Resources · Claude connector

Claude HubSpot connectorWhat Claude can do in your HubSpot account.

The Claude HubSpot connector exposes 27 tools. 16 of them read your CRM and marketing data, 6 change something in your account, and 5 are documented nowhere. Below: what Claude reads, what it writes, what it confirms first, and what a Super Admin decides.

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Overview

What changes once Claude can reach your CRM

Your CRM stops being a place you dig through before every call. Ask Claude for the active deals sorted by close date, the last month of conversations with a customer, or which campaign drove the most revenue, and it answers from your HubSpot records. When something needs updating, it proposes the change and waits for your yes.

Prepare a call in one question. search_crm_objects finds the contact, company or deal, get_crm_objects pulls the details, and Search conversations goes through the conversations and messages of your HubSpot inboxes.

Run a pipeline review without exporting anything. query_crm_data filters, aggregates and sorts CRM data, and search_owners ties deals to the right reps.

Update the record while it is fresh. manage_crm_objects creates or updates records and activities, after showing you a summary of the proposed changes. On the marketing side, manage_blog_post, manage_landing_page and Manage marketing email work on content.

What the connector does not do: run on its own. Claude only calls these tools while it answers you, never when a deal changes stage, and none of the documented tools is described as deleting anything. If a record should be created every time a form is filled, that is automation work, covered on our HubSpot n8n integration and HubSpot Make integration pages. A different job, not a better one.

Vocabulary

Five words to know before you connect

The vocabulary around this connector, in one minute.

Connector
The link you set up once between Claude and an account you already own, so Claude can work in it while it answers you.
Tool
One named action a connector gives Claude. Claude picks the tools it needs by itself, and the directory lists them by name.
Authorization
HubSpot's own screen where you choose the permissions the connector gets, then click to connect the app. Per person, and revocable.
Approval
The confirmation Claude waits for in the conversation before a change goes through, such as moving a deal to a new stage.
MCP
The open standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as HubSpot.
Connect

Connect HubSpot to Claude in three steps

  1. 01

    Find HubSpot in your connectors

    Open Claude's settings, go to Customize then Connectors, and look up HubSpot. On a Team or Enterprise workspace, an Owner or Primary Owner has to enable it for the organization before members can each sign in.

  2. 02

    Start the connection

    Click Connect on the HubSpot row, then log in to the HubSpot account you want to use, in the window HubSpot opens itself. If the link breaks, Disconnect and connect again.

  3. 03

    Check HubSpot's authorization screen

    Read what the HubSpot screen grants before you accept: that screen, not Claude, sets the scope. If it announces wider permissions than Claude uses day to day, it is still the service's screen, and Claude asks before each action by default. You can remove the access later from either side.

Tools

The 27 tools, split by what they do

HubSpot gives Claude 27 tools: 16 that read your account, 6 that change something in it, and 5 no official source describes.

Three groups: what Claude reads, what it changes, and what no official source describes. Tool names stay exactly as Claude shows them, spaces included.

  • 16 read
  • 6 write
  • 5 not documented

What Claude reads (16)

16 tools

Sixteen tools that look up CRM records, properties, analytics and conversations without changing them.

search_crm_objects

Searches and filters CRM records with filter groups, text queries, sorting and pagination, with at most 200 results per page.

When it helps
you want every open deal above a certain amount in one region, sorted by close date, before the Monday pipeline meeting.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

get_user_details

Returns who you are in HubSpot, your account details and, object by object, what your access covers.

When it helps
Claude cannot find a type of record and you want to know whether your permissions cover it before you ask your admin to widen them.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

get_properties

Fetches full definitions of properties, including their data types and enumeration values, the allowed options of a field.

When it helps
you want to know the exact stages a custom deal property accepts before asking Claude for a report built on it.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

search_properties

Finds property definitions for an object type by keyword search, when you do not know the exact name of the field.

When it helps
you remember a field about renewal but not what your admin called it when the account was set up.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

get_crm_objects

Pulls one or more CRM records by their identifiers in a single request, up to 100 at a time.

When it helps
a search returned twenty deals and you want the full details of the five that matter before a meeting.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

render_landing_page_ui

Displays a preview card of a landing page in the conversation, with a link to continue in the HubSpot page builder.

When it helps
you have been working on a page with Claude and want to see it and jump straight into HubSpot.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

get_organization_details

Lists the teams, job titles and seat counts of the organization, along with account information such as timezone, currency and account type.

When it helps
you want a sales report split by team without rebuilding the org chart by hand.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

query_crm_data

Queries CRM data in a SQL-like language with filtering, aggregation and sorting, the tool behind most analysis questions.

When it helps
you ask for average time spent in each lifecycle stage last quarter.
Watch out
no joins, subqueries or currency conversion, so some questions need several steps.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

search_owners

Looks up record owners by name, email or identifier, up to 100 results, so Claude can match deals and tickets to real people.

When it helps
you want all open tickets assigned to one rep, sorted by priority and creation date.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

Tool Guidance

Retrieves usage instructions and guidance for one or more HubSpot tools. It is guidance for Claude on how to use the other tools, not data from your account.

When it helps
behind the scenes, before a complex query or campaign report.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

Get campaign attribution reports

Returns revenue and deal attribution for campaigns, limited to closed-won deals.

When it helps
you want to know which campaign generated the most closed revenue last month, before planning the next quarter's budget.
Watch out
deals still in progress are not counted here.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

read_campaign_data

Reads campaign analytics, asset metrics or contact data in one operation, the broader view next to attribution.

When it helps
you want metrics for every asset of the spring campaign, not only the revenue it brought in, to see which email or page carried it.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

discover_hubspot_schema

Explores the object types available in your account and tells Claude which ones your permissions let it read or not.

When it helps
your account uses custom objects and Claude needs to find the one that holds your customer subscriptions.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

Get conversation channel metadata

Lists the inboxes, channels and channel instances in the account, so a later conversation search can be narrowed precisely.

When it helps
you only care about the chat channel of one inbox, not email, SMS or any other connected source.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

Get marketing email analytics

Returns analytics for marketing emails over a date range you choose.

When it helps
you want to compare the newsletters that went out last month and see which subject lines performed best, so the next one starts from what already worked with your audience.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

What Claude changes (6)

6 tools

Six tools that create or update content in your account, or send feedback to HubSpot. Four of them document a confirmation step.

manage_crm_objects

Asks you first

Creates or updates CRM records and activities, such as a new contact or a deal moved to another stage.

What Claude asks for
HubSpot documents a summary of the proposed changes and your explicit confirmation before any creation or update.
When it helps
right after a call, you want the deal stage updated.
Watch out
bulk changes are capped at 10 records at a time.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

manage_landing_page

Asks you first

Creates, edits, styles, publishes, clones and inspects landing pages.

What Claude asks for
HubSpot requires your confirmation before creating a page from a template, publishing or restoring a revision.
When it helps
you want a variant of an event page with new dates and a different headline.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

submit_feedback

Approval: see the rule

Sends feedback about the connector experience to HubSpot. It does not touch your CRM data; it is a message to the publisher.

What Claude asks for
no source describes a confirmation for this tool, so the general approval rule below applies.
When it helps
a report came back wrong and you want HubSpot to know.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

manage_blog_post

Asks you first

Creates, updates, publishes and inspects blog posts. New posts start as drafts.

What Claude asks for
your confirmation before a post is created, and again before it is published.
When it helps
you want a draft on a topic ready for review in HubSpot.
Watch out
if the author's email matches no existing HubSpot author, a new author is created.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

manage_campaign_objects

Asks you first

Sets up new marketing campaigns or edits existing ones, and attaches or detaches the assets linked to them.

What Claude asks for
HubSpot requires your confirmation before a campaign is created or modified.
When it helps
a new webinar series needs its campaign, with the landing page and emails grouped under it.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

Manage marketing email

Approval: see the rule

Works on marketing email settings and content: creating, updating and cloning email drafts, and managing A/B variants.

What Claude asks for
no source details a confirmation for this tool; the general approval rule is what applies.
When it helps
you want a draft of next week's newsletter based on last month's best performer.

Sourcedevelopers.hubspot.com · September 18, 2026 ↗

Undocumented (5)

5 tools

The directory lists these five names, but HubSpot's documentation does not describe them under these names, so we do not guess.

show_feedback_form

This name is on the directory sheet, but HubSpot's documentation has no entry under it. We will not infer what it does from the name.

Watch out
whatever it covers, the general approval rule applies to it, like every other tool of the connector.

get_content_analytics

This exact name is on the directory sheet, but no official source describes a tool under it, so this page does not say what it measures or returns.

Watch out
the general approval rule is the only rule that can be pointed to here.

read_landing_page_ui

Listed in the directory, absent from the documentation we read. No source says what it returns or displays, so nothing more is said here.

Watch out
it sits under the same approval rule as the rest of the list, whatever it turns out to do.

import-claude-design-from-url

The directory lists this name, and no official source describes what it does. This page makes no guess from the name.

Watch out
if Claude calls it, the default rule of asking first applies, as for every other tool of the connector.

Manage Onboarding

HubSpot describes an onboarding tool that assesses status and guides users through steps, but no source says whether it only reads or also records progress. We leave it as undocumented until a clearer source exists.

Watch out
treat it under the general approval rule.
Approvals

What Claude asks before it changes your CRM

Here the publisher documents confirmations for four tools; the rest fall under Claude's general rule.

By default, Claude asks for your confirmation before any action it takes on an account for you. HubSpot adds its own layer: record, campaign, blog and landing page changes present what will happen and wait for your yes. On a Team or Enterprise workspace, owners decide what members may let through and can restrict the connector for the whole organization. On the HubSpot side, a Super Admin chooses the connector's data permissions, and Claude never goes beyond your own HubSpot rights.

Plans

Which plans include the HubSpot connector

None of the 819 directory sheets states availability by plan, so there is no official connector-by-connector answer from Anthropic.

Anthropic's general rule: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner enables the connector for the organization before members sign in. The publisher's own help article states a narrower requirement; it is quoted, dated and weighed in the limits section below. For your account, only the HubSpot sheet in the directory shows the current state.

Limits

What the connector will not do

This connector is documented by its publisher only: no Claude help article or Anthropic developer page covers it, so the limits below come from HubSpot.

A connector does not watch your CRM: its tools only run while Claude answers you, never when a deal changes stage. The directory's verification badge is not a security audit, and Anthropic says on every sheet that it does not choose a publisher's tools. Here the publisher is HubSpot, which documents its connector in detail, down to the number of records per request. Every call also counts against HubSpot's own API usage limits.

Two official sources disagree

On which plans can Claude use the HubSpot connector?

What this page followsAnthropic's rule covers every connector; HubSpot's sentence is the only one aimed at this one, but it is the publisher speaking, not Anthropic. Neither settles it for your account: check the HubSpot sheet in the directory on your account.

Need help

Need help connecting HubSpot to Claude?

A person reads every message.

FAQ

Questions about the Claude HubSpot connector

01What can Claude do with the HubSpot connector?
Claude can search and analyze your HubSpot CRM and marketing data, and create or update records and content from the conversation. The directory lists 27 tools: 16 read, covering CRM search, record details, properties, SQL-style queries, owners, conversations and campaign and email analytics; 6 change something, for CRM records, landing pages, blog posts, campaigns, marketing emails and feedback to HubSpot; 5 have no official description under their listed name. Answers draw on your own records.
02Can Claude update or delete records in HubSpot?
Claude can create and update; no documented tool is described as deleting anything. The CRM tool creates or updates records and activities across contacts, companies, deals, tickets and more, after a summary you confirm. On the marketing side, Claude can draft and publish blog posts, build and publish landing pages, manage campaigns and work on marketing email drafts. Five tools on the list have no official description, so this page makes no claim about them. Bulk changes are limited to 10 records at a time.
03Does Claude ask before it changes my HubSpot data?
Yes, for the main write tools. HubSpot documents a summary of proposed changes and an explicit confirmation before any record is created or updated, and confirmations before creating or publishing blog posts, creating or changing campaigns, and creating a landing page from a template, publishing it or restoring a revision. For the other tools, Claude's default rule applies: every action on your behalf waits for your approval. On Team and Enterprise workspaces, owners decide whether members may let some actions skip the prompt.
04Which plans is the HubSpot connector available on?
No official Anthropic source publishes plan availability connector by connector. Anthropic's general rule is that remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, with an Owner or Primary Owner enabling them first on Team and Enterprise. HubSpot's own help article states a narrower requirement, quoted with its date in the limits section. The HubSpot sheet in the directory shows the current state for your account.
05Can Claude see all the data in our HubSpot account?
No. The connector follows each user's HubSpot permissions, so a rep who can only view their own deals gets answers about those deals only. A Super Admin also chooses which data permissions the connector gets during approval, and can widen them later, after which each user has to reconnect before the new data shows up. With Sensitive Data turned on, Claude cannot access any engagement data at all. On Team and Enterprise workspaces in Claude, owners can further restrict what the connector may do.
06Why can't Claude see my HubSpot emails and calls?
The most likely reason is Sensitive Data. HubSpot says that if this setting is on in your account, Claude cannot access any engagement data, for added security. Another cause is permissions: if a Super Admin approved the connector without that data, or widened its permissions after you connected, you need to reconnect the connector before the newly approved data becomes visible to Claude. Check both settings with your HubSpot admin before assuming the connector is broken.
07Should I use Claude or an automation tool with HubSpot?
They do different jobs. Claude shines when you are in the loop: preparing a call, reviewing a pipeline, drafting a blog post or updating a deal right after a meeting. An automation tool runs on its own when something happens, like creating a contact every time a form is submitted, with nobody in a chat. Plenty of teams use both, Claude for analysis and judgment, an automated workflow for the repetitive syncing of records.