Indexbrain + HubSpot

CRM & SalesOAuth10 read, 3 writePro and Team

HubSpot syncs contacts, companies, and deals with read-only access — Indexbrain never creates or updates CRM records. New and updated records are picked up on each sync cycle.

Connect HubSpot HubSpot website

Every HubSpot action

Each action is set independently to always allow, ask every time, or disabled. The mode below is the default before anyone changes anything.

Action	What it does	Type	Default
Get campaign asset metricshubspot.get_campaign_asset_metrics	Metrics for specific CRM objects (landing pages, site pages, blog posts, meeting events, etc.) associated with a campaign. Search the campaign's associated assets of the given type first to get real crm_object_ids.	read	Always allow
Get campaign contacts by typehubspot.get_campaign_contacts_by_type	Get paginated contact ids for a campaign filtered by attribution type. May not work against a real HubSpot account; the underlying endpoint isn't publicly documented (see services/hubspot_query_service.py).Built to the documented API but not yet exercised against a live account.	read	Always allow
Get campaign metricshubspot.get_campaign_metrics	Attribution metrics (sessions, new/influenced contacts) and, with revenue attribution enabled, revenue for one or more marketing campaigns.	read	Always allow
Get organization detailshubspot.get_organization_details	Org-wide (not personal) HubSpot info: teams, user roles, and account settings (timezone, currency, account type, UI domain). Use `include` to narrow to just what's needed.	read	Always allow
Get ownershubspot.get_owners	List or search HubSpot owners (users assignable to CRM records) by name/email, or look up specific owner ids — resolve a real owner id here before using it as a hubspot_owner_id filter.	read	Always allow
Get propertieshubspot.get_properties	List a HubSpot object type's properties (name, label, field type, and valid enum options) — confirm a real property/enum value before filtering with hubspot.query_records.	read	Always allow
Get recordshubspot.get_records	Fetch known HubSpot records by ID, with associations — use when you already have the record ids (e.g. from a prior query_records call) rather than searching again.	read	Always allow
Get user detailshubspot.get_user_details	Current HubSpot connection's identity, hub, and real read/write availability per object type (contacts, companies, deals, tickets) plus owners/organization-details/campaigns tool availability — call this first to know what's actually usable before assuming a tool will work.	read	Always allow
Query recordshubspot.query_records	Query HubSpot CRM records (contacts, companies, deals, or tickets) with optional filters. Supports the associations.{objectType} pseudo-property (e.g. property='associations.company', operator='equals', value='<companyId>') to filter by association to another record.	read	Always allow
Search propertieshubspot.search_properties	Keyword-filtered HubSpot property definitions for an object type — use this over hubspot.get_properties when you only want to check a few specific property name guesses rather than the full list.	read	Always allow
Create associationhubspot.create_association	Associate two existing HubSpot records (e.g. link a contact to a company, or a deal to a contact) using HubSpot's default association type.	write	Ask every time
Create recordhubspot.create_record	Create a new HubSpot contact, company, or deal. Confirm real property names/enum values with hubspot.get_properties or hubspot.search_properties first.	write	Ask every time
Update recordhubspot.update_record	Update an existing HubSpot contact, company, or deal's properties — omitted properties are left unchanged.	write	Ask every time

Every write stops for a human

Write actions are off entirely until an admin turns them on, and even then each one halts the run and asks before it happens. There is no auto-approve mode anywhere in the product, on any plan. Disabling an action goes further: it is never offered to the model, so it cannot be asked for.

What people do with HubSpot

Finance & Legal

Build a Client Engagement Brief

Convert accepted consulting, agency, advisory, or internal delivery work into a dependable engagement brief covering scope, stakeholders, milestones, evidence requirements, communication, systems, risks, dependencies, and client-data constraints.

Finance & Legal

Create a Client Proposal

Turn an RFP, discovery conversation, qualified opportunity, or defined consulting engagement into a clear, review-ready client proposal or statement of work covering the problem, intended outcomes, approach, scope, deliverables, responsibilities, timeline, approved fees, assumptions, exclusions, dependencies, and terms.