Connecting HubSpot (setup checklist)

This checklist walks you through connecting HubSpot to Harriet using HubSpot's official MCP server.

You'll need: Super Admin access in HubSpot, and access to Harriet's Company settings → Integrations.

How access works (before you start)

Installing this connector registers an OAuth app — Harriet does not read or write HubSpot as the admin who set it up. Each user connects their own HubSpot account under Profile → Integrations, and the connector respects that user's own HubSpot permissions.

Step 1 — Create a HubSpot MCP Auth App

Use an MCP Auth App — not a regular private or public app. Only MCP Auth Apps work with HubSpot's MCP server.

1. Log into HubSpot at app.hubspot.com.
2. Go to Settings → Integrations → MCP Auth Apps (Beta).
3. Click Create MCP Auth App and name it (e.g. Harriet).
4. In the Redirect URL field, add both:

https://hrharriet.com/bots/integrations/mcp/oauth/callback/
https://harriethq.com/bots/integrations/mcp/oauth/callback/

1. Click Create.

Step 2 — Copy the credentials

Open the new MCP Auth App and copy the Client ID and Client Secret.

Step 3 — Install HubSpot in Harriet

1. In Harriet, go to Connectors → Browse catalog, find HubSpot, and click Install.
2. Paste the Client ID and Client Secret.
3. Click Review, then confirm.

Step 4 — Set the OAuth scope

On the HubSpot connector's configuration, check the OAuth scope field. For full CRM access it should contain:

crm.objects.contacts.read crm.objects.contacts.write
crm.objects.companies.read crm.objects.companies.write
crm.objects.deals.read crm.objects.deals.write
crm.objects.line_items.read crm.objects.line_items.write
crm.objects.quotes.read crm.objects.quotes.write
crm.objects.owners.read crm.schemas.contacts.read
crm.schemas.companies.read crm.schemas.deals.read

(Enter scopes space-separated, on one line.) Drop the .write scopes for a read-only rollout. Save.

Step 5 — Sync tools and finish

1. Click Sync tools to load the available HubSpot actions, then enable the tools you want under Tool permissions and save.
2. Attach the connector to a skill and assign the skill.
3. Each user connects their own account under Profile → Integrations (or My connected apps) — they'll be redirected to HubSpot to authorize.
4. Verify: ask Harriet something like "find the HubSpot contact for <a customer>."

Troubleshooting

Symptom	Most likely cause
Authorization fails at HubSpot	App is a regular private/public app instead of an MCP Auth App, or a redirect URL is missing/inexact (Step 1).
Connected but some actions fail	Missing scopes in the OAuth scope field (Step 4) — users must reconnect after scope changes.
Setup complete but users see nothing	Tools not synced/enabled, connector not attached to a skill, or review approval pending (Step 5).

See also How to create an MCP connector (Company settings).