CRM AI Agent Template: Granola to HubSpot

How the agent goes from call transcript to CRM update in five steps

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A real working agent you can deploy

This repo uses a single SCALEKIT_USER_ID env var to simulate one user. In production, pass each user's real ID as the identifier on every Scalekit call, and send them an authorization link whenever their connector status is not ACTIVE. HubSpot's 30-minute token expiry is handled automatically.

Authorize, then orchestrate

run_flow.py

Every connection is authorized once via a one-time link. Scalekit refreshes tokens for you, including HubSpot's 30-minute expiry. ensure_authorized() calls get_or_create_connected_account for each connector at startup; if any is not ACTIVE it prints a magic link and waits before continuing.

run_flow.py

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connect = ScalekitClient(
    env_url=SCALEKIT_ENV_URL,
    client_id=SCALEKIT_CLIENT_ID,
    client_secret=SCALEKIT_CLIENT_SECRET,
)

def ensure_authorized(connector):
    account = connect.actions.get_or_create_connected_account(
        connection_name=connector,
        identifier=USER_ID,
    )
    if account.status != "ACTIVE":
        link = connect.actions.get_authorization_link(
            connection_name=connector,
            identifier=USER_ID,
        )
        print(f"Authorize {connector}:\n{link}")
        input("Press Enter after authorization...")

for connector in ["granolamcp", "hubspot", "gmail", "slack"]:
    ensure_authorized(connector)

Fetch Granola call transcripts

run_flow.py

Extract deal data with LLM

run_flow.py

Sync to HubSpot deal

run_flow.py

Create Gmail draft and post to Slack

connectors/gmail.py

Agents that update your CRM, without the auth plumbing

Four things you'd otherwise build: Granola MCP auth, HubSpot OAuth with 30-minute refresh, Gmail credentials, Slack auth. Handled.

Install

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npx @scalekit-inc/cli setup
# select your coding agent
# enable scalekit MCP server on coding agent

terminal

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npx @scalekit-inc/cli setup
# select your coding agent
# enable scalekit MCP server on coding agent

terminal

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npx @scalekit-inc/cli setup
# select your coding agent
# enable scalekit MCP server on coding agent

terminal

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npx @scalekit-inc/cli setup
# select your coding agent
# enable scalekit MCP server on coding agent

terminal

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npx @scalekit-inc/cli setup
# select your coding agent
# enable scalekit MCP server on coding agent

Prompt

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You have the Scalekit authstack plugin installed (AgentKit + SaaSKit skills and MCP auth). Before coding, auto-load the AgentKit skills relevant to connectors (Granola MCP, HubSpot, Gmail, Slack) and use the Scalekit MCP server to validate tool calls instead of hand-written API logic.

Fetch recent Granola call transcripts and extract deal stage, action items, and follow-up email content. Search HubSpot for the matching deal and update it, save a follow-up draft in Gmail, and post a summary to Slack — all via the appropriate AgentKit connector tools. Ask before using write tools (updating HubSpot, saving the Gmail draft, posting to Slack); reading transcripts runs without asking.

Why choose Scalekit