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CRM

HubSpot integration and built-in contact management system.

HubSpot

Setup

hexis tools set-api-key hubspot env:HUBSPOT_API_KEY
hexis tools enable hubspot_list_deals
hexis tools enable hubspot_get_deal

Get your API key from HubSpot Settings > Integrations > API Key. You can also use an OAuth access token via HUBSPOT_ACCESS_TOKEN.

Tools

Tool Energy Approval Description
hubspot_list_deals 1 No List deals with optional stage filter
hubspot_get_deal 1 No Get full details for a specific deal

Parameters

hubspot_list_deals:

  • limit -- max deals to return (default: 10)
  • stage -- filter by deal stage (e.g., "closedwon", "appointmentscheduled")

hubspot_get_deal:

  • deal_id (required) -- HubSpot deal ID

Deal data includes: name, amount, stage, close date, pipeline, owner, and timestamps.

Contacts System

Hexis includes a built-in contacts system for managing people the agent interacts with. No external API key required.

Tools

Tool Energy Approval Description
search_contacts 1 No Search contacts by name or attribute
get_contact 0 No Retrieve a specific contact
create_contact 1 Yes Create a new contact
update_contact 1 Yes Update contact details
merge_contacts 2 Yes Merge duplicate contacts
ingest_contacts_from_email 3 Yes Auto-import contacts from email interactions
ingest_contacts_from_calendar 3 Yes Auto-import contacts from calendar events

Auto-Ingestion

The agent can automatically build its contact list from email and calendar data:

hexis tools enable ingest_contacts_from_email
hexis tools enable ingest_contacts_from_calendar

During heartbeats, the agent uses these tools to discover and track people it interacts with -- extracting names, email addresses, and relationship context from messages and calendar events.

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