Ira Bodnar··Updated ·10 min read

How to connect multiple HubSpot accounts to Claude

Quick answer: Connect each HubSpot portal to the same Ryze AI workspace with Add one more account, add the Ryze AI connector to Claude once, then name the portal in your prompts. Ryze AI is the best way to connect several HubSpot portals to Claude for a team that runs ads and a CRM, with one caveat: each connection is a single portal, so every portal needs its own HubSpot sign-in.

Below: portal setup, the primary account, naming, prompts, fixes.

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Connect multiple HubSpot accounts to Claude in 5 steps

Order matters: confirm access in HubSpot first, connect each portal, then add Claude.

1. Check you are a user on every portal

HubSpot lets you switch accounts only when your email address is already added as a user on each one. Ask each portal's admin to add you before you start.

2. Connect the first portal in Ryze AI

In Ryze AI, open Integrations, find the HubSpot card and click Connect. Sign in to HubSpot, choose the account (portal), click Choose Account and approve the permissions.

3. Add one more account

Click View on the HubSpot card, then Add one more account, and authorize the next portal. A star marks the primary one; click an empty star to change it.

4. Add the Ryze AI connector to Claude

In Claude, open Customize > Connectors, click + Add, then Add custom connector. Name it Ryze AI, enter https://connector.get-ryze.ai/mcp, click Continue, sign in on the Ryze AI page, pick the workspaces and click Allow connection. The single-portal guide covers each screen.

5. Name the portal in your prompts

Start a new chat. The primary portal is used unless you name another, so say which portal each request is for.

Multi-portal setups at a glance

Pick the row that matches how your HubSpot portals relate to each other.

  1. 1Several portals of one business in one workspaceRegional or brand portals that belong to the same company

    How Claude picks the portal: The primary portal is used unless you name another

  2. 2One Ryze AI workspace per clientAgency clients whose CRM data must never mix

    How Claude picks the portal: Name the workspace; one Claude connection covers up to 20

  3. 3A named map in a Claude projectYou switch portals often

    How Claude picks the portal: Your project instructions list each portal by name

  4. 4HubSpot's own remote MCP serverA developer builds an agent against one HubSpot account

    How Claude picks the portal: One authenticated connection per user session

Rows 1 to 3 are Ryze AI and Claude settings that combine. Row 4 is HubSpot's own route.

How HubSpot handles several accounts on its side

A HubSpot login can open many portals, but each portal is its own account with its own users.

HubSpot's multi-account page says that to switch between accounts, your email address must already be added as a user on each HubSpot account you want to access. The feature is listed as available with all products and plans.

To switch, click your account name in the upper right, hover over the account name and Hub ID under Account, and pick another account. You can also open All accounts and choose Set as default for the account that opens at login.

Where to find the Hub ID

The Hub ID sits next to the account name in that menu. It is also the number in HubSpot URLs, as in app.hubspot.com/contacts/{HubID}/. It is the plainest way to tell two portals with similar names apart, so write it next to each portal in your notes.

What each connection reaches

In Ryze AI, a HubSpot connection is one portal. During sign-in you choose the portal and approve the requested permissions, so the connection reaches that portal only. To reach a second portal, you authorize it as another account.

How Ryze AI handles several HubSpot portals

Ryze AI keeps HubSpot portals as separate connections inside one workspace, and workspaces apart from each other.

  1. HubSpot connection

    What it is
    One HubSpot portal. Add another with View, then Add one more account; a star marks the primary
    How you switch in Claude
    Name the portal; the primary is used when you name none
  2. Workspace

    What it is
    One business, with its own connections, team, settings and data
    How you switch in Claude
    Name the workspace; one Claude connection covers up to 20
  3. Tool argument

    What it is
    The HubSpot tools accept an optional connection_id
    How you switch in Claude
    Picks a specific connection; without it the primary is used

The Ryze AI help center's rule is one workspace per business: several portals of the same brand share a workspace, and separate clients get their own. Every workspace keeps its own connections, team, settings and data, so client portals never mix.

Setting a new primary changes only the default. It does not disconnect anything, and you can still ask for any other portal by name. A new account or a changed primary applies from your next message.

On the Claude side, one connection covers up to 20 workspaces. To change the selection, remove the Ryze AI connector in Claude and add it again.

Which Ryze AI plan fits

Connecting the connector is free; the tools need an active plan or trial. Paid Ads costs $89 a month with a 7-day free trial, Agency costs $279 a month, and annual billing takes 30% off the first year. Check pricing for what each plan includes.

The 5 HubSpot tools Claude uses across portals

The same 5 tools serve every portal; the connection decides which portal answers.

  1. hubspot__listObjects

    Access
    Read
    What it does
    Lists CRM records of one object type page by page, with the properties you choose and the IDs of associated records
  2. hubspot__search

    Access
    Read
    What it does
    Searches CRM records through the HubSpot CRM Search API with filter groups, sorts, a text query and chosen properties
  3. hubspot__read

    Access
    Read
    What it does
    Sends a GET request to any HubSpot JSON API resource, such as a record, property definitions, owners, a list or blog posts
  4. hubspot__write

    Access
    Write
    What it does
    Creates or updates a HubSpot resource, such as a contact, company, deal or blog post, and adds associations between records
  5. hubspot__delete

    Access
    Delete
    What it does
    Deletes (archives) a HubSpot resource by ID, such as a CRM record or blog post

Lists are read-only. The full tool page is HubSpot MCP server.

These tools accept an optional connection_id to pick a connection. Without it, the primary portal is used. In practice, you tell Claude which portal you mean and it handles the choice.

Name portals so Claude picks the right one

Most wrong-portal answers come from ambiguous names. Give Claude a fixed map once.

  • Use the HubSpot account name and Hub ID together. Both appear in the account menu, so you can copy them exactly.
  • Name the workspace after the client when you keep clients apart, so a prompt can name the workspace.
  • Say which portal is primary. A request that names no portal goes to the primary one.
  • Name the portal in every write request. The main risk with several CRMs is an edit landing in the wrong one.

Put the map in a Claude project

Claude projects carry instructions into every chat inside them. Paste this block once per agency or client:

Project instructions (template)
HubSpot portals connected in Ryze AI workspace [workspace name] Primary portal: [account name], Hub ID [number] Second portal: [account name], Hub ID [number] Third portal: [account name], Hub ID [number] Rules: - Name the portal in every answer. - Before any create, update or delete, repeat the portal name and Hub ID and wait for my yes. - If I name no portal, use the primary one and say so.

6 prompts for working across HubSpot portals

Replace the brackets. Each prompt names its portal, so it works the same in a fresh chat.

1. List connected portals
Show the HubSpot accounts connected in the [workspace name] workspace and tell me which one is the primary.
2. Work in one portal
In the HubSpot portal [account name] (Hub ID [number]), list the 25 most recently created deals with their stage and owner.
3. Compare two portals
For HubSpot portals [A] and [B], search for deals created in [month] and show one row per portal: deal count and the stage names used.
4. Check the same property in each
In every connected HubSpot portal, read the property definitions for contacts and list which portals define a property called [property name].
5. Find owners
In portal [account name], list the account owners and how many open deals each one holds.
6. Change one portal only
In HubSpot portal [account name] only (Hub ID [number]), update the deal [deal name] to stage [stage]. Before you change anything, repeat the portal name, the deal and the new stage, and wait for my approval.
  1. 1. List connected portals

    What comes back
    The connected HubSpot accounts and which one is primary
  2. 2. Work in one portal

    What comes back
    A deal list from the portal you named
  3. 3. Compare two portals

    What comes back
    One row per portal, built from separate searches
  4. 4. Check the same property in each

    What comes back
    Property definitions per portal, so differences show up
  5. 5. Find owners

    What comes back
    Owners from that portal and a count of open deals per owner
  6. 6. Change one portal only

    What comes back
    A change summary to confirm; with write tools on Needs approval, nothing runs before you approve

Every answer comes from your own portals, so no example numbers are shown. Two portals can use different stage names and properties, so ask Claude to show both before it compares them.

If you build against HubSpot's own remote MCP server

HubSpot runs its own remote MCP server at https://mcp.hubspot.com, and it is set up per account.

  • You create an MCP connector in HubSpot under Development > MCP Connectors, which generates OAuth credentials with a redirect URL you supply.
  • PKCE is required. The sign-in flow has you select your HubSpot account, grant permissions based on user access levels and authorize.
  • HubSpot's docs describe one authenticated connection per user session. They do not document connecting several accounts to one connector.
  • HubSpot lists more than 30 tools, including search_crm_objects and manage_crm_objects.

The Ryze AI route needs no connector creation in HubSpot: you sign in, choose the portal and approve. It adds each further portal with Add one more account. Ryze AI's HubSpot tools are the 5 listed above.

Keep changes inside the right portal

With several CRMs in one chat, a write in the wrong portal is the main risk.

  • In Claude, open Customize > Connectors > Ryze AI, and under Tool permissions set write and delete tools to Needs approval (Ryze AI help center).
  • In the Ryze AI chat, Tool approvals starts on Skip all approvals. Switch it to Approve write & delete or Manual approve. Scheduled tasks run without an approval step.
  • Delete only when you ask for it. Most CRM deletes go to HubSpot's recycling bin, but a deleted blog post may not be recoverable.
  • Ask Claude to repeat the portal name and Hub ID before each change, as in prompt 6.

In Claude's Research mode, connector tools can run without further approval, so keep write work out of Research chats.

Troubleshooting: missing portals, wrong portal, stale tools

Match what you see to the row.

  1. A portal is not in the list

    Cause
    It was never authorized as an account, or you signed in to a different portal
    Fix
    Click View on the HubSpot card, then Add one more account, and choose the portal in HubSpot's Choose Account step
  2. HubSpot does not offer the portal when you sign in

    Cause
    Your email is not a user on that account
    Fix
    Ask the portal's admin to add your email address, then retry
  3. Answers come from the wrong portal

    Cause
    No portal was named, so the primary was used
    Fix
    Name the portal in the prompt, or click the empty star to change the primary
  4. Claude does not see HubSpot tools

    Cause
    Claude kept the tool list from when the connector was added
    Fix
    Remove the Ryze AI connector, add it again and start a new chat
  5. Claude cannot see a workspace

    Cause
    The workspace was not ticked on Allow connection
    Fix
    Remove and re-add the connector and tick it
  6. A property is missing from results

    Cause
    HubSpot returns a default subset of properties unless you ask for specific fields
    Fix
    Name the property in the prompt
  7. Reading CMS source-code files fails

    Cause
    Those endpoints return raw files, which the read tool cannot parse
    Fix
    Use the CMS tools for blog content instead

Causes come from the Ryze AI HubSpot help page and the Claude connector guide. For a single portal see how to connect Claude to HubSpot. The same ideas for ads accounts are in connecting multiple Google Ads accounts to Claude. All setups: Ryze AI integrations.

Sources

The verdict

Get added as a user on every HubSpot portal, authorize each one in Ryze AI with Add one more account and add the connector to Claude once. Then name the portal in every prompt and set write and delete tools to Needs approval.

Frequently asked questions

How do I connect multiple HubSpot accounts to Claude?
Connect the first portal on the HubSpot card in Ryze AI, then click View and Add one more account for each further portal. Add the Ryze AI connector to Claude with https://connector.get-ryze.ai/mcp and name the portal in your prompts.
Does one HubSpot connection cover several portals?
No. Each connection is one HubSpot portal. You choose the portal during HubSpot sign-in, so every extra portal is authorized as its own account.
Which portal does Claude use if I name none?
The primary one. A filled star on the HubSpot card marks it, and clicking an empty star changes it. Changing the primary does not disconnect anything.
Can I make Claude use a different portal for one request?
Yes. Name the portal in the prompt, in Ryze AI, Claude or ChatGPT. The HubSpot tools also take an optional connection_id that picks a specific connection.
Show 7 more questions
Do I need to be a user on every HubSpot portal?
Yes. HubSpot says your email address must already be added as a user on each account you want to access. Ask each portal's admin to add you.
Should agency clients share one Ryze AI workspace?
No. The help center's rule is one workspace per business, so give each client its own workspace. Portals of one brand can share a workspace.
How many workspaces can one Claude connection reach?
Up to 20. Tick them on the Allow connection page. To change the list, remove the Ryze AI connector in Claude and add it again.
Does this work on the free Claude plan?
Yes, with one limit: Anthropic allows free accounts only one custom connector. On Team and Enterprise plans an Owner adds the connector once, then each member connects.
How do I stop Claude from changing the wrong portal?
In Claude, open Customize > Connectors > Ryze AI and set write and delete tools to Needs approval. Also name the portal and Hub ID in each write request.
How does this differ from HubSpot's own MCP server?
HubSpot's server at https://mcp.hubspot.com needs an MCP connector created in HubSpot and PKCE sign-in, and its docs describe one authenticated connection per user session. Ryze AI adds each portal from its HubSpot card with a normal sign-in.
Can Claude see a portal I just added?
A new account or changed primary applies from your next message. If Claude lacks the HubSpot tools, remove the Ryze AI connector, add it again and start a new chat.

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