Hubspot tools

This section provides an overview of the HubSpot tools available for AI Agents to interact with HubSpot. These tools allow agents to perform various operations such as finding deals, managing notes, creating and updating deals, and sending messages within the HubSpot ecosystem.

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List of HubSpot Tools

Tool Name	Description
Find HubSpot Deal	Find a deal in HubSpot using its ID
Create HubSpot Note	Create a new note in HubSpot
Update HubSpot Note	Update an existing note in HubSpot
Delete HubSpot Note	Delete a note from HubSpot
Create HubSpot Deal	Create a new deal in HubSpot
Update HubSpot Deal	Update an existing deal in HubSpot
Delete HubSpot Deal	Delete a deal from HubSpot
Send HubSpot Thread Message	Send a message via HubSpot

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Find HubSpot Deal

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Description

This tool allows agents to find a specific deal in HubSpot using its unique identifier.

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System Tool ID and Tool Description for Agents

• Tool ID: hubspot_find_deal_by_id
• Description: Find deal in Hubspot by ID

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Arguments

Name	Required	Type	Description
id	Required	string	The unique identifier of the deal to find

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Create HubSpot Note

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Description

This tool enables agents to create a new note in HubSpot, associating it with deals, contacts, or companies.

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System Tool ID and Tool Description for Agents

• Tool ID: hubspot_create_note
• Description: Create note via Hubspot.

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Arguments

Name	Required	Type	Description
deal_ids	Required	array of strings	IDs of deals to associate with the note
contact_ids	Required	array of strings	IDs of contacts to associate with the note
company_ids	Required	array of strings	IDs of companies to associate with the note
note_body	Required	string	The content of the note

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Update HubSpot Note

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Description

This tool allows agents to update an existing note in HubSpot, modifying its content or associations.

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System Tool ID and Tool Description for Agents

• Tool ID: hubspot_update_note
• Description: Update note via Hubspot.

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Arguments

Name	Required	Type	Description
note_id	Required	string	ID of the note to update
deal_ids	Required	array of strings	Updated IDs of deals to associate with the note
contact_ids	Required	array of strings	Updated IDs of contacts to associate with the note
company_ids	Required	array of strings	Updated IDs of companies to associate with the note
note_body	Required	string	Updated content of the note

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Delete HubSpot Note

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Description

This tool enables agents to delete a specific note from HubSpot.

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System Tool ID and Tool Description for Agents

• Tool ID: hubspot_delete_note
• Description: Delete note via Hubspot.

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Arguments

Name	Required	Type	Description
note_id	Required	string	ID of the note to delete

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Create HubSpot Deal

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Description

This tool allows agents to create a new deal in HubSpot with various properties and associations.

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System Tool ID and Tool Description for Agents

• Tool ID: hubspot_create_deal
• Description: Create deal via Hubspot.

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Arguments

Name	Required	Type	Description
deal_name	Required	string	Name of the deal
deal_type	Required	string	Type of the deal (automatically transformed to lowercase and spaces removed)
description	Required	string	Description of the deal
pipeline	Required	string	Pipeline the deal belongs to
contact_ids	Required	array of strings	IDs of contacts associated with the deal
company_ids	Required	array of strings	IDs of companies associated with the deal
deal_stage	Required	string	Stage of the deal (automatically transformed to lowercase and spaces removed)
amount	Required	string	Monetary amount of the deal
close_date	Required	string	Expected close date of the deal (automatically transformed to timestamp)

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Update HubSpot Deal

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Description

This tool enables agents to update an existing deal in HubSpot, modifying its properties and associations.

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System Tool ID and Tool Description for Agents

• Tool ID: hubspot_update_deal
• Description: Update deal via Hubspot.

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Arguments

Name	Required	Type	Description
deal_id	Required	string	ID of the deal to update
deal_name	Required	string	Updated name of the deal
deal_type	Required	string	Updated type of the deal (automatically transformed to lowercase and spaces removed)
description	Required	string	Updated description of the deal
pipeline	Required	string	Updated pipeline the deal belongs to
contact_ids	Required	array of strings	Updated IDs of contacts associated with the deal
company_ids	Required	array of strings	Updated IDs of companies associated with the deal
deal_stage	Required	string	Updated stage of the deal (automatically transformed to lowercase and spaces removed)
amount	Required	string	Updated monetary amount of the deal
close_date	Required	string	Updated expected close date of the deal (automatically transformed to timestamp)

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Delete HubSpot Deal

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Description

This tool allows agents to delete a specific deal from HubSpot.

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System Tool ID and Tool Description for Agents

• Tool ID: hubspot_delete_deal
• Description: Delete deal via Hubspot.

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Arguments

Name	Required	Type	Description
deal_id	Required	string	ID of the deal to delete

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Send HubSpot Thread Message

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Description

This tool enables agents to send a message via HubSpot’s messaging system.

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System Tool ID and Tool Description for Agents

• Tool ID: hubspot_send_thread_message
• Description: Send messages via Hubspot.

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Arguments

Name	Required	Type	Description
threadId	Required	string	ID of the thread to send the message to
channelId	Required	string	ID of the channel to send the message through
channelAccountId	Required	string	ID of the channel account
subject	Required	string	Subject of the message
senderActorId	Required	string	ID of the sender
text	Required	string	Content of the message