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Ask your HubSpot CRM data with Catchr MCP

Prepare your next client call with a clearer view of contact progression, deal source details and marketing email engagement. Connect HubSpot to Catchr, choose the relevant account and use ChatGPT or Claude through Catchr MCP to ask questions about the available CRM data.

For freelancers and agencies, that means bringing specific HubSpot questions into client reporting without starting each investigation with another export.

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Explore the HubSpot data behind your client conversations

Start by discovering the fields available for your connected HubSpot account, then choose the columns that answer your reporting question. HubSpot uses a live schema, so confirm field availability before building a query or report.

01

Contact progression and follow-up

Review how contacts move through lead, marketing qualified lead and sales qualified lead stages using available entry and exit dates. Days to close and time-to-customer fields help frame questions about the length of that journey.

For follow-up reviews, select contact unworked status, engaged and unengaged contact indicators, current sequence enrollment and last sequence ended date. Keep the definitions separate: the unworked status includes contacts that have not been assigned, while the count indicators describe assigned contacts.

02

Company timelines and deal source details

Use company creation dates, lifecycle stage dates and days to close to examine company progression. Select the company columns relevant to the client's reporting period and show missing values separately.

Review deals using latest source and its additional details, or the campaign and medium of the last meeting booking. Latest source describes the last session activity associated with a deal's contacts; it does not establish which channel caused the deal. Keep company and deal analyses separate unless a supported relationship has been confirmed.

03

Marketing email clicks and contact engagement dates

Explore marketing email clicks, click ratio and click-through ratio, with click breakdowns for computer, mobile and unknown devices. Use the available email columns you select to organize the results for a client review.

Contact-level first marketing email click, open and reply dates answer a different question: when those interactions first occurred for the contact's current email address. Analyze these separately from email-level statistics, and preserve the distinction between click ratio and click-through ratio.

View all HubSpot metrics and dimensions

Choose how to work with your HubSpot data

A focused CRM investigation, a recurring client report and a question in ChatGPT or Claude serve different needs. Choose the approach that fits the HubSpot question and the output your client needs.

Ways to analyze and report on HubSpot data with Catchr
CriterionSource-focused analysisAssembling reportsQuerying through Catchr MCP
Main taskInvestigate a specific HubSpot CRM question.Prepare a repeatable client view.Ask connected HubSpot data a question in ChatGPT or Claude.
Useful exampleExamine contact days to close.Present company progression and email clicks in separate sections.Ask which selected contacts exceed a days-to-close threshold.
Field selectionDiscover fields for the entity under review.Choose available columns for each report section.Discover available fields before requesting the analysis.
Working surfaceYour chosen analysis destination.Looker Studio or a spreadsheet destination.ChatGPT or Claude connected through Catchr MCP.
Reporting limitInterpret lifecycle and source fields by their definitions.Keep contact, company, deal and email measures clearly labeled.Request supported fields without assuming joins between entities.

Use a focused analysis to investigate a HubSpot detail, a report to present selected CRM measures consistently, and Catchr MCP to ask follow-up questions in your AI tool. In each approach, discover the available fields and define the records and dates included in the answer.

HubSpot to MCP pricing

Choose your plan by the number of platforms and accounts you report on.

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For freelancers and small teams.

$ 24 /mo

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For in-house teams and small agencies.

$ 70 /mo

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$ 239 /mo

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$ 599 /mo

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Connect Catchr MCP to your AI assistant

Connect HubSpot to Catchr using OAuth and select the relevant client account. Choose ChatGPT or Claude through Catchr MCP as your destination, then start by discovering the available contact, company, deal or marketing email fields. Select your columns and confirm the date field before asking a period-specific question.

ClaudeHubSpot in Claude, step by step ↗ChatGPTHubSpot in ChatGPT, step by step ↗

Four HubSpot questions to bring to your next client review

Use these prompts after connecting the client's HubSpot account. Each starts with field discovery so you can select available columns before requesting results.

PROMPT 01

Review contact days to close

Using Catchr, discover the available contact fields for [HubSpot account] and confirm Contact Days To Close and the date entered the marketing qualified lead stage are available. For contacts entering that stage between [start date] and [end date], use [selected available contact columns] to show records with days to close above [days threshold]. Summarize populated values and report missing days-to-close values separately. Explain that days to close measures time from contact creation, not from entry into the marketing qualified lead stage.

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PROMPT 02

Prepare a contact follow-up review

Using Catchr, discover the contact fields available for [HubSpot account]. Confirm the availability of Contact unworked, Contact Currently in Sequence and Contact Last sequence ended date. Using [selected available contact columns], list contacts marked unworked and group them by current sequence enrollment, keeping missing values separate. Include the last sequence ended date where populated, and explain what the unworked status means before presenting the review.

Copy prompt
PROMPT 03

Inspect deal source and meeting booking details

Using Catchr, discover the available deal fields for [HubSpot account]. Use [selected available deal columns] alongside Deal Latest Source, its two additional source detail fields, and the campaign and medium of the last meeting booking where available. Show these details together for review and identify records with missing source or booking information. Explain the difference between latest session source and last meeting booking parameters without treating either as proof of what caused a deal.

Copy prompt
PROMPT 04

Review marketing email click patterns

Using Catchr, discover the marketing email fields for [HubSpot account] and confirm the available click totals, device click breakdowns, click ratio and click-through ratio. Use [selected available email columns] to identify the emails and compare those with clicks above [click threshold]. Show computer, mobile and unknown device clicks separately. Keep both ratio fields labeled as provided and flag missing values without treating them as zero.

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Questions about HubSpot reporting through Catchr MCP

How do I start querying HubSpot through Catchr MCP?

Connect HubSpot to Catchr using OAuth, select the relevant account and choose ChatGPT or Claude through Catchr MCP. Discover the account's available fields, then select the contact, company, deal or marketing email columns needed for your question.

Can I measure how long HubSpot contacts take to become customers?

Check for contact days to close and time-to-customer fields from lead, marketing qualified lead, sales qualified lead or opportunity. Days to close measures days from contact creation to closing as a customer. Confirm units for other duration fields before comparing them, and report missing values separately.

What does Deal Latest Source tell me?

It describes the source associated with the last session activity of contacts directly or indirectly associated with the deal. Two additional fields can provide source details. Use it to review recent source context, without treating it as first-touch attribution or proof that a channel caused the deal.

Can I compare HubSpot email clicks by device?

Where available in your connected account, marketing email fields include clicks on computer, mobile and unknown devices, plus click ratio and click-through ratio. Discover and select the email columns first. Keep the two ratios distinct, and do not treat contact first-click dates as email-level click totals.

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