(`The type of HubSpot object to create the property for. Valid values include: ${HUBSPOT_OBJECT_TYPES.join(', ')}. For custom objects, use the hubspot-get-schemas tool to get the objectType.`), name: z .string() .describe('The internal property name, which must be used when referencing the property via the API'), label: z.string().describe('A human-readable property label that will be shown in HubSpot'), description: z .string() .optional() .describe('A description of the property that will be shown as help text'), groupName: z.string().describe('The name of the property group the property belongs to'), type: z .enum(['string', 'number', 'date', 'datetime', 'enumeration', 'bool']) .default('string') .describe('The data type of the property'), fieldType: z .enum([ 'text', 'textarea', 'date', 'file', 'number', 'select', 'radio', 'checkbox', 'booleancheckbox', 'calculation', ]) .default('text') .describe('Controls how the property appears in HubSpot'), options: z .array(PropertyOptionSchema) .optional() .describe('A list of valid options for enumeration properties'), formField: z.boolean().optional().describe('Whether the property can be used in forms'), hidden: z.boolean().optional().describe('Whether the property should be hidden in HubSpot'), displayOrder: z .number() .int() .optional() .describe('The order for displaying the property (lower numbers displayed first)'), hasUniqueValue: z.boolean().optional().describe("Whether the property's value must be unique"), calculationFormula: z .string() .optional() .describe('A formula that is used to compute a calculated property'), externalOptions: z .boolean() .optional() .describe('Only for enumeration type properties. Should be set to true in conjunction with a referencedObjectType'), });
  • Instantiation and registration of the CreatePropertyTool in the central tools registry.
    registerTool(new CreatePropertyTool());
  • Import of the CreatePropertyTool class required for registration.
    import { CreatePropertyTool } from './properties/createPropertyTool.js';

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