Step-by-step Guide

A step-by-step guide to connecting MongoDB and HubSpot in MindsDB, querying across them, and using an AI agent over the same data.

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1. Create Databases

Connect MongoDB (reviews, product sales) and HubSpot (companies, contacts) as MindsDB datasources.

MongoDB

CREATE DATABASE mongodb_data
WITH ENGINE = 'mongodb',
PARAMETERS = {
    "host": "mongodb+srv://demouser:MindsDB_demo@mindsdb-demo.whljnvh.mongodb.net/demo"
};

HubSpot

CREATE DATABASE hubspot_data
WITH ENGINE = 'hubspot',
PARAMETERS = {
    "access_token": "pat-na1-d7a93c10-07d1-45fd-ac7a-b109d00d9e2b"
};

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2. Display Data

Verify data from each source.

HubSpot companies (sample fields):

SELECT name, domain, industry, annualrevenue, numberofemployees
FROM hubspot_data.companies
LIMIT 10;

MongoDB reviews (sample fields):

SELECT customer_email, product_sku, star_rating, review_title, review_text
FROM mongodb_data.reviews
LIMIT 10;

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3. Query Data

Single-database queries

Q. What is the average product review rating?

SELECT AVG(star_rating) AS average_rating
FROM mongodb_data.reviews;

Cross-database queries

Q. Who are our top 10 customers by revenue?

SELECT
    hc.firstname,
    hc.lastname,
    ROUND(SUM(ps.sales_amount), 2) AS total_revenue
FROM mongodb_data.product_sales AS ps
JOIN hubspot_data.contacts AS hc ON ps.customer_email = hc.email
GROUP BY hc.firstname, hc.lastname
ORDER BY total_revenue DESC
LIMIT 10;

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4. Create Agent

Define a sales_agent that can answer questions over HubSpot contacts and MongoDB product sales.

CREATE AGENT sales_agent
USING
    model = {
        "provider": "openai",
        "model_name": "gpt-5.4",