1. [Help](https://nuvia.ai/en/docs) 2. [Nuvia MCP](https://nuvia.ai/en/docs/colecoes/19724087-nuvia-mcp) # How to create and edit Smart Funnels through MCP (Agent Builder) Read, test, create, edit, and reuse Smart Funnels by chatting with an AI connected to the Nuvia MCP — what any user can do and what is Company Admin only. Available on accounts with Agent Builder MCP enabled (on by default). Who can do it read and simulate — any user; create, edit, and configure HubSpot — Company Admin only Updated on November 3, 2026 [Nuvia MCP](https://nuvia.ai/en/docs/colecoes/19724087-nuvia-mcp) 1. [How to connect the Nuvia MCP](https://nuvia.ai/en/docs/artigos/15422389-how-to-connect-the-nuvia-mcp) 2. [How to create and edit Smart Funnels through MCP (Agent Builder)](https://nuvia.ai/en/docs/artigos/16074655-create-edit-smart-funnels-through-mcp-agent-builder) 3. [Nuvia MCP tools reference](https://nuvia.ai/en/docs/artigos/16074574-nuvia-mcp-tools-reference) 4. [How to use the MCP Audit](https://nuvia.ai/en/docs/artigos/15422393-how-to-use-the-mcp-audit) 5. [How to connect the Nuvia MCP to Google Antigravity](https://nuvia.ai/en/docs/artigos/16530912-connect-nuvia-mcp-to-google-antigravity) 6. [How to connect the Nuvia MCP to Microsoft Copilot Studio](https://nuvia.ai/en/docs/artigos/17765183-how-to-connect-nuvia-mcp-to-microsoft-copilot-studio) On this page 1. Before you start 2. Read and understand your agents 3. Test before activating (simulate a conversation) 4. Create or edit an agent 5. Reuse a funnel (export and import) 6. Configure HubSpot through MCP 7. Measure an agent's results 8. Frequently asked questions **On this page8 sections** 1. Before you start 2. Read and understand your agents 3. Test before activating (simulate a conversation) 4. Create or edit an agent 5. Reuse a funnel (export and import) 6. Configure HubSpot through MCP 7. Measure an agent's results 8. Frequently asked questions Agent Builder lets you read, test, and — for admins — create and edit Smart Funnels by chatting with an AI (Claude, Cursor, or another MCP-compatible assistant) connected to Nuvia, without clicking screen by screen in the builder. **Available on:** accounts with Agent Builder MCP enabled (on by default). **Who can do it:** read and simulate — any user; create, edit, and configure HubSpot — **Company Admin** only. **Module:** Nuvia MCP (accessed through an MCP-compatible AI assistant) ## Before you start You need an AI assistant connected to the Nuvia MCP. See [How to connect the Nuvia MCP](https://nuvia.ai/en/docs/artigos/15422389-how-to-connect-the-nuvia-mcp). For the list of all available tools, see [Nuvia MCP tools reference](https://nuvia.ai/en/docs/artigos/16074574-nuvia-mcp-tools-reference). With Agent Builder enabled, the tools appear to the AI assistant with the builder_ prefix. You do not type these names: you talk in natural language (e.g., “list my agents”, “simulate a conversation with the qualification agent”) and the client picks the right tool. Note Everything is restricted to your company (only your data) and is logged on the **MCP Audit** screen. If someone says “the agent changed on its own”, that is where you check who did what. See [How to use the MCP Audit](https://nuvia.ai/en/docs/artigos/15422393-how-to-use-the-mcp-audit). ## Read and understand your agents Any user can ask the AI to list and open the account's agents, funnels and their stages, teams, users, custom fields, skills, and integrations. Use this to review how a Smart Funnel is built before changing it. ## Test before activating (simulate a conversation) Before publishing any change, ask the AI to **simulate a conversation** with the agent. The simulation is a rehearsal: the agent really replies, but nothing actually happens — it does not create a conversation, does not talk to the lead, and does not appear on the Conversations screen. You can send several messages in a row (up to 10) and provide fictional lead data to test a scenario. Important In the simulation the agent **does not run** external skills (calls to systems, tables, calendar) — it only indicates it would trigger them. It is great for reviewing the text and the flow, but it is not 100% the same as the live environment. Always use the simulation before activating an agent. ## Create or edit an agent Available to the **Company Admin**. Describe in natural language what the agent should do (collect a piece of data, change stage, transfer to the team, close) and the AI translates it into the right configuration — you never touch code or identifiers. 1. Ask the AI to **create or edit** the agent by describing the goal of each stage 2. Review the proposal, which is described in plain language (not code) 3. Ask for a **simulation** to check the behavior 4. Activate the agent on the platform when you are satisfied Important Publishing an agent through MCP always creates a **draft** — nothing goes live on its own. Activation is still a deliberate action you take on the platform. ### Edit an agent that is already live Editing does not take the agent offline: its status is preserved. If the agent is **active**, the change takes effect **immediately for the leads talking to it at that moment** — that is why there is a safeguard. When you ask to edit an active agent, the AI assistant **does not change anything** on the first try: it returns the agent's name, warns that it is active, and asks for your confirmation. Only after you clearly confirm is the change applied. Agents in **draft** or **inactive** do not ask for confirmation — the flow goes straight through. Critical Only confirm the edit of an active agent when you are sure. There is no undo: the new instruction takes effect on the next message the agent replies to. If the change is big or risky, the safe path is to **export the funnel** (to have a copy), edit, and simulate first. Every publish goes through a **quality check**, which sorts problems into two levels: - **Blockers** (prevent activation): agent with no stages; conversation stage with an empty or too short instruction; empty rules, tone, personality, or specialist blocks; a declared transfer that did not fit. - **Warnings** (let you publish, but review them): no success stage; no transition from one stage to another; a loose action with no link; a tool mentioned without being connected. ## Reuse a funnel (export and import) The Company Admin can **export** an entire funnel — agents, stages, follow-ups, fields, tables, skills, and media — to a file (valid for 24 hours) and **import it** to recreate everything, reconnecting the elements automatically. It is like doing a “save as” of a funnel that already works and recreating it. Important Export and import happen **within the same account**. Moving a funnel from one account to another is not something the customer's admin can do. ## Configure HubSpot through MCP Available to the **Company Admin**. Through the conversation, you can read the current HubSpot configuration (pipelines, owners, properties) and set up the mappings: - **Fields:** match a HubSpot property with a Nuvia field — what the agent collects goes to the contact in HubSpot. - **Stages (deal stage):** match each Nuvia funnel stage with a deal stage in a HubSpot Deals pipeline. When the lead moves forward in Nuvia, the deal moves forward in HubSpot. - **Owners:** match a Nuvia user with a HubSpot owner. - **Sync rules:** create contacts automatically, name template, owner source, among others. Important Each mapping configuration **replaces the entire list**. Make one change at a time and avoid two people changing it at the same time (the last one always wins). The funnel writes to the deal stage, not the lifecycle stage. ## Measure an agent's results Ask for an agent's **qualification rate** to see how many conversations reached the success stage in a period (default: 60 days). Treat it as a floor for **comparing** agents and identifying which one sets the benchmark for results, not as an exact number. ## Frequently asked questions ## Frequently asked questions **Do I need to be an admin to use Agent Builder?** Not for everything. Reading agents and simulating conversations is available to any user (with Agent Builder enabled, which is the default). Creating, editing, exporting/importing funnels, and configuring HubSpot are exclusive to the **Company Admin** profile. **Does the AI activate the agent on its own after I ask for a change?** No. Every change published through MCP comes in as a **draft** and goes through the quality check. Activating is still a deliberate action you take on the platform. **Does the simulation actually talk to the lead?** No. The simulation is a rehearsal: the agent replies using the same production AI, but it does not create a conversation, does not contact the lead, and does not appear on the Conversations screen. It also does not run external skills (systems, tables, calendar). **Can I move a funnel from one account to another?** Funnel export and import by the Company Admin happen within the same account. Recreating a funnel in another company is not something the customer's admin can do through MCP. **What types of custom fields can I create through the conversation?** Through the conversation, field creation only accepts the **text**, **date**, and **number** types. You cannot create option list or multiple choice fields this way. **Does stage sync with HubSpot go both ways?** Stage progress goes from Nuvia to HubSpot (the deal moves stage when the lead moves forward). There is also a way back, optional per stage, where the change in HubSpot is reflected in the Nuvia conversation. Each mapping you set replaces the entire list, so change one item at a time. [PreviousHow to connect the Nuvia MCP](https://nuvia.ai/en/docs/artigos/15422389-how-to-connect-the-nuvia-mcp) [NextNuvia MCP tools reference](https://nuvia.ai/en/docs/artigos/16074574-nuvia-mcp-tools-reference) Was this article helpful? ## Related articles - [How to connect the Nuvia MCP to Google Antigravity](https://nuvia.ai/en/docs/artigos/16530912-connect-nuvia-mcp-to-google-antigravity) [Nuvia MCP](https://nuvia.ai/en/docs/colecoes/19724087-nuvia-mcp) 1. [How to connect the Nuvia MCP](https://nuvia.ai/en/docs/artigos/15422389-how-to-connect-the-nuvia-mcp) 2. [How to create and edit Smart Funnels through MCP (Agent Builder)](https://nuvia.ai/en/docs/artigos/16074655-create-edit-smart-funnels-through-mcp-agent-builder) 3. [Nuvia MCP tools reference](https://nuvia.ai/en/docs/artigos/16074574-nuvia-mcp-tools-reference) 4. [How to use the MCP Audit](https://nuvia.ai/en/docs/artigos/15422393-how-to-use-the-mcp-audit) 5. [How to connect the Nuvia MCP to Google Antigravity](https://nuvia.ai/en/docs/artigos/16530912-connect-nuvia-mcp-to-google-antigravity) 6. [How to connect the Nuvia MCP to Microsoft Copilot Studio](https://nuvia.ai/en/docs/artigos/17765183-how-to-connect-nuvia-mcp-to-microsoft-copilot-studio) ## Still need help? Customers reach support through the chat inside the platform. Not a customer yet? Talk to our team. [Talk to support in the platform](https://app.nuvia.ai) [I'm not a customer yet](https://nuvia.ai/en/contact) --- Source: https://nuvia.ai/en/docs/artigos/16074655-create-edit-smart-funnels-through-mcp-agent-builder