Integrate Dify with Live HubSpot Data via CData Connect AI

Anusha M B
Anusha M B
Technical Marketing Engineer
Use the CData Connect AI Remote MCP Server to enable Dify agents and workflows to securely access and query live HubSpot data.

Dify is an open source platform for building production-ready agentic workflows, chatbots, and other LLM applications. It includes built-in, two-way support for the model context protocol (MCP), allowing you to register remote MCP servers as tools in the platform to add external data sources and give your agents access to live data.

By integrating Dify with CData Connect AI through the built-in MCP Server, Dify gains governed, real-time access to live HubSpot data. You can list catalogs, explore schemas, and query records from HubSpot data using natural language prompts, with all data access running securely against authorized sources.

This article explains how to configure HubSpot connectivity in Connect AI, generate the required personal access token, register the Connect AI MCP Server as a tool in Dify, add it to an agent application, and verify the integration by querying live HubSpot data from Dify.

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 Dify

Connectivity to HubSpot from Dify is made possible through Connect AI's Remote MCP Server. To interact with HubSpot data from Dify, start by creating and configuring a HubSpot connection in Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. Adding a connection in Connect AI
  2. Select HubSpot from the Add Connection panel
    3. Selecting data source
  3. HubSpot uses OAuth to authenticate. Click Sign in to authenticate with HubSpot Authenticating with OAuth (Salesforce is shown).
  4. Navigate to the Permissions tab and update user-based permissions
    5. Updating permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Dify. It is best practice to create a separate PAT for each integration to maintain granular access control.

  1. Click the gear icon () at the top right of the Connect AI app to open Settings
  2. On the Settings page, go to the Access Tokens section and click Create PAT
  3. Give the PAT a descriptive name and click Create
    4. Creating a new PAT
  4. Copy the token when displayed and store it securely. It will not be shown again

With the HubSpot connection configured and a PAT generated, Dify can now connect to HubSpot data through Connect AI.

Step 2: Register the Connect AI MCP Server in Dify

Next, register the Connect AI Remote MCP Server as a tool in Dify so your agents and workflows can discover and call live data tools through Connect AI.

  1. Log into Dify, or open your self-hosted Dify instance (version 1.6.0 or later, which includes built-in MCP support)
  2. Navigate to the Integrations page, select Tools and click MCP tab
    3. Navigate to MCP
  3. Click Add MCP Server (HTTP) and enter the following details:
    • Server URL: https://mcp.cloud.cdata.com/mcp
    • Name Icon: Give a descriptive name, for example, CData Connect AI
    • Server Identifier: A unique identifier, for example, cdata-connect-ai
    • Headers: Add an Authorization header with the value Basic your_base64_encoded_email_PAT

    Note: Dify will use Basic authentication with Connect AI. Combine your Connect AI user email and the PAT you created earlier in the format email:PAT, base64 encode the combined string, and prefix it with Basic.

  4. Click Add & Authorize. Dify connects to the Connect AI MCP Server and lists the available tools Adding the Connect AI MCP Server in Dify

With the MCP server registered, the Connect AI tools are available to any agent application or workflow in your Dify workspace.

Step 3: Query live HubSpot data from Dify

With the integration complete, build an agent application in Dify and interact with live HubSpot data through natural language prompts.

  1. From the Dify Studio page, click Create from Blank and select Agent as the application type Viewing the Connect AI MCP tools in Dify
  2. In the agent configuration, click Add under the Tools section and select the Connect AI MCP tools registered in Step 2 Adding the Connect AI MCP tools to a Dify agent
  3. Select an LLM provider and model for the agent so it can interpret prompts and call MCP tools
  4. In the preview panel, type a prompt in the chat input, for example:
    • Use the cdata-connect-ai tools to list all available catalogs
    • Show the available schemas and tables for HubSpot
    • Query the top 5 records from a table in HubSpot
  5. The Dify agent calls the Connect AI MCP Server and returns live results from HubSpot data Querying live data from a Dify agent

At this point, Dify communicates with the Connect AI MCP Server and retrieves live HubSpot data through remote MCP tools directly from your agentic workflows.

Get started with CData Connect AI

To access hundreds of SaaS, big data, and NoSQL sources directly from your cloud applications, try CData Connect AI today. Download a free 14-day trial of CData Connect AI, and our Support Team is available to help with any questions you have.

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