Skip to content
Daeda Daeda Docs

Setup Guide

Daeda MCP syncs your HubSpot CRM to a local encrypted database, enabling AI assistants to query your contacts, companies, and deals instantly.

Why Daeda?

Section titled “Why Daeda?”

Querying HubSpot through the API is slow and rate-limited. Daeda solves this by:

  • Syncing your entire CRM locally - Contacts, companies, deals, and all associations
  • Encrypted storage - Your data is encrypted at rest using your HubSpot token
  • Instant queries - AI assistants can run SQL queries against your local database
  • Works offline - Once synced, no internet required for queries

Prerequisites

Section titled “Prerequisites”

HubSpot Private App Setup

Section titled “HubSpot Private App Setup”
  1. Go to your HubSpot account > Settings > Integrations > Private Apps
  2. Create a new private app
  3. Under “Scopes”, enable these permissions:
    • crm.export (required for bulk data export)
    • crm.objects.contacts.read
    • crm.objects.companies.read
    • crm.objects.deals.read
  4. Create the app and copy your access token (starts with pat-)

Quick Start

Section titled “Quick Start”

No installation needed! Just add Daeda to your AI assistant’s MCP configuration - npx handles everything automatically.

Configuration

Section titled “Configuration”

Choose your AI assistant and add the following to your config file:

Claude Desktop (claude_desktop_config.json):

{
  "mcpServers": {
    "daeda": {
      "command": "npx",
      "args": ["-y", "daeda-mcp"],
      "env": {
        "HUBSPOT_ACCESS_TOKEN": "pat-na1-xxxxxxxx"
      }
    }
  }
}

Claude Code (.claude/mcp.json):

{
  "mcpServers": {
    "daeda": {
      "command": "npx",
      "args": ["-y", "daeda-mcp"],
      "env": {
        "HUBSPOT_ACCESS_TOKEN": "pat-na1-xxxxxxxx"
      }
    }
  }
}

Cursor (~/.cursor/mcp.json):

{
  "mcpServers": {
    "daeda": {
      "command": "npx",
      "args": ["-y", "daeda-mcp"],
      "env": {
        "HUBSPOT_ACCESS_TOKEN": "pat-na1-xxxxxxxx"
      }
    }
  }
}

Other supported tools: Windsurf, VS Code (Copilot MCP), Cline, Roo Code, Zed, JetBrains IDEs, Amazon Q Developer, Continue.dev, Goose, Raycast, OpenCode, Trae, LibreChat.

How It Works

Section titled “How It Works”
  1. First Launch - Daeda requests bulk exports from HubSpot’s Export API
  2. Quick Seed - While exports process, ~1,000 recent deals are fetched via Search API for immediate use
  3. Full Sync - Export CSVs are downloaded and streamed into an encrypted SQLite database
  4. Ready - AI assistants can now query your full CRM instantly

Sync Times

Section titled “Sync Times”

The quick seed completes in 2-5 minutes, giving you immediate access to your 1,000 most recent deals and their associated contacts and companies.

The full sync runs in the background:

CRM SizeSync Time
Small (10k records)~5-10 minutes
Medium (100k records)~30-60 minutes
Large (1M+ records)up to 5 hours

Progress is shown via the db_status tool.

What You Can Ask

Section titled “What You Can Ask”

Once synced, try asking your AI assistant:

  • “Show me all deals closing this month over $50k”
  • “Find contacts at companies in the healthcare industry”
  • “Which deals have no associated contacts?”
  • “List all contacts with a @gmail.com email”
  • “What’s the total pipeline value by deal stage?”

Need Help?

Section titled “Need Help?”