> ## Documentation Index > Fetch the complete documentation index at: https://docs.cominty.ai/llms.txt > Use this file to discover all available pages before exploring further. # HubSpot > 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. ## Before you start * You have a Cominty account on [platform.cominty.ai](https://platform.cominty.ai). To share the connection with your whole workspace, you need to be a Cominty admin. * You have a HubSpot account, and a HubSpot user allowed to install apps (a **Super Admin**, or a user with the **App Marketplace** permission). * There is no OAuth client to create: Cominty provides the app, named **Cominty for HubSpot** in HubSpot. The connection uses OAuth 2.1 with PKCE. > [!TIP] > > Connect with a HubSpot user whose permissions match what you want the agents > to reach. The agent never gets more access than that user. ## Install the app **1. Open the integration** On [platform.cominty.ai](https://platform.cominty.ai), open **Integrations** in the left menu. Search for `HubSpot` and click the **HubSpot Official** card. ![The Cominty Integrations page, filtered on HubSpot, with the HubSpot Official card](https://mintcdn.com/cominty/qhQIDB0o2RqSx3AW/images/mcp/hubspot-integrations.png?fit=max\&auto=format\&n=qhQIDB0o2RqSx3AW\&q=85\&s=4ffa2402bfd40d49ab1fd3fc72088d91) 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](#configure-the-app). ![The HubSpot Official integration dialog in Cominty, with Personal selected and the Connect button](https://mintcdn.com/cominty/qhQIDB0o2RqSx3AW/images/mcp/hubspot-dialog.png?fit=max\&auto=format\&n=qhQIDB0o2RqSx3AW\&q=85\&s=ebfbe7e145689bd119f048f4ff5ec6aa) 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**. ![The HubSpot account selection screen for Cominty for HubSpot](https://mintcdn.com/cominty/qhQIDB0o2RqSx3AW/images/mcp/hubspot-choose-account.png?fit=max\&auto=format\&n=qhQIDB0o2RqSx3AW\&q=85\&s=44a8a9a359b2694f87c6e3b976fd384d) 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 HubSpot screen listing the optional scopes requested by Cominty for HubSpot, with a tooltip on a locked one](https://mintcdn.com/cominty/qhQIDB0o2RqSx3AW/images/mcp/hubspot-scopes.png?fit=max\&auto=format\&n=qhQIDB0o2RqSx3AW\&q=85\&s=d3da213f8cec8a808364ab89a28f38b6) The optional scopes, with a lock on those that need a higher subscription ![The HubSpot screen with the Currently granted scopes expanded and the Connect app button](https://mintcdn.com/cominty/qhQIDB0o2RqSx3AW/images/mcp/hubspot-connect-app.png?fit=max\&auto=format\&n=qhQIDB0o2RqSx3AW\&q=85\&s=dfe3a6b77b73ec4fbaa94fe160dc2c35) The Currently granted section expanded, and the Connect app button > [!NOTE] > > 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. ![The HubSpot Official dialog with the Connected badge, the Enabled toggle, and the Test connection button](https://mintcdn.com/cominty/qhQIDB0o2RqSx3AW/images/mcp/hubspot-connected.png?fit=max\&auto=format\&n=qhQIDB0o2RqSx3AW\&q=85\&s=ab290d1235997c95ef5dc52615f1f7a1) HubSpot connected in Cominty **7. Test it** Open a new conversation and ask: "Who am I in HubSpot, and which objects can I access?" > [!NOTE] > > If the connection fails after you approve the access, or if you need help, > reach out to [hello@cominty.ai](mailto:hello@cominty.ai). ## Configure the app 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**: ```text theme={null} "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](https://docs.cominty.ai/mcp/connector-instructions.md). ## Use the app 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. ![The Cominty chat input with @hub typed and HubSpot Official suggested in the Integrations menu](https://mintcdn.com/cominty/qhQIDB0o2RqSx3AW/images/mcp/hubspot-use-in-chat.png?fit=max\&auto=format\&n=qhQIDB0o2RqSx3AW\&q=85\&s=7a82052e4587a66e5011b9b433b8a272) 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." ### What agents can do Available tools depend on your HubSpot subscription, your user permissions, and your account configuration. Main tools: | Tool | What it does | | - | - | | `get_user_details` | Read the connected user, the account, and the objects you can read or write | | `search_crm_objects` | Search and filter CRM records | | `get_crm_objects` | Fetch records by ID | | `query_crm_data` | Query CRM data with filters, aggregation, and sorting | | `search_properties` / `get_properties` | Find and read property definitions | | `search_owners` | Find record owners | | `manage_crm_objects` | Create or update records and activities, after confirmation | ## Limits * A search returns 200 results per page at most. A fetch by ID takes 100 IDs at most. * `query_crm_data` does not support joins, subqueries, or association traversal. * Search is based on the HubSpot CRM search API, without semantic search. * When HubSpot adds tools, new scopes may be needed: reconnect the app to grant them. ## Manage the connection 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](https://docs.cominty.ai/guides/capabilities.md) and the [use case on connections](https://docs.cominty.ai/guides/capabilities-use-cases.md#recipe-3-keep-some-connections-or-none). ## Disconnect the app **1. Open the integration** On [platform.cominty.ai](https://platform.cominty.ai), open **Integrations** and choose **HubSpot Official**. **2. Disconnect** Click **Disconnect**. The HubSpot access token is revoked, and the HubSpot MCP server is no longer reachable from Cominty. > [!WARNING] > > **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. > * To request deletion of your data, contact > [privacy@cominty.ai](mailto:privacy@cominty.ai). See our > [Privacy Policy](https://app.cominty.ai/policies/privacy-policy). ## Uninstall the app 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](https://knowledge.hubspot.com/integrations/connect-apps-to-hubspot#uninstall-an-app). The effect on your data is the same as disconnecting. ## Troubleshooting | Symptom | Likely cause | | - | - | | You cannot install the app in HubSpot | Your HubSpot user lacks the **App Marketplace** permission. Ask a Super Admin. | | The agent says it cannot see a record | Your HubSpot user has no access to it. The agent follows your HubSpot permissions. | | A write action is refused | Your user has no write access to that object, or your subscription does not include it. Ask the agent to run `get_user_details`. | | A new feature asks for more access | HubSpot added tools that need new scopes. Disconnect, then connect again. | | The connection stops working | The access was revoked in HubSpot, or the integration is turned off. Check **Enabled**, click **Test connection**, or connect again. | Need help? Contact [hello@cominty.ai](mailto:hello@cominty.ai). This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.