HubSpot integration for AI chat
Connect your HubSpot account and the Endless agent can search contacts, companies and deals, update a record and read how your campaigns and emails perform, without opening HubSpot.
What the agent can do with HubSpot
- 01
Search CRM records
Search and filter contacts, companies, deals, tickets and other records, or fetch them by ID.
- 02
Get numbers from your CRM
Ask for counts and breakdowns, which HubSpot answers with a query over your CRM data.
- 03
Create and update records
Create or update records and activities such as notes and tasks, after HubSpot shows the proposed changes for you to confirm.
- 04
Read campaign and email results
Get campaign attribution and metrics, and marketing email results such as opens, clicks and bounces.
- 05
Search conversations
Search the messages in your HubSpot inboxes by record, date or keyword.
- 06
Work on landing pages
Create, edit and publish landing pages, with a confirmation before anything goes live.
Things to ask
- “Find the HubSpot deals over $10,000 that closed this quarter and group them by owner.”
- “Log a note on the Acme company record in HubSpot with the summary of this call.”
- “How did last month's newsletter do in HubSpot: opens, clicks and unsubscribes?”
- “Search our HubSpot inbox for messages from Acme about billing.”
How to set it up
- 01
Open connectors
In Endless, open Settings and go to Connectors.
- 02
Connect HubSpot
Connect HubSpot from its card, then approve access on HubSpot's sign-in page.
- 03
Ask in chat
Start a chat and ask for what you need. The agent uses HubSpot when your request calls for it.
HubSpot tools in its MCP documentation
29 tools, as listed in HubSpot's MCP documentation. Which ones the agent gets depends on your HubSpot account, your plan and HubSpot's server today.
Read HubSpot's MCP documentation
| Tool | What it does, in HubSpot's words |
|---|---|
| get_user_details | Returns the authenticated user’s information, account details, and per-object access (read and write). |
| get_organization_details | Lists organization-wide teams, job titles, seat counts, and account information including timezone, currency, and account type. |
| discover_hubspot_schema | Search HubSpot schema to discover available object types, or look up specific known types directly. |
| search_crm_objects | Search and filter CRM records using filter groups, text queries, sorting, and pagination. |
| get_crm_objects | Fetch one or more CRM objects by their IDs in a single request. |
| manage_crm_objects | Create or update CRM records or activities. |
| manage_segment | Create static and dynamic segments. |
| query_crm_data | Query HubSpot CRM data using SQL with HubSpot-specific extensions. |
| search_properties | Find property definitions for an object type using keyword search. |
| get_properties | Get full property definitions, including data types and enumeration values. |
| manage_custom_properties | Create custom properties for CRM objects. |
| manage_custom_pipelines | Create and manage pipelines for supported objects. |
| search_owners | Find CRM record owners by name or email, or look up owners by ID. |
| get_campaign_attribution_reports | Get revenue and deal attribution data for campaigns. |
| read_campaign_data | Read campaign analytics, asset metrics, or contact data in a single operation. |
| manage_campaign_objects | Create or update marketing campaigns and manage campaign asset associations. |
| search_conversations | Search conversations and messages from HubSpot inboxes. |
| get_conversation_channel_metadata | List the inboxes, channels, and channel instances available in the account. |
| search_intent_signals | Search and analyze buyer intent signals for companies and contacts. |
| get_marketing_email_analytics | Get analytics data for marketing emails based on sends within a given date range. |
| manage_marketing_email | Manage marketing email settings and content. |
| get_content_analytics_report | Run content analytics across landing pages, website pages, and blog posts. |
| manage_landing_page | Create, edit, style, publish, clone, and inspect landing pages. |
| get_aeo_metrics | Get brand-level AEO analytics including share of voice, prompt performance trends, and competitor comparisons. |
| manage_aeo_prompts | View tracked prompts and their performance details, including full AI engine response text from ChatGPT, Gemini, Perplexity, and Claude for any tracked prompt. |
| manage_aeo_recommendations | Review brand recommendations and act on them, including starting content generation actions such as blog posts and social posts. |
| manage_onboarding | Assess an account’s CRM onboarding status and guide users through onboarding steps, including goal-setting and task progression. |
| tool_guidance | Retrieve usage instructions and guidance for one or more HubSpot MCP tools. |
| submit_feedback | Send feedback about the MCP server experience to HubSpot. |
Frequently asked questions
What can the agent see in HubSpot?
The records your own HubSpot user can see. Which tools are available also depends on your HubSpot subscription and permissions.
Does the agent change records without asking?
No. HubSpot's server requires explicit confirmation before it creates or updates a CRM record, so the agent shows you the proposed changes first.
Do I need a HubSpot account?
Yes. Each person in the workspace connects their own HubSpot account, and the agent acts with that account's access. Nobody else in the workspace can use your connection.
Can a workspace admin turn HubSpot off?
Yes. An admin can turn a connector off for the whole workspace in the Workspace tab of the connectors settings. Members choose for themselves among the connectors left on.
Can a scheduled task use HubSpot?
Yes. A scheduled task can use the connectors its creator has connected, so a weekly report can read HubSpot the same way a chat does.
Which chat models can use HubSpot?
The chat model you pick in Endless gets the HubSpot tools, so you can switch models in a conversation and keep the connection.
Related integrations
Stripe
Look up customers, payments and invoices, and run reports, from chat.
15 tools
See the integration: Stripe
Notion
Search, read and write Notion pages and databases from chat.
55 tools
See the integration: Notion
PostHog
Query analytics, triage errors and manage feature flags from chat.
73 tool groups
See the integration: PostHog
Give your next idea a place to grow.
Start free, create a project, and bring your brand’s references together. Or book a demo to explore Endless with your team.