feat(search): add HubSpot CRM member search (#8387)

* feat(search): add HubSpot CRM member search

* fix(search): bind HubSpot continuation and isolate setup

Author: waleedlatif1

apps/docs/content/docs/platform/connected-accounts.mdx

@@ -38,6 +38,7 @@ In **Providers**, select **Add provider** and search the catalog. Complete any r
 | OAuth providers, such as Gmail or Google Drive | Add the provider from the available catalog. Each invited person authorizes their account. |
 | Slack | Supply the Slack App ID, Slack workspace ID, OAuth client ID, and client secret, then complete app verification. The organization uses one app and Slack workspace. Existing workspace Slack bots remain separate. |
 | Fireflies and Granola | Add the provider. Sim supplies the MCP endpoint and handles OAuth client registration. People only complete their own authorization. |
+| HubSpot (member access) | The deployment supplies a registered HubSpot MCP OAuth app. People sign in and allow CRM read access. See [HubSpot Search](/search/hubspot). |
 | Databricks | Enter a name, the tenant's MCP URL, a registered OAuth client ID, and a client secret if required by that client. |
 
 For Databricks, **Add** validates and saves the configuration before the provider appears in the list. Cancelling the form leaves nothing added. Use an official Databricks HTTPS MCP endpoint, such as `https://your-workspace.cloud.databricks.com/api/2.0/mcp/sql`, and the OAuth client registered for your deployment. People connecting later use this organization configuration.

apps/docs/content/docs/search/hubspot.mdx

@@ -0,0 +1,22 @@
+---
+title: HubSpot
+description: Search contacts, companies, deals, and tickets with your HubSpot permissions
+---
+
+HubSpot live Search uses **Member accounts** through HubSpot's official MCP service. An administrator enables HubSpot under **Settings → Sources**, then each person selects **Connect** under **Integrations** and signs in to HubSpot. Allow read access to contacts, companies, deals, and tickets. Write access is not needed.
+
+## What you can search
+
+Search names, domains, email addresses, deal names, and ticket subjects using concise keywords. Select a CRM kind to focus on contacts, companies, deals, or tickets; an unrestricted search checks all four. HubSpot searches each object's default searchable properties. It is lexical search, so a long natural-language question may need shorter keywords.
+
+Read a result to see its returned CRM properties, including available custom properties. Links open the verified record in HubSpot. Reads do not include activity histories, notes, or associated records.
+
+Dates and date sorting use the record's last modification time. To list records without keywords, select newest/oldest sorting or a date range. Continue an individual CRM kind with the returned cursor and the same query and filters. Searches are bounded and do not establish aggregate totals or revenue. Ownership, pipeline, lifecycle-stage filters, and custom object types are not supported; “my deals” is not treated as “all visible deals.”
+
+## Access and setup
+
+Every request uses the connected person's current HubSpot permissions. Search uses a fixed read-only tool allowlist and cannot create or change CRM records. Account permissions, subscription restrictions, and HubSpot request limits still apply.
+
+The deployment configures one HubSpot MCP OAuth app; teammates only sign in. This is separate from the ordinary HubSpot OAuth app used by workflow integrations. For a self-hosted deployment, register an MCP app in HubSpot, set `HUBSPOT_MCP_CLIENT_ID` and `HUBSPOT_MCP_CLIENT_SECRET`, and register the exact callback `<your Sim app URL>/api/mcp/oauth/callback`. Sim uses `https://mcp.hubspot.com` and handles HubSpot's regional redirect. Replacing the shared registration requires people to reconnect.
+
+If HubSpot is unavailable in the source picker, ask the deployment administrator to configure the MCP app. If read access is missing, reconnect with the needed read permissions. See [HubSpot's remote MCP server documentation](https://developers.hubspot.com/docs/apps/developer-platform/build-apps/integrate-with-the-remote-hubspot-mcp-server).

apps/docs/content/docs/search/meta.json

@@ -13,6 +13,7 @@
     "google-calendar",
     "google-drive",
     "granola",
+    "hubspot",
     "jira",
     "linear",
     "notion",

apps/sim/.env.example

@@ -261,3 +261,8 @@ CRON_SECRET=your_cron_secret # Use `openssl rand -hex 32` to generate. Authentic
 # SLACK_SEARCH_CLIENT_SECRET=
 # SLACK_SEARCH_SIGNING_SECRET=
 # SLACK_SEARCH_SHARED_APP=false           # Off-production fallback for the global slack-search-shared-app flag
+
+# HubSpot member search: deployment-owned MCP connector (separate from the REST OAuth app).
+# Register ${NEXT_PUBLIC_APP_URL}/api/mcp/oauth/callback in the HubSpot MCP connector.
+# HUBSPOT_MCP_CLIENT_ID=
+# HUBSPOT_MCP_CLIENT_SECRET=

apps/sim/app/o/[organizationId]/integrations/integrations.test.tsx

@@ -998,6 +998,7 @@ describe('live integrations backend selection', () => {
     })
     mockUseOrganizationAccounts.mockReturnValue({
       data: {
+        availableMcpConnectors: [],
         credentialGroup: {
           status: 'active',
           mcpServers: [],
@@ -1031,6 +1032,7 @@ describe('live integrations backend selection', () => {
     mocks.integrations.mockReturnValue({ data: [{ connectorType: 'slack', approved: true }] })
     mockUseOrganizationAccounts.mockReturnValue({
       data: {
+        availableMcpConnectors: [],
         credentialGroup: {
           status: 'active',
           mcpServers: [],

apps/sim/app/o/[organizationId]/integrations/live-member-integrations.test.tsx

@@ -66,6 +66,7 @@ const group = {
 }
 const inventory = (overrides = {}) => ({
   credentialGroup: group,
+  availableMcpConnectors: [],
   viewerAccounts: [],
   viewerMcpAccounts: [],
   canManage: false,

apps/sim/app/o/[organizationId]/integrations/live-member-integrations.tsx

@@ -75,6 +75,9 @@ export function LiveMemberIntegrations({ organizationId, search }: LiveMemberInt
   const available = LIVE_SEARCH_SOURCE_TYPES.filter(
     ([provider]) =>
       LIVE_SEARCH_SCOPE_FIELDS[provider] &&
+      (provider !== 'hubspot' ||
+        data.availableMcpConnectors.includes('hubspot') ||
+        mcpAccounts(provider).length > 0) &&
       (approvals.get(provider)?.approved ||
         data.viewerAccounts?.some(
           (account) => liveSearchProviderForCredential(account.providerId) === provider
@@ -130,7 +133,8 @@ export function LiveMemberIntegrations({ organizationId, search }: LiveMemberInt
           group?.status === 'active' &&
           Boolean(option || server) &&
           approved &&
-          (!option || option.configurationStatus === 'ready')
+          (!option || option.configurationStatus === 'ready') &&
+          (provider !== 'hubspot' || data.availableMcpConnectors.includes('hubspot'))
         const scope =
           approval?.policy?.accessMode === 'service_account'
             ? 'Selected resources you can access'

apps/sim/app/o/[organizationId]/settings/components/integrations/add-organization-source-modal.tsx

@@ -27,6 +27,7 @@ interface AddOrganizationSourceModalProps {
     type: string
     meta: Pick<ConnectorMeta, 'name' | 'icon'> & { auth?: ConnectorMeta['auth'] }
     access: { admin: boolean; members: boolean }
+    availabilityStatus?: 'loading' | 'error'
   }[]
   pending: boolean
   ready: boolean
@@ -52,8 +53,9 @@ export function AddOrganizationSourceModal({
   const visible = sources.filter(({ meta }) => meta.name.toLowerCase().includes(query))
   const list = (
     <div className={RESOURCE_LIST_STACK}>
-      {visible.map(({ type, meta, access }) => {
+      {visible.map(({ type, meta, access, availabilityStatus }) => {
         const available = access.admin || access.members
+        const sourceReady = ready && !availabilityStatus
         return (
           <SettingsResourceRow
             key={type}
@@ -67,26 +69,28 @@ export function AddOrganizationSourceModal({
             }
             title={meta.name}
             description={
-              !ready
-                ? 'Checking availability'
-                : !available
-                  ? 'Unavailable in this deployment'
-                  : (descriptions?.[type] ??
-                    (access.admin
-                      ? meta.auth?.mode === 'apiKey'
-                        ? 'Connect an API token'
-                        : meta.auth?.mode === 'oauth' &&
-                            meta.auth.adminCredentialType === 'service_account'
-                          ? 'Connect a service account'
-                          : 'Connect an admin account'
-                      : type === 'slack'
-                        ? 'Set up your Slack app'
-                        : 'Connect member accounts'))
+              availabilityStatus === 'error'
+                ? 'Could not check availability'
+                : !sourceReady
+                  ? 'Checking availability'
+                  : !available
+                    ? 'Unavailable in this deployment'
+                    : (descriptions?.[type] ??
+                      (access.admin
+                        ? meta.auth?.mode === 'apiKey'
+                          ? 'Connect an API token'
+                          : meta.auth?.mode === 'oauth' &&
+                              meta.auth.adminCredentialType === 'service_account'
+                            ? 'Connect a service account'
+                            : 'Connect an admin account'
+                        : type === 'slack'
+                          ? 'Set up your Slack app'
+                          : 'Connect member accounts'))
             }
-            disabled={pending || !ready || !available}
+            disabled={pending || !sourceReady || !available}
             onClick={() => onSelect(type, access.admin ? 'admin' : 'members')}
             clickLabel={`Set up ${meta.name}`}
-            navigable={ready && available}
+            navigable={sourceReady && available}
           />
         )
       })}

apps/sim/app/o/[organizationId]/settings/components/integrations/live-search-settings.tsx

@@ -86,8 +86,15 @@ export function LiveSearchSettings() {
     ).map(([type, meta]) => ({
       type,
       meta,
+      availabilityStatus:
+        type !== 'hubspot' || accounts.isSuccess
+          ? undefined
+          : accounts.isError
+            ? ('error' as const)
+            : ('loading' as const),
       access: getLiveSearchAccessAvailability(type, availability.integrationAvailability, {
         memberAccessAvailable: searchAccess.memberScoped,
+        availableMcpConnectors: accounts.data?.availableMcpConnectors,
         mirroredAccessAvailable: searchAccess.sourceMirrored,
         oauthServiceAvailability: availability.oauthServiceAvailability,
         isIntegrationAvailabilityReady: availability.isIntegrationAvailabilityReady,
@@ -301,7 +308,17 @@ export function LiveSearchSettings() {
           )}
           pending={update.isPending}
           ready={availability.isIntegrationAvailabilityReady}
-          feedback={null}
+          feedback={
+            accounts.error ? (
+              <SettingsQueryErrorState
+                error={accounts.error}
+                fallback='Could not check account availability'
+                isRetrying={accounts.isFetching}
+                onRetry={() => void accounts.refetch()}
+                variant='inline'
+              />
+            ) : null
+          }
           onClose={() => setAdding(false)}
           onSelect={(type, mode) => {
             if (type === GENERIC_SECRETS_SOURCE_TYPE) {

apps/sim/app/workspace/[workspaceId]/components/resource-tile/index.ts

@@ -1,4 +1,5 @@
 export {
+  BrandTile,
   RESOURCE_TILE_BASE,
   RESOURCE_TILE_FILL,
   RESOURCE_TILE_PLAIN,