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hubspot-create-property

Create custom properties for HubSpot objects to customize CRM data structure and fields.

Instructions

πŸ›‘οΈ 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. πŸ“‹ 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
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.
nameYesThe internal property name, which must be used when referencing the property via the API
labelYesA human-readable property label that will be shown in HubSpot
descriptionNoA description of the property that will be shown as help text
groupNameYesThe name of the property group the property belongs to
typeNoThe data type of the propertystring
fieldTypeNoControls how the property appears in HubSpottext
optionsNoA list of valid options for enumeration properties
formFieldNoWhether the property can be used in forms
hiddenNoWhether the property should be hidden in HubSpot
displayOrderNoThe order for displaying the property (lower numbers displayed first)
hasUniqueValueNoWhether the property's value must be unique
calculationFormulaNoA formula that is used to compute a calculated property
externalOptionsNoOnly for enumeration type properties. Should be set to true in conjunction with a referencedObjectType

Implementation Reference

  • The handler function that processes the input arguments, normalizes the property name, cleans the data, and makes a POST request to the HubSpot CRM API to create the property.
    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, }; } }
  • Zod schema defining the input parameters for creating a HubSpot property, including objectType, name, label, type, fieldType, and various options.
    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'), });
  • Registers an instance of the CreatePropertyTool with the tool registry, making the 'hubspot-create-property' tool available.
    registerTool(new CreatePropertyTool());
  • Tool definition object including the tool name 'hubspot-create-property', detailed description, input schema conversion, and annotations for MCP.
    const ToolDefinition = { name: 'hubspot-create-property', description: ` πŸ›‘οΈ 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. πŸ“‹ 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, }, };
  • Imports the CreatePropertyTool class necessary for registration.
    import { CreatePropertyTool } from './properties/createPropertyTool.js';

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