Request discount approval in Slack for HubSpot deals using a Claude Code skill

mkdir -p .claude/skills/discount-audit/{templates,references}

.claude/skills/discount-audit/
├── SKILL.md                          # workflow guidelines + config
├── templates/
│   └── slack-alert.md                # Block Kit template for Slack messages
└── references/
    └── hubspot-deals-api.md          # HubSpot API patterns

---
name: discount-audit
description: Find HubSpot deals with unapproved discounts above threshold and post a summary to Slack
disable-model-invocation: true
allowed-tools: Bash, Read
---
 
## Goal
 
Search HubSpot for deals where `discount_percent` exceeds a threshold (default: 15%) and `discount_approval` is not "Approved". Post a consolidated summary to Slack listing each deal that needs manager review.
 
## Configuration
 
Read these environment variables:
 
- `HUBSPOT_ACCESS_TOKEN` — HubSpot private app token (required)
- `SLACK_BOT_TOKEN` — Slack bot token starting with xoxb- (required)
- `SLACK_CHANNEL_ID` — Slack channel ID starting with C (required)
 
Default discount threshold: 15%. The user may request a different threshold.
 
## Workflow
 
1. Validate that all required env vars are set. If any are missing, print which ones and exit.
2. Search for deals with `discount_percent` greater than the threshold using the HubSpot CRM Search API. See `references/hubspot-deals-api.md` for the request and response format.
3. Filter out deals where `discount_approval` is already "Approved" — this must be done client-side since HubSpot's search API has limited NOT_EQUAL support on custom properties.
4. If no unapproved deals remain, print "No unapproved high-discount deals found" and exit.
5. Build a single Slack message listing all unapproved deals using the template in `templates/slack-alert.md`.
6. Post the message to Slack and print a summary of how many deals were flagged.
 
## Important notes
 
- HubSpot's search API uses internal property names, not display labels. The custom properties must be named exactly `discount_percent` and `discount_approval`.
- The search API `GT` filter on `discount_percent` requires the value as a string (e.g., `"15"` not `15`).
- `SLACK_CHANNEL_ID` must be the channel ID (starts with `C`), not the channel name. The `chat.postMessage` API requires the ID.
- The Slack bot must be invited to the target channel or `chat.postMessage` will fail with `not_in_channel`.
- Use `urllib.request` for HTTP calls (no external dependencies required).

# Slack Alert Template
 
Use this Block Kit structure for the discount audit summary message.
 
## Block Kit JSON
 
```json
{
  "channel": "<SLACK_CHANNEL_ID>",
  "text": "<count> deal(s) need discount approval",
  "blocks": [
    {
      "type": "header",
      "text": {
        "type": "plain_text",
        "text": "Discount Approval Needed"
      }
    },
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": "*<count> deal(s)* have discounts above <threshold>% without approval:\n\n- <https://app.hubspot.com/contacts/<PORTAL_ID>/deal/<DEAL_ID>|Deal Name> — $amount at discount%\n- ..."
      }
    },
    {
      "type": "context",
      "elements": [
        {
          "type": "mrkdwn",
          "text": "Review each deal and update the discount_approval property in HubSpot."
        }
      ]
    }
  ]
}
```
 
## Notes
 
- The top-level `text` field is required by the Slack API as a fallback for notifications and accessibility. Always include it.
- The HubSpot deal link format: `https://app.hubspot.com/contacts/<PORTAL_ID>/deal/<DEAL_ID>` (if portal ID is known) or `https://app.hubspot.com/contacts/deal/<DEAL_ID>`.
- List all unapproved deals in a single message rather than posting one message per deal.
- Include the deal name, amount, and discount percentage for each deal.

# HubSpot Deals API Reference
 
## Search for deals by custom property
 
Use the CRM Search API to find deals where a custom property exceeds a value.
 
**Request:**
 
```
POST https://api.hubapi.com/crm/v3/objects/deals/search
Authorization: Bearer <HUBSPOT_ACCESS_TOKEN>
Content-Type: application/json
```
 
**Body:**
 
```json
{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "discount_percent",
          "operator": "GT",
          "value": "<threshold>"
        }
      ]
    }
  ],
  "properties": [
    "dealname", "amount", "discount_percent",
    "discount_approval", "hubspot_owner_id", "dealstage"
  ],
  "limit": 100
}
```
 
- The `value` must be a string, even for number properties (e.g., `"15"` not `15`).
- `limit` max is 100. If there are more results, use the `after` cursor from `paging.next.after` in the response to paginate.
 
**Response shape:**
 
```json
{
  "total": 5,
  "results": [
    {
      "id": "12345",
      "properties": {
        "dealname": "Acme Corp Annual Contract",
        "amount": "72000",
        "discount_percent": "22",
        "discount_approval": "",
        "hubspot_owner_id": "67890",
        "dealstage": "contractsent"
      }
    }
  ],
  "paging": {
    "next": {
      "after": "100"
    }
  }
}
```
 
## Filtering notes
 
- HubSpot's search API has limited support for NOT_EQUAL filters on custom dropdown properties. To exclude "Approved" deals, fetch all high-discount deals and filter client-side.
- The `discount_approval` property returns an empty string when not set, not null.
- Custom property internal names are case-sensitive. Use exactly `discount_percent` and `discount_approval`.

/discount-audit

Searching for deals with discounts above 15%...
  Found 8 deals with high discounts
  Filtered to 5 unapproved deal(s)
  Posted summary to Slack
Done. Flagged 5 deal(s) needing discount approval.

# Run every Monday at 9am before deal desk meeting
0 9 * * 1 cd /path/to/your/project && claude -p "Run /discount-audit" --allowedTools 'Bash(*)' 'Read(*)'

name: Discount Audit
on:
  schedule:
    - cron: '0 14 * * 1'  # Every Monday at 9am ET
  workflow_dispatch: {}   # Manual trigger for testing
jobs:
  audit:
    runs-on: ubuntu-latest
    steps:
      - uses: actions/checkout@v4
      - uses: anthropics/claude-code-action@v1
        with:
          prompt: "Run /discount-audit"
          allowed_tools: "Bash(*),Read(*)"
        env:
          ANTHROPIC_API_KEY: ${{ secrets.ANTHROPIC_API_KEY }}
          HUBSPOT_ACCESS_TOKEN: ${{ secrets.HUBSPOT_ACCESS_TOKEN }}
          SLACK_BOT_TOKEN: ${{ secrets.SLACK_BOT_TOKEN }}
          SLACK_CHANNEL_ID: ${{ secrets.SLACK_CHANNEL_ID }}