> This page is for Agent Handler. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # HubSpot **Authentication:** OAuth or private app token. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-credentials) to bring your own OAuth app. ## Sample use cases * Show me every deal in the `Negotiation` stage with no activity in the last 14 days. * Update the deal owner on all opportunities under \$10k that I own to the SDR team. * Find contacts who opened the last 3 emails but haven't booked a meeting. ## Available Tools #### get\_deal\_associations Get all associations (emails, notes, calls, meetings, tasks) for a specific deal. #### list\_deal\_notes Get all notes for a deal with full content and HubSpot UI URLs. Returns note details with clickable links to view in HubSpot. Use for 'show notes on Acme deal with links'. #### list\_deal\_calls Get all calls for a deal with full details and HubSpot UI URLs. Returns call info (duration, outcome, notes) with clickable links. Use for 'show calls on Acme deal with links'. #### list\_deal\_meetings Get all meetings for a deal with full details and HubSpot UI URLs. Returns meeting info (title, attendees, time) with clickable links. Use for 'show meetings on Acme deal with links'. #### list\_deal\_tasks Get all tasks for a deal with full details and HubSpot UI URLs. Returns task info (status, due date, assignee) with clickable links. Use for 'show tasks on Acme deal with links'. #### list\_deal\_emails Get all emails for a deal with full content and HubSpot UI URLs. Returns email info (subject, body, sender) with clickable links. Use for 'show emails on Acme deal with links'. #### list\_deal\_activities Get ALL activities (emails, notes, calls, meetings, tasks) for a deal with HubSpot UI URLs. Returns complete timeline with clickable links. Use for 'show everything on Acme deal with links'. #### get\_company\_associations Get all associations (emails, notes, calls, meetings, tasks) for a specific company. #### list\_company\_notes Get all notes for a company with full content and HubSpot UI URLs. Returns note details with clickable links to view in HubSpot. Use for 'show notes on Acme Corp with links'. #### list\_company\_calls Get all calls for a company with full details and HubSpot UI URLs. Returns call info (duration, outcome, notes) with clickable links. Use for 'show calls on Acme Corp with links'. #### list\_company\_meetings Get all meetings for a company with full details and HubSpot UI URLs. Returns meeting info (title, attendees, time) with clickable links. Use for 'show meetings on Acme Corp with links'. #### list\_company\_tasks Get all tasks for a company with full details and HubSpot UI URLs. Returns task info (status, due date, assignee) with clickable links. Use for 'show tasks on Acme Corp with links'. #### list\_company\_emails Get all emails for a company with full content and HubSpot UI URLs. Returns email info (subject, body, sender) with clickable links. Use for 'show emails on Acme Corp with links'. #### list\_company\_activities Get ALL activities (emails, notes, calls, meetings, tasks) for a company with HubSpot UI URLs. Returns complete timeline with clickable links. Use for 'show everything on Acme Corp with links'. #### get\_contact\_associations Get all associations (emails, notes, calls, meetings, tasks) for a specific contact. #### list\_contact\_notes Get all notes for a contact with full content and HubSpot UI URLs. Returns note details with clickable links to view in HubSpot. Use for 'show notes on John Doe with links'. #### list\_contact\_calls Get all calls for a contact with full details and HubSpot UI URLs. Returns call info (duration, outcome, notes) with clickable links. Use for 'show calls on John Doe with links'. #### list\_contact\_meetings Get all meetings for a contact with full details and HubSpot UI URLs. Returns meeting info (title, attendees, time) with clickable links. Use for 'show meetings on John Doe with links'. #### list\_contact\_tasks Get all tasks for a contact with full details and HubSpot UI URLs. Returns task info (status, due date, assignee) with clickable links. Use for 'show tasks on John Doe with links'. #### list\_contact\_emails Get all emails for a contact with full content and HubSpot UI URLs. Returns email info (subject, body, sender) with clickable links. Use for 'show emails on John Doe with links'. #### list\_contact\_activities Get ALL activities (emails, notes, calls, meetings, tasks) for a contact with HubSpot UI URLs. Returns complete timeline with clickable links. Use for 'show everything on John Doe with links'. #### create\_call Log a call engagement in HubSpot CRM. Associate with contacts, companies, deals, or tickets using format: associations=\[\{"id": "123", "type": "contact"}]. Returns engagement URL with parent context. #### get\_call Get a call by ID. Optional: pass parentObjectType and parentObjectId (e.g., parentObjectType='contact', parentObjectId='123') to get URL with parent context. #### update\_call Update a call's details. Optional: pass parentObjectType and parentObjectId to get URL with parent context. #### delete\_call Delete a call log from HubSpot #### list\_calls List call logs with pagination and filtering #### search\_calls Search calls by direction, status, duration, or date. Use for finding specific call logs. #### create\_company Create a new company with name, domain, industry, and location details #### get\_company Retrieve a company by its ID or unique property with specified properties, associations, and history #### update\_company Update properties and information for an existing company #### delete\_company Delete a company from HubSpot (cannot be undone) #### list\_companies List companies with pagination and optional property filtering #### search\_companies Search companies with filters (name, domain, industry, location, size), sorting, and text query. #### create\_contact Create a new contact with email, name, phone, company, and lifecycle stage #### get\_contact Get a contact by ID or email with properties and engagement history #### update\_contact Update properties and information for an existing contact #### delete\_contact Delete a contact from HubSpot (cannot be undone) #### list\_contacts List contacts with pagination and optional property filtering #### search\_contacts Search contacts with filters (email, name, company, lifecyclestage), sorting, and text query. #### batch\_create\_contacts Create up to 100 contacts in a single batch request #### batch\_update\_contacts Update up to 100 contacts in a single batch request #### batch\_read\_contacts Get up to 100 contacts by IDs in a single batch request #### create\_deal Create a new sales deal with name, amount, pipeline stage, and owner #### get\_deal Get a deal by ID with pipeline stage and associated contacts/companies #### update\_deal Update properties and details for an existing deal #### delete\_deal Delete a deal from HubSpot (cannot be undone) #### list\_deals List deals with pagination and filtering by pipeline, stage, or owner #### search\_deals Search deals with filters (amount, stage, closedate, owner), sorting, and text query. #### create\_email Log an email engagement in HubSpot CRM. #### get\_email Retrieve a specific email engagement by ID from HubSpot CRM. #### update\_email Update an existing email engagement's properties in HubSpot CRM. #### delete\_email Delete an email engagement from HubSpot CRM (moves to recycling bin). #### list\_emails List email engagements from HubSpot CRM with pagination and property filtering. #### search\_emails Search email engagements in HubSpot CRM using filters, text queries, and sorting. #### create\_meeting Log a meeting engagement in HubSpot CRM. #### get\_meeting Get a meeting by ID. Optional: pass parentObjectType and parentObjectId (e.g., parentObjectType='contact', parentObjectId='123') to get URL with parent context. #### update\_meeting Update a meeting's details. Optional: pass parentObjectType and parentObjectId to get URL with parent context. #### delete\_meeting Delete a meeting from HubSpot #### list\_meetings List meetings with pagination and filtering #### search\_meetings Search meetings by title, date, outcome, or location. Use for finding specific meetings. #### create\_note Create a note engagement in HubSpot CRM. #### get\_note Get a note by ID. Optional: pass parentObjectType and parentObjectId (e.g., parentObjectType='contact', parentObjectId='123') to get URL with parent context. #### update\_note Update a note's content or properties. Optional: pass parentObjectType and parentObjectId to get URL with parent context. #### delete\_note Delete a note from HubSpot #### list\_notes List notes with pagination and filtering #### search\_notes Search notes by content, filters, or associated objects. Use for finding specific notes by keywords or properties. #### list\_owners Retrieve a list of all owners (users) in the HubSpot account with their contact information, team assignments, and permissions. Used for assigning ownership of contacts, companies, deals, and tickets. #### get\_owner Retrieve detailed information about a specific owner (user) in HubSpot using their owner ID. Returns owner details including name, email, teams, and activity status for ownership assignment. #### list\_deal\_properties List all available deal properties including custom fields with their types, descriptions, valid values, and metadata. #### list\_contact\_properties List all available contact properties including custom fields with their types, descriptions, valid values, and metadata. #### list\_company\_properties List all available company properties including custom fields with their types, descriptions, valid values, and metadata. #### list\_custom\_objects List all custom objects in HubSpot with their required properties, searchable fields, and schema information. This is the only way to discover required fields in HubSpot. #### create\_task Create a task engagement in HubSpot CRM. #### get\_task Get a task by ID. Optional: pass parentObjectType and parentObjectId (e.g., parentObjectType='contact', parentObjectId='123') to get URL with parent context. #### update\_task Update a task's details or mark it complete. Optional: pass parentObjectType and parentObjectId to get URL with parent context. #### delete\_task Delete a task from HubSpot #### list\_tasks List tasks with pagination and filtering #### search\_tasks Search tasks by status, priority, due date, or assignee. Use for finding specific tasks.