HubSpot Canvas · CRM
HubSpot CRM
Companies → Contacts + Deals + Tickets · 3-panel drill-down · 20 MCP tools
GTC Dockyard — HubSpot Marketing & CRM Single-Ask FlowThe Great Trading Company — Dockyard Test Facility
Test harness for the HubSpot Marketing + CRM MCP widget.
| Entity | List | Form | Child / Drill Down | Parent CRUD | Child CRUD | Widget | FK Case |
|---|---|---|---|---|---|---|---|
| Marketing | |||||||
| Marketing Emails | Y | — (edit inline) | → Contact Lists → List Contacts | Edit name / subject | — | HubSpot Marketing | — |
| Contact Lists | Y | — (edit inline) | → List Contacts | Edit name | Add / Remove contact | HubSpot Marketing | — |
| List Contacts | Y | — | — | — | Add / Remove | HubSpot Marketing | — |
| CRM | |||||||
| CRM Contacts | Y | Y (3-col) | → Deals (inline) | Create · Edit inline | — | HubSpot CRM | — |
| Companies | Y | Y (3-col) | → Contacts + Deals + Tickets | Create · Edit inline | — | HubSpot CRM | — |
| Deals | Y | Y (3-col) | → Contacts (inline) | Create · Edit inline | — | HubSpot CRM | — |
| Tickets | Y | Y (3-col) | → Notes on-demand | Create · Edit inline | — | HubSpot CRM | — |
Click "📋 View Contact Lists →" in the widget to navigate. ✎ to edit email name/subject. All navigation is widget-driven via callTool.
Standalone create forms — agent sends { type: 'form', entity: '...' }. Supports contact, deal, company, ticket.
CRM Contacts list with inline edit + create form. Calls hs__get_contacts, hs__update_contact, hs__create_contact.
Companies list with inline edit + create form. Calls hs__get_companies, hs__update_company, hs__create_company.
Deals list with pipeline stage, amount, inline edit + create form. Calls hs__get_deals, hs__update_deal, hs__create_deal.
Tickets list with priority badge + expand for description. Calls hs__get_tickets, hs__update_ticket, hs__create_ticket.
Simulates a HubSpot authentication failure to test error display in the widget.