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Connect GitHub Copilot to HubSpot

GitHub Copilot reaches HubSpot through one Flowplane address. You add HubSpot once in Flowplane, add that address to GitHub Copilot, and sign in. Look up contacts, companies, deals and tickets in HubSpot, and update your CRM with your approval.

Connect HubSpot →Set up your assistant
Tools
The app’s own set
Sign-in
Your own account
Approval, by default
Changes wait for you
MCP server
The app’s, passed through
  1. 1

    Add HubSpot in Flowplane

    In the Flowplane console, add HubSpot and sign in with HubSpot.

    Each person signs in with their own HubSpot account. HubSpot asks them to install the Flowplane app and shows what it may read and change, and the assistant only reaches what that person’s HubSpot permissions allow. There is no key to paste, and Flowplane keeps the login sealed; the assistant never sees it.

    Connect HubSpot →

  2. 2

    Add Flowplane to GitHub Copilot

    Your address is shown in the Flowplane console; it looks like

    https://mcp.flowplane.eu/<your-label>

    1. In VS Code, open the command palette and run MCP: Add Server. Choose HTTP (HTTP or Server-Sent Events) and paste https://mcp.flowplane.eu/<your-label> (or add the block below to .vscode/mcp.json).
    2. Choose Authenticate, then sign in to Flowplane and allow VS Code.
    3. In Copilot Chat, switch to Agent mode.
    {
  "servers": {
    "flowplane": { "type": "http", "url": "https://mcp.flowplane.eu/<your-label>" }
  }
}

    Steps checked against the vendor’s documentation (Microsoft)

  3. 3

    Ask GitHub Copilot

    • “Which deals in our pipeline are expected to close this month?”
    • “Show the contacts at Acme NV and our last meetings with them.”
    • “Which support tickets are still open for Brouwerij De Kroon?”
    • “Add a note to the deal with Acme NV: they want a new quote by Friday.”
    • “Create a follow-up task for me to call Jan Claes next Tuesday.”
What it can do

What GitHub Copilot can do in HubSpot

HubSpot is the CRM where many sales and service teams keep their contacts, companies, deals and tickets. Through Flowplane an AI assistant can look those up, along with products, quotes, calls, meetings, notes and tasks. It can also create and update CRM records, and each change waits for your approval by default.

Yes: HubSpot runs its own remote MCP server (mcp.hubspot.com). Flowplane connects to it and passes its tools through, so reads are allowed and changes and deletes wait for your approval by default.

FAQ

Questions

What can the assistant reach in HubSpot?
HubSpot’s server reads and writes contacts, companies, deals, tickets, products, orders, quotes and engagements (calls, emails, meetings, notes, tasks), and only reads users, owners, teams, campaigns and pages. Each person only reaches what their own HubSpot permissions allow, and custom sensitive data properties are never reachable (HubSpot’s rule).
Can the assistant change our CRM without asking?
Not by default. Reads are allowed; creating, changing or deleting a record waits for your approval by default, in the browser. A HubSpot tool that does not say it only reads is treated as a change.
Does GitHub Copilot see the password or key for HubSpot?
No. You sign in to HubSpot through Flowplane, which keeps that sign-in sealed. GitHub Copilot only gets a Flowplane sign-in for you, which you can revoke in the console.
Can GitHub Copilot change things in HubSpot without asking?
Not by default: reads are allowed and anything that changes something in HubSpot waits for your approval. Your workspace’s rules can make that stricter or looser.
Your assistant

Other assistants with HubSpot

Everything about HubSpot and Flowplane →

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