01 Why it matters

01 — Accuracy

Answers grounded in how it's built

A generic assistant guesses at HubSpot's newer surfaces — the 2026 project platform, serverless quirks, quote modules, association typeIds — and quietly gets them wrong. Here it reads the verified guidance first, so what it produces is deployable, not plausible-looking.

02 — Velocity

Fewer false starts on every build

Demo builds, portal setups, quote templates and custom modules that would mean digging through threads or waiting on a specialist instead get the right pattern in seconds. The rework you avoid is time back on the work that matters.

03 — Consistency

One source of truth for the whole team

Everyone's assistant works from the same current documentation, so a new joiner and a seasoned builder reach the same answer. The playbook stays live — update it once and every connected assistant reflects it.

04 — Control

Access that stays accountable

Granted per approved email, strictly read-only, and switched off the moment it's no longer needed. Keys expire on their own and every request is logged — accountable access, never an open door.

02 How it works

01 — Connect

Add the server

In the Claude app it's one URL pasted into a connector — no terminal, nothing to install. In Claude Code it's two short commands, typed into its own chat. There is no key to copy — the client handles the credential itself.

02 — Authorise

Sign in once

Your client opens a browser sign-in. Confirm your approved work email, click the one-time link, and the connection completes — no account, no password, nothing to paste.

03 — Use it

Just ask

Ask the way you normally would — "build a quote module for this deal", "why is this serverless function returning empty". Your assistant reads the relevant docs, then answers and builds from them.

04 — Optional

Optional: add the demo tooling

On Claude Code with demo-methodology access, one command installs our plugin — and your assistant builds branded demo pages, run sheets and workspaces to our standard. The exact steps are in the setup guide.

Works with the assistant you already use

  • Claude web & desktop — add it as a connector, no terminal needed; ideal if you don't live in a code editor
  • Claude Code — the desktop app's Claude Code tab, the VS Code extension, and the CLI, all from one setup
  • Nothing to install — no software footprint on your machines or infrastructure beyond the one-line connection
  • Demo tooling included — the toolkit plugin's demo skills (branded demo pages, run sheets, workspaces) run in Claude Code with business-context access

Access & security at a glance

  • Approved email addresses only — access is granted per person and can be revoked instantly
  • Read-only — the connection reads documentation and nothing else; it cannot touch your CRM, your systems, or your data
  • Per-install OAuth, no shared keys — each client holds its own short-lived credential that renews itself; there is no long-lived key to leak or paste
  • Fully audited — every request is logged with the requester and a timestamp

Put it to work.

Connect your assistant, sign in once, and ask your next HubSpot question. The setup guide has the exact steps for the Claude app and Claude Code.

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