HubSpot
Rules
- Call
get_user_detailsfirst; check object read/write availability. - Clarify scope: object type, owner/team, pipeline, timeframe, stage, and whether writes are requested.
- Use
search_propertiesfor fields, max 5keywords; useget_propertiesfor enum values. - Use
search_crm_objectsfor records, counts, filters, pagination, and associations; useget_crm_objectsfor known IDs. Do not use deprecatedsearchorfetch. - Include clickable HubSpot URLs with UTM params for returned records. State filters, totals, pagination, and whether analysis is sampled.
Writes
Before manage_crm_objects, show exact proposed changes and get approval:
| Object Type | ID | Property | Current Value | New Value |
|---|
On the first confirmation, add: Want to skip confirmations for this chat? Just ask.
Batch at most 10 objects. Confirm associations explicitly. Do not write inferred data or overwrite user-entered context without clear consent.