Use Microsoft Copilot Studio to talk to your HubSpot Data via CData Connect AI
Microsoft Copilot Studio is a no-code/low-code platform for creating AI Agents that can automate tasks, answer questions, and assist with various business processes. When combined with CData Connect AI Remote MCP, you can leverage Copilot Studio to interact with your HubSpot data in real-time. This article outlines the process of connecting to HubSpot using Connect AI Remote MCP and creating a connection in Copilot Studio to interact with your HubSpot data.
CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to HubSpot data. The CData Connect AI Remote MCP Server enables secure communication between Microsoft Copilot Studio and HubSpot. This allows you to ask questions and take actions on your HubSpot data using Microsoft Copilot Studio, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to HubSpot. This leverages server-side processing to swiftly deliver the requested HubSpot data.
In this article, we show how to build a agent in Microsoft Copilot Studio to conversational explore (or Vibe Query) your data. The connectivity principals apply to any Copilot agent. With Connect AI you can build workflows and agents with access to live HubSpot data, plus hundreds of other sources.
About HubSpot Data Integration
CData provides the easiest way to access and integrate live data from HubSpot. Customers use CData connectivity to:
- Access HubSpot without worrying about API updates or changes.
- Access custom objects and fields in HubSpot with no extra configuration steps involved.
- Use SQL stored procedures to perform functional operations like uploading or downloading attachments, inserting engagements, and creating or deleting custom objects or fields.
Users frequently integrate HubSpot with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate HubSpot data to databases or data warehouses.
To learn about how other customers are using CData's HubSpot solutions, check out our blog: Drivers in Focus: Simplified HubSpot Connectivity.
Getting Started
Step 1: Configure HubSpot Connectivity for Microsoft Copilot Studio
Connectivity to HubSpot from Microsoft Copilot Studio is made possible through CData Connect AI Remote MCP. To interact with HubSpot data from Microsoft Copilot Studio, we start by creating and configuring a HubSpot connection in CData Connect AI.
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Log into Connect AI, click Connections and click Add Connection
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Select "HubSpot" from the Add Connection panel
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HubSpot uses OAuth to authenticate. Click "Sign in" to authenticate with HubSpot.
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Navigate to the Permissions tab in the Add HubSpot Connection page and update the User-based permissions.
With the connection configured, we are ready to connect to HubSpot data from Microsoft Copilot Studio.
Step 2: Connect Microsoft Copilot Studio to CData Connect AI
Follow these steps to add a CData Connect AI MCP connection in Microsoft Copilot Studio:
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Under Tools, click Add tool, then click + New Tool.
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In the Add Tool window, search for and click CData Connect AI.
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In the Connect to CData Connect AI window, click Create to authenticate your connection CData Connect AI using OAuth authentication.
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Click Add and configure to add the CData Connect AI Tool to your agent.
Optional: Give the AI Agent context
This step establishes the AI Agent's role and provides context for the conversation through the Instructions property in the Agent. By providing instructions that explicitly informs the agent about its role as an MCP Server expert and lists the available tools, you can enhance the agent's understanding and response accuracy. For example, you can set the System Message to:
You are an expert at using the MCP Client tool connected which is the CData Connect AI MCP Server. Always search thoroughly and use the most relevant MCP Client tool for each query. Below are the available tools and a description of each: queryData: Execute SQL queries against connected data sources and retrieve results. When you use the queryData tool, ensure you use the following format for the table name: catalog.schema.tableName getCatalogs: Retrieve a list of available connections from CData Connect AI. The connection names should be used as catalog names in other tools and in any queries to CData Connect AI. Use the `getSchemas` tool to get a list of available schemas for a specific catalog. getSchemas: Retrieve a list of available database schemas from CData Connect AI for a specific catalog. Use the `getTables` tool to get a list of available tables for a specific catalog and schema. getTables: Retrieve a list of available database tables from CData Connect AI for a specific catalog and schema. Use the `getColumns` tool to get a list of available columns for a specific table. getColumns: Retrieve a list of available database columns from CData Connect AI for a specific catalog, schema, and table. getProcedures: Retrieve a list of stored procedures from CData Connect AI for a specific catalog and schema getProcedureParameters: Retrieve a list of stored procedure parameters from CData Connect AI for a specific catalog, schema, and procedure. executeProcedure: Execute stored procedures with parameters against connected data sources
Step 3: Explore Live HubSpot Data with Microsoft Copilot Studio
With the Agent created in Microsoft Copilot Studio and the MCP tool connected, you can now interact with your HubSpot data using Microsoft Copilot Studio. The MCP tool allows you to send queries and receive responses from the HubSpot data source in real-time.
Open the chat window in your Microsoft Copilot Studio Agent to begin interacting with your HubSpot data. You can ask questions, retrieve data, and perform actions on your HubSpot data using the MCP tool:
Get CData Connect AI
To get live data access to 300+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!
