Daeda AI

Daeda AI brings the power of Artificial Intelligence to HubSpot.

It is built for agencies and HubSpot experts who want to work with AI directly inside their portals — for analysis, for property updates, and for code-executed changes that still pass through human review.

Daeda AI Walkthrough

The Three Pillars

Daeda AI is one product with three feature pillars.

Pillar	What it does	Lives in
AI-Powered Workflow Actions	Add AI intelligence to any HubSpot workflow with a custom workflow action that matches your portal’s property formats	HubSpot workflows
Autofill CRM Card	Analyse recent emails for property updates that may have been missed	Contact and Company records
Automation Suite	Pull down portal data for AI analysis, generate ICP reports, answer portal questions, and create human-approved Write Plans	Local AI client + Daeda AI in HubSpot

AI-Powered Workflow Actions

The Ask AI workflow action runs inside HubSpot workflows. You write the prompt, the AI returns the result in the output format you chose, and the workflow continues. Because the action is built natively into HubSpot, it can read your portal’s properties and match its output to the format you need.

Autofill CRM Card

AutoFill reads recent emails associated with a Contact or Company and suggests property updates you can review and commit in a couple of seconds. It uses the same OpenRouter API key you bring to the workflow action, so cost and model selection stay under your control.

Automation Suite

The Automation Suite is the new, deeper part of Daeda AI. It makes it easy to work with AI on your own machine against your HubSpot data:

• Pull down portal data so the AI can analyse it without per-question HubSpot API calls.
• Generate ICP reports, answer portal questions, and explore your CRM in plain English.
• Create Write Plans — code-executed changes to your HubSpot portals that always pass through a human-approved review step in Daeda AI.

The Automation Suite uses a local MCP client (@daeda/mcp-pro) under the hood to connect AI clients like Claude Code, Cursor, and other MCP-compatible tools to your portal. That is what makes the local performance and the Write Plan flow possible.

The free daeda-mcp package — the open-source local MCP server that powers the Automation Suite under the hood — is documented as a child page of Daeda AI in the sidebar.

Bring Your Own Key

Daeda AI uses an OpenRouter key you provide. That keeps model selection, cost, and rate limits under your control across the workflow action, AutoFill, and the Automation Suite.

Where the key is used	Why
Ask AI workflow action	Each workflow run calls your OpenRouter key
AutoFill	Email analysis and property suggestion
Automation Suite (optional)	Local AI clients can also use your OpenRouter key

Pricing

Daeda AI ships with two paid plans. Both include a 7-day free trial.

Plan	Price	Users	Portals included	Extra portals
Consultant	$125/month	1 user	5 connected portals	$25/month per extra portal
Agency	$375/month	Unlimited users	5 connected portals	$75/month per extra portal

Both plans include full feature access and support.

The free trial behaves like temporary Agency access. It starts on first real use of an MCP license key from the Automation Suite, not on app install.

Master Settings

The Master Settings tab in Daeda AI controls the workspace.

Area	What it does
MCP License Keys	Create, rename, regenerate, and revoke license keys for the Automation Suite
Connect a HubSpot Portal	Generate install links for client portals
Connected Portals	View connected portals, granted scopes, and disconnect access

Write Plans

Daeda AI is the approval surface for CRM changes proposed by AI agents in the Automation Suite.

Plans can be reviewed, rejected, re-authorized, and executed from the Daeda AI settings page in HubSpot.

Other AI Features

The Other AI Features tab holds the BYOK setup.

Feature	Purpose
OpenRouter key management	Save a validated OpenRouter API key for this portal
AutoFill	Read associated sales emails and suggest CRM property updates

Portal Model

Daeda AI uses a master-and-client portal model.

Portal type	Purpose
Master portal	Owns the Daeda AI workspace, billing state, license keys, and connected-portal management
Client portal	Grants data scopes and becomes queryable through the Automation Suite

One workspace can connect multiple client portals. Each client portal authorises its own scopes, and the same workspace license can then access those portals through the Automation Suite.

Permissions Model

Daeda AI does not assume every portal grants every scope.

Scopes are selected when you generate a client-portal install link. If a Write Plan or metadata query later needs more access, Daeda AI can surface a re-authorisation step on the affected portal.

What Happens On First Automation Suite Use

Case	Result
Paid plan already active	MCP registration succeeds
No paid plan, unused trial available	Trial starts on first MCP registration and access succeeds
Trial expired and no paid plan	MCP registration is blocked until a paid plan is chosen

What Daeda AI Does Not Do

Not handled by Daeda AI alone	Where it happens
Local data storage	The local Automation Suite client
Local SQL queries	The local Automation Suite client
Local chart rendering	The local Automation Suite client
Artifact ingestion and local sync queues	The local Automation Suite client
Server-side artifact production and plan validation	Backend services

When To Use Each Part Of Daeda AI

Need	Use
Generate or rotate an MCP license key	Daeda AI > Master Settings
Connect another HubSpot portal	Daeda AI > Master Settings
Check billing or trial state	Daeda AI > Billing
Save an OpenRouter key	Daeda AI > Other AI Features
Enable AutoFill	Daeda AI > Other AI Features
Review and execute Write Plans	Daeda AI > Write Plans
Run SQL against synced portal data	Automation Suite tools in your AI client
Refresh lightweight plugin metadata	Automation Suite tools in your AI client