hubspot

name	hubspot
description	Query and manage HubSpot CRM data — contacts, companies, deals, tickets, pipelines. Use when the user asks about CRM, clients, leads, sales pipeline, or customer data.

HubSpot CRM (GenosOS)

Manage HubSpot CRM directly via web_fetch to the HubSpot API. No Python, no exec, no CLI needed.

Setup

Store your HubSpot token in config:

config set env.HUBSPOT_TOKEN pat-eu1-xxxxx

API Base

All requests use: https://api.hubapi.com/crm/v3/objects/{objectType}

Headers: { "Authorization": "Bearer {token}", "Content-Type": "application/json" }

Important: Read the token from config first: config get env.HUBSPOT_TOKEN

Search

web_fetch({
  url: "https://api.hubapi.com/crm/v3/objects/contacts/search",
  method: "POST",
  headers: { "Authorization": "Bearer {token}", "Content-Type": "application/json" },
  body: '{"filterGroups":[{"filters":[{"propertyName":"email","operator":"CONTAINS_TOKEN","value":"john"}]}],"properties":["firstname","lastname","email","phone"]}'
})

Search by: email, firstname, lastname, company, phone Operators: EQ, CONTAINS_TOKEN, GT, LT, BETWEEN

List Objects

web_fetch({
  url: "https://api.hubapi.com/crm/v3/objects/contacts?limit=20&properties=firstname,lastname,email,phone",
  headers: { "Authorization": "Bearer {token}" }
})

Object types: contacts, companies, deals, tickets

Get Specific Object

web_fetch({
  url: "https://api.hubapi.com/crm/v3/objects/contacts/{id}?properties=firstname,lastname,email,phone,company",
  headers: { "Authorization": "Bearer {token}" }
})

Create Object

Contact

web_fetch({
  url: "https://api.hubapi.com/crm/v3/objects/contacts",
  method: "POST",
  headers: { "Authorization": "Bearer {token}", "Content-Type": "application/json" },
  body: '{"properties":{"email":"[e-mail]","firstname":"Jane","lastname":"Doe","phone":"[phone]"}}'
})

Company

body: '{"properties":{"name":"Acme Corp","domain":"acme.com"}}'

Deal

body: '{"properties":{"dealname":"Enterprise Plan","amount":"50000","pipeline":"default","dealstage":"appointmentscheduled"}}'

Update Object

web_fetch({
  url: "https://api.hubapi.com/crm/v3/objects/contacts/{id}",
  method: "PATCH",
  headers: { "Authorization": "Bearer {token}", "Content-Type": "application/json" },
  body: '{"properties":{"phone":"[phone]"}}'
})

Associate Objects

web_fetch({
  url: "https://api.hubapi.com/crm/v4/objects/contacts/{contactId}/associations/companies/{companyId}",
  method: "PUT",
  headers: { "Authorization": "Bearer {token}", "Content-Type": "application/json" },
  body: '[{"associationCategory":"HUBSPOT_DEFINED","associationTypeId":1}]'
})

Pipelines

web_fetch({
  url: "https://api.hubapi.com/crm/v3/pipelines/deals",
  headers: { "Authorization": "Bearer {token}" }
})

Owners

web_fetch({
  url: "https://api.hubapi.com/crm/v3/owners",
  headers: { "Authorization": "Bearer {token}" }
})

Common Properties

Contacts

firstname, lastname, email, phone, company, jobtitle, lifecyclestage

Companies

name, domain, industry, phone, city, country

Deals

dealname, amount, dealstage, pipeline, closedate, hubspot_owner_id

Workflow

1. Read token: config get env.HUBSPOT_TOKEN
2. Build API URL with object type and properties
3. Use web_fetch with Bearer auth
4. Save frequently-used IDs in [MEMORY] for faster access

Notes

• API returns paginated results (default 10, max 100 per page)
• Use after cursor for pagination
• Token format: pat-eu1-... (EU) or pat-na1-... (US)
• All data transmitted via HTTPS — no local storage of CRM data