MetaHub MCP · for HubSpot

Sell more. Maintain less.

Your AI — the one you already pay for — handles your HubSpot so you can fully focus on sales. Data entry, follow-ups, prioritisation, cleanup, quotes: it does the admin, you do the selling. Smarter than Breeze, on a model you actually picked.

Start 30-day free trial See pricing

Built by metawork.studio. HubSpot Solutions Partner — running HubSpot for clients since 2016.

Illustrative example. No live account data.

You ask

What's on my plate today?

MetaHub responds

6 things.

2 deals advanced overnight, 3 tickets need a reply, 1 quote stuck in negotiation since Friday.

Want me to draft the ticket responses?

The way sales reps already talk. The way AI should already work.

Built for two people

Sell. Or run the people who sell. Either way, HubSpot stops being your job.

Most «AI for HubSpot» tools assume you'll learn a new interface. MetaHub assumes you're busy and need shit to be done. The AI is already on your screen, and the CRM should just do what you ask in plain convo.

For reps + founder-sellers

Stop maintaining your CRM. Sell.

  • The data entry, the follow-ups, the cleanup — your AI does them while you're on the phone.
  • No tutorials, no YouTube binge. You already know how to talk to Claude / ChatGPT. That's the whole interface.
  • Draft personalised first-touch emails in seconds — informed by lifecycle stage, last touchpoint, the contact's source.
  • Quotes, notes, calls, deal updates — dictated, not typed.

For sales directors + founders managing a team

Set the strategy in conversation. Watch it land in real time.

  • Daily + weekly briefings — who closed what, who's stalling, where pipeline is leaking.
  • Live stats on demand — no dashboard hunt, no «can someone pull me a report».
  • Pipeline forecasts that update themselves — and a forecast you can interrogate, not just read.
  • Coaching signal — see who's flying, who's stuck, where you'd want to step in.

Try saying this to your AI

Four sentences. Four jobs done.

Plain English. No property names, no internal IDs, no clicking around. Your AI handles the HubSpot end, you keep selling.

  • "What's on my plate today?"

    6 things. 2 deals advanced overnight, 3 tickets need a reply, 1 quote stuck in negotiation since Friday. Want me to draft the ticket responses?

  • "What stalling deals need my immediate attention?"

    Acme ($72k, untouched 16 days), Nordwind ($28k, demo never followed up), Globex ($140k, decision-maker dropped off two weeks ago). Pulling the last engagement on each.

  • "Pull all the contacts I need to reach out to today, then draft a personalised first-touch email for each one."

    14 contacts on today's list, including 4 from the re-engagement workflow. Wrote each email against the contact's lifecycle stage and the last touchpoint. Review before I queue them?

  • "Write a quote for Acme: 50 Pro seats, annual, 15% discount."

    Done. €54,000 list, €45,900 after 15%. Filed as a line-item-backed deal under Acme, attached to the open thread with their procurement lead. Ready to send when you say go.

Everything it handles

One assistant. Your whole HubSpot.

There's no feature menu to learn — just things you can ask for, in plain words. Here's the range of what MetaHub takes off your plate.

  • Set up HubSpot from scratch

    Full, hands-off configuration so you can onboard yourself — pipelines, properties, custom objects, automations, built to spec the moment you ask.

  • Get data in and out

    Pull exactly what you need out of HubSpot and push exactly what you want back in — in plain language, no exports, no view-building.

  • Smart import

    Hand it a messy spreadsheet and it maps the columns, cleans the values, and files every record where it belongs.

  • Smart data management

    Keep the portal tidy as you work — fix properties, fill gaps, reshape records — all on request, never by hand.

  • Our HubSpot expertise, baked in

    Ask for something and MetaHub does the technical part the way we would do it for you. Right the first time.

  • Your daily agenda

    A 30-second morning briefing from your real portal: which deals moved, who is waiting, what to send today.

  • Stats + reports on demand

    Funnels, forecasts, win/loss, leaderboards, campaign metrics — answered in chat, never built by hand in HubSpot.

  • Enrich + reach out

    Pull lookalike contacts from Apollo, craft sharp first-touch emails, and update the portal — without ever opening it.

  • Chat becomes CRM work

    The progress you make in conversation lands back in HubSpot as tasks, activities and tickets automatically.

  • Launch campaigns from chat

    Roll out a sales campaign across your pipeline right where you are already typing.

  • Powerful deduplication

    A dedicated workspace that finds and merges duplicate contacts and companies fast. Fully GDPR compliant: your data never leaves your browser or reaches AI.

  • Weekly updates

    We constantly update the functionality and playbooks. Any update to HubSpot, any change in their API, anything we add that simplifies and boosts productivity is included in free updates to your license.

The number that matters

~5h → 30min

per sales rep, per week, on CRM admin

The average rep loses about five hours a week updating HubSpot. Logging activities, copying notes, chasing overlooked leads, figuring out the UI, cleaning up overdues, trying to find most important things. MetaHub gives most of that time back, because the AI you already use can do it in seconds when asked.

For a team of five, that's roughly a full extra selling day per rep, every week. That's the headline. Everything else on this page is just how.

Smarter than Breeze

Use the AI you actually picked. Not the one HubSpot picked for you.

HubSpot's Breeze is a single, locked-down model with locked-down prompts. You can't choose the model, you can't bring your own context, you can't compose it with the other AI work you already do. That's a design choice that ages quickly — every new generation of Claude or GPT leaves Breeze further behind.

MetaHub is the inverse. It plugs into the AI you chose — Claude, ChatGPT, Gemini, Copilot, or any MCP-compatible client. The same chat you already use for email drafts, research, planning, code — now it also runs your CRM. When your AI upgrades to the next model, your CRM gets smarter the same day. No vendor lock-in, no waiting for HubSpot's roadmap.

HubSpot Breeze

  • One model, picked for you
  • Locked prompts, locked output style
  • No model choice as new generations ship
  • Siloed from the AI you actually use

MetaHub

  • Bring your own AI — Claude, ChatGPT, Gemini, Copilot, or any MCP client
  • Always the strongest model you already pay for
  • Same chat as the rest of your work — one window, one assistant
  • Custom objects, lists, pipeline vocabulary all first-class

Works with the AI you already use

  • ClaudeClaude
  • ChatGPTChatGPT
  • GeminiGemini
  • Microsoft CopilotMicrosoft Copilot
  • GitHub CopilotGitHub Copilot

Under the hood, every common HubSpot action is covered — custom objects, vocabulary-aware properties, reporting, dedup, the lot. You don't need to learn any of it. You just talk.

Setup

Three steps. Five minutes.

No code. No agency call. No consultant on retainer.

  1. 1
    Start a free trial

    Pick a plan below and check out. 30 days free, cancel anytime.

  2. 2
    Paste one address into your AI

    In Claude, ChatGPT, or Gemini, add MetaHub as a connector. We'll show you exactly where to click — under a minute.

  3. 3
    Connect your HubSpot

    Type connect to my hubspot, authorize connection, you're done.

Detailed setup

Pick the AI you already use.

Step-by-step for Claude, ChatGPT, and Gemini — plus Microsoft Copilot and GitHub Copilot.

Works in claude.ai (no install), Claude Desktop, and Cursor — same address, same login.

↓ Download Claude Desktop (optional)

Claude.ai requires Pro, Team, or Max for custom connectors. On the free plan? Use Claude Code, Cursor, ChatGPT (Developer Mode), or Gemini CLI instead — same MetaHub app, no subscription gate.

  1. 1

    Pick a plan — see pricing below — and complete checkout.

  2. 2

    Open claude.ai → click your profile picture → Settings → Connectors → Add custom connector.

  3. 3

    Paste this address into the URL field: https://metahub.metawork.studio/mcp/

  4. 4

    Click Add. A sign-in screen opens — choose Google, Microsoft, or email, using the same address you used at checkout. MetaHub recognises your license and connects automatically.

  5. 5

    First time only: ask MetaHub to connect your HubSpot. Type connect my hubspot and paste your HubSpot Private App token when prompted.

Important: this requires the ChatGPT desktop app, not the website. The browser version of ChatGPT doesn’t support tool connections.

↓ Download ChatGPT Desktop (macOS / Windows)
  1. 1

    Pick a plan — see pricing below — and complete checkout.

  2. 2

    Open the ChatGPT desktop app → Settings → scroll to the bottom → enable Developer Mode.

  3. 3

    In Settings → Connectors → Add connector. Leave authentication set to OAuth.

  4. 4

    Paste this address into the URL field: https://metahub.metawork.studio/mcp/

  5. 5

    Click Connect. A sign-in screen opens — choose Google, Microsoft, or email, using the same address you used at checkout. MetaHub recognises your license and connects automatically.

  6. 6

    First time only: type connect_hubspot and paste your HubSpot Private App token when prompted.

Gemini CLI is Google’s free AI assistant that runs in your computer’s terminal (command line). To use it, you need Node.js installed — it’s free and takes 2 minutes.

↓ Download Node.js (free) ↗ Gemini CLI on GitHub
  1. 1

    Pick a plan — see pricing below. Copy your license key from the confirmation email or your license account page.

  2. 2

    Open your terminal (Mac: search «Terminal» in Spotlight · Windows: search «Command Prompt») and run: npm install -g @google/gemini-cli

  3. 3

    Open the file ~/.gemini/settings.json in any text editor (create it if it doesn’t exist) and add the following — replacing YOUR_LICENSE_KEY with the key from step 1:

    {
  "mcpServers": {
    "metahub": {
      "httpUrl": "https://metahub.metawork.studio/mcp/",
      "headers": {
        "Authorization": "Bearer YOUR_LICENSE_KEY"
      }
    }
  }
}
  4. 4

    Back in your terminal, type gemini and press Enter. MetaHub’s tools will be available immediately.

  5. 5

    First time only: type connect_hubspot and paste your HubSpot Private App token when prompted.

MetaHub is a remote MCP server (Streamable HTTP + OAuth 2.1), so it plugs in with just its address and a browser sign-in. Add it in Microsoft Copilot Studio and use it inside your Microsoft 365 Copilot agents.

Heads-up: the consumer Copilot (Windows / copilot.microsoft.com) doesn’t support custom MCP servers — you connect through Copilot Studio.

  1. 1

    Pick a plan — see pricing below — and complete checkout.

  2. 2

    In Copilot Studio, add a tool, choose Model Context Protocol, and point it at https://metahub.metawork.studio/mcp/. Sign in with the address you used at checkout, then add the agent to Microsoft 365 Copilot.

  3. 3

    First time only: type connect_hubspot and paste your HubSpot Private App token when prompted.

↗ Full step-by-step on your account page

MetaHub is a remote MCP server (Streamable HTTP + OAuth 2.1), so it connects with just its address and a browser sign-in. Use it in GitHub Copilot agent mode inside VS Code or Visual Studio.

  1. 1

    Pick a plan — see pricing below — and complete checkout.

  2. 2

    In VS Code, open Copilot → Agent mode → Add MCP server and point it at https://metahub.metawork.studio/mcp/. Sign in with the address you used at checkout.

  3. 3

    First time only: type connect_hubspot and paste your HubSpot Private App token when prompted.

↗ Full step-by-step on your account page

Why pay for this

HubSpot ships a free MCP. Here’s where it stops.

HubSpot’s own MCP is free, first-party, and genuinely fine for basic lookups — we’ll be the first to say so, and it reaches further than at launch, into campaigns, conversations and marketing email. On the CRM itself it’s still a dozen-odd generic tools: no custom objects, no schema building, no CRM reports, no duplicate cleanup, no workflows, no deletes of any kind, one portal. MetaHub is the operator layer that starts where the free one ends:

Capability MetaHubHubSpot’s own MCPFree community MCPs
Hosted + one-click sign-in (OAuth) Yes Yes Partial mostly token in config
Read & write core CRM — contacts, companies, deals, tickets Yes Yes Partial
Custom objects + build schema, properties, pipelines, stages Yes No can’t touch custom objects Partial read-only
Builds workflows — triggers, actions, custom-code steps, on/off Yes No no automation tools No
CRM reports — funnels, forecasts, win/loss, leaderboards Yes No marketing-campaign metrics only No
Finds and merges duplicates Yes No No
Safe deletes — archive vs permanent/GDPR, the right recipe Yes No no delete or archive tools at all No
Our HubSpot method baked in — no loose tasks, won’t wipe enum options Yes No No
Email → CRM filing, daily briefing, summaries Yes No No
Works marketing email + inbox conversations No we stay on the CRM Yes No
Runs multiple portals / clients from one seat Yes No one portal per connection No
First-party, maintained by the CRM vendor Partial we maintain the adapter Yes No mostly stale
Price from $29/seat/mofreefree

Credit where it’s due: HubSpot’s own MCP is free, first-party, and genuinely fine for basic lookups and edits on one portal. If what you mostly want is marketing email and the inbox, it covers ground we deliberately don’t — take it, and we’ll tell you so. MetaHub earns its price the moment the work gets real: modelling custom objects, building workflows, reporting, cleaning duplicates, deleting safely, and running more than one portal — none of which the free option does.

GDPR & your data

Your customer data never lands on our servers.

MetaHub is built data-minimal by design. We don't keep a copy of your portal, and the heavy lifting that touches real records runs in your own browser — so GDPR compliance is a side-effect of the architecture, not a checkbox.

  • Nothing is stored

    Every request runs live against your HubSpot and returns. We don't cache, copy, or warehouse your deals, contacts, or emails — there's no MetaHub database holding your CRM.

  • Dedup runs in your browser

    The deduplication workspace analyses your records locally, on your machine. When you merge, only the record IDs travel to us to action the merge — never the record content — and those jobs auto-delete within 24 hours.

  • Hosted in the EU

    MetaHub runs on servers in Germany. The only thing we persist is your connection credential — encrypted at rest — plus the email tied to your license.

  • Your AI, your agreement

    The CRM data your AI reads to do its work goes only to the assistant you already chose — Claude, ChatGPT, Gemini — under your own provider agreement. MetaHub adds no extra AI in the middle.

Pricing

Cheaper than the expert you'd hire to do it.

A couple of hours with a HubSpot specialist costs more than a year of MetaHub — and MetaHub runs your portal every day, not just the hour you booked. 30-day free trial on both plans. No setup fees. Cancel anytime.

Single user

$€3929/mo

billed monthly billed annually — save 26%

  • 1 license token
  • Every MetaHub capability included
  • All future capabilities included
  • 30-day free trial
  • Cancel anytime
Start free trial
Most popular

Team

$€2922/seat/mo

billed monthly billed annually — save 24%

  • 5-seat minimum · cheaper per seat than Single
  • Central seat control — you decide who holds a license
  • Every MetaHub capability included
  • All future capabilities included
  • 30-day free trial
  • Cancel anytime
Start free trial

Changelog

What’s shipped, recently.

Every license includes future additions — no tier upgrade, no extra invoice. Recent-first.

  1. Improvement Call reviews from your own recorder

    hs_review scores a call against our scorecard and tracks repeat mistakes. Transcripts come from your Fathom, Fireflies, JustCall or Otter connector.

  2. Improvement A welcome and a place to start

    hs_start shows modes, example prompts and current tools and guides. Your first successful call includes a one-time welcome.

  3. Improvement File uploads straight from your shell

    hs_files grant_upload gives a one-time upload URL and curl command. Failed uploads say why and can be rerun. Size is checked against the CRM limit.

  4. Fix No false 'reconnect' advice for per-user permissions

    A missing per-user permission names the permission and says the original app answered. No action needed.

Show older entries (95 more) ↓ Hide older entries ↑

  1. Fix Per-user access falls back instead of failing

    Calls your per-user app can't cover run on the original app and name the missing permission. New installs request contacts, companies, deals, tickets and more.

  2. Improvement Everyday record work runs on your own HubSpot permissions

    Contact, company, deal and ticket reads, writes, searches and enrollments use the per-user app. Admins can require it with hs_policy.

  3. Improvement Personal per-user connect link

    The per-user app link is a one-click invite made for you. If it can't be fetched, MetaHub says who can send one.

  4. Improvement Groundwork for a per-user HubSpot app

    A second app will act with your own HubSpot permissions. whoami shows both connections, results say which answered. Not installable yet.

  5. Improvement More specific file and ticket permissions

    MetaHub requests HubSpot's new granular file and ticket scopes, without file delete. Existing connections are unaffected.

  6. Fix Summaries flag an incompletely read thread

    If a full message fetch fails, the conversation summary says it may be missing content. Marketing email permission noted as Marketing Hub Pro.

  7. Improvement API pacing choice before large runs

    Before big jobs MetaHub estimates requests, reads your limits and asks: aggressive, moderate or background. Suggests batches or the importer first.

  8. Improvement Export caps, clearer permission errors, leads

    Exports warn about HubSpot's 1,000 association cap and let you lift it. Clearer permission errors, rate-limit retries, 200 results per search page.

  9. Fix Offline bookings no longer reported as success

    Bookings HubSpot saved without a calendar event are flagged. No-show writes refused. Owned-only searches with many filters no longer fail.

  10. Improvement Batch sequence enrollment, with API limits stated

    hs_enroll_sequence enrols up to 25 contacts on one confirmation. Previews state what the API can't do: start date, timezone, unenroll.

  11. Fix Reconnecting clears permission errors immediately

    Permission checks re-read your live connection, so a reconnect takes effect on the next call instead of up to 25 minutes later.

  12. Improvement Admin-disabled permissions are named

    If an admin disabled a permission for the app, the message says so and tells you to ask the admin instead of reconnecting.

  13. Fix Meeting links show durations and free slots

    Reading a meeting link returned no lengths or availability. Both are returned correctly.

  14. Improvement Permission errors name the actual cause

    A missing permission is traced to an old connection, your user's rights, or the subscription, with the matching fix. whoami lists what's missing.

  15. Marketing event custom properties save correctly

    Custom properties on marketing events are sent in HubSpot's format and read back as a simple name/value mapping.

  16. Restrict tools by HubSpot seat and role

    Seat-dependent tools refuse up front without the right seat. Admins can block tool groups per HubSpot role with hs_policy. Super Admins exempt.

  17. Improvement Action needed: reconnect HubSpot once

    Sequences, imports, exports, booking, events, forms and subscriptions need new permissions. Run connect_hubspot() once. Private-app keys unaffected.

  18. Booking permission request fixed

    An unregistrable booking scope blocked the permission list from updating. Booking uses the contact-write permission instead.

  19. hs_teams includes active and former colleagues

    Including deactivated users returned only them. Active and deactivated owners are merged, e.g. 105 instead of 51.

  20. Subscription and consent management

    hs_subscriptions reads subscription status for up to 100 addresses. Subscribe needs a legal basis and confirmation. Unsubscribes also ask first.

  21. Teams, members, and both user ids

    hs_teams lists teams and members and looks people up by email, name or id. Every row shows both owner id and user id.

  22. Read forms, fields and consent text

    See each form's fields, required flags, target object, lifecycle stage and consent text. Read only, no submissions.

  23. Marketing events and attendance

    hs_marketing_events lists events with counters, shows attendance both ways, and records attendance in batches of 100 after confirmation.

  24. Book meetings from chat

    Find meeting links, list free slots and book one. Times shown in the attendee's timezone and UTC. Booking needs a confirmed preview.

  25. Edit marketing emails

    hs_marketing_email edits drafts, clones, adds A/B variants, restores revisions and pulls statistics. Publishing stays in HubSpot.

  26. Records owned by creator, optional owned-only mode

    Records created from chat are owned by you. hs_policy can restrict edits and listings to your own records or team. Super Admins exempt.

  27. Fix Sequence and import permissions requested

    The app never requested sequence and import scopes. It does, generated from the tools. Reconnect once. Sequences need Sales Hub Pro.

  28. Fix Pipeline history shows what changed

    History entries read as plain changes like renames and probability edits. Typical history size drops from about 90 KB to 20 KB.

  29. Record and pipeline change history

    hs_history shows who changed what and the previous values, with ids resolved to names. Pipeline delete recipes include HubSpot's safety guards.

  30. File Manager tools

    hs_files searches files, manages folders, imports from URL and issues expiring signed links. Making a file public asks first.

  31. Spreadsheet import and export

    hs_import validates column mapping and row count, confirms, then reports per-row errors. hs_export returns a short-lived download link.

  32. Sales sequences with confirmed enrollment

    hs_sequences lists sequences and steps and checks a contact's enrollment. hs_enroll_sequence enrols one contact after a token-bound preview.

  33. Batch upsert and record merge

    hs_batch_upsert creates or updates up to 100 records by unique property. hs_merge previews both records and asks before merging.

  34. List membership management

    Add, remove or copy records on static lists and see which lists a record is on. hs_lists renames, restores and manages folders.

  35. Improvement Full HubSpot API parameters on existing tools

    Fetch and update by unique property, read property history, full property options, and server-side marketing email filters. Based on the 2026-03 spec.

  36. Fix Silently ignored writes reported as failures

    Read-only properties are refused before sending. Values HubSpot drops come back as failed writes, with sent and stored values.

  37. Improvement Tool descriptions no longer mention Pipedrive

    Leftover Pipedrive references were removed from MetaHub tool descriptions. Names, arguments and behaviour unchanged.

  38. Fix Self-hosted service starts when the database is down

    Startup no longer hangs. /health returns 503 until PostgreSQL is reachable, then recovers without restart. Timeout via METAPIPE_DB_CONNECT_TIMEOUT.

  39. Fix Account switches persist for the next call

    After hs_use_account, the chosen account holds for the connection. account_token is a documented argument on every tool.

  40. Fix Every team member can connect their own HubSpot

    Connecting on a team licence no longer reports the licence as full. You get a one-click link to the licence's portal.

  41. Improvement Warning when a pasted HubSpot token is in chat history

    connect_hubspot advises rotating a pasted token and reconnecting via one-click install. whoami shows which connection is active.

  42. Improvement Every answer names its HubSpot portal

    The account metadata is never empty. Without a selection it names the default in use, or says the call would fail.

  43. Improvement Pinned HubSpot account survives reconnects

    Named pointers from metawork_context and hs_use_account get a signed token, so a reconnect no longer drops the account.

  44. Improvement Confirmation prompts name the HubSpot portal

    Every confirmation and receipt names the account it acts in. A dry-run workflow delete no longer reports success.

  45. Improvement whoami reports only HubSpot

    whoami shows your HubSpot connection, active portal and connected teammates, without Pipedrive lines. Portal switch confirmations fixed.

  46. Improvement Tool set version reported on every connection

    whoami shows the tool set version and fingerprint. Calls to retired tool names are forwarded or name the replacement.

  47. Marketing email performance vs your median

    Each send is scored against your account median, with deliverability flagged. Campaign report fixed. Needs Marketing Hub Pro.

  48. Inbox conversations: triage, summarise, reply

    See who's waiting on a reply, read and summarise threads, file them to deals, and reply after approval. Reconnect HubSpot once.

  49. Improvement Any HubSpot user can connect the licence

    The billing email or team member check is gone. Whoever approves in HubSpot can connect, and is recorded.

  50. One-click connect for extra HubSpot accounts

    Agency licences add accounts via an authorization link, no Service Key. Disconnect per account.

  51. Improvement Switch your licence to a different HubSpot

    A "Connect a different HubSpot" button on your account page replaces the connected account.

  52. Improvement Solo plans sign in through the browser

    Solo licence keys in config files are retired in favour of browser sign-in. Gemini CLI signs in too. Team plans keep licence keys.

  53. Improvement Gemini CLI browser sign-in

    Add the server, run /mcp auth metahub and approve in the browser. No licence key in ~/.gemini/settings.json.

  54. Improvement Slow token service shows a retry message

    A slow token broker says to retry in a few seconds instead of showing onboarding. Timeout raised.

  55. Improvement Activity log records the account

    Each log entry names the portal or account written to. Filter with account=.

  56. Improvement Dedup supports deals

    Deals get the same review and merge flow. Recurring deals in a series aren't flagged as duplicates.

  57. Improvement Dedup manual mode requires invite or sign-in

    Token-paste mode needs an invite link or Google, Microsoft or email sign-in. Merges are attributed to the person.

  58. Improvement Activity log retains two years

    Audit entries older than two years are pruned automatically.

  59. Improvement Audit log covers dedup merges

    Each dedup merge is logged with the merged and surviving record.

  60. Activity log with reasons

    Every AI write is logged, with the reason if you give one. Ask why something changed. All plans.

  61. Improvement Filtered searches always filter

    Searches no longer return unfiltered results on odd filter input. Unparseable filters return an error.

  62. Dedup for custom objects

    Find and merge duplicate custom object records by name and searchable fields. Enterprise portals.

  63. Workflows triggered by line item changes

    Build workflows that react to line items added or updated on a deal, which HubSpot lacks natively.

  64. Improvement Association labels apply correctly

    Custom association labels like Billing Contact are read from your portal and applied correctly.

  65. Improvement Custom-code workflow steps and property groups

    Workflows can include custom-code steps, with secret checks. Deal properties file into the correct group; custom objects ask.

  66. Improvement Credit and discount lines on deals

    Negative amounts are recorded as line discounts. Asks when per-unit vs whole line is unclear.

  67. Build HubSpot workflows

    Create, edit, enable, disable and delete workflows from chat. New workflows start disabled.

  68. Improvement Default association when linking records

    Linking records without a type uses HubSpot's default association for that pair.

  69. Attach files to HubSpot records

    Upload files to deals, contacts, companies or tickets via a note. Attach by link or small direct upload.

  70. Clean and dedupe spreadsheets before import

    The dedup tool dedupes contact, company or deal sheets with exact and fuzzy matching and returns an import-ready CSV.

  71. Built-in CRM playbook: hs_playbook

    hs_playbook() lists topics like import, pipelines and properties. hs_playbook(topic) returns the method.

  72. Create and edit pipelines and stages

    hs_create_pipeline, hs_update_pipeline, hs_create_stage and hs_update_stage, with data-safety guards.

  73. Improvement Tasks must link to a record

    Creating a task requires a contact, company or deal association.

  74. Improvement Dedup sessions last 5 days and survive deploys

    Sessions use a 5-day sliding window and the token re-mints on 401.

  75. Improvement Full dedup features for manual API key users

    Manual token mode gets a session automatically, fixing merges and showing settings. Settings persist per token.

  76. Improvement Dedup horizontal scroll for wide clusters

    Wide comparison tables scroll horizontally with a sticky field label column.

  77. Improvement Dedup settings export, import and audit log

    Export and import dedup configuration as JSON. Audit log tab shows the last 50 changes.

  78. Per-rule conditions for dedup match rules

    Rules can require minimum length, non-empty, or a regex match. Existing rules unchanged.

  79. Personal overrides for team dedup settings

    Team members can override fields and match rules per entity, with reset to team default. Not shown on Solo.

  80. Configurable dedup fields and match rules

    Choose visible fields per entity and set discriminators, identifiers and soft signals. Shared across the Team licence.

  81. hs_summarize for contacts, companies, deals, tickets

    One call gathers activities, notes, emails and files, optionally for linked records. Asks narrow or broad, recent or all.

  82. Server-side dedup merge queue

    Merges run on the server, so you can close the tab. Live progress on return. Job files delete after 24 hours.

  83. Improvement hs_create_property_group and association fix

    Create custom property groups on any object. hs_associate_schema_to accepts names, IDs and FQNs.

  84. Milestone hs_dedup: browser-based HubSpot deduplication

    Dedupe contacts and companies with fuzzy name, phone and address matching. Merges run from your browser to HubSpot.

  85. hs_summarize: entity recap on demand

    Summarise a contact, company, deal or ticket from notes, calls, meetings, emails and tasks. Asks scope and time range first.

  86. Owner and property search, portal info, campaigns

    hs_search_owners, hs_search_properties, hs_get_portal_info and hs_campaign_report.

  87. Improvement Sensitive property filter

    Properties marked sensitive are hidden from listings by default. Pass include_sensitive=True to show them.

  88. Reporting and forecasting tools

    Funnel, forecast, activity, conversion, won and lost deals, new contacts, stale deals and user leaderboard reports.

  89. Milestone MetaPipe and MetaHub split into separate products

    HubSpot tools at metahub.metawork.studio, Pipedrive at metapipe.metawork.studio. Buy either separately.

  90. Gemini CLI support

    Drop MetaHub into ~/.gemini/settings.json with a Bearer token. Same tool surface as the Claude + ChatGPT paths.

  91. Improvement Multi-account team mode polish

    Pipedrive and HubSpot active accounts are tracked separately per caller. connect_hubspot accepts Service Keys.

  92. ChatGPT Developer Mode connector

    OAuth via ChatGPT Settings → Connectors, matched to your checkout email. No separate token.

  93. First-class custom object handling

    Create custom object schemas and manage their associations: hs_create_custom_object_schema, hs_associate_schema_to and more.

  94. Vocabulary-aware property handling

    Portal-specific list names, pipeline names and property labels are resolved server-side.

  95. Milestone Public beta on Claude.ai

    Launch with 31 tools for objects, properties, search, associations and batch reads and updates.

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