CONNECT HUBSPOT TO MUSE
Set up HubSpot reporting in Muse
Adzviser retrieves the source data through its MCP reporting tools. Muse uses those results to answer your questions. Connect the source in Adzviser, then authorize Muse to use that connection.
Connect HubSpot in Adzviser
In Adzviser, sign in to HubSpot and allow Adzviser to read its reporting data. Add the source to the workspace you want to use in Muse.
Open Adzviser setup →Authorize Adzviser in Muse
Open Muse.ai and send: “Can you connect to custom Adzviser MCP at https://mcp.adzviser.com/http?” Select Connect on the Adzviser card, sign in to Adzviser, and select Complete Authorization via MCP. Return to Muse.
https://mcp.adzviser.com/httpVerify the first result
Ask Muse to list your Adzviser workspaces and their sources. Choose the workspace and confirm the portal. Request a small report for a known period before expanding the analysis.
The Adzviser reporting connection is read-only. It can retrieve data for analysis; it cannot edit source records or campaigns.
A USEFUL FIRST HUBSPOT REPORT
Build a current pipeline view and a separate won-deal report
Build a report you can check
Choose one HubSpot portal and pipeline. First summarize the current open deals by stage with counts and amounts. Separately request won and lost deals for a clearly stated close-date period. Ask Muse to name the date filter and stage selection in each table so new-deal creation is not confused with closed business.
Treat the current pipeline as a snapshot
Current stage and amount describe the records returned now. Filtering those records by an old creation date does not reconstruct what the pipeline looked like at that earlier date. A period-end historical comparison needs suitable history or saved snapshots. Pipeline amount also represents potential business, not booked revenue.
Prepare questions for the sales meeting
Ask Muse to identify stages containing a large share of current value or unusually few deals, then show the underlying counts. Request a review list for the team, with the stage, amount and missing information needed to assess progress.
Metrics for this report: Deals; Deal amount; Deal amount won; Deal amount lost.
Relevant breakdowns: Deal stage; Deal pipeline.
These are starting fields, not a promise that every combination belongs in one report. Use separate requests for different reporting levels and check the full field catalog for additional coverage.
COPY INTO MUSE
Run your first HubSpot analysis
Paste this after connecting. Change the period or research subject to match your question, and let Muse confirm the selection before retrieving results.
Use Adzviser to analyze HubSpot. List my workspaces and ask which connected portal to use. Choose one HubSpot portal and pipeline. First summarize the current open deals by stage with counts and amounts. Separately request won and lost deals for a clearly stated close-date period. Ask Muse to name the date filter and stage selection in each table so new-deal creation is not confused with closed business. Use these metrics in compatible reports: Deals, Deal amount, Deal amount won, Deal amount lost. Relevant breakdowns: Deal stage, Deal pipeline. Check field compatibility and use separate tables for different reporting levels. State the actual reporting dates or observation window. Show the supporting rows, then give a short conclusion and one next investigation. Label missing data and separate observed changes from possible explanations.
