feat(hubspot): add notes, emails, properties & associations tools by waleedlatif1 · Pull Request #5037 · simstudioai/sim

waleedlatif1 · 2026-06-14T00:12:17Z

Summary

Add 11 HubSpot tools: get_properties (read property definitions + picklist/enum options), notes (create/get/list/search), email engagements (create/get/list/search), and v4 associations (list/create)
Add OAuth scope sales-email-read (required to read email-engagement content/body). Note/email object + association endpoints are authorized by the existing crm.objects.contacts.read/write scope — HubSpot does not expose grantable crm.objects.notes.* / crm.objects.emails.* scopes (verified against HubSpot's OpenAPI security blocks; requesting them would break the OAuth authorize flow).
Wire the new operations into the HubSpot block (operation options, subBlocks, conditions, tool mapping + coercions, outputs, BlockMeta templates/skills)
Fix pre-existing bugs surfaced during a full spec audit of every tool:
- list_marketing_events list URL → /marketing/marketing-events/v3
- appointment property names → hs_appointment_* (were hs_meeting_*)
- get_users outputs → CRM envelope shape (matches /crm/v3/objects/users); forwards properties
- create_list now unwraps the {list} response envelope
- create tools now parse a stringified associations array
Regenerate integration docs

Note: adding sales-email-read changes the OAuth consent set — existing HubSpot connections must re-authorize before the email-content read works (HubSpot enforces granular scopes all-of).

Type of Change

New feature

Testing

Validated every tool and the block against HubSpot's live OpenAPI specs (parallel audit, all 50 tools PASS). bun run lint, tsc, and bun run check:api-validation all clean.

Checklist

Code follows project style guidelines
Self-reviewed my changes
Tests added/updated and passing
No new warnings introduced
I confirm that I have read and agree to the terms outlined in the Contributor License Agreement (CLA)

- Add 11 tools: get_properties (read property/enum options), notes (create/get/list/search), email engagements (create/get/list/search), and v4 associations (list/create) - Add scopes: crm.objects.notes.read/write, crm.objects.emails.read/write, sales-email-read (required for email engagement content) - Wire new operations into the HubSpot block (subBlocks, conditions, tool mapping, outputs, BlockMeta templates/skills) - Fix pre-existing bugs found in validation: list_marketing_events list URL (/marketing/marketing-events/v3), appointment property names (hs_appointment_*), get_users output shape (CRM envelope), create_list response unwrap, and stringified-associations parsing in create tools - Regenerate integration docs

vercel · 2026-06-14T00:12:23Z

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cursor · 2026-06-14T00:12:27Z

PR Summary

Medium Risk
New OAuth scope and broader CRM write/read surface (notes, emails, associations) affect connected accounts; appointment and users API shape changes could break workflows that relied on old field names or user output.

Overview
Adds 11 HubSpot integration tools so workflows can manage notes and email engagements, read property/picklist definitions, and list or create v4 associations between records. The HubSpot block, tool registry, integrations.json, and hubspot.mdx docs are updated (operation count 29 → 38), including new templates/skills for email logging and activity audits.

OAuth now requests sales-email-read so single-email reads can return body content; existing connections need re-authorization for that scope.

Correctness fixes bundled with the expansion: marketing-events list URL, appointment fields switched from hs_meeting_* to hs_appointment_*, get_users aligned to the CRM users object shape (optional properties, default page size 10), create_list response unwrapping, and JSON parsing for string associations on create tools. QuartrIcon in docs is redrawn as a compact 32×32 mark.

^{Reviewed by Cursor Bugbot for commit 73b42db. Configure here.}

greptile-apps · 2026-06-14T00:20:45Z

Greptile Summary

This PR adds 11 new HubSpot tools (notes, email engagements, property definitions, and v4 associations) along with the sales-email-read OAuth scope for reading email body content. It also fixes several pre-existing bugs: the list_marketing_events URL, appointment property names, the create_list response envelope unwrap, and the get_users output shape.

11 new tools wired end-to-end: create_note, get_note, list_notes, search_notes, create_email, get_email, list_emails, search_emails, get_properties, list_associations, create_association — all registered in the tool registry, exported from the index, and mapped in the HubSpot block with correct dual-dispatch for get_notes/get_emails.
create_association cleanly handles both paths: the default PUT (no body, no Content-Type) and the labeled PUT (JSON body, Content-Type: application/json) are correctly differentiated; response parsing falls back to params values for fromObjectId/toObjectId when the default-association response omits them.
Pre-existing bug fixes: create_list now unwraps the {list} envelope, get_users switches to the generic CRM output shape, and appointment property names are corrected to hs_appointment_*.

Confidence Score: 5/5

The change is safe to merge — all new tools follow established patterns, the dual-dispatch routing in the block is correct, and the OAuth scope addition is the only change that touches existing user sessions (re-auth required for email content, as documented).

All 11 new tools are correctly registered, exported, and wired into the block with accurate URL construction and response normalisation. The only findings are a leftover any body type in the two search tools, which is a style inconsistency with no runtime impact.

apps/sim/tools/hubspot/search_emails.ts and apps/sim/tools/hubspot/search_notes.ts — request body typed as any instead of Record<string, unknown>.

Important Files Changed

Filename	Overview
apps/sim/tools/hubspot/create_association.ts	New v4 associations tool: cleanly conditionalises the PUT URL, Content-Type header, and body for default vs. labeled paths; response fallback to params values for fromObjectId/toObjectId is correct.
apps/sim/tools/hubspot/create_note.ts	New note creation tool; uses Record<string, unknown> for body (previously flagged issue fixed), handles string→JSON coercion for both properties and associations inputs.
apps/sim/tools/hubspot/create_email.ts	New email engagement creation tool; uses Record<string, unknown> for body (previously flagged issue fixed), mirrors create_note.ts pattern closely.
apps/sim/tools/hubspot/search_emails.ts	New email search tool; uses `any` for the request body instead of `Record<string, unknown>`, inconsistent with other create/search tools.
apps/sim/tools/hubspot/search_notes.ts	New notes search tool; same `any` body type issue as search_emails.ts; otherwise mirrors search_emails.ts faithfully.
apps/sim/tools/hubspot/get_properties.ts	New properties fetch tool; correctly switches between single-property and all-properties URLs, handles archived flag, and normalises both list and single-object responses via `Array.isArray(data.results) ? data.results : [data]`.
apps/sim/tools/hubspot/list_associations.ts	New v4 association listing tool; URL construction, pagination, and response shape all look correct.
apps/sim/blocks/blocks/hubspot.ts	New operations wired in: get_notes/get_emails dual-dispatch (id present → get, absent → list), create_note/create_email, search_notes/search_emails, get_properties, list/create_association; coercions for associationTypeId and archived are correct.
apps/sim/lib/oauth/oauth.ts	Adds `sales-email-read` scope for reading email engagement content; PR author has verified HubSpot does not expose separate crm.objects.notes./crm.objects.emails. scopes — existing crm.objects.contacts.read/write covers those endpoints.
apps/sim/tools/hubspot/types.ts	Adds well-typed output constants and interface definitions for notes, emails, properties, and associations; removes the now-unused HubSpotUser interface and USERS_ARRAY_OUTPUT in favour of the generic CRM shape.
apps/sim/tools/hubspot/create_list.ts	Pre-existing bug fix: unwraps the `{list}` envelope from the HubSpot create-list response before extracting listId.
apps/sim/tools/hubspot/get_users.ts	Fixed to use GENERIC_CRM_ARRAY_OUTPUT (matches the /crm/v3/objects/users envelope); adds optional `properties` query param forwarding.

Flowchart

%%{init: {'theme': 'neutral'}}%%
flowchart TD
    A[HubSpot Block - operation] --> B{operation type}
    B --> C[get_notes]
    B --> D[get_emails]
    B --> E[create_note / create_email]
    B --> F[search_notes / search_emails]
    B --> G[get_properties]
    B --> H[list_associations]
    B --> I[create_association]

    C -->|noteId present| C1[hubspot_get_note\n/crm/v3/objects/notes/id]
    C -->|no noteId| C2[hubspot_list_notes\n/crm/v3/objects/notes]

    D -->|emailId present| D1[hubspot_get_email\n/crm/v3/objects/emails/id]
    D -->|no emailId| D2[hubspot_list_emails\n/crm/v3/objects/emails]

    E --> E1[POST /crm/v3/objects/notes\nPOST /crm/v3/objects/emails]
    F --> F1[POST /crm/v3/objects/notes-emails/search]

    G --> G1[GET /crm/v3/properties/objectType\nor /objectType/propertyName]

    H --> H1[GET /crm/v4/objects/type/id/associations/toType]

    I -->|associationTypeId = null| I1[PUT .../associations/default/toType/toId\nno body, no Content-Type]
    I -->|associationTypeId present| I2[PUT .../associations/toType/toId\nJSON body with category + typeId]

_{Reviews (3): Last reviewed commit: "fix(hubspot): address review comments" | Re-trigger Greptile}

…omments - crm.objects.notes.*/crm.objects.emails.* are not grantable HubSpot scopes (would break the OAuth authorize flow). Notes/emails engagement and association endpoints are authorized by crm.objects.contacts.*; sales-email-read remains for email-engagement content - Remove non-TSDoc inline comments from new tool files

waleedlatif1 · 2026-06-14T00:23:26Z

@greptile

waleedlatif1 · 2026-06-14T00:23:27Z

@cursor review

- Forward the properties param for the Get Users operation (block param mapping + Properties-to-Return field now include get_users) - Use Record<string, unknown> for create_note/create_email request bodies - Only send Content-Type on create_association when a body is sent (default-association PUT has no body) - Remove stray duplicate JSDoc opener in types.ts

waleedlatif1 · 2026-06-14T00:29:03Z

@greptile

waleedlatif1 · 2026-06-14T00:29:04Z

@cursor review

cursor

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waleedlatif1 merged commit 6282b16 into staging Jun 14, 2026
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waleedlatif1 deleted the worktree-hubspot-usecase-research branch June 14, 2026 00:42

waleedlatif1 mentioned this pull request Jun 14, 2026

v0.7.6: calendar scheduled tasks, new hubspot tools, virtualized chat, db perf improvements #5042

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feat(hubspot): add notes, emails, properties & associations tools#5037

feat(hubspot): add notes, emails, properties & associations tools#5037
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Confidence Score: 5/5

Important Files Changed

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