> ## Documentation Index
> Fetch the complete documentation index at: https://developers.hubspot.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

---
id: 47ef71da-c0fd-4298-bb9b-144b2d31ca47
---

# Example prompts

> Ready-to-use prompts for building on HubSpot with AI.

Start building on HubSpot with ready-to-use prompts that you can copy directly into your agent. Each one guides the agent through scoping your idea, planning the build, and deploying it to your account. On this page, you'll find prompts for [getting set up](#getting-set-up), [building features](#build-the-features) like app cards, app pages, and website modules, and [generating test data](#generate-test-data) to try things out.

<Note>
  **Before you use the prompts below:** make sure you have the HubSpot Developer MCP server installed. If you haven't set it up yet, follow the [quickstart guide](/docs/build-with-ai/quickstart).
</Note>

## What makes these prompts work

Every prompt on this page follows the same pattern. Understanding these patterns makes it easier to write your own for anything this page doesn't cover.

* <Tooltip headline="This is an example of providing business context" tip="When the agent knows the actual problem you're trying to solve in addition to the thing you've asked it to implement, it can produce a better result." cta="Learn the types of context" href="/docs/build-with-ai/best-practices#types-of-context">**Scope before building:**</Tooltip> the prompt tells the agent to ask what problem you're solving and who it's for, one question at a time, before it writes anything. Answering a few questions up front costs less than correcting a wrong build afterwards.
* **Plan, then approve:** the agent lays out what it intends to build and waits for your go-ahead. This is the highest-value instruction in any of these prompts, and it comes straight from [plan before building](/docs/build-with-ai/best-practices#plan-before-building).
* **Name the account:** anything that uploads has to tell you which HubSpot account is connected and confirm with you first, so you don't deploy to production by accident.
* **Ask for the minimum:** the agent proposes the smallest set of scopes that will work and explains why each one is needed, instead of requesting broad access you'll have to justify later.
* **Explain errors before fixing them:** when validation or a build fails, the agent shows you the error and what it means before it changes anything. You learn what went wrong rather than watching it silently patch around the problem.
* **Leave a trail:** the agreed scope gets written to a spec file in the project, so you can reread the decisions later and a future agent with no memory of the conversation can pick up where you left off. See [spec-driven development](/docs/build-with-ai/best-practices#spec-driven-development).
* <Tooltip headline="This is an example of anchoring" tip="Anchoring helps an agent stay on task and look at the correct resources for the task you gave it." cta="Learn about anchoring" href="/docs/build-with-ai/best-practices#anchoring">**Pull documentation on demand:**</Tooltip> the prompts name a few relevant docs but tell the agent not to read them until it needs them. Naming the right docs keeps the agent on track, while loading all of them up front fills the [context window](/docs/build-with-ai/best-practices#the-context-window) with material that may turn out to be irrelevant.

These prompts are deliberately thorough so they hold up across different AI coding agents. As you get a feel for how your agent handles each kind of task, you'll find you need less detail to get the same result.

***

## Getting set up

### Connect your AI coding agent to the Developer MCP server

Your agent needs a way to understand HubSpot's APIs and components. The local Developer MCP server gives it that context. This prompt walks you through the one-time setup. The only step that touches the terminal is authenticating your HubSpot account.

If you have an existing project, make sure you are in the project's directory when communicating with your agent. Otherwise it may think you need a new project and create one separately from your existing one.

[Learn more about the HubSpot CLI](/docs/developer-tooling/local-development/hubspot-cli/reference)

<Prompt description="I'm installing the HubSpot CLI and the Developer MCP server and could use your help walking through the steps. Ask me which agentic tool I plan to use, if I don't know, guide me to VS Code, Claude Code and the Claude Code VS Code extension. Keep in mind that I may not be familiar with what a CLI or MCP server is — explain these as we go and offer extra guidance where needed. When we get to the HubSpot authentication part walk me through how to do it, and encourage me not to paste my key into the chat with you. Anytime you need me to do something in the HubSpot UI please provide instructions. Once all set up direct me to the example prompts page for ideas on getting started.">
  I'm installing the HubSpot CLI and the Developer MCP server and could use your help walking through the steps. Ask me which agentic tool I plan to use, if I don't know, guide me to VS Code, Claude Code and the Claude Code VS Code extension. Keep in mind that I may not be familiar with what a CLI or MCP server is — explain these as we go and offer extra guidance where needed. When we get to the HubSpot authentication part walk me through how to do it, and encourage me not to paste my key into the chat with you. Anytime you need me to do something in the HubSpot UI please provide instructions. [https://developers.hubspot.com/docs/developer-tooling/local-development/hubspot-cli/install-the-cli.md](https://developers.hubspot.com/docs/developer-tooling/local-development/hubspot-cli/install-the-cli.md) [https://developers.hubspot.com/docs/developer-tooling/local-development/developer-mcp/setup.md](https://developers.hubspot.com/docs/developer-tooling/local-development/developer-mcp/setup.md) Once all set up direct me to the example prompts page for ideas on getting started.
</Prompt>

### Create a new project

Projects are a fundamental part of building and extending HubSpot. All apps and their features are contained within a project.

[Learn more about developer projects](/docs/developer-tooling/overview)

<Prompt description="Help me create a new project using the latest HubSpot Developer Platform Version: Ask me scoping questions like what business problem we're trying to solve? Who is going to be the end-user using this project? Should what we're creating appear on specific CRM records or have its own dedicated page inside of HubSpot, or is it a website theme? If we're not building for the marketplace then we want to build a private distribution static auth app. Based on my answers suggest scopes/app permissions and explain why you suggest them. Based on my answers suggest the next logical step to building out the project. Search the documentation to identify the related documentation and next logical steps, and any UI components or features you will need to understand further. Anytime you need me to do something in the HubSpot UI please provide instructions.">
  Help me create a new project using the latest HubSpot Developer Platform Version: Ask me scoping questions like what business problem we're trying to solve? Who is going to be the end-user using this project? Should what we're creating appear on specific CRM records or have its own dedicated page inside of HubSpot, or is it a website theme? If we're not building for the marketplace then we want to build a private distribution static auth app. Based on my answers suggest scopes/app permissions and explain why you suggest them. Based on my answers suggest the next logical step to building out the project. Search the documentation to identify the related documentation and next logical steps, and any UI components or features you will need to understand further. Anytime you need me to do something in the HubSpot UI please provide instructions.
</Prompt>

## Build the features

### App card

<Tooltip tip="This prompt builds an app card which must be added to an object record type for it to be seen and interacted with. Safe to use in a production account. If you intend to have interactivity in this card that creates updates or deletes data in hubspot or another system then the recommendation would be to test first in a sandbox or test account." headline="Why 'Production safe?'"><Badge color="green">Production safe</Badge></Tooltip>

<div style={{display: 'flex', gap: '2rem', alignItems: 'flex-start'}}>
  <div style={{flex: 1}}>
    Need to show custom data or tools right on a CRM record? App cards let you display custom information and add interactive elements directly on contact, company, deal, ticket, and custom object records.

    <p><a href="/docs/apps/developer-platform/add-features/ui-extensions/extension-points/app-cards/overview">Learn more about app cards</a></p>
  </div>

  <div style={{width: '45%', flexShrink: 0}}>
    <Frame>
      <img src="https://developers.hubspot.com/hubfs/Knowledge_Base_2023-24-25/developer/contact-record-custom-app-card-example.png" alt="Screenshot of a custom app card in the middle column of a contact record" />
    </Frame>
  </div>
</div>

<Prompt description="Builds an app card that appears on a CRM record. Scopes the work with you one question at a time, then presents a plan for your approval before writing any code. Validates the project and confirms which account is connected before uploading. Self-documenting: writes the agreed scope to a spec file in the project for you and for future agents.">
  I want to build a HubSpot app card that appears on a record. Before writing any code, scope it out with me.

  Ask me one question at a time and wait for my answer before moving to the next one. Cover:

  * What business problem the card solves and who will use it
  * Which object type it should appear on
  * What it should display, and where that data comes from
  * Whether it needs to do anything beyond displaying information

  Then show me a short plan: what you will build, which files you will create, and the minimum scopes the app needs with a one-line reason for each. Wait for my approval before writing any code.

  Once I approve, write the plan to a markdown file in a `specs/` folder in the project, named after the feature. Include the problem we are solving, who it is for, the decisions we made and why, and the scopes with their rationale. Write it for an agent starting fresh with no memory of this conversation.

  When you need to check how something works, search the HubSpot developer documentation rather than assuming. These pages are the most likely starting points, but do not read them until you need them:
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/extension-points/app-cards/overview.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/extension-points/app-cards/overview.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/overview.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/overview.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/fetching-data.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/fetching-data.md)

  Always validate the project before uploading. Tell me which HubSpot account is connected and confirm with me before you upload anything. If validation or the build fails, show me the error and explain what it means before you try to fix it.

  When we are done, tell me how to add the card to a record so I can see it. Then update the spec file with what we actually built, anything that changed from the plan, and where to pick up next time.
</Prompt>

### App page

<Tooltip tip="This prompt builds a new interface inside of HubSpot and doesn't necessarily modify your CRM data. *You can however ask the agent to add functionality to your app page that can modify CRM data, that would change the status from Safe to use in a production account, to test first. Since a user interacting with the page could impact your data.*" headline="Why 'Production safe?'"><Badge color="green">Production safe</Badge></Tooltip>

<div style={{display: 'flex', gap: '2rem', alignItems: 'flex-start'}}>
  <div style={{flex: 1}}>
    Want a custom dashboard or tool that lives inside HubSpot but isn't tied to a specific record? App pages are standalone, full pages where you can build any interface you need.

    <p><a href="/docs/apps/developer-platform/add-features/ui-extensions/extension-points/app-pages/overview">Learn more about app pages</a></p>
  </div>

  <div style={{width: '45%', flexShrink: 0}}>
    <Frame>
      <img src="https://developers.hubspot.com/hubfs/Knowledge_Base_2023-24-25/developer/app-home-page-in-app.png" alt="Screenshot of an app's main page in HubSpot" />
    </Frame>
  </div>
</div>

<Prompt description="I want you to build a HubSpot App Page for me. Before you do I want you to ask me questions to scope out what I want to build, what I want the App Page to display, and if it needs to have any interactivity to it beyond displaying information. Make sure the proper scopes needed to build what I ask are implemented. As you work you are encouraged to search the developer documentation to ensure you're building correctly. Before uploading the project always validate it. Use a bento grid style layout. Anytime you need me to do something in the HubSpot UI please provide instructions.">
  I want you to build a HubSpot App Page for me. Before you do I want you to ask me questions to scope out what I want to build, what I want the App Page to display, and if it needs to have any interactivity to it beyond displaying information. Make sure the proper scopes needed to build what I ask are implemented. As you work you are encouraged to search the developer documentation to ensure you're building correctly. Before uploading the project always validate it. Use a bento grid style layout. Anytime you need me to do something in the HubSpot UI please provide instructions.

  Relevant developer documentation:
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/extension-points/app-pages/create-app-pages.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/extension-points/app-pages/create-app-pages.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/extension-points/app-pages/testing.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/extension-points/app-pages/testing.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/overview.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/overview.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/build-apps/app-configuration.md](https://developers.hubspot.com/docs/apps/developer-platform/build-apps/app-configuration.md)

  Best practice documentation:
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/patterns/buttons.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/patterns/buttons.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/patterns/forms.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/patterns/forms.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/patterns/tables.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/patterns/tables.md)

  When we're done building, ask me if I'd like you to add implementation notes to the project — capturing what we built, the key decisions made, and where to continue next time. Add this to an existing project file or create a new one; it's meant to give future AI sessions the context they need to pick up the work.
</Prompt>

### App settings page

<Tooltip tip="This prompt builds a new settings screen for your app by default — it doesn't touch your CRM data. If a user in the account discovered the settings page they would be updating settings for your app, which is the reason you'd have created this page in the first place. Safe to use in a production account." headline="Why 'Production safe?'"><Badge color="green">Production safe</Badge></Tooltip>

<div style={{display: 'flex', gap: '2rem', alignItems: 'flex-start'}}>
  <div style={{flex: 1}}>
    App settings pages are where users go to change aspects of how your app works, directly from the HubSpot interface.

    <p><a href="/docs/apps/developer-platform/add-features/ui-extensions/extension-points/create-a-settings-page">Learn more about app settings pages</a></p>
  </div>

  <div style={{width: '45%', flexShrink: 0}}>
    <Frame>
      <img src="https://developers.hubspot.com/hubfs/Knowledge_Base_2023-24-25/developer/connected-app-settings-page-tab.png" alt="Screenshot of an app's settings page in HubSpot" />
    </Frame>
  </div>
</div>

<Prompt description="I want you to build a HubSpot App Settings page for me. Before you do I want you to ask me questions to scope out what I want to build, what I want displayed, and what settings or options for the app that need to appear in the app settings screen. Ensure the app has proper scopes needed to build what I am asking for. As you work you're encouraged to search the developer documentation to ensure you're building correctly. Use a bento grid style layout. Anytime you need me to do something in the HubSpot UI please provide instructions. Before uploading the project, always validate it.">
  I want you to build a HubSpot App Settings page for me. Before you do I want you to ask me questions to scope out what I want to build, what I want displayed, and what settings or options for the app that need to appear in the app settings screen. Ensure the app has proper scopes needed to build what I am asking for. As you work you're encouraged to search the developer documentation to ensure you're building correctly. Use a bento grid style layout. Anytime you need me to do something in the HubSpot UI please provide instructions. Before uploading the project, always validate it.

  Relevant developer documentation:
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/extension-points/create-a-settings-page.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/extension-points/create-a-settings-page.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/overview.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/overview.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/build-apps/app-configuration.md](https://developers.hubspot.com/docs/apps/developer-platform/build-apps/app-configuration.md)

  Best practice documentation:
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/patterns/buttons.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/patterns/buttons.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/patterns/forms.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/patterns/forms.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/patterns/tables.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensions/ui-components/patterns/tables.md)

  When we're done building, ask me if I'd like you to add implementation notes to the project — capturing what we built, the key decisions made, and where to continue next time. Add this to an existing project file or create a new one; it's meant to give future AI sessions the context they need to pick up the work.
</Prompt>

### Agent tool

<Tooltip tip="This prompt creates features that interact with live HubSpot data or external systems. Test in a sandbox or testing account before deploying to production." headline="Why 'Test first?'" cta="Learn about test accounts" href="https://developers.hubspot.com/docs/getting-started/account-types"><Badge color="yellow">Test first</Badge></Tooltip>

Agent tools let HubSpot's AI agents take actions on behalf of users, going beyond answering questions to doing things like looking up data, updating records, or calling external services.

[Learn more about agent tools](/docs/apps/developer-platform/add-features/agent-tools/overview)

<Prompt description="I want you to build a HubSpot Agent Tool. Ask me questions to understand what the agent tool should do, use-cases for when the agent would want to use that tool or what the user might ask of the agent warranting that tool. Before uploading the project, always validate it. Guide me on how to test and use my newly created Agent Tool, instructing on what to do in the HubSpot UI once uploaded.">
  I want you to build a HubSpot Agent Tool. Ask me questions to understand what the agent tool should do, use-cases for when the agent would want to use that tool or what the user might ask of the agent warranting that tool. Before uploading the project, always validate it. Guide me on how to test and use my newly created Agent Tool, instructing on what to do in the HubSpot UI once uploaded.

  Relevant developer documentation:
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/agent-tools/overview.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/agent-tools/overview.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/agent-tools/create-an-agent-tool.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/agent-tools/create-an-agent-tool.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/agent-tools/reference.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/agent-tools/reference.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/custom-workflow-actions.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/custom-workflow-actions.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/serverless-functions/reference.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/serverless-functions/reference.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/build-apps/app-configuration.md](https://developers.hubspot.com/docs/apps/developer-platform/build-apps/app-configuration.md)
</Prompt>

### Webhook subscription

<Tooltip tip="This prompt creates features that interact with live HubSpot data or external systems. Test in a sandbox account before deploying to production." headline="Why 'Test first?'" cta="Learn about test accounts" href="https://developers.hubspot.com/docs/getting-started/account-types"><Badge color="yellow">Test first</Badge></Tooltip>

Webhooks enable your app to receive real-time notifications when specific events occur in a HubSpot account. Instead of repeatedly asking HubSpot's APIs to check for changes, webhooks send event data to your application as soon as it happens.

[Learn more about webhooks](/docs/apps/developer-platform/add-features/configure-webhooks)

<Prompt description="I want you to create a webhook subscription in my HubSpot Project. Ask me clarifying questions to understand what I want you to build, what app or website are we integrating with, what data needs to be sent. If the application is public and not bespoke made for my company I want you to search the internet for the developer documentation on that platform's webhooks. Ask for any needed information before building. Before uploading the project, always validate it.">
  I want you to create a webhook subscription in my HubSpot Project. Ask me clarifying questions to understand what I want you to build, what app or website are we integrating with, what data needs to be sent. If the application is public and not bespoke made for my company I want you to search the internet for the developer documentation on that platform's webhooks. Ask for any needed information before building. Before uploading the project, always validate it.

  Relevant HubSpot documentation:
  [https://developers.hubspot.com/docs/apps/developer-platform/add-features/configure-webhooks.md](https://developers.hubspot.com/docs/apps/developer-platform/add-features/configure-webhooks.md)
  [https://developers.hubspot.com/docs/apps/developer-platform/build-apps/app-configuration.md](https://developers.hubspot.com/docs/apps/developer-platform/build-apps/app-configuration.md)
</Prompt>

### Website module

<Tooltip tip="This prompt builds new code or configuration — it doesn't touch your existing HubSpot data. Safe to use in a production account." headline="Why 'Production safe?'"><Badge color="green">Production safe</Badge></Tooltip>

Website modules allow you to add content to your site and control how it displays or functions.

[Learn more about website modules](/docs/cms/start-building/introduction/react-plus-hubl/modules)

<Prompt description="I want you to create a HubSpot website module. Ask me questions to understand what the module should look and function like, ask about what things I want to be able to control through module fields, ask where I expect this module to be used in a site (i.e., blogs, website pages). This module should follow best practices, should by default use brand colors. Walk me through any testing you need me to do, and instruct me on how to add the module to a page.">
  I want you to create a HubSpot website module. Ask me questions to understand what the module should look and function like, ask about what things I want to be able to control through module fields, ask where I expect this module to be used in a site (i.e., blogs, website pages). This module should follow best practices, should by default use brand colors. Walk me through any testing you need me to do, and instruct me on how to add the module to a page.

  Relevant documentation:
  [https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/overview.md](https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/overview.md)
  [https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/react-plus-hubl-quickstart.md](https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/react-plus-hubl-quickstart.md)
  [https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/project-structure.md](https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/project-structure.md)
  [https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/modules.md](https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/modules.md)
  [https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/data-fetching.md](https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/data-fetching.md)
  [https://developers.hubspot.com/docs/cms/reference/react/cms-components-library.md](https://developers.hubspot.com/docs/cms/reference/react/cms-components-library.md)
  [https://developers.hubspot.com/docs/cms/reference/react/islands.md](https://developers.hubspot.com/docs/cms/reference/react/islands.md)
  [https://developers.hubspot.com/docs/cms/reference/react/styling.md](https://developers.hubspot.com/docs/cms/reference/react/styling.md)
  [https://developers.hubspot.com/docs/cms/reference/react/testing.md](https://developers.hubspot.com/docs/cms/reference/react/testing.md)
  [https://developers.hubspot.com/docs/cms/reference/react/build-health-checks.md](https://developers.hubspot.com/docs/cms/reference/react/build-health-checks.md)
  [https://developers.hubspot.com/docs/cms/reference/fields/overview.md](https://developers.hubspot.com/docs/cms/reference/fields/overview.md)
  [https://developers.hubspot.com/docs/cms/reference/fields/module-theme-fields.md](https://developers.hubspot.com/docs/cms/reference/fields/module-theme-fields.md)

  Best practices:
  [https://developers.hubspot.com/docs/cms/best-practices/content-editing/fields.md](https://developers.hubspot.com/docs/cms/best-practices/content-editing/fields.md)
  [https://developers.hubspot.com/docs/cms/best-practices/improve-existing-sites/accessibility.md](https://developers.hubspot.com/docs/cms/best-practices/improve-existing-sites/accessibility.md)
  [https://developers.hubspot.com/docs/cms/best-practices/testing-staging-performance/speed.md](https://developers.hubspot.com/docs/cms/best-practices/testing-staging-performance/speed.md)

  When we're done building, ask me if I'd like you to add implementation notes to the project — capturing what we built, the key decisions made, and where to continue next time. Add this to an existing project file or create a new one; it's meant to give future AI sessions the context they need to pick up the work.
</Prompt>

### Custom quote module

<Tooltip tip="This prompt builds a new module which must first be added to a quote for it to be displayed. Safe to use in a production account." headline="Why 'Production safe?'"><Badge color="green">Production safe</Badge></Tooltip>

<div style={{display: 'flex', gap: '2rem', alignItems: 'flex-start'}}>
  <div style={{flex: 1}}>
    Modules for custom quotes let you change how line items appear in a quote, how terms and conditions display, and style them in a custom way.

    <p><a href="/docs/cms/start-building/building-blocks/modules/quotes/overview">Learn more about custom quote modules</a></p>
  </div>

  <div style={{width: '45%', flexShrink: 0}}>
    <Frame>
      <img src="https://developers.hubspot.com/hubfs/Knowledge_Base_2023-24-25/KB-quotes/quote-editor-example-module-inserted.png" alt="A custom quote module inserted into the quote body" />
    </Frame>
  </div>
</div>

<Prompt description="I want you to build a HubSpot module for use in custom quotes. I want you to first ask me questions to understand what problem this module aims to solve, how it should look, how it should function, and what fields it should have. This module should follow best practices. Walk me through any testing you need me to do, and instruct me on how to add the module to a page.">
  I want you to build a HubSpot module for use in custom quotes. I want you to first ask me questions to understand what problem this module aims to solve, how it should look, how it should function, and what fields it should have. This module should follow best practices. Walk me through any testing you need me to do, and instruct me on how to add the module to a page. Start with HubSpot's official [quote-dev-start project](https://github.com/HubSpot/quote-dev-starter) as the basis for the project.

  Relevant documentation:
  [https://developers.hubspot.com/docs/cms/start-building/building-blocks/modules/quotes/overview.md](https://developers.hubspot.com/docs/cms/start-building/building-blocks/modules/quotes/overview.md)
  [https://developers.hubspot.com/docs/cms/start-building/building-blocks/modules/quotes/create-quote-modules.md](https://developers.hubspot.com/docs/cms/start-building/building-blocks/modules/quotes/create-quote-modules.md)
  [https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/overview.md](https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/overview.md)
  [https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/modules.md](https://developers.hubspot.com/docs/cms/start-building/introduction/react-plus-hubl/modules.md)
  [https://developers.hubspot.com/docs/cms/reference/react/islands.md](https://developers.hubspot.com/docs/cms/reference/react/islands.md)

  When we're done building, ask me if I'd like you to add implementation notes to the project — capturing what we built, the key decisions made, and where to continue next time. Add this to an existing project file or create a new one; it's meant to give future AI sessions the context they need to pick up the work.
</Prompt>

***

## Generate test data

<Tooltip tip="This prompt creates or modifies records directly in your HubSpot account. Always use a test account and review what will be created before confirming. This typically is something you would do only in a sandbox or test account and not in production." headline="Why 'High risk?'" cta="Learn about test accounts" href="https://developers.hubspot.com/docs/getting-started/account-types"><Badge color="red">High Risk, Test and Plan</Badge></Tooltip>

Before you can see how your work looks and behaves, you need data in your HubSpot test account.

<Tabs>
  <Tab title="Breeze Assistant">
    Use this prompt directly in Breeze Assistant inside your HubSpot account. No setup required. Breeze has direct access to your account data.

    <Prompt description="I need to generate test data in my HubSpot test account. Before you create anything, ask me what I'm building or testing. Use that to identify which object types I'll need, which properties should be populated, and which relationships need to exist. Ask me to confirm your understanding, then ask whether there are edge cases worth testing — records with missing properties, unexpected values, or data my build might handle incorrectly. Once we've agreed on a plan, walk me through each step and confirm before creating anything.">
      I need to generate test data in my HubSpot test account. Before you create anything, ask me what I'm building or testing. Use that to identify which object types I'll need, which properties should be populated, and which relationships need to exist. Ask me to confirm your understanding, then ask whether there are edge cases worth testing — records with missing properties, unexpected values, or data my build might handle incorrectly. Once we've agreed on a plan, walk me through each step and confirm before creating anything.
    </Prompt>

    [Learn more about Breeze Assistant](/docs/build-with-ai/breeze-assistant)
  </Tab>

  <Tab title="Developer MCP + Agent CLI">
    Use this prompt with your coding agent if you have the [Developer MCP server](/docs/build-with-ai/developer-mcp-server) installed. The agent can read your project files to understand your data needs before creating anything.

    <Prompt description="I need to populate my HubSpot test account with mock data so I can test my build. Before creating anything, ask me what I'm building. If I have a project open, read the relevant files to understand what objects, properties, and relationships the build depends on. Identify what test data needs to exist based on what you find, and ask me to confirm your read. Ask whether there are edge cases to cover: records with missing or unexpected values, boundary conditions, or scenarios my build might not handle correctly. Once we agree on a plan, use the Agent CLI with dry-run mode first so I can review what will be created before anything is committed.">
      I need to populate my HubSpot test account with mock data so I can test my build. Before creating anything, ask me what I'm building. If I have a project open, read the relevant files to understand what objects, properties, and relationships the build depends on. Identify what test data needs to exist based on what you find, and ask me to confirm your read. Ask whether there are edge cases to cover: records with missing or unexpected values, boundary conditions, or scenarios my build might not handle correctly. Once we agree on a plan, use the Agent CLI with dry-run mode first so I can review what will be created before anything is committed.

      Relevant documentation:
      [https://developers.hubspot.com/docs/developer-tooling/local-development/agent-cli/overview.md](https://developers.hubspot.com/docs/developer-tooling/local-development/agent-cli/overview.md)
    </Prompt>

    [Learn more about the Agent CLI](/docs/build-with-ai/agent-cli)
  </Tab>
</Tabs>