Sidekick's What Just Shipped

When you connect apps like Slack or Notion to Breeze Assistant, someone will ask what the AI can change. HubSpot now lets you set that tool by tool.

Show Notes

When you connect apps like Slack or Notion to Breeze Assistant, someone will ask what the AI can change. HubSpot now lets you set that tool by tool. We walk through where the setting lives, what the three options mean, and how to set read and write tools in bulk. First thing to try: open Settings, Integrations, Connected Apps, pick an app, open its Settings tab, and set write tools to Ask permission.

Who it's for: HubSpot admins and ops leads using Breeze Assistant connectors (all plans) or connecting apps to HubSpot's AI agents (Starter and up for the hubs, Smart CRM Professional and up).

Our research first covered this on October 9, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help articles (updated Oct 16 and Oct 21, 2026) put tool permissions under Settings, Integrations, Connected Apps, on each app's Settings tab. Our write-up described a Breeze section and called the middle option require confirmation. HubSpot's label is Ask permission. Our write-up said agents are available on Free. HubSpot lists Starter and up for connecting apps to agents. We couldn't confirm that trimming tools makes agents faster or more accurate. HubSpot recommends selecting only the tools an agent needs. Eight Breeze Assistant connectors were sunset on Sept. 26, 2026.

In this episode
  • 00:00:00 Connectors, apps, and who can use them
  • 00:02:22 Agents, permissions, and the three options
  • 00:04:45 Skeptic checks, cleanup, and a plan
Sources
More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.
This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

What is Sidekick's What Just Shipped?

Sidekick's What Just Shipped is the fast, friendly way to keep up with HubSpot without reading every release note yourself. Each episode, AI hosts Rob and Dana take one feature HubSpot shipped and tell you where it stands right now: what changed, how it got here, who it's for, and what to do on Monday. Rob explains. Dana pushes back. Nobody pretends.

Every episode starts from Sidekick Strategies research on the HubSpot Updates page at sidekickstrategies.com and is checked against official HubSpot sources. If something isn't confirmed, the hosts say so out loud. Episodes run six to eight minutes, and new ones arrive five a week while we catch up on recent releases.

Presented by Sidekick Strategies, a HubSpot solutions partner.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator voice and the music are AI-generated. The mid-episode message from Sidekick Strategies founder George B. Thomas uses an AI clone of his own voice, made with his consent. Scripts are researched and written with AI assistance and reviewed by humans before release.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc. HubSpot is a trademark of HubSpot, Inc.

Dana (AI host): You connect Slack to Breeze Assistant, and your boss asks one question: what can it change?
Rob (AI host): HubSpot now answers that tool by tool, with three settings, read tools on one side and write tools on the other.
Dana (AI host): Stay for where the setting really lives, because it isn't where our research said.
Narrator (AI voice): This is Sidekick's What Just Shipped, presented by Sidekick Strategies.
Narrator (AI voice): Your hosts, Rob and Dana, are AI.
Narrator (AI voice): The voices are synthetic, the research is real, and humans check every claim before it reaches you.
Dana (AI host): Hi, Dana and Rob here, two AI hosts.
Dana (AI host): Today: connector tool permissions for Breeze Assistant and HubSpot's AI agents, from HubSpot's help articles, updated in the second half of October.
Rob (AI host): Seat swap: today I'm playing a hypothetical marketing ops lead who just connected a few apps, and whose boss wants a straight answer on what the AI can touch.
Dana (AI host): Perfect, that's the right seat for this.
Dana (AI host): Why it matters: an assistant that can create or edit data in another app needs limits someone can point to.
Rob (AI host): Start with the basics. What's a connector here?
Dana (AI host): HubSpot says connecting supported third-party apps lets Breeze Assistant retrieve information and complete supported actions in those apps without leaving HubSpot.
Rob (AI host): Which apps?
Dana (AI host): The list includes Asana, Box, Canva, Fathom, Gmail, Gong, Google Drive, Notion, Slack, Xero, and Zoom, which is marked beta.
Rob (AI host): And each app does the same things?
Dana (AI host): No.
Dana (AI host): HubSpot says each app supports a different set of actions, and you need your own account for each app you connect.
Rob (AI host): Which plans get the assistant side?
Dana (AI host): For Breeze Assistant connectors, HubSpot lists all products and plans.
Dana (AI host): You do need the Give users access to Breeze Assistant switch on in AI settings.
Rob (AI host): And for agents?
Dana (AI host): Different list.
Dana (AI host): Connecting apps to HubSpot's AI agents shows Starter, Professional, and Enterprise for Marketing, Sales, Service, Data, and Content Hub, and Smart CRM Professional and Enterprise.
Dana (AI host): Some agents may use HubSpot Credits.
Rob (AI host): So free accounts get the assistant side, not the agent side.
Dana (AI host): That's how the two articles read.
Rob (AI host): How does an app get connected to the assistant?
Dana (AI host): Click Breeze Assistant in the top navigation, then the plus sign, then Connectors, then Add connector.
Dana (AI host): Click Connect on the app, sign in, review the permissions the app needs, and click Allow.
Rob (AI host): And if the app's already connected through Agent Builder?
Dana (AI host): Then it's available in Breeze Assistant without connecting again.
Rob (AI host): And on the agent side?
Dana (AI host): Agents connect through the Model Context Protocol.
Dana (AI host): For apps like Notion and Asana, that's an OAuth sign-in from Agent Hub.
Dana (AI host): Zapier uses a tokenized URL you copy from Zapier instead.
Rob (AI host): Do agents need their own permissions?
Dana (AI host): Agent Builder permissions to create and customize agents, plus whatever the agent's goal needs.
Dana (AI host): HubSpot's example is a landing page agent needing Edit and Publish.
Rob (AI host): What about projects?
Dana (AI host): Connected apps also work in Breeze Assistant projects, so a project conversation can use those apps too.
Rob (AI host): Good. Now the real question. Where do the permissions live?
Dana (AI host): Settings, then Integrations, then Connected Apps. Click the app, then the Settings tab.
Rob (AI host): Not a Breeze section?
Dana (AI host): Not in HubSpot's articles.
Dana (AI host): Both the assistant and the agent articles use that same Connected Apps path.
Rob (AI host): What's on that tab?
Dana (AI host): The read-only and write tools the app has access to.
Dana (AI host): Click the right arrow on a tool to expand it and see more about its permissions.
Rob (AI host): And the three settings?
Dana (AI host): Always allow, meaning no confirmation.
Dana (AI host): Ask permission, meaning you're prompted to authorize it each time it's used.
Dana (AI host): And Never allow, meaning the tool isn't available at all.
Rob (AI host): Ask permission. Not require confirmation.
Dana (AI host): That's HubSpot's label. Our research called it require confirmation, but the screen says Ask permission.
George B. Thomas (AI voice clone): Hey, it's George B. Thomas from Sidekick Strategies.
George B. Thomas (AI voice clone): Full honesty, this is my AI voice clone, made with my permission.
George B. Thomas (AI voice clone): Tool permissions come down to one idea: a human finishes the job.
George B. Thomas (AI voice clone): Sidekick's agent readiness work makes your website readable by the AI assistants your buyers already use, so an agent can find your answers and price your offer, while a human makes the decision.
George B. Thomas (AI voice clone): It's proven on our own site first.
George B. Thomas (AI voice clone): Find Agent Readiness under services at Sidekick Strategies dot com.
Rob (AI host): Can you change a whole group at once?
Dana (AI host): Yes. There's a dropdown in the top right of the Read-only section and the Write section.
Dana (AI host): Pick one permission for all read tools or all write tools.
Rob (AI host): Then override single tools after that.
Dana (AI host): Right.
Dana (AI host): HubSpot says you can manage individual tools or apply the same permission to all of them.
Rob (AI host): What happens in the chat when Breeze Assistant wants to write somewhere?
Dana (AI host): HubSpot says when you ask it to create or edit data in a connected app, you're prompted to grant the access it needs.
Rob (AI host): And user permissions still matter?
Dana (AI host): They do. HubSpot says user permissions determine which actions can be performed with Breeze Assistant.
Rob (AI host): Skeptic question. Our research says trimming unused tools makes agents faster and more accurate.
Dana (AI host): We couldn't confirm the speed or accuracy part.
Dana (AI host): In its Zapier setup steps, HubSpot only recommends picking just the tools each agent needs for its tasks.
Rob (AI host): Fair enough as advice, then, not a benchmark.
Dana (AI host): Exactly.
Rob (AI host): How do you see what an app can do before you set anything?
Dana (AI host): In Breeze Assistant, click the plus sign, then Connectors, then Manage connectors.
Dana (AI host): Click Manage on the app card, and the Overview lists available actions and example requests.
Rob (AI host): And removing an app entirely?
Dana (AI host): From that app's page, click Actions, then Uninstall, type the required text, and click Uninstall.
Rob (AI host): And when someone asks the assistant to search across apps?
Dana (AI host): In the right panel, the Apps dropdown lets you pick which apps to search, or turn on Use all apps as sources.
Dana (AI host): Keep selection for future chats saves that choice.
Rob (AI host): Any search limits?
Dana (AI host): Search within filters from apps isn't supported, so you use the app's own search syntax instead.
Rob (AI host): Any connectors already gone?
Dana (AI host): HubSpot sunset eight Breeze Assistant connectors in late September, including Smartsheet, GitBook, and Guru.
Dana (AI host): Existing connections were removed automatically.
Dana (AI host): Okay, permissions plan, hypothetical ops lead.
Rob (AI host): Step one: list every connected app under Connected Apps.
Dana (AI host): Step two: set all write tools to Ask permission while you watch how it's used.
Rob (AI host): Step three: set Never allow on tools nobody needs.
Dana (AI host): Step four: keep Always allow for read tools you're comfortable with.
Rob (AI host): Ops lead's verdict: a real control, worth setting this week, as long as you look in Connected Apps and use HubSpot's labels.
Dana (AI host): Decide what the AI can change before it asks.
Rob (AI host): HubSpot's three help articles and our research are linked in the show notes, and there's more at Sidekick Strategies dot com.
Dana (AI host): Thanks for checking the permissions with us.
Rob (AI host): Start with the write tools.
Narrator (AI voice): Sidekick's What Just Shipped is presented by Sidekick Strategies, with AI hosts Rob and Dana and AI-generated music.
Narrator (AI voice): We're independent, and not affiliated with HubSpot. Find our research at Sidekick Strategies dot com.