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HubSpot CRM tool for Strands Agents SDK

Project description

strands-hubspot

PyPI version PyPI - Downloads Python Support License: MIT GitHub Workflow Status

READ-ONLY HubSpot CRM tool for Strands Agents SDK. Enables safe CRM data access for AI agents with zero risk of data modification.

Features

  • 🔍 Universal READ-ONLY Access: Safely search ANY HubSpot object type (contacts, deals, companies, tickets, etc.)
  • 🔎 Smart Search: Advanced filtering with property-based queries and sorting
  • 📄 Object Retrieval: Get detailed information for specific CRM objects by ID
  • 🏷️ Property Discovery: List and explore all available properties for any object type
  • 👤 User Management: Get HubSpot user/owner details and assignments
  • 🎨 Rich Console Output: Beautiful table displays with Rich library formatting
  • 🛡️ 100% Safe: NO CREATE, UPDATE, or DELETE operations - read-only by design
  • 🔧 Easy Integration: Drop-in tool for Strands agents
  • 📝 Type Safe: Full type hints and comprehensive error handling

Requirements

  • Python 3.9+
  • Strands Agents SDK 1.11.0+
  • HubSpot API access

Installation

pip install strands-hubspot

Quick Start

from strands import Agent
from strands_hubspot import hubspot

# Create an agent with HubSpot READ-ONLY tool
agent = Agent(tools=[hubspot])

# Search contacts (READ-ONLY)
agent("find all contacts created in the last 30 days")

# Get company details (READ-ONLY)
agent("get company information for ID 67890")

# List available properties (READ-ONLY)
agent("show me all available deal properties")

# Search with filters (READ-ONLY)
agent("search for deals with amount greater than 10000")

Configuration

Set your HubSpot API key as an environment variable:

HUBSPOT_API_KEY=your_hubspot_api_key  # Required
HUBSPOT_DEFAULT_LIMIT=100              # Optional

Get your API key at: app.hubspot.com/private-apps

Supported READ-ONLY Actions

⚠️ Important: This tool is designed for READ-ONLY operations only. It CANNOT create, update, or delete any HubSpot data, ensuring complete safety for your CRM.

Search (search)

agent("search for contacts with email containing '@example.com'")

Features:

  • Search any HubSpot object type (contacts, deals, companies, tickets, etc.)
  • Advanced filtering by property values
  • Sorting and pagination support
  • Property selection and customization

Get (get)

agent("get contact with ID 12345")

Features:

  • Retrieve full object details by ID
  • Specify which properties to return
  • Works with any object type
  • Comprehensive error handling

List Properties (list_properties)

agent("show me all available contact properties")

Features:

  • Discover available fields for any object type
  • Property metadata and type information
  • Field types and available options

Get Property Details (get_property)

agent("get details about the 'email' property for contacts")

Features:

  • Detailed property metadata
  • Property type, options, and validation rules
  • Useful for understanding data structure

Get User Details (get_user_details)

agent("get details for user ID 123")

Features:

  • User profile information
  • Owner assignment data
  • Permission and role details

Why READ-ONLY?

🛡️ Safety First: This tool is intentionally designed as READ-only to:

  • Prevent accidental data loss or corruption in your HubSpot CRM
  • Enable safe AI exploration of your customer data
  • Allow analytics and reporting without modification risks
  • Perfect for research and insights without affecting production data
  • Ideal for AI agents that need CRM access but shouldn't modify records

Use Cases

  • 📊 Analytics & Reporting: Generate insights from CRM data
  • 🔍 Customer Research: Search and analyze customer information
  • 📋 Data Discovery: Explore available properties and data structure
  • 🤖 AI-Powered Insights: Let agents analyze CRM data safely
  • 📈 Sales Intelligence: Extract trends and patterns from deals/contacts
  • 🎯 Lead Analysis: Research prospects and opportunities

Testing

# Install development dependencies
pip install -e ".[dev]"

# Run tests
pytest tests/ -v

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

  1. Fork the repository
  2. Create your feature branch (git checkout -b feature/amazing-feature)
  3. Commit your changes (git commit -m 'Add amazing feature')
  4. Push to the branch (git push origin feature/amazing-feature)
  5. Open a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Links


Built for the Strands community 🚀

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