HubSpot pipeline

Access

HubSpot private app token, CRM deals read

Required. Env HUBSPOT_ACCESS_TOKEN. Mode api_key.

• crm.objects.deals.read
• crm.schemas.deals.read
• crm.objects.owners.read

In HubSpot open Settings, then Integrations, then Private Apps, and create an app named Botopticon board. Grant only crm.objects.deals.read, crm.schemas.deals.read, and crm.objects.owners.read. Do not grant write or sensitive-data scopes. Copy the access token once.

Botopticon never stores this key. Paste it into the agent, cron host, or MCP config. Revoke it any time.

Board

Sample · not your account.

Sample · not your account. The agent puts the ask on the board. You answer there. How Command Tiles work

• Push the Acme close

  Needs you

  Sample data

  Approval · HubSpot

  Push the stalled Acme deal one week?

  ApproveReject

• Stalled deals next?

  Needs you

  Sample data

  Question · HubSpot

  Four open deals are past close date. What next?

  NudgeClose lostLeave

Tiles

• Pipeline value
• By stage
• Reps
• Won this week
• Stalled dealsneeds you

• Stalled deals. needs_you when any open deal is past close date or untouched past your stall threshold.

Setup

1. 01

   Mint a read-only HubSpot key

   Create a key that can only read. Never grant write. Keep it in the env var named on this page, on the agent or cron host. Botopticon never stores this key. Paste it into the agent, cron host, or MCP config. Revoke it any time.

2. 02

   Create a Botopticon token

   In the app, open Connection tokens and create one named after this board. Copy it. It is shown once. That token posts to Botopticon. It is not the source key.

3. 03

   Paste the prompt into your agent

   Open the tab for Grok Bot, Muse, MCP, Cursor, Claude, or curl. Replace $BOTOPTICON_TOKEN. The agent fetches the source, maps the fields in the brief, and posts. Do not paste canned sample JSON as live data.

4. 04

   Wait for the first live post

   These numbers are sample. They flip when your agent posts with the key. Each tile keeps the sample label until that tile is replaced.

Snippets

Same recipe, one tab per platform. Replace $BOTOPTICON_TOKEN with a connection token. The prompt fetches the source and posts. Do not paste the sample numbers as live data.

Paste this into Grok Bot. Replace $BOTOPTICON_TOKEN with a Botopticon connection token. Connect MCP at https://www.botopticon.com/api/mcp if this client can. If it cannot, POST /api/ingest with curl instead.

Keep the Botopticon board "HubSpot pipeline" current.

Source: HubSpot.
You hold HUBSPOT_ACCESS_TOKEN (HubSpot private app token, CRM deals read). Botopticon never stores this key. Paste it into the agent, cron host, or MCP config. Revoke it any time.
In HubSpot open Settings, then Integrations, then Private Apps, and create an app named Botopticon board. Grant only crm.objects.deals.read, crm.schemas.deals.read, and crm.objects.owners.read. Do not grant write or sensitive-data scopes. Copy the access token once.
Scopes (read-only): crm.objects.deals.read, crm.schemas.deals.read, crm.objects.owners.read.

What to fetch and how to map it:
Read the current HubSpot CRM docs. Objects: Deal, Deal pipeline stage, Owner.
Pipeline value: sum amount on open deals (not closed-won or closed-lost) in the pipeline you watch. format currency.
By stage: progress rows, one per dealstage, each against the open-deal count for that pipeline.
Reps: rank owners by open pipeline amount.
Won this week: recently closed-won deals as a feed. Label amount and company or deal name.
Stalled: open deals whose close date is past or whose last modified date is older than the threshold you already use (14 days is a reasonable default). Status needs_you when any stalled deal exists.

Tiles:
- Pipeline value — bot HubSpot, tile pipe-value, type kpi.
- By stage — bot HubSpot, tile by-stage, type progress.
- Reps — bot HubSpot, tile reps-now, type leaderboard.
- Won this week — bot HubSpot, tile won-week, type feed.
- Stalled deals — bot HubSpot, tile stalled, type status. needs_you when any open deal is past close date or untouched past your stall threshold. Sample shows needs_you true.

Post each tile to https://www.botopticon.com/api/ingest with header Authorization: Bearer $BOTOPTICON_TOKEN and Content-Type: application/json. Fields: bot, tile, type, title, subtitle, props, needs_you, ttl_seconds.
If you can call MCP, connect to https://www.botopticon.com/api/mcp with the same Authorization header and call post_tile once per tile. The arguments are those JSON fields.
Do not invent numbers. Do not post the same body again just to keep a tile fresh. Set ttl_seconds to how often the value really changes. A quiet tile should show as stale.
When needs_you is true, say who is asking, what it is about, and the ask.

FAQ

Which pane turns amber?

Stalled deals. When an open deal is past its close date or untouched past your stall threshold, the agent sets needs_you.

Does this run on the Free plan?

Yes. Every tile in this recipe is a Free type. A Free workspace still has one board and 8 live tiles. Using this recipe adds the sample tiles to that board.

Does Botopticon store the HubSpot key?

Botopticon never stores this key. Paste it into the agent, cron host, or MCP config. Revoke it any time.

How does the board stay current?

Your agent fetches the source and posts when a number changes. Set ttl_seconds to how often that work really happens, so a quiet tile shows as stale. Use a timer only for data no agent touches, and then at most daily. Never post the same content again just to keep a tile fresh.

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