Install, connect, configure, and uninstall the Cominty app for HubSpot
The Cominty app for HubSpot lets your Cominty agents work with your HubSpot
CRM in plain language. Agents can:
Search and read contacts, companies, deals, tickets, and activities.
Summarize an account before a meeting, or list the open deals of a pipeline.
Create or update records, notes, and tasks, only after you confirm the
proposed change.
Cominty uses the remote HubSpot MCP server, hosted by HubSpot at
https://mcp.hubspot.com. Every action respects your existing HubSpot user
permissions: the agent only sees and changes what your HubSpot user can see
and change.
On platform.cominty.ai, open Integrations
in the left menu. Search for HubSpot and click the HubSpot Official
card.
Search for HubSpot and choose HubSpot Official
2
Choose who can use it
The HubSpot Official dialog opens. Under Availability, pick
Organization to share the connection with everyone in your workspace
(admins manage it), or Personal to keep it private to you.Under Configuration, the HubSpot authentication (HUBSPOTOFFICIALAUTH)
is already set: there is nothing to fill in. You can fill in Agent
configuration now or later. See Configure the app.
The HubSpot Official dialog: Availability and Configuration
3
Connect
Click Connect. A HubSpot page opens: “Connect Cominty for HubSpot to
HubSpot”. Sign in to HubSpot if asked.
4
Choose your HubSpot account
Select the HubSpot account to connect, then click Select account.
Selecting the HubSpot account to connect
5
Review and approve the requested access
HubSpot lists what Cominty for HubSpot can access in your account:
Currently granted: the required scopes. Expand the section to see the
full list (CRM records, activities, properties, owners, pipelines,
conversations, marketing data).
Optional: extra scopes you can choose to grant, such as creating and
editing custom objects, their properties and pipelines. Some optional
scopes need a higher HubSpot subscription (for example Enterprise).
HubSpot shows a lock and a tooltip when they are not available.
Review the list, then click Connect app.
The optional scopes, with a lock on those that need a higher subscription
The Currently granted section expanded, and the Connect app button
Until the app is verified by HubSpot, HubSpot shows an “unverified app”
warning and asks you to type a confirmation sentence before you click
Connect. This step disappears once the app is listed on the HubSpot
Marketplace.
6
Check the status
You come back to the Integrations page of Cominty. Open the
HubSpot Official card again: the dialog shows a Connected badge.
Click Test connection to check it.
HubSpot connected in Cominty
7
Test it
Open a new conversation and ask: “Who am I in HubSpot, and which objects
can I access?”
If the connection fails after you approve the access, or if you need help,
reach out to hello@cominty.ai.
HubSpot questions often need context the agent cannot guess: your pipelines,
your key properties, your conventions. Put them in the integration’s
Agent configuration, once, instead of typing them in every message.The two fields do different jobs:
Field
Read by
Use it for
When to use
The main agent, to decide when to hand a task to HubSpot
The situations HubSpot covers: clients, deals, contacts, tickets
How to use it
The HubSpot sub-agent that does the work
Pipelines, key properties, defaults, rules
Example for How to use it:
"Clients" are companies with the lifecycle stage Customer.The main sales pipeline is "Sales Pipeline". Renewals are in "Renewals".The renewal date is in the company property renewal_date.Never create or update a record without showing the change and getting confirmation.Answer in the user's language.
For the full model (what each field does, how the main agent and the sub-agent
share the work, and how to write good instructions), see
Connector instructions.
There is no background sync. The agent acts only when a user asks it to, in a
Cominty conversation. To point a message at HubSpot, type @hub and pick
HubSpot Official from the menu, then write your request.
Picking HubSpot Official from the chat with @hub
Read actions run directly. Example prompts:
“Summarize the company Acme: contacts, open deals, and last activities.”
“List the deals in the stage Negotiation that close this quarter.”
“Find the open tickets for the company Acme.”
Write actions always need your confirmation. The agent shows the proposed
change, and nothing is written until you confirm:
“Add a note to the deal Acme Renewal with the summary of today’s meeting.”
“Create a follow-up task for next Monday on the contact Jane Doe.”
Open Integrations → HubSpot Official at any time to:
Pause it: turn off Enabled (“Allow the agent to use this
integration”). The connection is kept, but agents stop using HubSpot until
you turn it back on.
Share it: click Move to organization to make a personal connection
available to your whole workspace.
Check it: click Test connection.
From your code, you can turn the connection off for one message, or limit a
thread to some connections. See
Capabilities and the
use case on connections.
Click Disconnect. The HubSpot access token is revoked, and the HubSpot
MCP server is no longer reachable from Cominty.
What happens to your data:
Cominty agents can no longer read or write your HubSpot data.
Nothing is deleted in HubSpot. Records, notes, and tasks created through
Cominty stay in your account.
Cominty does not sync or copy your CRM: agents query HubSpot live. HubSpot
data quoted in past conversations stays in your Cominty history until you
delete those conversations.
Cominty for HubSpot is not installed inside your HubSpot account: it is an
OAuth connection between Cominty and HubSpot. Disconnecting it in Cominty, as
described above, is enough to remove all access. There is nothing else to
uninstall.If you prefer to revoke the access from HubSpot, follow the HubSpot article
Uninstall an app.
The effect on your data is the same as disconnecting.
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Renewals are in \"Renewals\".`})}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{children:`The renewal date is in the company property renewal_date.`})}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{children:`Never create or update a record without showing the change and getting confirmation.`})}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{children:`Answer in the user's language.`})}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{})})]})})}),`\n`,_jsxs(_components.p,{children:[`For the full model (what each field does, how the main agent and the sub-agent\nshare the work, and how to write good instructions), see\n`,_jsx(_components.a,{href:`/mcp/connector-instructions`,children:`Connector instructions`}),`.`]}),`\n`,_jsx(Heading,{level:`2`,id:`use-the-app`,children:`Use the app`}),`\n`,_jsxs(_components.p,{children:[`There is no background sync. The agent acts only when a user asks it to, in a\nCominty conversation. To point a message at HubSpot, type `,_jsx(_components.code,{children:`@hub`}),` and pick\n`,_jsx(_components.strong,{children:`HubSpot Official`}),` from the menu, then write your request.`]}),`\n`,_jsx(Frame,{caption:`Picking HubSpot Official from the chat with @hub`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/cominty/qhQIDB0o2RqSx3AW/images/mcp/hubspot-use-in-chat.png?fit=max\u0026auto=format\u0026n=qhQIDB0o2RqSx3AW\u0026q=85\u0026s=7a82052e4587a66e5011b9b433b8a272`,alt:`The Cominty chat input with @hub typed and HubSpot Official suggested in the Integrations menu`,\"data-path\":`images/mcp/hubspot-use-in-chat.png`})}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Read actions`}),` run directly. 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A fetch by ID takes 100 IDs\nat most.`}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.code,{children:`query_crm_data`}),` does not support joins, subqueries, or association\ntraversal.`]}),`\n`,_jsx(_components.li,{children:`Search is based on the HubSpot CRM search API, without semantic search.`}),`\n`,_jsx(_components.li,{children:`When HubSpot adds tools, new scopes may be needed: reconnect the app to grant\nthem.`}),`\n`]}),`\n`,_jsx(Heading,{level:`2`,id:`manage-the-connection`,children:`Manage the connection`}),`\n`,_jsxs(_components.p,{children:[`Open `,_jsx(_components.strong,{children:`Integrations`}),` → `,_jsx(_components.strong,{children:`HubSpot Official`}),` at any time to:`]}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Pause it`}),`: turn off `,_jsx(_components.strong,{children:`Enabled`}),` (“Allow the agent to use this\nintegration”). The connection is kept, but agents stop using HubSpot until\nyou turn it back on.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Share it`}),`: click `,_jsx(_components.strong,{children:`Move to organization`}),` to make a personal connection\navailable to your whole workspace.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Check it`}),`: click `,_jsx(_components.strong,{children:`Test connection`}),`.`]}),`\n`]}),`\n`,_jsxs(_components.p,{children:[`From your code, you can turn the connection off for one message, or limit a\nthread to some connections. See\n`,_jsx(_components.a,{href:`/guides/capabilities`,children:`Capabilities`}),` and the\n`,_jsx(_components.a,{href:`/guides/capabilities-use-cases#recipe-3-keep-some-connections-or-none`,children:`use case on connections`}),`.`]}),`\n`,_jsx(Heading,{level:`2`,id:`disconnect-the-app`,children:`Disconnect the app`}),`\n`,_jsxs(Steps,{children:[_jsx(Step,{title:`Open the integration`,children:_jsxs(_components.p,{children:[`On `,_jsx(_components.a,{href:`https://platform.cominty.ai`,children:`platform.cominty.ai`}),`, open `,_jsx(_components.strong,{children:`Integrations`}),`\nand choose `,_jsx(_components.strong,{children:`HubSpot Official`}),`.`]})}),_jsx(Step,{title:`Disconnect`,children:_jsxs(_components.p,{children:[`Click `,_jsx(_components.strong,{children:`Disconnect`}),`. The HubSpot access token is revoked, and the HubSpot\nMCP server is no longer reachable from Cominty.`]})})]}),`\n`,_jsxs(Warning,{children:[_jsx(_components.p,{children:_jsx(_components.strong,{children:`What happens to your data:`})}),_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`Cominty agents can no longer read or write your HubSpot data.`}),`\n`,_jsx(_components.li,{children:`Nothing is deleted in HubSpot. Records, notes, and tasks created through\nCominty stay in your account.`}),`\n`,_jsx(_components.li,{children:`Cominty does not sync or copy your CRM: agents query HubSpot live. HubSpot\ndata quoted in past conversations stays in your Cominty history until you\ndelete those conversations.`}),`\n`,_jsxs(_components.li,{children:[`To request deletion of your data, contact\n`,_jsx(_components.a,{href:`mailto:privacy@cominty.ai`,children:`privacy@cominty.ai`}),`. 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Ask a Super Admin.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`The agent says it cannot see a record`}),_jsx(_components.td,{children:`Your HubSpot user has no access to it. The agent follows your HubSpot permissions.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`A write action is refused`}),_jsxs(_components.td,{children:[`Your user has no write access to that object, or your subscription does not include it. Ask the agent to run `,_jsx(_components.code,{children:`get_user_details`}),`.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`A new feature asks for more access`}),_jsx(_components.td,{children:`HubSpot added tools that need new scopes. Disconnect, then connect again.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`The connection stops working`}),_jsxs(_components.td,{children:[`The access was revoked in HubSpot, or the integration is turned off. 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