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Prerequisites

  • HubSpot developers account

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Step 1: Create HubSpot Developer Account & App

  1. Visit https://developers.hubspot.com/ and sign in
  2. Click “Create App” and fill out the form:
    • Public app name: Choose a descriptive name
    • App logo: Upload 100x100px PNG (recommended)
    • Description: Associate with your company
HubSpot App Form

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Step 2: Configure OAuth Settings

  1. Go to the “Auth” tab in your application dashboard
  2. Add redirect URLs: https://api.klavis.ai/oauth/hubspot/callback
Here is an example of Klavis AI OAuth app configuration: OAuth Settings Configuration

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Step 3: Request Scopes

Klavis Hubspot MCP Server uses the following OAuth scopes: account-info.security.read, accounting, cms.domains.read, cms.domains.write, crm.export, crm.import, crm.lists.read, crm.lists.write, crm.objects.companies.read, crm.objects.companies.write, crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.deals.read, crm.objects.deals.write, crm.objects.marketing_events.read, crm.objects.marketing_events.write, crm.objects.owners.read, crm.objects.quotes.read, crm.objects.quotes.write, crm.schemas.companies.read, crm.schemas.companies.write, crm.schemas.contacts.read, crm.schemas.contacts.write, oauth, settings.users.read, settings.users.write, tickets, timeline, e-commerce, crm.objects.custom.read, crm.schemas.custom.read, content, sales-email-read
  1. Go to the “Auth” tab in your application dashboard
  2. Scroll down to “Scopes”.
  3. Click “Add New Scope” and add required scopes.
Here is an example of Klavis AI OAuth app configuration: Scope Addition

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Step 4: Create App

  1. Now Click the “Create App” Button
You have successfully created a HubSpot OAuth application! You now have your Client ID and Client Secret ready for integration with Klavis AI.

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(Optional) Step 5: White Labeling

White labeling allows you to customize the OAuth experience with your own branding instead of Klavis AI’s.
If you want to use your own HubSpot OAuth application with custom branding:
  1. Configure White Labeling: Go to https://www.klavis.ai/home/white-label
  2. Add Your Credentials: Enter your HubSpot Client ID and Client Secret
  3. Set Redirect URI: Use https://api.klavis.ai/oauth/hubspot/callback or your custom callback URL
  4. Initiate OAuth: Use your client ID when starting the OAuth flow: 
    const authUrl = `https://api.klavis.ai/oauth/hubspot/authorize?instance_id=${instanceId}&client_id=${yourClientId}`;
For detailed white labeling implementation and code examples, see our OAuth & White Labeling guide.

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Resources