AI Agents for HubSpot
HubSpot MCP: your own AI agent in ChatGPT and Claude
Connect your HubSpot portal to ChatGPT and Claude. The assistant reads your contacts, deals and activities and, with AI Agent, changes them when you ask.
- Open to every account for HubSpot
- AI Analyst $29.99 or AI Agent $79.99 a month
- 7 day free trial, once per account.
- Every change shown first. Nothing is ever deleted.
Your HubSpot agent
Connecting needs no subscription.
- AI AnalystAsk anything about your customers, deals and invoices.$29.99a month
- AI AgentAlso gets the work done: changes records once you approve.$79.99a month
7 day free trial, once per account. One package covers one portal.
Using another system? Tell us which oneSee it work
An AI agent at work on HubSpot
Watch the assistant read and change HubSpot records from ChatGPT and Claude.
What it reaches
What the assistant can do in HubSpot
You choose per record type what it may read or change. Ask the assistant what your agent can do, and it lists it record type by record type.
Contacts
Reads- Search by name or on several properties at once, sorted
- Your own properties, custom ones included
- Count them, such as per lifecycle stage
With AI Agent- Create and update contacts
Deals
Reads- Search and read deals
- Your pipelines and stages
- Open deals per stage, with their total
With AI Agent- Create and update deals
- Add line items to a deal
- Move a deal to a stage, after your click
Notes, tasks and activity
Reads- The notes, tasks, calls, meetings and logged messages on a record
- Search open tasks across the whole portal
With AI Agent- Add notes and tasks to contacts and deals
- Change a task, or mark it done after your click
- Log calls and meetings that took place
Linked records
Reads- What a contact, deal, quote or invoice is linked to
With AI Agent- Link two records
- Unlink two records, after your click
Quotes and invoices
Reads- Search and read quotes and invoices
- Their line items and payments
- Count and add up per status
With AI Agent- Make draft quotes and draft invoices
- Open a draft invoice, after your click
Your portal
Reads- The owners in your portal
- Every property of a record type
Ask it, in HubSpot
Two packages, one question away
AI Analyst answers from your records. AI Agent also does the work, once you say yes.
AI Analyst
Ask anything about your customers, deals and invoices.
- Reads contacts, deals, quotes and invoices
- Reads notes, tasks, calls, meetings, line items and payments
- Counts and adds up, such as open deals per stage
- Knows your own properties, pipelines and owners
Ask it
- Show the open deals of this contact and the notes on them.
- What was the last call or meeting with this customer?
- What is the total of the open deals per stage?
AI Agent
Also gets the work done: changes records once you approve.
- Everything in AI Analyst
- Creates and updates contacts and deals, adds line items
- Adds notes and tasks, logs calls and meetings
- Changes tasks, moves stages, links records
- Makes draft quotes and draft invoices
Ask it
- Set the lead status to Qualified on these five contacts.
- Move this deal to the next stage and add a note.
- Create a deal for this contact, with these two line items.
- Log today's call and move my follow up task to Friday.
Automations, with AI Agent
Rules that run in your system by themselves
With AI Agent, describe a rule in the chat. Approve it once in CRM Connector, and it runs in your system by itself.
A rule can set fields, move a stage or add a note or a task, and what else it can do depends on your system. It never deletes and never records a payment. Tell us what it should do, and we set it up for you.
In CRM Connector, when a deal is won above 5,000, add a kick-off task for the owner and a note for the team
- When
- A deal is won
- Only if
- The amount is above 5,000
- Then
- 1Add a kick-off task for the deal owner2Add a note for the team
Approval, change log and undo
Nothing changes until you approve it
The assistant proposes, you approve, CRM Connector writes. AI Analyst never writes.
Every change is proposed first
You see a before and after list. Nothing is written until you approve.
Risky changes need your click
Messages to your customers, status changes and big batches need your own click.
Newer work is never overwritten
Each record is read again right before the change. Changed since? Refused.
A change log with undo
Every change is kept, with undo where the system allows it.
You choose what it may do
Per record type: off, read, or read and write. Pause it any time.
- ContactsOffReadRead and write
- DealsOffReadRead and write
- InvoicesOffReadRead and write
Nothing is deleted, no payments
Never a deleted record. Never a payment.
What the assistant reaches
- Only the system and record types you switched on
- Never passwords or sign ins
- Answers go to OpenAI or Anthropic under your own agreement
- The change log is kept for 90 days
Good to know
How the HubSpot agent behaves
One package, one portal
One package covers one HubSpot portal. Every other portal needs its own package.
Connects with HubSpot's own sign in
You sign in to HubSpot from CRM Connector and approve the access there.
Quotes and invoices start as drafts
The assistant makes the draft. You publish a quote in HubSpot, and opening an invoice takes your own click. It never records a payment.
A logged meeting needs an owner
HubSpot refuses a meeting without one, so the assistant asks who had it. Logging a call or meeting sends nothing to anybody.
Not in the HubSpot agent yet
Reading emails and conversations, and finding free calendar slots. Tell us if you need them.
Big changes need your click
A status or stage, or more than 10 records at once, waits for your own click on a CRM Connector page.
Never a delete, never a payment
The assistant never deletes a record and never records a payment, whatever you ask it.
AI Agents pricing
One monthly package per system
ChatGPT and Claude included, with or without a sync plan.
The monthly fee per connected system
Connect HubSpot to ChatGPT and Claude, through MCP.
A monthly package for HubSpot.
One package covers one system, so every other system needs its own: your CRM on AI Agent, your books on AI Analyst.
AI Analyst
Ask anything about your customers, deals and invoices.
$29.99per month
One system at $29.99 each
7 day free trial, once per account.
- Reads and searches one system
- Notes, activities, stages and custom fields
- You choose what it may see
- ChatGPT and Claude included
AI Agent
Also gets the work done: changes records once you approve.
$79.99per month
One system at $79.99 each
7 day free trial, once per account.
- Everything in AI Analyst, for one system
- Changes and creates records
- Every change shown first, risky ones approved by you
- A change log, with undo
Set up your HubSpot agent yourself
Nothing to request. Connect HubSpot in CRM Connector, choose what the assistant may do, and subscribe when you are ready.
- Step 1
Connect HubSpot
Open the setup in CRM Connector, or plan the agent in ChatGPT or Claude and follow the link. Connecting needs no subscription.
- Step 2
Choose what it may do
Per record type what the assistant may read or change, and which actions it may use. It is saved until you subscribe.
- Step 3
Subscribe and add it to your assistant
The agent starts once its package is subscribed to, with a 7 day free trial. Then add CRM Connector to ChatGPT or Claude.
FAQ
Questions about the HubSpot agent?
The answers about HubSpot. What every AI agent shares is on the AI Agents page.
Yes. CRM Connector is an MCP server with an AI agent for HubSpot, in both ChatGPT and Claude. It is open to every account, so you can set it up today.
Open the setup in CRM Connector, or plan the agent in ChatGPT or Claude and follow the link. Sign in to HubSpot from there, which needs no subscription, and choose what the assistant may do. The agent starts once AI Analyst or AI Agent is subscribed to. Then add CRM Connector to your assistant.
No. One package covers one HubSpot portal, so every other portal needs its own package.
Yes. It creates and updates deals and adds line items to them, and it moves a deal to a stage after your click.
No. The assistant reads notes, tasks, calls, meetings and logged messages, but not emails or conversations. Tell us if you need them.
CRM Connector sits between the assistant and your records:
- Every change is shown first, and big ones need your own click
- Each record is read again right before the change, so newer work is never overwritten
- Every change is kept for 90 days, with undo where the system allows it
- You choose per record type what the assistant may read or change
- Automations are approved once and then run without the assistant
A monthly fee for this portal: AI Analyst $29.99 or AI Agent $79.99. Billed yearly you pay ten months. There is a 7 day free trial, once per account.
No. AI Agents works with or without a CRM Connector sync plan.