Provider-specific requirements
Quick Reference
Practical Notes
- HubSpot normalizes most writes to CRM property names such as
firstname,lastname,hubspot_owner_id, anddealstage. - For object-heavy workflows, prefer
search_objectsover broad listing when you need filters or quick lookup by email/domain. - The
list_objectsandget_objecthelpers 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_ticketsorhubspot_list_ticketsfor deduplication and SLA sweeps. Use batch ticket tools for backfills and sync repairs. Usehubspot_transition_ticket_stagefor status changes. Usehubspot_associate_ticketorhubspot_remove_ticket_associationfor contact, company, or GitHub-sync links. Usehubspot_add_ticket_noteorhubspot_pin_ticket_activityfor timeline updates.
Find an applicable action
Confirm your effective workspace, then search the live catalog:Inspect the selected contract
Replace<returned-tool-id> with the identifier returned by discovery:
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.