HubSpot AI Glossary: MCP, Write Plans, Portal Audits, Explained

If you’ve spent any time reading about HubSpot AI in the last 6 months, the vocabulary has exploded. This post is the plain-English reference.

For the full pillar context: What Is HubSpot MCP? and the 5-minute executive guide.

Breeze AI

HubSpot’s first-party suite of AI features inside the HubSpot UI. Covers content generation, insights, and in-record copilots. Bundled into paid HubSpot tiers. Distinct from MCP-based tooling (which lives outside the HubSpot UI). Most teams run both. See HubSpot MCP vs Breeze AI for the comparison.

Capability Catalogue

The browsable index at daeda.tech/ai-capabilities - a live catalogue of real things teams build with Daeda AI, each with a short demo and a full walkthrough. Intended as the first landing place for new Daeda AI users.

Internal Team / Consultant / Agency Plans

Daeda AI’s three pricing tiers. Internal Team: $150/month, unlimited users, 1 connected portal. Consultant: $150/month, 1 user, unlimited connected portals. Agency: $450/month, unlimited users and unlimited portals. All include a 7-day free trial, Write Plans, portal audits, troubleshooting, dependency mapping, and multi-portal operations.

daeda-mcp

An open-source npm package (not a HubSpot product) that syncs a narrow slice of your portal - contacts, companies, and deals only - to an encrypted SQLite database on your own machine at ~/.daeda-mcp/data/. Authenticates via a HubSpot private-app token with exactly four scopes (crm.export, crm.objects.contacts.read, crm.objects.companies.read, crm.objects.deals.read). Strictly read-only via its get_raw_sql tool - SELECT/WITH only, INSERT/UPDATE/DELETE/DROP blocked. Runs as npx -y daeda-mcp. Nothing leaves your machine. Purpose-built for sub-second local queries on those three objects without network round-trips. Different product, different architecture from Daeda AI. Install guide: How to install HubSpot MCP.

Daeda AI

The full Daeda app on the HubSpot Marketplace. An AI-powered HubSpot operations platform for portal audits, troubleshooting, dependency mapping, multi-portal operations, and Human-Approved Write Plans. The Automation Suite connects your AI assistant (Claude Desktop, Cursor, or similar) to Daeda’s managed database service - so it is not local-first; the synced portal mirror lives in Daeda-hosted infrastructure, not on your laptop. Authenticates via HubSpot OAuth with deep optional scopes, supports existing custom objects, multi-portal switching from inside your AI assistant, and builds writes as human-approved Write Plans you review, approve, or reject inside Daeda AI in HubSpot. Pricing on the product page.

Deep Optional Scopes

Daeda AI’s permission model. Instead of all-or-nothing app access, you explicitly grant read or write access object-by-object - Contacts, Companies, Deals, Tickets, and any custom objects. Write Plans and connected AI tools respect the same scope model.

HubSpot MCP

Shorthand for “an MCP server that talks to HubSpot”. In practice since 2026-04-13 it almost always means the first-party HubSpot Remote MCP Server (see below). Some people still use the term for third-party servers that talk to HubSpot - the free daeda-mcp npm package, Daeda AI’s Automation Suite, and a small number of others. See the pillar page for the full explainer.

HubSpot Remote MCP Server

HubSpot’s hosted endpoint at https://mcp.hubspot.com for supported CRM access from compatible clients. Custom-object reads are supported, but record writes and schema administration must be checked separately. Tools, scopes and availability can change. See the MCP setup and permissions reference for official sources, checked 10 September 2026.

HubSpot Developer MCP Server

A separate HubSpot MCP product, not to be confused with the Remote MCP Server. Installed locally via the HubSpot CLI (hs mcp setup), generally available since 2026-02-19. Aimed at developers building HubSpot apps and CMS content inside Claude Code, Cursor, VS Code, OpenAI Codex, or Gemini CLI. Different endpoint, different setup, different audience - developers, not RevOps.

HubSpot Connector for ChatGPT

A managed install path for using HubSpot from inside ChatGPT. Uses HubSpot’s MCP machinery under the hood but is installed and managed from inside ChatGPT’s own UI (the ChatGPT workspace admin approves the connector, users re-authenticate inside ChatGPT). Supports read and write via HubSpot’s audit log, with a 10-record bulk cap per request on create/update actions. Same Sensitive Data caveat as the direct Remote MCP. Details in HubSpot’s February 2026 announcement.

Human in the Loop

An operating model where a person reviews proposed changes before execution. Verify the actual approval settings; this is not a universal default. Daeda AI uses saved Write Plans reviewed inside HubSpot (see below).

Human-Approved Write Plan

A reviewable plan of HubSpot changes the AI drafts after you describe what you need. You read the full plan, edit it in conversation, then approve or reject it inside Daeda AI in HubSpot. Once approved, the changes execute against your portal - properties created, workflows updated, lists added, associations linked. The plan document itself becomes the audit record of what was built and why. The canonical alternative to “autonomous AI agents.”

MCP (Model Context Protocol)

An open standard released by Anthropic in late 2024 for connecting AI assistants to external tools and data. Think of it as the USB-C of AI tooling - one plug, any compatible device. Now supported across Claude, ChatGPT, Cursor, VS Code, and most modern AI development environments.

Multi-Portal Operations

Running the same ops workflows (audits, list building, system design, Write Plans) across multiple HubSpot portals simultaneously. Daeda AI’s Consultant and Agency plans include unlimited connected portals at no additional charge. Built for agencies and consultants managing multi-portal estates.

Portal Audit

A review of a HubSpot portal’s data and configuration, such as workflow overlap, missing values and association gaps. Its scope, completeness and duration depend on the available data and the checks performed. AI findings still need verification.

Private App Token

A HubSpot-generated access token from the Settings → Integrations → Private Apps flow. Used by daeda-mcp and other third-party tools to authenticate to your portal. Protect it as a credential and verify how the particular tool stores it; the token itself does not guarantee secure storage.

Write Operations

Changes the AI makes to your portal - creating records, updating properties, logging activities, building workflows. As of 2026-04-13, HubSpot’s first-party Remote MCP Server supports writes on standard CRM objects and engagements via its manage_crm_objects tool, respecting existing HubSpot user permissions and auditing through HubSpot’s standard audit log. daeda-mcp is still strictly read-only by design. Daeda AI’s Automation Suite goes further, building writes as human-approved Write Plans reviewed inside Daeda AI before they execute.

Missing a term?

If you hit a HubSpot AI term we haven’t covered, email us or drop it in a LinkedIn comment - we’ll add it. The HubSpot MCP pillar is the long-form companion; this glossary is the quick reference.