Capabilities
Overview
Section titled “Overview”Here’s a list of all the information that can be brought into your HubSpot mirror portal for the AI to use. We cover almost all of the API data, and a lot of the data outside the API. If there’s an area you’d like added to these capabilities, please let me know.
Capabilities
Section titled “Capabilities”| Area | Type | Bridge Required | Description |
|---|---|---|---|
| Contacts | Artifact | No | Records, Associations, Property Metadata, property history via fetch_on_demand |
| Companies | Artifact | No | - |
| Deals | Artifact | No | - |
| Pipelines and stages | Plugin | No | Deal, ticket, and supported object pipelines with their stages, labels, probabilities, ordering, and archive state. |
| Tickets | Artifact | No | - |
| Emails | Artifact | No | - |
| Calls | Artifact | No | - |
| Meetings | Artifact | No | - |
| Notes | Artifact | No | - |
| Tasks | Artifact | No | - |
| Line items | Artifact | No | - |
| Products | Artifact | No | - |
| Quotes | Artifact | No | - |
| Subscriptions | Artifact | No | - |
| Invoices | Artifact | No | - |
| Payments | Artifact | No | - |
| Orders | Artifact | No | - |
| Carts | Artifact | No | - |
| Appointments | Artifact | No | - |
| Leads | Artifact | No | - |
| Services | Artifact | No | - |
| Projects | Artifact | No | - |
| Listings | Artifact | No | - |
| Courses | Artifact | No | - |
| Goals | Artifact | No | - |
| Custom objects | Artifact | No | - |
| Users and Teams | Plugin | No | All informations |
| Lists | Plugin | No | Metadata by default, memberships via fetch_on_demand |
| Forms | Plugin | No | - |
| Workflows | Plugin | No | - |
| Workflow folders | Plugin | Yes | Workflow folder metadata used to organize and audit workflow structure. |
| Snippets | Plugin | Yes | Sales snippets, names, folder metadata, content, creator details, and update timestamps. |
| Sales email templates | Plugin | Yes | Sales templates, subject lines, body content, folder metadata, owner metadata, and usage-relevant fields. |
| Sequences | Plugin | No | Sales sequences and sequence steps, including ordering, metadata, and step configuration. |
| Reports | Plugin | Yes | Report metadata and report configuration used for auditing dashboards and reporting coverage. |
| Dashboards | Plugin | Yes | Dashboard metadata, dashboard report placement, owners, sharing configuration, and layout signals. |
| Lead scores | Plugin | Yes | Lead scoring models, score criteria, fit and engagement dimensions, and related score configuration. |
| Record views and CRM Cards | Plugin | Yes | CRM record page layouts, view trees, default record views, sections, cards, and object-specific layout metadata. |
| Index views | Plugin | Yes | Object index views, filters, columns, ordering, and saved view configuration. |
| Portal info | Plugin | No | Portal-level identity and account metadata used to orient analysis. |
| Account settings | Plugin | Yes | Account-level settings mirrored from HubSpot for portal setup and configuration review. |
| Portal Capabilities | Plugin | Yes | Raw entitlement and capability source rows used to understand what the connected portal can support. |