Claude + HubSpot
Claude, inside the revenue system
Not a chat window bolted to the side of your stack. Organizational accounts scoped to the org chart, a connection to the CRM that is your system of record, and skills built against the objects your business actually runs on.
Facing something similar in your own portal?
Schedule a consultationWhat the work is
Organizational account configuration
Single sign-on wired to your identity provider so access follows the HR event. Workspaces mapped to the boundaries your business actually has. Retention and training-exclusion settings configured deliberately and documented with a date, rather than described from memory.
MCP connection to your system of record
The Model Context Protocol connects Claude to the CRM so people can ask questions of the record instead of switching applications. Scope is where this goes wrong: a private app token carries whatever was ticked at creation and does not narrow itself later, so we grant the least that supports the workflow and verify by attempting a write that should fail.
Custom skills against your objects
A blank prompt box asks the user to do the hard part, which is why generic access changes nothing. Skills encode the repeated work — reading a record, drafting from it, writing an approved update back — each constrained against the specific way it could produce confident nonsense.
Enablement that closes the speed gap
People reach for the fastest tool under deadline. If the sanctioned path is slower than the browser tab already open, the policy loses. We instrument which tasks are running where before rollout, then make the compliant path the quick one.
What this is not
It is not a strategy deck, an AI maturity score, or a pilot that ends at a proof-of-concept nobody uses. It is also not the right first step if the CRM underneath is not trustworthy — a model reading a record that is wrong produces confident wrong answers faster than a person would. Where that is the case we say so, and the data work comes first.
Case study
Deploying Claude across a 140-attorney litigation firm
The full architecture for a firm that cannot let one practice group see another's work: workspace isolation enforcing ethical walls, a token scoped to read contacts and write only named matter properties, four skills constrained against their own failure modes — and the five ways this goes wrong.
Read the case studySchedule a consultation
Thirty minutes, no deck. We look at your portal and tell you what this would involve for your business — including whether it is worth doing yet.