Fall 2026 Spotlight - Developer / Builder Updates

General Availability of Projects Version 2026.09

Projects version 2026.09 is now generally available, and is the second date-based release for the platform, with an 18-month support window. This release includes the following features:

• User-level apps (general available): apps that act on behalf of specific users, enforcing that user's exact HubSpot permissions at runtime.
• Service keys (public beta): the replacement for legacy private apps with scoped API access for in-account integrations with better security defaults, permission scoping, built-in activity logging, and key rotation.

To create user-level apps, declare isUserLevel: true in your app configuration. When users authenticate via OAuth during app install, permissions will be scoped according to the user's CRM access at runtime.

To create service keys, navigate to Settings > Integrations > Service Keys to create scoped API credentials without needing a full project-based app.

Additionally, a new UI extension, app actions, is now in public beta. App actions let users perform custom operations on one or more selected CRM records directly from the CRM records list pages. When a user selects one or more records and triggers your action, HubSpot renders your custom React component, as a modal or panel, with the selected record IDs and object type available in the extension context.

To get started with the new version, update the platformVersion field in your hsproject.json files to 2026.09.

Connected Apps: Redesigned App Overview & App Owner Management

The Connected Apps surface has been redesigned and now includes formal App Ownership, giving admins clear accountability over every integration in their portal.

Redesigned app overview
Each app now has a tabbed settings page instead of a single long page. Tabs: Overview (feature cards or marketplace listing), Insights (Activities, Events Records, Automation, Academy), and Settings. The Insights tab is the main addition for developers — Activities logs installs, uninstalls, permission events, and ownership changes; Events Records shows record-level activity your app is driving; Automation shows workflow usage powered by the app.

App Owner
Every connected app now has a formal owner, set automatically to the installer. Admins with install/uninstall permissions can reassign via the Manage link in the App Info panel. All ownership changes are written to the Activity Log alongside install and uninstall events.

Deactivation awareness
When a HubSpot user is deactivated, the flow now warns if they are the owner, installer, or authenticated user for any connected app. Admins can reassign before completing deactivation.

Explore Connected Apps

Create Custom Events without linking to an Object

Custom events no longer require an object record and can now be created using "No Object" (via webhook or API) for the Agentic automation builder.

This enables immediate automated routing through HubSpot for external or stack-wide signals, such as:

• Product releases or hotfix deploys (notifying CSMs)
• BI report completions (emailing stakeholders)
• Weather alerts (alerting field technicians)
• External signals like FDA approvals, federal contract awards, or news paired with an RSS feed and webhook forwarder (routing info to reps)

Objectless custom events can be used in Automation and managed alongside other events in Event Management (Data Management → Event Management).

Learn more about custom events

 

Conversations API

The Conversations API is now generally available. It gives developers programmatic read/write access to HubSpot's Conversations Inbox and Help Desk (inboxes, channels, threads, and messages). Until now, most of this data was locked inside HubSpot's UI. With the API, you can pipe conversation data into external analytics tools, mirror threads into Slack or Teams, build AI workflows on top of unstructured message history, create custom routing and assignment logic, and archive conversations to meet compliance requirements. Authenticate with conversations.read and/or conversations.write scopes to list inboxes, retrieve connected channels, fetch and filter threads, update status and assignments, and read or send messages including internal comments. The API also supports webhooks for real-time events: thread creation, deletion, status changes, assignment changes, and new messages. 

The API now supports user-level auth, allowing integrations to perform thread, message, and inbox operations on behalf of specific authenticated users based on their assigned permissions.

Learn more in the Conversations API documentation.

Price Books API

The Price Books API is now generally available for Commerce Hub Professional and Enterprise accounts. Until now, customers building CPQ integrations had no way to manage price books through an API. This had to be done manually in-app.

This API supports full CRUD on price books, lifecycle operations (activate, deactivate, validate), and per-item CRUD plus batch add, update, and archive on price book items. Price book and price book item records are also accessible as read-only objects via the CRM API, including list, batch read, and search.

Authenticate with cpq.price_books.read and/or cpq.price_books.write and/or crm.objects.products.read scopes.

Learn more in the Price Books API documentation.

Payment Links API

You can now programmatically create, retrieve, and manage HubSpot Payment Links via an API, including support for dynamic multi-item carts and custom configurations.

To create a payment link, send a POST request to the Payment Links endpoint with required parameters, including line items, quantities, discount codes, and customer information.

Additionally, the API supports dynamic configuration for defining items, add-ons, buyer email, billing/shipping address, and custom fields in the request. You can also deactivate or manage existing payment links as needed.

Learn more in the Payment Links API documentation.

Payments Account Read API

The Payments Account Read API is now generally available. It gives partners and integrators a read-only way to check the payments readiness of any HubSpot account programmatically — previously there was no way to verify this without manual intervention, which made it hard to build payments-aware workflows.

Send a GET request to /commerce/payment-accounts/2026-09/payment-accounts with the PAYMENTS_READ scope to retrieve an account's enrollment status, payments eligibility, and transaction capabilities. Use it to gate payments-related features in your app on whether a portal is actually set up to collect and pay out.

Available to any account with HubSpot Payments enabled.

Learn more in the Payments Account API documentation.

Pipeline Rules API

The Pipeline Rules API is now generally available, closing a long-standing parity gap in HubSpot's pipeline functionality. Until now, pipeline rules could only be configured in the UI.

The API lets developers manage CRM pipeline rules programmatically: which stages objects can be created in, which stages allow backward movement, whether stages can be skipped, and which stages require approval. This gives partners and advanced customers a way to enforce consistent pipeline governance across portals from their own external tooling.

Available for Professional and Enterprise tiers across all hubs.

Learn more in the Pipeline Rules API documentation.

Object Tags API

The Object Tags API is now generally available. Object tags are colored labels automatically applied to records that match criteria you define, for example a "Large deal" tag on any deal over $10,000. Until now they could only be configured in the UI.

The API supports full CRUD on object tag definitions. Send a POST to /crm/object-tags/2026-09/{objectTypeId} with a name, color, filter criteria, and the pipeline IDs the tag applies to (leave empty to apply across all of the object's pipelines); read, update (PATCH/PUT), and delete are all supported. Tags apply to objects that use pipelines, such as deals and tickets. This closes a known parity gap in HubSpot's pipeline functionality.

Available for Sales Hub and Service Hub Starter and up, and Smart CRM Professional and up.

Learn more in the Object Tags API documentation.

Task Series API

You can now create and manage repeating tasks through the API. Previously, making a task repeat as a series required the UI.

The API adds support for creating tasks that repeat as a series and editing the future occurrences in that series, bringing an important piece of task functionality to the platform for the first time.

Available for Sales Hub and Service Hub Starter, Professional, and Enterprise.

Learn more in the Tasks API documentation.

Forecasts API

The Forecasts API is now generally available. It gives you read-only programmatic access to the forecast data your team submits in HubSpot's forecast tool, so you can pull it into BI tools, data warehouses, and reporting workflows.

Three read endpoints are available on the 2026-09 version:

• Retrieve forecast submissions: GET /crm/objects/2026-09/forecasts (filter by properties like amount, milestone, pipeline, team, and year)
• Retrieve submission history as events: GET /forecast-submissions/2026-09/events (chronological submission changes, with amount deltas)
• Retrieve forecast types: GET /forecasting-settings/2026-09/forecast-types (including custom types and deal-split configurations)

Authenticate with the crm.objects.forecasts.read scope. Available for Sales Hub and Service Hub Professional and Enterprise.

Learn more in the Forecasts API documentation.

Notetaker Conversation Recap API

The Notetaker Conversation Recap API is now generally available. It gives you read-only access to the AI-generated summaries and action items that HubSpot's Notetaker produces after a recorded call or meeting, in a structured, queryable format you can pull into BI tools, data warehouses, and automation workflows.

Make a GET request to /notetaker/2026-09/conversation/recap/{objectTypeId}/{objectId} (use 0-48 for calls or 0-47 for meeting events). The response returns a summary object and an actionItems object, each with a status field (SUCCEEDED, NOT_FOUND, IN_PROGRESS, or FAILED) — check the status before reading values, since recap data is only available once Notetaker finishes processing the activity. Action items include a title and assignee.

Authenticate with the crm.objects.contacts.read scope. Available for Sales Hub and Service Hub Professional and Enterprise.

Learn more in the Notetaker Conversation Recap API documentation.

Teams API

The Teams API is now generally available. Until now, the API only supported listing teams. Creating, updating, and deleting them required the UI. With the new API you can create, rename, delete, and organize teams, plus manage membership.

Learn more in the Teams API documentation.

User API - Seat Management

Seat management is now available in the User API (/settings/users). A new GET /seats endpoint lets you list available seat types on the account. The user provision (POST), update (PUT), and response (GET) models now include a seatNames field, so you can assign, update, and read seat assignments in the same calls you're already making to manage users. Viewing available seats requires the seats scope; assigning or removing seats requires the settings.billing.write scope.

Learn more in the User Provisioning API documentation.

Sequences API Expanded

The Sequences API has been expanded to allow users to perform writable CRUD operations, including:

• Creating sequences
• Retrieving specific sequences
• Updating sequences
• Deleting sequences

Previously, you could only use the API to enroll contacts into a sequence. This API requires user-level authorization for full functionality.

Learn more in the Sequences API documentation.

Email Template API

Email Templates are now accessible via API, letting you create and manage templates programmatically instead of through the UI.

The API covers: list templates, list folders, get a template, create a template, update a template.

Auth note: This API requires user-level authorization. Portal-level apps will see inconsistent results. Configure your app for user-level access before integrating. See the user-level access guide.

Learn more in the Email Templates API documentation.

Datasource Ingestion API for Data Studio

You can now programmatically manage data in HubSpot Data Studio. Currently, two data source types are supported:

• FILE — upload a CSV, XLS, XLSX, or TSV file to create a data source
• JSON — define a schema and push structured data directly via API, with an incremental data-push endpoint for ongoing updates

Unlike the CRM Imports API, which has strict data requirements, the Datasource Ingestion API is schema-agnostic. Data doesn't need to map to any HubSpot object type. You define the schema, ingest data via file upload or JSON, and it lands in Data Studio immediately available for datasets, reports, and activation across segments, workflows, and lists.

The data-push endpoint enables lightweight, ongoing ingestion for recurring data updates such as partner enrichment feeds, operational snapshots, or agent-generated outputs, without managing file uploads each time.

Learn more in the Datasource Ingestion API documentation.

File Manager API

Privately distributed apps can now download sensitive file attachments directly from the FileManager API using a file ID. Send a GET request to /v3/files/{fileId}/download. For sensitive files, your private app must have the FILE_MANAGER_SENSITIVE_ACCESS scope. Non-sensitive files don't require it. If authorized and the file exists, the endpoint streams the file bytes as a direct download.

Learn more in the Files API documentation.

 

The 2026-09 release updated 44 existing APIs. Nearly all are version-parity updates — the same endpoints, now available on the stable 2026-09 version — so if you pin to a version, update your path to 2026-09. The updates that added real capability (Sequences, Files, User Provisioning/Seat Management) are covered as full entries above; the complete list of updated APIs is below.

The 2026-09 release includes APIs in public beta — usable now.

• Lead Scoring Public API - Learn more
• Contracts API - Learn more
• AEO Public API - Learn more
• Marketing Forms API - Learn more
• Automation Workflows API - Learn more
• Scheduler API - Learn more
• Subscriptions Lifecycle API - Learn more
• Activity Auto Associations via Public API - Learn more

Build with AI content on Dev Docs

A new Build with AI section is now live in the HubSpot developer documentation. It's a dedicated resource for those who want to use AI tools to build on HubSpot, covering how to get set up, what tools are available (AI connectors, MCP server, Agent CLI, and Breeze Assistant etc), best practices, and example prompts to get you moving quickly.

The section is designed to meet you where you are. If you're a less technical builder excited about AI but not sure where to start, these docs provide a clear path in. If you're a more experienced developer, the best practices and tool breakdown give you a solid reference for how HubSpot's AI building surface fits together.

Find it under the Build with AI tab on developers.hubspot.com.

Developer Docs AI Assistant - Skills Upgrade

The AI assistant on our developer docs has never been more helpful. We've upgraded it with numerous skills that make it better for helping you find information, troubleshoot, and make decisions around which tools to use for what. The assistant helps walk you through troubleshooting rate limits, navigate authentication methods and scopes, API versions, HubSpot's AI related development tools. The assistant is even better at assisting with debugging and helping you structure feedback back to HubSpot. While using the Developer MCP server is still the best way to get help with your code because your coding agent knows your codebase, the assistant is there to help out before you're even at that point.

HubSpot MCP Server & Claude Connector Updates

The HubSpot MCP server and the Claude connector expanded significantly this release — both in what data they can reach and in what they can do with it. AI tools and agents can now work across far more of your CRM, and, for the first time, configure the data model itself.

Expanded data access

Custom objects, activable objects, and the Leads object are now supported for both read and write. Custom objects (any 2-* type) are readable and writable, so analyses are no longer limited to HubSpot's default object model — the AI can work with the domain-specific objects and custom fields your team actually built. The activable objects are now covered too: Leads, Appointments, Projects, Listings, Services, Courses, and Orders/Carts. That enables workflows like creating a custom object record from a meeting transcript, adding a lead from a conversation, spinning up a project from a call, or converting an abandoned cart to an order — all in one conversation, with the write landing in HubSpot.

Alongside those objects, the MCP server added new capability areas:

• Leads — read access, including partner client access
• Landing pages & content analytics — create and update landing pages; view conversion, submission, and view data for landing pages, website pages, and blog posts
• Campaign management & attribution — create campaigns, associate assets, and access revenue and deal attribution
• Marketing email — create drafts, configure send details, schedule, publish, and access post-send analytics
• Quotes & revenue objects (public beta) — create and manage quotes; read contracts, subscriptions, invoices, payments, and payment links
• Conversations — read-only access across Help Desk and Conversations inboxes, including live chat, team email, WhatsApp, SMS, Facebook Messenger, and custom channels
• Conditional property rules — the server now respects conditional field logic when creating or updating records
• Verified domain restrictions — Claude Enterprise admins can restrict connector access to company-provisioned accounts

Configuration

The MCP server now exposes HubSpot's configuration layer, not just its data. AI agents and developer tools can create and manage custom properties and set up pipelines and stages without leaving the AI workflow — so analysis and configuration can happen in the same conversation. Because this operates on your data model, it runs inside HubSpot's existing controls: every write is attributed in the Audit Log, and actions respect the acting user's permissions.

To pick up the new objects and scopes, reauthenticate your HubSpot connection. Landing page and content analytics tools surface automatically with no action needed.

Learn more in the HubSpot MCP server documentation.

Expose Your App's Tools in HubSpot Agents with an MCP Server Component

You can now add an mcp-server component to an existing app to expose your own remote MCP server tools inside HubSpot Agents. Once your app is installed, customers get access to your tools through Agent Builder automatically — no separate setup on their end.

To get started, add an mcp-server component using the HubSpot CLI and set platformVersion to 2026.09 in your project config. Both private apps and marketplace-distributed apps are supported; marketplace apps require HubSpot review and approval before broader release.

Learn how to add an MCP server component to your app.

Build agents in Breeze Assistant

Breeze Assistant now guides you through building inside Agent Builder, available in public beta.

Until now, building a custom agent meant starting from a blank canvas: you had to know which tools to configure, how to structure instructions, and where your data lived before anything could run. Breeze Assistant removes that barrier.

Open Agent Builder from Agent Hub, select Create, and describe what you want your agent to do in plain language: for example, "Qualify every new contact against our ICP criteria before a rep sees them." Breeze Assistant proposes a configuration including goal, tools, and knowledge sources drawn from your portal. It may ask clarifying questions to refine the setup, then opens the configured agent in Agent Builder ready to test or publish. Breeze Assistant remains available in the sidebar throughout: ask it to adjust instructions, swap tools, or generate custom code for automation steps at any point.

Breeze Assistant is available across all hubs and tiers. Agent Hub and Agent Builder require Professional or Enterprise.

Learn more about Agent Builder.

Scheduled Prompts in Breeze Assistant

Scheduled Prompts lets Breeze Assistant run any prompt on a recurring schedule (daily, weekly, or monthly), and deliver the result to your chat list when it's done. Just tell Breeze Assistant what you want on a recurring basis, and it will create the schedule and run it at the specified time. When it's done, the result lands as a new thread in your chat list with an unread indicator. From the thread you can ask follow-up questions or pause and delete the schedule at any time.

Learn more about Breeze Assistant Scheduled Prompts.