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Human guide: work with your agent → Inspect one HubSpot action before starting provider-backed work. Your first result is a verified input and output contract.

Provider-specific requirements

Quick Reference

Practical Notes

  • HubSpot normalizes most writes to CRM property names such as firstname, lastname, hubspot_owner_id, and dealstage.
  • For object-heavy workflows, prefer search_objects over broad listing when you need filters or quick lookup by email/domain.
  • The list_objects and get_object helpers work for standard objects and custom objects when you know the object type.
  • When using notes or tasks, add associations up front so the activity lands on the right record timeline.
  • For support workflows, prefer ticket-specific tools. Use hubspot_search_tickets or hubspot_list_tickets for deduplication and SLA sweeps. Use batch ticket tools for backfills and sync repairs. Use hubspot_transition_ticket_stage for status changes. Use hubspot_associate_ticket or hubspot_remove_ticket_association for contact, company, or GitHub-sync links. Use hubspot_add_ticket_note or hubspot_pin_ticket_activity for timeline updates.

Find an applicable action

Confirm your effective workspace, then search the live catalog:
Search returns candidates. Check the returned provider and operation rather than selecting a similar title automatically.

Inspect the selected contract

Replace <returned-tool-id> with the identifier returned by discovery:
These commands do not execute the selected provider action. Read its required inputs, supported access mode, pricing unit, outputs, and limits. A connection does not establish that every action supports BYOK. Follow the provider-specific requirements above and the live action contract.

Prepare one reviewed input

Use one authorized record that matches the inspected schema. Preserve its source identity and define the result you will accept. Open the action reference for its payload and response shape. Provider-backed execution can incur usage or external effects. For reusable logic, follow Write Plays. For direct-call recovery, use Tool execution recovery.
Continue only when the workspace, provider, required fields, acceptance rule, and applicable price are understood. Keep unavailable access separate from no-result evidence.