HubSpot is the CRM and marketing platform many teams build their go-to-market on. Connecting HubSpot to clariBI gives every AI analysis access to your contacts, companies, deals, tickets, and marketing performance in real time.
Why connect HubSpot
CRM data is usually the most valuable analytics surface a company has, and the hardest to keep in sync across reporting tools. Direct connection through MCP removes the lag.
You can ask "What is our weighted pipeline by stage?", "Which marketing campaign drove the most SQLs last quarter?", or "Show me companies that moved deal stage in the last 30 days" and get answers built on the live data.
How the connection works
clariBI talks to HubSpot through its hosted MCP server at https://mcp.hubspot.com/. Authentication uses an OAuth flow against an OAuth app you register in the vendor's developer console. Tokens stay encrypted server-side and never leave clariBI in clear form.
sequenceDiagram
actor U as You
participant C as clariBI
participant V as HubSpot
U->>C: Click Authorize with HubSpot
C->>V: Open OAuth authorization
V-->>U: Grant read access?
U->>V: Approve
V-->>C: Authorization code
C->>V: Exchange code for tokens
V-->>C: Access + refresh tokens
C->>C: Encrypt and store credentials
C-->>U: Connection ready
Available tools
The AI engine selects from these read-only HubSpot tools during analyses. None of them modify data in HubSpot.
| Tool | Returns | Example question |
|---|---|---|
get_user_details | Authenticated user info, account, and per-object access. | Which HubSpot account am I connected to? |
search_crm_objects | CRM records (contacts, companies, deals, tickets) with filtering, sorting, pagination. | Show me deals over $50k closing this quarter. |
get_crm_objects | Up to 100 CRM objects by ID. | Get deal 12345. |
search_properties | Property definitions via keyword search. | What custom properties exist on Companies? |
get_properties | Complete property definitions including data types. | Show all Deal properties. |
search_owners | CRM record owners by name, email, or ID. | Find the owner of these deals. |
get_campaign_contacts_by_type | Paginated campaign contact IDs. | Who clicked the November newsletter? |
get_campaign_analytics | Campaign metrics and revenue attribution. | Campaign performance last quarter? |
get_campaign_asset_types | Available campaign asset type names. | What campaign asset types exist? |
get_campaign_asset_metrics | Metrics for campaign-associated CRM objects. | Open rate for the Black Friday email asset? |
Data flow during analysis
When you ask a question that maps to HubSpot, the AI engine routes to the right tool, reads the result, and pairs the answer with a chart you can pin to a dashboard.
sequenceDiagram
actor U as You
participant C as clariBI
participant AI as AI engine
participant V as HubSpot
U->>C: Ask a question about CRM and marketing data
C->>AI: Plan the analysis
AI->>V: Call the right tool
V-->>AI: Tool result
AI->>AI: Summarize and chart
C-->>U: Answer plus visual
Setting up the connection
- Open Data Sources in the clariBI sidebar.
- Click Add data source.
- Open the MCP Servers tab.
- Click the HubSpot card.
- Click Authorize with HubSpot.
- Sign in to HubSpot in the popup window and grant the requested read scopes.
- Back in clariBI, give your data source a name.
- Click Finish.
Permissions and data access
clariBI requests read access to CRM objects (contacts, companies, deals, tickets), engagements, marketing emails, forms, and content. No records will be created, updated, or deleted. Disconnect from your HubSpot account settings or from clariBI Settings.
Troubleshooting
| Error | Cause | Fix |
|---|---|---|
| "Selected scope unavailable on your HubSpot plan" | Some HubSpot scopes require a paid tier. | Either upgrade your HubSpot subscription or skip the affected scope at authorize time. |
| "Token expired" repeatedly | HubSpot refresh tokens rotate; clariBI handles this automatically but background refresh can fail under load. | Disconnect and reconnect from clariBI Settings. |