Use tools in Breeze studio

Use tools in Breeze studio with defined inputs and outputs to help agents and assistants accomplish their defined goals.

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

Before you get started

Before you begin using Breeze tools, make sure to fully understand what steps should be taken ahead of time, as well as the limitations of the feature and potential consequences of using it.

Please note: Please avoid sharing any sensitive information in your enabled data inputs for AI features, including your prompts. Admins can configure generative AI features in account management settings. For information on how HubSpot AI uses your data to provide trustworthy AI, with you in control of your data, you can refer to our HubSpot AI Trust FAQs.

Please note: Breeze features use artificial intelligence and machine learning models. To understand HubSpot’s approach to AI, data usage, and security, learn more about HubSpot's AI Model Cards and HubSpot's AI Cloud Infrastructure FAQs.

Understand requirements

• A Super Admin must toggle the following switches on in AI Settings:
  • Give users access to generative AI tools and features
  • CRM data
  • Customer conversion data
  • Files data
  • Give users access to Breeze Assistant

• To view or use tools that sync with third party apps, those apps must be installed on your HubSpot account. 

Understand limitations & considerations

• HubSpot's pre-built agents have default inputs, instructions, and tools that can't be edited, deleted, or rearranged.

Browse tools

1. In your HubSpot account, navigate to Breeze > Tools.
2. To filter tools by the type of action they take, click the Types dropdown menu and select the checkbox next to each tool type. The following types 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 card to learn more about how it works. 
5. In the right panel, view the tool's inputs and outputs. When you add inputs in Breeze studio, the tool will produce the output. Some tools have optional inputs as well as required ones. 
6. In the Tool Usage section, view 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. Click the Agents or Assistants tab.
3. Hover over the agent or assistant card and click theverticalMenumenu icon, then select Configure. 
4. Click Add tool in the What this [agent/assistant] can do section. 
5. In the right panel, click the Types dropdown menu and select the checkbox next to each tool type you want to display. 
6. To display more information about a tool, including its inputs and outputs, hover over the tool and click View details. 
7. To add the tool, hover over the tool and click Add tool. 
   • If the tool has a tool type of Take action, you can turn off the default behavior of requesting permission to take action.
   • To turn off the default behavior, toggle the Review before running this tool switch off. 
8. To remove a tool, hover over the tool and click Remove. You can't remove the agent or assistant's default tools. 
9. When you've finished editing the agent or assistant, click Publish in the top right.