What Codex can do with Hubspot
Ask your agent in plain language. Each of these maps to a real tool on the server.
- Ask Codex to use the create property tool in Hubspot
- Ask Codex to use the get engagement tool in Hubspot
- Ask Codex to use the update ticket tool in Hubspot
- Ask Codex to use the update company tool in Hubspot
- Ask Codex to use the create engagement tool in Hubspot
Add the Hubspot MCP server to Codex
Run these once. Afterwards, everyone you give access to signs in the same way.
1. Enable Hubspot in Metorial
In your Metorial portal, enable the Hubspot MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
2. Add the server and sign in
The Codex CLI, IDE extension and ChatGPT desktop app share this config.
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial3. Check the connection
Type /mcp in Codex to see Metorial and its Hubspot tools.
Give your team Hubspot in Codex
Once Hubspot is enabled in Metorial, teammates sign in with SSO and get the same connection in Codex, with only the tools their role allows.
One link covers every app you approve. See how the MCP gateway handles access, roles and audit logs for the whole company.
Hubspot tools available in Codex
Full descriptions and inputs are on the Hubspot MCP server page.
- Delete Ticket: Archive (soft delete) a ticket in HubSpot.
- Create Pipeline: Create a new pipeline with stages in HubSpot for deals, tickets, or orders.
- Update Deal: Update an existing deal's properties in HubSpot CRM.
- List Owners: List CRM owners (users who can be assigned to records) in HubSpot.
- Get Ticket: Retrieve a support ticket from HubSpot by ID.
- List Pipelines: List all pipelines for a given object type in HubSpot.
- Update Contact: Update an existing contact's properties in HubSpot CRM.
- Update List Membership: Add or remove records from a manually managed HubSpot list.
- Create Association: Create an association (relationship) between two CRM objects in HubSpot.
- Get Contact: Retrieve a contact from HubSpot CRM by ID.
- Get Associations: Retrieve all associations of a specific type for a CRM object.
- List Deals: List deals from HubSpot CRM with pagination support.
- Delete Deal: Archive (soft delete) a deal in HubSpot CRM.
- List Companies: List companies from HubSpot CRM with pagination support.
- Get Owner: Retrieve a specific CRM owner by ID from HubSpot.
- And 31 more on the Hubspot MCP server page.
Using Hubspot tools in Codex
What to expect once Hubspot is connected.
- Limit which Hubspot tools Codex sees with enabled_tools and disabled_tools on the metorial server in config.toml.
- Set default_tools_approval_mode to auto, prompt, writes or approve. writes prompts only for tools that are not marked read-only.
- Type /mcp in the composer to see the connected servers.
- Override the approval behavior for a single Hubspot tool with tools.<tool>.approval_mode.
Troubleshooting Codex
- Metorial is listed but tools are missing
- Codex can connect without credentials and then see nothing. Run codex mcp login metorial to complete the OAuth sign-in.
- Metorial times out at startup
- Codex waits 10 seconds by default. Raise startup_timeout_sec under [mcp_servers.metorial] in ~/.codex/config.toml.
- Long tool calls fail after a minute
- The default tool timeout is 60 seconds. Raise tool_timeout_sec for the metorial server in config.toml.
Based on the Codex MCP documentation.
Frequently asked questions
Common questions about connecting Hubspot to AI agents with Metorial.
Does Codex support the Hubspot MCP server?
Yes. Codex connects to the Hubspot MCP server through one CLI command, pointed at your Metorial URL. You need the Codex CLI, IDE extension or ChatGPT desktop app.Do I need an API key to connect Hubspot to Codex?
No. You sign in to Hubspot once through Metorial, and Codex uses that connection. No API keys go into Codex's settings.Which Hubspot tools can Codex use?
All 46 Hubspot tools your team allows, such as Delete Ticket, Create Pipeline, Update Deal. Admins can narrow that list per team.Can I control which teammates use Hubspot in Codex?
Yes. Role-based access control decides who can use Hubspot and which of its tools appear in Codex, and every call is logged with the person's identity.What if Codex doesn't show Hubspot tools?
Codex can connect without credentials and then see nothing. Run codex mcp login metorial to complete the OAuth sign-in.
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