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HubSpot integration for Claude and Codex

Connect HubSpot once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

CategorySales & CRM

Use HubSpot from Claude

Add the HubSpot connection to a Space that runs Claude, then use it from every channel in that Space.

Use HubSpot from Codex

Add the HubSpot connection to a Space that runs Codex, then use it from every channel in that Space.

Use HubSpot from Sidekick

Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.

Sales & CRM

What the HubSpot connector can do

HubSpot's CRM holds your contacts, companies, deals, and tickets, plus the notes, calls, and emails logged against them. The type.com connection uses HubSpot's hosted MCP tools, so Claude can look up records, read activity history, and make updates within the HubSpot permissions of the person who connected. Sales and success teams work through it together in shared threads.

One connection, many Spaces

Connect HubSpot once, then decide which Spaces can use it in threads, skills, automations, and coding work.

What teams do with HubSpot in type.com

Prep for a customer call

Pull the company, open deals, and recent notes and meetings into one thread so the account owner walks in with full context.

Try asking
Find Northwind in HubSpot and summarize open deals, the last three meetings, and any open tickets.

Clean up after a meeting

Have the agent log next steps and update deal fields based on what was agreed, so the CRM matches what the team discussed.

Try asking
Update the Northwind renewal deal in HubSpot to 'Contract sent' and add a note with today's next steps.

Review stale pipeline

Search for deals that have gone quiet and read their activity history to decide which need a nudge this week.

Try asking
Search HubSpot for deals over $20k with no activity in 30 days and show the last logged touch for each.

Representative actions

  • Search CRM records

    Looks up contacts, companies, deals, tickets, and linked context in HubSpot.

  • Read activity history

    Retrieves notes, meetings, emails, calls, and tasks tied to records, within your HubSpot permissions.

  • Update CRM data

    Creates or edits supported records and activities when HubSpot grants that access to the connected user.

Connection

API and auth details

CRM access through HubSpot MCP — Type agents can search, summarize, and update HubSpot records using your current permissions.

FAQ

Questions people ask before connecting HubSpot

Does Claude respect HubSpot permissions?

Yes. The connection uses HubSpot's hosted MCP tools with the access of the person who connected, so Claude can only read or change records that HubSpot allows for that user.

How do I connect HubSpot to type.com?

You sign in with OAuth to HubSpot. After that, admins choose which type.com Spaces can use the connection, and no one has to paste credentials into a thread.

Can I get a weekly pipeline digest from HubSpot?

Yes. Turn a HubSpot search into a type.com automation, for example a Monday list of stalled deals with their latest activity, and the agent posts it to your sales channel.

Is this the same as an MCP server for HubSpot?

Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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