Agent-powered HubSpot cleanup, with a human approval gate on every write
Most of you run HubSpot plus three or four other tools, and the jobs you keep putting off are the ugly ones. Duplicate contacts. Stale deals. A pipeline nobody trusts. Perfect agent work, except that an agent with write access to your CRM is a terrifying idea.
So I built the guardrails first, then let the agent loose. Two open-source projects:
hubspot-claude (Claude Code plugin). You type "find duplicate contacts and merge them," and it routes the job to one of 44 specialist sub-agents. It shows a preview; you approve, and it verifies that the change landed. Destructive jobs make you enter the number of records you expect it to touch, and it rechecks that count when it executes. Big multi-step jobs resume where they left off if the session drops.
hubspot-mcp (MCP server, runs in Claude Cowork). 76 CRM tools plus a 5-tool safety layer. Every write previews first; every approved change records an undo snapshot; everything lands in an audit log.
One rule in both: nothing touches your CRM until you approve that exact change. It's not a setting you can switch off. It's the only way through.
Try it in about 15 minutes, no real data needed:
Create a free HubSpot developer test portal
Install one of the two (each README has the steps)
Give it a hypothetical business and ask it to seed the portal with sample records
Then give it a real job: "find and merge duplicates" or "flag deals with no activity in 90 days"
Watch the preview and approve the flow
Never point it at your live portal. Both are beta, and finding the rough edges is the point.
What I want from you: the spots where it falls over. Weird portal setups, jobs it routes to the wrong agent, previews that don't match what actually happened. Post what breaks in the comments, and I'll fix it in the open.
Repos:
Claude Code plugin: https://github.com/promptmetrics/hubspot-claude
MCP server: https://github.com/promptmetrics/hubspot-mcp
The full write-up on why the approval gate matters more than the feature list, and where HubSpot's own agent tooling leaves the gate open, is on my LinkedIn