HubSpot

Proxy for the HubSpot CRM v3 API via the managed gateway.

What this connector does

Gives agents gated access to a HubSpot account for:

• Reading and writing Contacts, Companies, Deals, and Tickets.
• Creating and reading Notes/engagements (activity logging).
• Searching any CRM object type with filters or a free-text query.

All operations are gated by PBAC policy. Every call flows: agent → gateway → /introspect (with this connector's resource_type) → OPA decision → HubSpot API → response.

The connector supports two auth modes, chosen per managed resource at install time:

• Per-user passthrough (idp_passthrough, recommended) — the gateway forwards each calling user's own HubSpot OAuth token (captured when they log in to PolicyArc through the HubSpot IdP). HubSpot enforces its own object-level permissions, and its audit shows the real person. HubSpot is OAuth 2.0 (not OIDC); PolicyArc resolves the user's identity via HubSpot's token introspection endpoint (/oauth/v3/token/introspect) — the bundled hubspot IdP preset wires this up.
• Shared static token (static) — every call uses one operator-held HubSpot private-app token or service token via Authorization: Bearer. PolicyArc still enforces per-user policy and audit in front, but HubSpot sees a single app identity.

Create a HubSpot Projects app (for idp_passthrough)

Per-user passthrough needs an OAuth app with a configurable redirect URL and scopes. HubSpot has three app types; only a Projects app (created with the HubSpot CLI) gives all of Client ID + Client Secret + redirect URL + scopes.

Steps (verify exact commands against current HubSpot CLI docs — the tooling changes, and this is the confusing part):

1. Install + authenticate the CLI: npm i -g @hubspot/cli, then hs init.
2. Create a project with a public-app component: hs project create (pick an app template).
3. In the app's config (*-hsmeta.json / public-app settings):
   • Auth: OAuth.
   • Redirect URL: <your-AS-issuer>/oauth2/callback.
   • Required scopes (the 8 below).
4. hs project upload to deploy, then copy the app's Client ID and Client secret.

Then register a HubSpot IdP in PolicyArc (provider key hubspot) with that Client ID/secret — pick HubSpot in the IdP setup wizard and the bundled preset fills the endpoints (authorize, token, and the introspection endpoint used to resolve the user). Users must log in to PolicyArc through that IdP for passthrough to capture their token.

Prerequisites

• A HubSpot account.
• Passthrough mode: the Projects app + HubSpot IdP registration above.
• Static mode: a HubSpot private-app token or service token with the scopes you want to gate, stored in a PolicyArc secret.

Install

Pick the auth mode in the install form's Authentication field (defaults to idp_passthrough). The static-token field only appears when static is selected; passthrough installs need no secret.

Verify

curl -X POST https://<your-as>/token \
  -u "<agent-client-id>:<agent-client-secret>" \
  -d "grant_type=client_credentials&scope=hs:contacts:read"

curl https://<your-as>/gateway/identos.hubspot/crm/v3/objects/contacts \
  -H "Authorization: Bearer <token>"

A 200 with the contact list confirms: token issued → introspect allowed → gateway proxied → upstream responded.

What can go wrong

Symptom	Cause	Fix
401 from HubSpot (static mode)	Token wrong, expired, or missing the needed scope	Check the secret value and the token's scopes.
403 from the gateway	Agent lacks the required scope	Request a token with the hs:* scope matching the route.
404 at the gateway	Wrong path	Gateway path is /gateway/identos.hubspot/<HubSpot REST path> — HubSpot CRM paths start with /crm/v3/....
502 "no stored IdP token" (passthrough)	The caller never logged in through the hubspot IdP (or used client_credentials, which has no user context)	Re-authenticate via HubSpot.
Passthrough subject not resolved	The OAuth app's token introspection didn't return a user	Ensure it's a Projects app (user-level token) with the scopes below.

Scopes

Scope	Meaning	Routes
hs:contacts:read / hs:contacts:write	Read / mutate contacts	get/list/create/update contacts
hs:companies:read / hs:companies:write	Read / mutate companies	get/list/create/update companies
hs:deals:read / hs:deals:write	Read / mutate deals	get/list/create/update deals
hs:tickets:read / hs:tickets:write	Read / mutate tickets	get/list/create/update tickets
hs:notes:read / hs:notes:write	Read / create notes	get/create notes
hs:crm:search	Search any CRM object type	search_crm

HubSpot OAuth scopes to grant the Projects app (passthrough) — these map to the tools above:

oauth
crm.objects.contacts.read    crm.objects.contacts.write
crm.objects.companies.read   crm.objects.companies.write
crm.objects.deals.read       crm.objects.deals.write
tickets

Scope notes (verified against a real HubSpot Projects app):

• Tickets use the legacy tickets scope — standard apps do not offer granular crm.objects.tickets.read/write, and requesting them makes HubSpot reject the entire authorize with a scope mismatch (login can't complete).
• Notes have no grantable scope on standard apps, yet create_note / get_note work without one — so no notes scope is requested. (If HubSpot ever rejects a note call on your hub, that's a per-hub permission issue, not a missing OAuth scope.)

Policy authors can target input.resource.type == "urn:connector:identos:hubspot". Per-object rules use the resource_id (e.g. hubspot://contacts/{id}).

Setup fields

Field	Required	Default	Purpose
upstream_auth.type	yes	idp_passthrough	Authentication — idp_passthrough (per-user, default) or static (shared token).
token_env	conditional	—	Secret holding a HubSpot private-app/service token. Static mode only; hidden when idp_passthrough is selected.

MCP tools

Tool	Scope	Description
get_contact / list_contacts	hs:contacts:read	Get / list contacts.
create_contact / update_contact	hs:contacts:write	Create / update a contact.
get_company / list_companies	hs:companies:read	Get / list companies.
create_company / update_company	hs:companies:write	Create / update a company.
get_deal / list_deals	hs:deals:read	Get / list deals.
create_deal / update_deal	hs:deals:write	Create / update a deal.
get_ticket / list_tickets	hs:tickets:read	Get / list tickets.
create_ticket / update_ticket	hs:tickets:write	Create / update a ticket.
get_note	hs:notes:read	Get a note/engagement.
create_note	hs:notes:write	Create a note, optionally associated with CRM records.
search_crm	hs:crm:search	Search a CRM object type with filters/query.

The 19 tools are a deliberate, extensible subset of HubSpot's CRM API; more objects/endpoints can be added later via manifest edits (routes + tools + scopes).

Manifest reference

• ID: identos.hubspot
• Version: 1.0.0
• Resource type: urn:connector:identos:hubspot
• Capabilities: mcp

Supported auth modes

Type	Details
idp_passthrough	requires IdP hubspot
static	scheme bearer; setup fields: token_env

Setup fields

ID	Label	Default	Secret?	Notes
upstream_auth.type	Authentication	idp_passthrough	no	idp_passthrough forwards each user's own HubSpot OAuth token (recommended). static uses a single shared private-app/service token via Authorization: Bearer.
token_env	Static token	—	yes	Pick a secret containing a HubSpot private-app or service token. Required only for the static auth mode. / shown when upstream_auth.type == 'static'

Scopes

Scope
hs:contacts:read
hs:contacts:write
hs:companies:read
hs:companies:write
hs:deals:read
hs:deals:write
hs:tickets:read
hs:tickets:write
hs:notes:read
hs:notes:write
hs:crm:search

Routes

Method	Pattern	Scope	Resource template
GET	/crm/v3/objects/contacts/{id}	hs:contacts:read	hubspot://contacts/{{id}}
GET	/crm/v3/objects/contacts	hs:contacts:read	hubspot://contacts
POST	/crm/v3/objects/contacts	hs:contacts:write	hubspot://contacts
PATCH	/crm/v3/objects/contacts/{id}	hs:contacts:write	hubspot://contacts/{{id}}
GET	/crm/v3/objects/companies/{id}	hs:companies:read	hubspot://companies/{{id}}
GET	/crm/v3/objects/companies	hs:companies:read	hubspot://companies
POST	/crm/v3/objects/companies	hs:companies:write	hubspot://companies
PATCH	/crm/v3/objects/companies/{id}	hs:companies:write	hubspot://companies/{{id}}
GET	/crm/v3/objects/deals/{id}	hs:deals:read	hubspot://deals/{{id}}
GET	/crm/v3/objects/deals	hs:deals:read	hubspot://deals
POST	/crm/v3/objects/deals	hs:deals:write	hubspot://deals
PATCH	/crm/v3/objects/deals/{id}	hs:deals:write	hubspot://deals/{{id}}
GET	/crm/v3/objects/tickets/{id}	hs:tickets:read	hubspot://tickets/{{id}}
GET	/crm/v3/objects/tickets	hs:tickets:read	hubspot://tickets
POST	/crm/v3/objects/tickets	hs:tickets:write	hubspot://tickets
PATCH	/crm/v3/objects/tickets/{id}	hs:tickets:write	hubspot://tickets/{{id}}
POST	/crm/v3/objects/notes	hs:notes:write	hubspot://notes
GET	/crm/v3/objects/notes/{id}	hs:notes:read	hubspot://notes/{{id}}
POST	/crm/v3/objects/{objectType}/search	hs:crm:search	hubspot://{{objectType}}

MCP tools

Name	Scope	Description
get_contact	hs:contacts:read	Get a HubSpot contact by record ID.
list_contacts	hs:contacts:read	List HubSpot contacts (cursor-paginated).
create_contact	hs:contacts:write	Create a HubSpot contact.
update_contact	hs:contacts:write	Update a HubSpot contact.
get_company	hs:companies:read	Get a HubSpot company by record ID.
list_companies	hs:companies:read	List HubSpot companies (cursor-paginated).
create_company	hs:companies:write	Create a HubSpot company.
update_company	hs:companies:write	Update a HubSpot company.
get_deal	hs:deals:read	Get a HubSpot deal by record ID.
list_deals	hs:deals:read	List HubSpot deals (cursor-paginated).
create_deal	hs:deals:write	Create a HubSpot deal.
update_deal	hs:deals:write	Update a HubSpot deal.
get_ticket	hs:tickets:read	Get a HubSpot ticket by record ID.
list_tickets	hs:tickets:read	List HubSpot tickets (cursor-paginated).
create_ticket	hs:tickets:write	Create a HubSpot ticket.
update_ticket	hs:tickets:write	Update a HubSpot ticket.
create_note	hs:notes:write	Create a note/engagement, optionally associated with CRM records.
get_note	hs:notes:read	Get a note/engagement by record ID.
search_crm	hs:crm:search	Search a CRM object type with filters/query.