MetaHub MCP · for HubSpot
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.
🏆 Built by metawork.studio. HubSpot Solutions Partner — running HubSpot for clients since 2016.
Built for two people
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
For sales directors + founders managing a team
Try saying this to your AI
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
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.
Full, hands-off configuration so you can onboard yourself — pipelines, properties, custom objects, automations, built to spec the moment you ask.
Pull exactly what you need out of HubSpot and push exactly what you want back in — in plain language, no exports, no view-building.
Hand it a messy spreadsheet and it maps the columns, cleans the values, and files every record where it belongs.
Keep the portal tidy as you work — fix properties, fill gaps, reshape records — all on request, never by hand.
Ask for something and MetaHub does the technical part the way we would do it for you. Right the first time.
A 30-second morning briefing from your real portal: which deals moved, who is waiting, what to send today.
Funnels, forecasts, win/loss, leaderboards, campaign metrics — answered in chat, never built by hand in HubSpot.
Pull lookalike contacts from Apollo, craft sharp first-touch emails, and update the portal — without ever opening it.
The progress you make in conversation lands back in HubSpot as tasks, activities and tickets automatically.
Roll out a sales campaign across your pipeline right where you are already typing.
A dedicated workspace that finds and merges duplicate contacts and companies fast. Fully GDPR compliant: your data never leaves your browser or reaches AI.
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
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
MetaHub
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
No code. No agency call. No consultant on retainer.
Pick a plan below and check out. 7 days free, cancel anytime.
In Claude, ChatGPT, or Gemini, add MetaHub as a connector. We'll show you exactly where to click — under a minute.
Type connect to my hubspot, authorize connection, you're done.
Detailed setup
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.
Pick a plan — see pricing below — and complete checkout.
Open claude.ai → click your profile picture → Settings → Connectors → Add custom connector.
Paste this address into the URL field: https://metahub.metawork.studio/mcp/
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.
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)Pick a plan — see pricing below — and complete checkout.
Open the ChatGPT desktop app → Settings → scroll to the bottom → enable Developer Mode.
In Settings → Connectors → Add connector. Leave authentication set to OAuth.
Paste this address into the URL field: https://metahub.metawork.studio/mcp/
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.
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.
Pick a plan — see pricing below. Copy your license key from the confirmation email or your license account page.
Open your terminal (Mac: search «Terminal» in Spotlight · Windows: search «Command Prompt») and run: npm install -g @google/gemini-cli
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"
}
}
}
} Back in your terminal, type gemini and press Enter. MetaHub’s tools will be available immediately.
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.
Pick a plan — see pricing below — and complete checkout.
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.
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 connects with just its address and a browser sign-in. Use it in GitHub Copilot agent mode inside VS Code or Visual Studio.
Pick a plan — see pricing below — and complete checkout.
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.
First time only: type connect_hubspot and paste your HubSpot Private App token when prompted.
Pricing
One afternoon of senior HubSpot work runs $500+. MetaHub runs your portal every day, inside the AI you already use. 7-day free trial on both plans. No setup fees. Cancel anytime.
Single user
$€3929/mo
billed monthly billed annually — save 26%
Team
$€2922/seat/mo
billed monthly billed annually — save 24%
Changelog
Every license includes future additions — no tier upgrade, no extra invoice. Recent-first.
You can now upload a file and attach it to a deal, contact, company, or ticket straight from your AI. The file is added through a note on the record — HubSpot's standard way of surfacing attachments. Attach by link (a Google Drive or Dropbox 'anyone with the link', or any public/signed URL) for instant, no-wait uploads, or drop a small file straight into chat. Ask 'how should I upload files?' for the best path.
Big imports into HubSpot now start with a clean-up pass. Drop your contacts, companies, or deals sheet into the dedup tool and it tidies and de-duplicates the rows for you — matching exact first, then fuzzy, and ignoring legal suffixes and industry boilerplate when it compares — then hands back an import-ready CSV with your original columns intact: the winning record kept, absorbed duplicates removed. The method is built into the playbook too — ask your AI to plan an import and it steers large files through clean-then-import, counting rows in vs. out so nothing is silently lost.
Ask your AI to design a pipeline, create properties, model a custom object, plan an import, or run any task the Metawork method covers, and it now follows a documented playbook instead of improvising. hs_playbook() lists the topics (import · pipelines · properties · tasks · data_safety · crm_choice · tools); hs_playbook(topic) returns the full method. Property-group hygiene is baked in — it checks existing groups and asks where to file before creating properties.
New hs_create_pipeline, hs_update_pipeline, hs_create_stage, and hs_update_stage tools — build or reshape a deal or ticket pipeline from the chat, with the method's data-safety guards applied so stages and their records stay intact.
Creating a task now requires associating it to the contact, company, or deal it belongs to — HubSpot won't accept a loose, unlinked task through MetaHub. Keeps your activity timeline attached to something you can actually find again.
The dedup queue is for long work — matching takes minutes, triage can take days, and the tab tends to stay open across breaks. Sessions are now a 5-day sliding window (any activity extends them) instead of a 15-minute hard cap. On top of that, the page transparently re-mints the session token if the server returns 401 — so a deploy restart or a long break no longer ends with "Session token expired" the moment you click merge.
When you connect by pasting your HubSpot Private App token directly into the dedup page (instead of going through hs_dedup), the SPA now mints a server-side session token automatically. Practical impact: merges no longer fail with "Missing session token", and the new settings UI (visible fields, match rules, audit log, export/import) shows up. Settings persist per-token, so reconnecting with the same token brings your configuration back.
When a cluster has more records (or more visible fields) than fit on screen, the comparison table now scrolls horizontally instead of squeezing columns. The field-label column on the left stays sticky as you scroll so you don't lose context.
Save a snapshot of your dedup configuration to JSON and roll back at any time — Export downloads the full license doc (team defaults + everyone's personal overrides), Import replaces it atomically with the same validation a normal save uses. The new Audit log tab records the last 50 changes (who, when, which scope, which fields) so it's easy to spot when a teammate changed something that affects everyone's queue. Import is recorded in the log too.
Each discriminator / identifier / soft signal can carry an optional condition that gates when it fires: minimum value length, non-empty, or a regex pattern (case-insensitive full match). Useful for rules like «treat customer_number as a discriminator only when it's at least 5 chars» or «promote to definite if both tax IDs match DE.+». Backward compatible — existing rules without conditions keep working unchanged.
Team-license members can now keep their own visible-field choices and match rules separate from the team defaults without forking the whole config. The settings modal grows a Team / Personal toggle: edit team defaults in the Team scope (everyone sees the change), or build a personal layer in the Personal scope that overrides the team field-by-field per entity. A Reset to team default button cleans up overrides you no longer want. Solo licenses don't see the toggle — there's no team to override.
Every team works the dedup queue differently — some live by tax ID, some by customer number, some only ever look at title and country. The new ⚙ Fields & rules modal (top of the page, also reachable from any expanded cluster) lets each license decide which fields show in the comparison view per entity, and define three buckets of match rules: discriminators (values differ → not a duplicate, cluster hidden), identifiers (values match → promoted to Definite), and soft signals (contributes to Likely/Possible). Settings are shared across the whole Team license so the queue looks the same for everyone; last-edited-by stamped so you can see who changed what.
«Brief me on Acme», «what happened with the Smith deal», «catch me up on this ticket» — hs_summarize gathers everything your AI needs to compose a coherent recap in a single tool call: entity context, activities (open + done), notes, emails, files, and (in broad scope) the history attached to the linked contact and company via HubSpot's Engagements + Associations APIs. Asks you up-front whether you want narrow (just the entity) or broad (linked records too), and recent (past 6 months) or all-history — the AI can't silently pick for you.
Large dedup runs no longer require the browser tab to stay open. Clicking «Merge this group» or «Merge selected» now hands the work off to the server — only the IDs travel, never the record content. You can close your laptop, the lid will keep merging. The dedup tab shows live progress and reattaches automatically when you come back. Job files hold only the merge plan (entity type + survivor + loser IDs) and your already-resolved API token; they auto-delete 24 hours after the job finishes so credentials don't linger on disk. Works on both MetaPipe (Pipedrive) and MetaHub (HubSpot).
New tool to create custom property groups on any object type, so onboarding a complex data model (40+ fields across products, deals, line items) no longer needs UI clickwork before properties can be filed cleanly. Also fixed hs_associate_schema_to which rejected friendly names, IDs, and FQNs — the body now sends the correct objectTypeId format and the default association name is sanitized to HubSpot's ^[a-zA-Z][a-zA-Z0-9_]*$ rule.
Same hosted browser tool as MetaPipe's pd_dedup, now for HubSpot contacts and companies. Fuzzy name matching with Levenshtein gating, E.164 phone normalization, marketplace + social-host blocklists, address gate (different city/country = sister offices not duplicates), persistent decisions across re-analyses, Flag-and-skip via Note writes, shift-click range select. Data never leaves your browser — merges call HubSpot directly via the v3 /crm/v3/objects/{type}/merge endpoints.
Ask your AI to summarize a contact, company, deal, or ticket — it pulls notes, calls, meetings, emails, tasks (and for broad scope on deals/tickets, the engagement history of associated contacts + company) and composes a recap covering what happened, what was discussed, outstanding next steps, and accomplishments. The tool asks first: narrow vs broad (engagements often live on the contact, not the deal), and recent (6 months) vs all-history.
hs_search_owners (optional open-deal-count enrichment), hs_search_properties (text search + sensitive-field gate), hs_get_portal_info, hs_campaign_report (Marketing Hub list + metrics + assets in one call).
Properties flagged with HubSpot’s dataSensitivity=sensitive are hidden from property listings by default. Pass include_sensitive=True to opt in explicitly. Matches HubSpot’s own MCP posture.
Added hs_pipeline_funnel, hs_pipeline_forecast, hs_activity_report, hs_conversion_report, hs_won_deals_report, hs_lost_deals_report, hs_new_contacts_report, hs_stale_deals, hs_user_leaderboard. Ask your AI for any common HubSpot report by name.
Same codebase, two deployments. HubSpot tools live at metahub.metawork.studio, Pipedrive at metapipe.metawork.studio. Buy what you need, no bundle pressure. Internal split via METAPIPE_SCOPE.
Drop MetaHub into ~/.gemini/settings.json with a Bearer token. Same tool surface as the Claude + ChatGPT paths.
hs_use_account / hs_list_accounts. Pipedrive and HubSpot active-account state is now decoupled per team caller — operate as client A in PD while operating as client B in HS in the same session. connect_hubspot accepts HubSpot’s newer Service Keys alongside Private App tokens.
OAuth flow in ChatGPT Settings → Connectors. Email match against your checkout account; no separate token.
hs_create_custom_object_schema, hs_associate_schema_to, hs_list_associations, hs_list_association_types, hs_disassociate. Service contracts, products, partners, projects — whatever you model, your AI can operate it.
MetaHub resolves portal-specific list names, pipeline names, and property labels server-side. Your AI doesn’t have to guess what «the re-engagement list» means in your portal.
Phase-1 launch with 31 tools covering objects (contacts, companies, deals, tickets, custom), properties, search, associations, batch reads/updates.
The AI you already pay for, doing the CRM work you'd rather not. 7 days free, less than a day of consulting per month after that, cancel any time.
Start 7-day free trialRunning an agency or consultancy? MetaHub also handles multi-portal dispatch, per-client credentials, and tenant-isolated team mode — the way we built it for our own client work. Contact us →