Skip to content
Daeda Daeda Docs

Daeda Portal Insights

Daeda Portal Insights is the free way to put your HubSpot CRM in front of AI, locally.

It syncs your contacts, companies, deals, and associations to an encrypted local database, then lets any MCP-compatible AI client (Claude Desktop, Claude Code, Cursor, VS Code, Gemini CLI, Windsurf, and more) read and query the whole portal in plain English. No per-question HubSpot API calls, no rate limits during analysis, no data leaves your machine.

It’s read-only by design. For write-plans, multi-portal operations, and AI-powered workflow actions, the upgrade path is Daeda AI’s Automation Suite.

npmVersionDownloadsLicense
npmversiondownloadslicense

The install artifact is the daeda-mcp npm package: npmjs.com/package/daeda-mcp.

What you can do with it

Section titled “What you can do with it”

Once your portal has synced, your AI client can answer questions like:

  • “Show me all deals closing this month over $50k”
  • “Find contacts at healthcare companies with no associated deals”
  • “Which deals in the pipeline have never had a meeting logged?”
  • “List all contacts with a @gmail.com email owned by reps who haven’t been active in 30 days”
  • “What’s the total pipeline value by deal stage, split by owner?”

Instead of firing dozens of API calls per question, the AI runs SQL against the encrypted local copy. Answers arrive in seconds and you can keep drilling without worrying about daily API quotas.

When to reach for Portal Insights

Section titled “When to reach for Portal Insights”

Use it when:

  • You need deep, multi-join analysis across a lot of records (RevOps audits, ICP reports, pipeline reviews)
  • You want a predictable offline snapshot to work against
  • You care about keeping portal data on your own machine for a privacy-sensitive workflow
  • You’re building a personal AI workflow and want something free and local

Consider Daeda AI’s Automation Suite instead when:

  • You want to make changes to the portal (human-approved Write Plans)
  • You’re running across multiple portals as an agency or consultant
  • You need AI inside HubSpot workflows (the Ask AI workflow action) or on Contact/Company records (AutoFill)

See the Automation Suite overview for what Daeda AI adds on top.

Security posture

Section titled “Security posture”
  • All data stays on your machine. Nothing is sent to Daeda servers.
  • Database is encrypted at rest using your HubSpot token as the encryption key.
  • Only SELECT queries are allowed. AI can read but never modify your CRM.
  • Minimum scopes requested - only the read permissions needed to sync contacts, companies, and deals.

Full details in Security & Data Storage.

Get started

Section titled “Get started”
  1. Create a HubSpot Private App with the required read scopes - Installation guide.
  2. Add the daeda-mcp server block to your AI client’s MCP config.
  3. Let the initial sync populate your local database (2-5 minutes for a quick seed, longer for full sync on larger portals).
  4. Start asking questions.
Section titled “Related”