wehub-resource-sync
135 lines
2.9 KiB
Markdown
135 lines
2.9 KiB
Markdown
# Step-by-step Guide
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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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---
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## 1. Create Databases
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Connect MongoDB (reviews, product sales) and HubSpot (companies, contacts) as MindsDB datasources.
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**MongoDB**
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```sql
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CREATE DATABASE mongodb_data
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WITH ENGINE = 'mongodb',
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PARAMETERS = {
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"host": "mongodb+srv://demouser:MindsDB_demo@mindsdb-demo.whljnvh.mongodb.net/demo"
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};
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```
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**HubSpot**
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```sql
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CREATE DATABASE hubspot_data
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WITH ENGINE = 'hubspot',
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PARAMETERS = {
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"access_token": "pat-na1-d7a93c10-07d1-45fd-ac7a-b109d00d9e2b"
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};
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```
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---
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## 2. Display Data
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Verify data from each source.
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**HubSpot companies** (sample fields):
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```sql
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SELECT name, domain, industry, annualrevenue, numberofemployees
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FROM hubspot_data.companies
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LIMIT 10;
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```
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**MongoDB reviews** (sample fields):
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```sql
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SELECT customer_email, product_sku, star_rating, review_title, review_text
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FROM mongodb_data.reviews
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LIMIT 10;
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```
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---
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## 3. Query Data
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### Single-database queries
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**Q. What is the average product review rating?**
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```sql
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SELECT AVG(star_rating) AS average_rating
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FROM mongodb_data.reviews;
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```
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### Cross-database queries
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**Q. Who are our top 10 customers by revenue?**
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```sql
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SELECT
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hc.firstname,
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hc.lastname,
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ROUND(SUM(ps.sales_amount), 2) AS total_revenue
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FROM mongodb_data.product_sales AS ps
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JOIN hubspot_data.contacts AS hc ON ps.customer_email = hc.email
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GROUP BY hc.firstname, hc.lastname
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ORDER BY total_revenue DESC
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LIMIT 10;
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```
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---
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## 4. Create Agent
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Define a `sales_agent` that can answer questions over HubSpot contacts and MongoDB product sales.
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```sql
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CREATE AGENT sales_agent
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USING
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model = {
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"provider": "openai",
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"model_name": "gpt-5.4",
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"api_key": "<your-openai-api-key>"
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},
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data = {
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"tables": [
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"hubspot_data.contacts",
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"mongodb_data.product_sales"
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]
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},
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prompt_template = '
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hubspot_data.contacts stores CRM contact data including:
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id, email, firstname, lastname, jobtitle, company, city,
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website, lifecyclestage, hs_lead_status.
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mongodb_data.product_sales stores sales order line items including:
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order_number, order_date, customer_email, city, state, product_sku,
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sales_quantity, discount_percent, sales_price, sales_amount,
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sales_tax_percent, tax_amount.
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To join both sources, use:
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hubspot_data.contacts.email = mongodb_data.product_sales.customer_email.
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',
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timeout = 60;
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```
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---
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## 5. Query Agent
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### Single-database question
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```sql
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SELECT answer FROM sales_agent
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WHERE question = 'What is the total revenue in product sales?';
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```
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### Cross-database question
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```sql
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SELECT answer FROM sales_agent
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WHERE question = 'What is the lifecycle stage of noah.johnson@clearwaterholdings.co, and how much have they spent in total?';
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```
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