Connect apps to HubSpot's AI agents

Connect HubSpot's AI agents in Agent Builder to external systems through the Model Context Protocol (MCP). This allows agents to access live business data and perform actions across supported applications without requiring custom integrations or code.

For example, a revenue operations team can connect an agent in HubSpot to Gong and Notion to analyze customer conversations and generate account planning summaries.

Supported apps

HubSpot's AI agents currently supports connections for the following apps:

• Amplitude
• Asana
• Atlassian
• Box
• Canva
• Fathom
• G2
• Gmail
• Gong
• Google Calendar
• Google Chat
• Google Drive
• Linear
• Notion
• Slack
• Xero
• Zapier

Please note: each supported app has its own configuration requirements and capabilities. It’s recommended that you review the information on the website for each supported app above.

Connect an app to a HubSpot's AI agent 

The process for connecting an app may vary slightly depending on the app you want to connect. For example, some apps (such as Notion and Asana) use an OAuth-based connection, while others (such as Zapier) use a tokenized URL connection. 

OAuth-based connection 

OAuth is the standard way to connect HubSpot to an MCP Server. This process may vary slightly between MCP Servers but generally follows these steps:

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. Navigate to the Agents tab. 
3. Hover over the agent you want to edit, click the menu icon and select Clone to clone the agent. 
4. In the Actions section, click Add action. 
5. In the right panel, click the Connectors tab. 
6. Hover over the app you want to connect. Then click Connect and add.

7. Follow the on-screen prompts to authorize the connection.

Tokenized URL connection (Zapier)

Some MCP Servers, like Zapier, allow you to configure your own set of tools rather than a standard group. For these connections, you'll need to supply a custom URL provided by the vendor.

1. Navigate to the Zapier MCP page.
2. In the top left, click + New MCP Server. 
3. Click the MCP Client dropdown menu and select Other. 
4. Enter a name for the MCP Server in the Name field. 
5. Click Create MCP Server. 
6. In the Tools section, select the tools you want the MCP Server to use.

Please note: while MCP connections offer a wide range of tools, it’s recommended that you select only the tools needed for your agent's tasks.

7. At the top of the page, click the Connect tab. 
8. In the Transport section, ensure that Streamable HTTP is selected. 
9. In the Connect with server-specific URL section, click Copy URL next to the Server URL.

10. Back in your HubSpot account, navigate to Agents > Agent Hub. 
11. Navigate to the Agents tab.
12. Hover over the agent you want to edit, click the menu icon and select Clone to clone the agent.
13. In the Actions section, click Add action.
14. In the right panel, click the Connectors tab.
15. Hover over Zapier MCP and click Connect and add.
16. In the pop-up window, in the Zapier MCP Server URL field, paste the Server URL you copied from Zapier. 

17. Then click Connect to Zapier. 

Manage connectors in Agent Builder

To disconnect an app from Agent Builder:

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. Navigate to the Agents tab.
3. Hover over an agent and click Edit. 
4. In the Actions section, click Add action.
5. In the right panel, click the Connectors tab.
6. Hover over the connector you want to disconnect and click View details. 
7. Then click Disconnect. 

8. In the dialog box, click Disconnect. 

Configure connector permissions

For each connected app, configure which tools HubSpot's AI agents can use. You can manage individual tool permissions or apply the same permissions to all tools. 

To configure tool permissions:

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click the app for which you want to manage tool permissions. 
3. Click the Settings tab. 
4. Review the available read-only and write tools the app has access to.
5. To view details about a specific tool, click the right arrow to expand the section and see more information about its permissions.
6. For each tool, select the permission that determines when HubSpot's AI agents can use it: 

• • Always allow: the tool can be used without requiring confirmation.
  • Ask permission: you'll be prompted to authorize access each time the tool is used.
  • Never allow: the tool won't be available for use.

7. To update permissions for multiple tools at once, click the dropdown menu in the top right of the Read-only and Write sections and select a permission for all read tools or all write tools.

Next steps

After connecting an app, learn more about configuring prompts for your agent.