Foundation & Setup
6 capabilities
Get current date/time
Available
What's the current date and time?
List calendars
Available
List all calendars
Show pipelines
Available
Show me all pipelines
Show workflows
Available
Show me all workflows
Get location users
Available
Get all users for this location
Get custom fields
Available
Get all custom fields
Contact Management
8 capabilities
Create contact
Available
Create a new contact named 'John Smith' with email john@example.com
Search by email
Available
Search for the contact with email john@example.com
Search by name
Available
Search for contacts named 'John'
Search by letter
Available
Search for contacts starting with 'J'
List all contacts
Available
List all contacts
Update contact
Available
Update John's phone number to 555-123-4567
Add tag
Available
Add the tag 'VIP' to John
Get profile link
Available
Get the profile link for John
Notes & Tasks
4 capabilities
Create note
Available
Create a note for John saying 'Discussed pricing'
Get notes
Available
Get all notes for John
Create task
Available
Create a task for John to 'Send proposal' due tomorrow
Get tasks
Available
Get all tasks for John
Calendar & Appointments
6 capabilities
Get calendar details
Available
Get the details for the first calendar
Get free slots
Available
Get free slots for tomorrow on the main calendar
Book appointment
Available
Book an appointment for John tomorrow at 2pm for 30 minutes
Search appointments
Available
Search for appointments for John
Update appointment
Available
Update the appointment title to 'Strategy Call'
Get today's appointments
Available
Get all appointments for today
Opportunities
2 capabilities
Create opportunity
Available
Create an opportunity called 'New Deal' for $5,000 for John
Search opportunities
Available
Search for opportunities named 'New Deal'
Communication
2 capabilities
Send email
Available
Send an email to John with subject 'Welcome!' and body 'Thanks for connecting'
Send SMS
Available
Send a text message to John saying 'Following up on our call'
Conversations
2 capabilities
Search conversations
Available
Search for conversations with John
Get conversation details
Available
Get the details of the most recent conversation
Workflows
1 capability
Add to workflow
Available
Add John to the first available workflow
Associations & Relations
5 capabilities
Get association types
New
What association types are available?
Create association type
New
Create a new association type called 'referral_partner'
Create relationship
New
Create a referral relationship between John and Jane
Get relations
New
Get all relations for John
Get relationship type
New
What is the relationship type between John and Jane?
Custom Fields
2 capabilities
Create custom field
Available
Create a custom field called 'Lead Source' as a text field
Get custom fields
Available
Get all custom fields to verify it was created
Contact Management
8 capabilities
Search by email
Available
Search for the contact with email john@example.com
Search by name
Available
Search for contacts named 'John Smith'
Search by ID
New
Get the contact with ID 12345
Create contact
Available
Create a new contact named 'Jane Doe' with email jane@company.com
Update contact
Available
Update Jane's phone number to 555-123-4567
Delete contact
New
Delete the contact with email old@example.com
List contacts
Available
List all contacts in HubSpot
Fuzzy matching
New
Find the contact — I think their name is Jon or John
Deal Management
11 capabilities
Create deal
Available
Create a deal called 'Enterprise Plan' for $25,000 for Jane
Update deal
Available
Update the Enterprise Plan deal amount to $30,000
Delete deal
New
Delete the deal called 'Old Prospect'
Move deal stage
New
Move the Enterprise Plan deal to 'Contract Sent' stage
Get deal contacts
New
Who are the contacts on the Enterprise Plan deal?
Deal activity summary
New
Give me an activity summary for the Enterprise Plan deal
Get deal calls
New
Show me all calls related to the Enterprise Plan deal
Get contact deals
New
Show me all deals for Jane
Get company deals
New
Show me all deals for Acme Corp
Search deals
Available
Search for deals over $10,000
Get pipeline info
Available
Show me all deal pipelines and stages
Company Management
8 capabilities
Create company
Available
Create a company called 'Acme Corp' with domain acme.com
Update company
Available
Update Acme Corp's industry to 'Technology'
Search companies
Available
Search for companies in the Technology industry
Company summary
New
Give me a summary of Acme Corp
Get company contacts
New
Show me all contacts at Acme Corp
Get company deals
New
Show me all deals for Acme Corp
Get company tickets
New
Show me all support tickets for Acme Corp
Associate contact to company
Available
Associate Jane with Acme Corp
Activity Logging
6 capabilities
Log call
Available
Log a call with Jane — 15 minutes, discussed pricing
Update call
New
Update that call outcome to 'interested'
Log meeting
Available
Log a meeting with Jane titled 'Discovery Call' — 30 minutes today
Update meeting
New
Update the Discovery Call notes to include 'Budget approved'
Log email
Available
Log an email to Jane with subject 'Following up on our call'
Update email
New
Update the email status to 'replied'
Task Management
4 capabilities
Create task
Available
Create a task to 'Follow up on proposal' for Jane due tomorrow
Complete task
New
Mark the 'Follow up on proposal' task as complete
Update task
Available
Update the task due date to next Friday
List contact tasks
New
Show me all tasks for Jane
Note Management
5 capabilities
Create note on contact
Available
Create a note for Jane saying 'Discussed enterprise pricing'
Create note on company
New
Add a note to Acme Corp: 'Budget cycle starts in Q2'
Update note
Available
Update that note to add 'Follow up in March'
Delete note
New
Delete the oldest note on Jane's profile
Get notes
Available
Get all notes for Jane
Ticket / Support
5 capabilities
Create ticket
Available
Create a support ticket for Jane: 'Need help with onboarding' — high priority
Update ticket
Available
Update the ticket status to 'in progress'
Search tickets
Available
Search for tickets with subject 'onboarding'
Get contact tickets
New
Show me all tickets for Jane
Get ticket pipelines
Available
Show me the ticket pipelines and stages
Lists Management
7 capabilities
Get all lists
New
Show me all my HubSpot lists
Create static list
New
Create a static list called 'Q1 Leads'
Create dynamic list
New
Create a dynamic list of contacts with lifecycle stage 'Lead'
Add members to list
New
Add Jane to the 'Q1 Leads' list
Remove from list
New
Remove Jane from the 'Q1 Leads' list
Check membership
New
Is Jane on the 'Q1 Leads' list?
Get list members
New
Show me everyone on the 'Q1 Leads' list
Conversations
3 capabilities
Get inbox threads
New
Show me recent inbox threads
Get conversation thread
New
Get the conversation thread with Jane
Get thread messages
New
Show me the messages in that conversation
Meeting / Scheduling
3 capabilities
List meeting links
New
Show me all my meeting links
Check availability
New
Am I free tomorrow at 2pm?
Book meeting
New
Book a meeting with Jane tomorrow at 2pm for 30 minutes
Orders / E-commerce
5 capabilities
Search orders
New
Search for orders placed this month
Get order details
New
Get the details of order #1234
Create order
New
Create an order for Jane — Enterprise Plan, $25,000
Update order
New
Update order #1234 status to 'fulfilled'
Get contact orders
New
Show me all orders for Jane
Lifecycle & Properties
5 capabilities
Set lifecycle stage
Available
Set Jane's lifecycle stage to 'Customer'
Set lead status
Available
Set Jane's lead status to 'In Progress'
Custom properties
New
Set Jane's custom field 'Preferred Contact Method' to 'Email'
Owner lookup
Available
Who is the owner of the Acme Corp deal?
Flexible record association
New
Associate the Enterprise Plan deal with Acme Corp
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