How do we test CRM automation without risking production data?

Nobody should trust bulk deletes and workflow creation with production on the first run. HubSpot gives every account free developer test accounts; this skill turns one into a proving ground — seeded fixtures, end-to-end runs, a graded report, marker-scoped teardown — and refuses, in code, to run against anything that is not a sandbox.

Fix it with one command

The sandbox-self-test skill walks Claude Code through the entire fix — audit, CSV baseline, execution, and verification. Ready-to-run Python scripts included.

/plugin marketplace add tomgranot/hubspot-admin-skills
/plugin install hubspot-admin@hubspot-admin-skills
/sandbox-self-test

See the full sandbox-self-test skill

Frequently asked questions

How do I get a HubSpot sandbox for free?

Any HubSpot account can create up to 10 developer test accounts under Settings > Testing > Developer test accounts — free, with Enterprise-trial features, expiring after 90 days of API inactivity.

How does the harness avoid touching production?

Two locks: it only reads its own HUBSPOT_SANDBOX_ACCESS_TOKEN variable, and every script checks the portal’s accountType via the account-info API and refuses anything that is not DEVELOPER_TEST or SANDBOX. The check fails closed and has no override.

More audit & planning skills

/audit-api-usage

Inventory the integrations, service keys, legacy private apps, and internal tooling that call HubSpot APIs, and flag anything on legacy v1-v4 endpoints or legacy app architecture ahead of HubSpot's 2027 cutoffs. Produces a migration checklist to date-based API versions and service keys.

/connect-hubspot-agent-cli

Install and connect HubSpot's Agent CLI so Claude Code can run bulk and administrative HubSpot operations directly from the terminal: JSONL bulk writes, deletes, property and pipeline management, and workflow CRUD, with dry runs. Covers user versus service key mode, safe-use rules, and how the CLI fits beside MCP and this repo's scripts.

/connect-hubspot-mcp

Connect Claude to HubSpot's official remote MCP server for conversational CRM lookups, spot-checks, and small confirmed edits. Covers the MCP connector setup with OAuth and PKCE, what the server's tools can and cannot do, and when to use MCP versus the Agent CLI versus this repo's scripts.