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This guide shows you how to configure the HubSpot connector for WRITER Agent. After setting up this connector, WRITER Agent can perform operations like retrieving and searching CRM records including contacts, companies, deals, tickets, engagements, and notes.
The HubSpot connector provides read-only access to CRM data. It does not support creating or updating records.

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Set up the HubSpot connector

Configure the HubSpot connector in AI Studio under Connectors & Tools. The HubSpot connector supports two authentication options:
  • WRITER-managed OAuth (recommended): Writer provides the OAuth application. No setup required - just authorize access to your HubSpot account.
  • Organization-managed OAuth: Create your own HubSpot OAuth application for custom branding and control.
Most users should choose WRITER-managed OAuth for faster setup. Only use organization-managed OAuth if you need custom branding or have specific security requirements.

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Create a HubSpot OAuth application (organization-managed only)

If you choose to create a self-managed OAuth application to connect, create an OAuth 2.0 application in HubSpot:
  1. Navigate to your HubSpot developer account
  2. Create a new app or select an existing app
  3. Configure OAuth settings with the required scopes
  4. Add the Writer redirect URI to Redirect URLs:
    If your organization is deployed in the EU, use https://app.eu2.writer.com/mcp/oauth/callback instead.
  5. Copy the client ID and client secret
For detailed instructions, see HubSpot’s OAuth documentation.

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Required OAuth scopes

  • oauth - Base OAuth access
  • crm.objects.tickets.read - Read ticket data
  • crm.objects.users.read - Read user information
  • crm.objects.products.read - Read product catalog
  • crm.objects.line_items.read - Read line item details
  • crm.objects.carts.read - Read shopping cart data
  • crm.objects.subscriptions.read - Read subscription information
  • crm.objects.owners.read - Read object ownership data
  • crm.objects.orders.read - Read order information
  • crm.objects.invoices.read - Read invoice data
  • crm.objects.quotes.read - Read quote information
OAuth scopes are fixed per connector and cannot be customized based on enabled tools. When users authorize the HubSpot connector, they will grant all the scopes listed above, even if you disable certain tools in AI Studio.

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Configure the connector in AI Studio

  1. Navigate to Connectors & Tools in AI Studio
  2. Select the HubSpot connector
  3. Select who has access by default (all users or specific teams)
  4. Select the connection type:
    • Level: User level (each user authenticates their own account) or org level (shared connection to a single account)
    • Managed by: WRITER-managed or self-managed (your own OAuth app)
  5. Select which tools to enable for your agents
  6. Enter your OAuth client ID and client secret (if using self-managed OAuth)
  7. Complete the OAuth authorization flow

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Next steps