Individual skill

hubspot-agency-multi-portal

Manage 10-100 HubSpot portals for agency clients with credential isolation that prevents cross-portal data contamination, per-portal audit trails for billing and GDPR/CCPA attribution, and a scriptable bulk-onboarding workflow that eliminates one-at-a-time credential setup. Use when onboarding new client portals, building a compliant per-client API call log, rotating tokens across a full agency fleet, or generating per-client compliance reports. Trigger with "hubspot agency", "multi-portal management", "hubspot credential isolation", "per-portal audit log", "hubspot compliance report", "bulk portal onboarding", "token rotation cascade", "hubspot client portals".

skills/.curated/hubspot-agency-multi-portal/SKILL.md

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# HubSpot Agency Multi-Portal

## Overview

Operate a fleet of HubSpot portals for agency clients without cross-portal contamination, attribution loss, or onboarding bottlenecks. This is not a getting-started guide — it is the infrastructure your agency runs on day one with client one and scales to client one hundred without revisiting.

The six production failures this skill prevents:

1. **Cross-portal credential contamination** — a shared `HUBSPOT_ACCESS_TOKEN` env var causes API writes intended for Client A to silently land in Client B's CRM. The HubSpot API does not reject the call; it accepts it. Data corruption is silent and may not be discovered for days. Per-portal credential isolation — enforced in code, not convention — is the only fix.
2. **Audit trail gaps** — agency billing, SLA compliance, and GDPR/CCPA data-processing agreements all require proof of which API calls were made on behalf of which client. A shared token makes post-hoc attribution impossible. A per-portal structured audit log with portalId, clientSlug, operation, and timestamp makes attribution irrefutable.
3. **Bulk onboarding bottleneck** — onboarding 50 new clients one-at-a-time requires 50 manual credential setups, 50 manual verifications, and 50 opportunities for human error. A scriptable bulk onboarding workflow reads a CSV of client names and tokens, validates each against the account-info endpoint, and seeds the credential store in one pass.
4. **Token rotation cascade** — rotating one client's private-app token in HubSpot does not update any downstream system. With 50 portals, a partial rotation — some systems updated, some not — leaves stale tokens in production for undetermined periods. A per-portal rotation runbook with a cross-system checklist closes the gap.
5. **Rate-limit aggregation confusion** — each portal has its own independent 500K/day quota. An agency analytics system reading all 50 portals is NOT limited to 500K calls total — it has 500K per portal per day, but only if the token used for each portal belongs to that portal. A shared token collapses all quota attribution to one portal, causing artificial exhaustion and incorrect monitoring.
6. **Compliance reporting ambiguity** — under GDPR Article 30 and CCPA, a data processor (the agency) must demonstrate which operations were performed on which controller's (client's) data and when. A shared token makes this demonstration impossible after the fact. Per-portal audit logs with structured fields make it a simple query.
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