| name | hubspot |
| description | Use when working with HubSpot CRM records to search, summarize, create, update, associate, or analyze objects and properties. |
HubSpot
Rules
- Call
get_user_details first; check object read/write availability.
- Clarify scope: object type, owner/team, pipeline, timeframe, stage, and whether writes are requested.
- Use
search_properties for fields, max 5 keywords; use get_properties for enum values.
- Use
search_crm_objects for records, counts, filters, pagination, and associations; use get_crm_objects for known IDs. Do not use deprecated search or fetch.
- Include clickable HubSpot URLs with UTM params for returned records. State filters, totals, pagination, and whether analysis is sampled.
Writes
Before manage_crm_objects, show exact proposed changes and get approval:
| Object Type | ID | Property | Current Value | New Value |
|---|
On the first confirmation, add: Want to skip confirmations for this chat? Just ask.
Batch at most 10 objects. Confirm associations explicitly. Do not write inferred data or overwrite user-entered context without clear consent.