Use Breeze tools

In Breeze Studio, you can use tools with defined inputs and outputs to help agents and assistants accomplish their defined goals. 

This article covers adding tools already in HubSpot to Breeze agents, including some created by third party developers. Learn more about adding external tools using HubSpot MCP Client. 

Understand requirements

• In AI settings, toggle the following switches on: 
  • Give users access to generative AI tools and features
  • CRM data
  • Customer conversion data
  • Files data
  • Give users access to Breeze Assistant
    
• Users will need the Breeze Studio user permission. 
• Some tools may require additional permissions or specific HubSpot subscriptions to use.
• To view or use tools that sync with third party apps, those apps must be installed on your HubSpot account. 

Browse tools

1. In your HubSpot account, navigate to Breeze > Tools. 
2. To filter tools by the type of action they take, click the Category dropdown menu at the top of the page and select the checkbox next to each tool type. The following categories are available: 
   • Get data: search for specific information within your HubSpot account or generally in search engines. 
   • Generate: create content, summaries, or suggestions based on prompts. 
   • Take action: create or update records, publish content, or trigger system-level changes in HubSpot. This type of tool may require manual approval before the agent takes specific actions. 
3. To filter for tools used by apps, click the Apps dropdown menu and select the checkbox next to each app you want to include. 
4. Click a tool's card to learn more about how it works. 
5. In the right panel, review the tool's inputs and outputs. When you add inputs in Breeze Studio, the tool will product the output. Some tools have optional inputs as well as required ones. 
6. In the Tool Usage section, review the agents and assistants that have used this tool in the past 30 days. 

Use tools in agents and assistants

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Hover over the agent or assistant and click theverticalMenumenu icon, then select Configure. 
3. In the editor, click Add tool in the What this agent/assistant can access section. 
4. In the right panel, click the Categories dropdown menu and select the checkbox next to each tool type you want to display. 
5. To display more information about a tool, including its inputs and outputs, hover over the tool and click View details. 
6. At the bottom of the tool description, click Add tool. 
7. If the tool has a tool type of Take action, you will have the option to turn off the default behavior of requesting user permission to take the action. To do this, toggle the Review before running this tool switch off. 
8. To remove a tool, hover over the tool and click Remove. You cannot remove the agent or assistant's default tools. 
9. When you've finished editing the agent or assistant, click Publish in the top right.