HeatCheck
Feature

Teach your agent the HeatCheck playbook.

An installable skill teaches your AI assistant how to work the heat: who to surface, how to explain a score, and when to draft a task.

Get early accessWatch a walkthrough
01

The problem

A raw API is not a workflow. An agent with tools but no playbook produces noise, not the crisp shortlist a rep wants.

02

What it does

Behavioral rules

Golden rules first, including “every heat score is a receipt, not a vibe.”

Playbooks

When to surface a crossing, how to explain it, how to draft.

Hand-back pattern

The skill ends every task by handing a link back into HubSpot.

03

How it works

Step 1

Install

Drop the skill into your agent’s skills directory.

Step 2

Connect

Pair it with the MCP server.

Step 3

Work

The agent follows the playbook against your heat data.

The skill routes value through the scoring tools and always ends in a human handoff, never an autonomous send.

A tool without a playbook is noise. The skill is the playbook.
Questions

The short version.

What format is the skill?

A Markdown skill you install in your assistant’s skills directory.

Does it need the MCP server?

Yes, the skill drives the MCP tools; together they turn the agent into a heat analyst.

Can it act on its own?

It drafts and hands back. Sending stays a human decision by design.

See who’s hot right now.

Early access is open for a small design-partner group.

Get early accessSee how it works