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 on HubSpot operations - from analysis and property updates to draft Write Plans that are reviewed and approved inside Daeda AI before anything runs.
The Three Pillars
Section titled “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 | Sync portal data into Daeda’s managed database for AI analysis, generate ICP reports, answer portal questions, and create human-approved Write Plans | Your AI client + Daeda’s managed database service + Daeda AI in HubSpot |
AI-Powered Workflow Actions
Section titled “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
Section titled “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
Section titled “Automation Suite”The Automation Suite is the new, deeper part of Daeda AI. It makes it easy to work with the AI on your computer against authorized HubSpot context:
- Sync portal data into Daeda’s managed database service 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 - reviewable plans for HubSpot changes that always pass through a human-approved review step in Daeda AI.
The Automation Suite uses the @daeda/mcp-pro MCP server, which runs inside your AI client (Claude Code, Cursor, or any other MCP-compatible tool) and connects to Daeda’s managed database service. The managed mirror is what makes fast portal queries and the Write Plan flow possible.
The free
daeda-mcppackage - an open-source MCP server that runs locally against a SQLite mirror you control - is the read-only sibling product. It is documented as a child page of Daeda AI in the sidebar.
Bring Your Own Key
Section titled “Bring Your Own Key”Daeda AI uses an OpenRouter key you provide for the Ask AI workflow action and AutoFill. That keeps model selection, cost, and rate limits under your control.
The Automation Suite does not use this key. It runs through whichever MCP-compatible AI client you already use (Claude Code, Cursor, ChatGPT, etc.) on that client’s own subscription.
| Where the key is used | Why |
|---|---|
| Ask AI workflow action | Each workflow run calls your OpenRouter key |
| AutoFill | Email analysis and property suggestion |
Pricing
Section titled “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
Section titled “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
Section titled “Write Plans”Daeda AI is the review and 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
Section titled “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
Section titled “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
Section titled “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
Section titled “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
Section titled “What Daeda AI Does Not Do”| Not handled by Daeda AI alone | Where it happens |
|---|---|
| Synced portal data storage | Daeda’s managed database service |
| SQL execution against your synced portal | Daeda’s managed database service, via @daeda/mcp-pro |
| Chart rendering and tool calls | The @daeda/mcp-pro MCP server inside your AI client |
| Artifact production, sync queues, and plan validation | Daeda backend services |
When To Use Each Part Of Daeda AI
Section titled “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 |
Related
Section titled “Related”- Daeda AI on daeda.tech - product page with pricing, feature overview, and HubSpot Marketplace install
- HubSpot MCP in 2026: what the official one misses - where the HubSpot Remote MCP falls short for ops teams
- Sales reps hate updating the CRM. Daeda AI AutoFill. - the AutoFill feature in context
- Schedule a setup call - walk through Automation Suite onboarding, OpenRouter key setup, and first Write Plan review together
- Daeda Portal Insights (free, read-only) - the local MCP foundation underneath the Automation Suite, available as a free npm package