Pronova Sales for HubSpot: docs

What it is

Pronova Sales for HubSpot gives Claude sales-rep jobs on your HubSpot CRM: a daily brief, pipeline triage, call prep, contact lookup, forecast, meeting logging and bulk fixes. Claude reads your portal right away. Every write waits for your approval on the Pronova approvals page, and nothing reaches HubSpot before you press Approve.

Requirements

• A HubSpot account where you can install apps. If your HubSpot user cannot grant the permissions below, ask a Super Admin to connect.
• A Claude plan that supports custom connectors.
• Until HubSpot lists the app in its Marketplace, HubSpot shows an "unverified app" warning during install and limits installs to 25 portals (see the terms).

Set up

claude.ai, Claude Desktop and Cowork

1. In Claude, open Customize > Connectors, click Add, then Add custom connector.
2. Name it Pronova Sales, enter this URL and click Continue:
   https://mcp.pronovahq.com/mcp
3. Review the authentication settings Claude detected, keep them and click Continue, then click Add. If your organization manages connectors, an Owner adds it under Organization settings > Connectors first, and you then open Customize > Connectors and click Connect on it.
4. Click Connect and sign in with HubSpot. Pick your portal and approve the app.
5. In a chat, turn the connector on, then ask for your day.

Claude Code

Add the server, then sign in from inside Claude Code:

Run /mcp and follow the browser steps to sign in with HubSpot. pronova is only a suggested name.

What you can ask

• Daily brief. "Good morning, what's on my plate today?"
• Pipeline triage. "Which deals need attention?"
• Call prep. "Prep me for my call with Jane Doe at Acme Corp."
• Contact lookup. "Who is Jane Doe at Acme Corp and when did we last talk?"
• Forecast. "What's my forecast for 2026-Q4?"
• Log a meeting. "Log my call with Jane Doe: she agreed to a pilot, follow up Friday."
• Fix past-due close dates. "Fix the close dates on my past-due deals."
• Import contacts. "Import these contacts into HubSpot:" followed by a pasted list.

Pronova answers for your own deals unless you ask for "all owners".

How changes are approved

1. Claude previews the change. The preview lists the changes and a confirmation id. Nothing is written yet.
2. Open your bookmarked approvals page, https://mcp.pronovahq.com/approve, and sign in with HubSpot.
3. Find the confirmation id Claude named, open it and read every change.
4. Press Approve, then tell Claude you approved. Claude applies the changes.

• You have 15 minutes from the press to apply. After that, press Approve again.
• A preview stays on your approvals list for 24 hours.
• A "yes" in chat is not an approval. Only the Approve button on the approvals page counts.
• An undo needs its own approval, the same way. Pronova keeps the previous values for 7 days.
• Domain check: approval links always start with https://mcp.pronovahq.com/approve. If a link starts any other way, do not open it. Open your bookmark instead and email hey@pronovahq.com.

Permissions

HubSpot lists these when you install the app. Pronova asks for the required ones:

• crm.objects.contacts.read and crm.objects.contacts.write
• crm.objects.companies.read and crm.objects.companies.write
• crm.objects.deals.read and crm.objects.deals.write
• crm.objects.owners.read
• crm.objects.tickets.read
• oauth, which HubSpot adds to every app

Pronova reads the notes, calls, meetings, tasks and emails on those records through the contacts, companies and deals read scopes. Writes go through the write scopes, and each one waits for your approval.

One optional scope: sales-email-read, for email history on your records. Without it, Pronova still works and skips email history, with a warning.

Troubleshooting

• "Pronova needs every permission." HubSpot did not grant all the required scopes. Sign in again and approve every permission, or ask a Super Admin to connect.
• Claude says an approval is needed or has expired. Press Approve again on your approvals page, then tell Claude.
• The first request after a pause takes a few seconds. The server wakes up after about 10 idle minutes. Ask again if Claude reports a timeout.
• Anything else. Email hey@pronovahq.com with what you asked and the time. Leave tokens and customer data out.

Disconnect and your data

Use Disconnect to remove your connection and delete what Pronova stored. Pronova processes CRM data in transit only and stores encrypted tokens, pending changes (24 hours), approval records, undo snapshots and audit entries (used for 7 days, deleted within 14); the privacy page has the full list.

Support

Support: hey@pronovahq.com. Send security reports to the same address.