HubSpot

Create a new HubSpot CRM record. For contacts: email required. For companies: name or domain required. For deals: dealname, dealstage, pipeline required. If any requested property could not be set, you MUST tell the user which ones and why.

Create and read HubSpot engagements (activities). Types: notes, tasks, calls, meetings, emails. Notes: hs_note_body, hs_timestamp Tasks: hs_task_subject, hs_task_body, hs_task_status (NOT_STARTED/IN_PROGRESS/COMPLETED), hs_task_priority (LOW/MEDIUM/HIGH), hs_timestamp (due date), hubspot_owner_id Calls: hs_call_body, hs_call_direction (INBOUND/OUTBOUND), hs_call_duration, hs_timestamp Meetings: hs_meeting_title, hs_meeting_body, hs_meeting_start_time, hs_meeting_end_time Emails: hs_email_subject, hs_email_text

Get full details of a specific HubSpot CRM record by ID, including associations to related records.

Create, update, read, and deal-associate HubSpot line items, and browse the product library. Line items are the priced rows on a deal; a deal with no line items has no invoice value. Actions: - create: add a line item. Either from the product library (properties.hs_product_id + quantity) or standalone (properties.name + price + quantity). Pass dealId to attach it to a deal in the same call - a line item not attached to a deal is invisible in the deal's workflow. - update: change properties on an existing line item (lineItemId). - get: read one line item (lineItemId). - list_for_deal: list every line item on a deal (dealId). - list_products: search the product library (optional query) to find an hs_product_id. - get_product: read one product (productId). Writable line-item properties: name, price, quantity, hs_product_id, hs_discount_percentage, hs_term_in_months, hs_line_item_currency_code, description. price and quantity are numeric strings; hs_discount_percentage is a percentage (e.g. "10" for 10% off); hs_line_item_currency_code is an ISO 4217 code (e.g. "USD") and must match the deal's currency. If any requested property could not be set, you MUST tell the user which ones and why.

List a HubSpot object's available properties (fields), including exact property names, types, and allowed enum/option values. Call this BEFORE creating or updating records to discover the exact property name and the exact stored value for dropdown/checkbox fields - do NOT guess property names or option strings. Use the optional "search" (matches name or label) and "group" filters to narrow a large portal's properties.

Create, remove, or list associations between HubSpot records.

Manage HubSpot marketing lists and campaigns. Create lists, add/remove contacts, search lists and campaigns.

Search HubSpot CRM records. Available object types: contacts, companies, deals. Use filters for precise queries. Use query for free-text search.

Update properties on an existing HubSpot CRM record. If any requested property could not be set, you MUST tell the user which ones and why.

Upload a document to HubSpot and attach it to CRM records (deals, contacts, companies). Supports multiple content sources: base64-encoded content, URL, email attachment reference, or OneDrive file reference. The document is uploaded to HubSpot's file manager and a Note is created with the attachment linked to the specified records. The Note appears in each record's timeline.