# HubSpot CRM MCP for AI Agents AI Agent Connect > HubSpot CRM (Full) MCP lets you manage your entire sales and support pipeline through a natural conversation with your AI agent. You can create contacts, search for companies, track deals, and log notes without ever leaving your chat interface. It gives your AI client full visibility into your CRM data. ## Overview - **Category:** industry-titans - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_f8cO2E7q8Z1cqJ8ZyfUgf1gT68YEAoEebfkH492q/ai-agent-connect - **Tags:** crm-integration, lead-management, pipeline-tracking, customer-data, business-automation ## Description Imagine you're in the middle of a meeting and need to quickly see if a lead from a specific company is already in your system. Instead of opening a new tab, logging into HubSpot, and hunting through records, you just ask your AI agent to check. This Connector makes it so your agent can actually do the heavy lifting. It can find a company by its domain, pull up a specific contact's phone number, or create a new deal with a set amount and close date on the fly. If you need to log a meeting summary, your agent can attach a note to the correct record immediately. It handles the boring stuff like updating lifecycle stages or assigning owners so you can stay focused on the conversation. By adding this to your Vinkius setup, you turn your AI from a simple chatbot into a functional member of your sales and support team that knows your data inside out. ## Tools ### hs_associate_objects Link a contact to a company or a deal to a contact using specific association IDs. This helps maintain clean data relationships. ### hs_create_contact Add a new person to your CRM using their email, name, and phone number. It handles the basic data entry for you. ### hs_create_deal Create a new sales opportunity with a name, amount, and pipeline stage. This lets you log new business instantly. ### hs_create_note Log a meeting summary or internal note attached to a contact, company, or deal. This keeps your history organized. ### hs_create_ticket Create a new support request with a subject, priority, and pipeline stage. This helps move customer issues into your queue. ### hs_get_company Pull the name, domain, industry, and revenue for a specific company record. Use this to get a quick snapshot of an organization. ### hs_get_contact Retrieve all standard details for a contact using their unique CRM ID. Use this for a full profile look-up. ### hs_list_owners Get a list of all active users who can be assigned to records in your account. This is useful for team management. ### hs_list_pipelines View all deal and ticket pipeline stages to find the correct IDs for new records. Use this to understand your sales flow. ### hs_search_companies Find organizations in your CRM by searching for their name, domain, or industry. This is great for identifying existing accounts. ### hs_search_contacts Look up people in your CRM by searching for their name, email, or phone number. Use this to find leads or customers quickly. ### hs_update_deal Change properties like the stage or amount on an existing deal. This keeps your sales pipeline data current. ### hs_get_deal Get the name, stage, amount, and owner for a specific deal. It is perfect for checking opportunity status. ### hs_search_deals Find opportunities in your pipeline by searching for a deal name. Use this to see what is currently in the works. ### hs_search_tickets Search for support requests by subject or keyword to find customer issues. This helps find help requests fast. ### hs_update_contact Modify specific fields on an existing contact like their phone number or lifecycle stage. This keeps your lead data fresh. ## Prompt Examples **Prompt:** ``` Find the contact for Sarah Jenkins at Acme Corp. ``` **Response:** ``` 🔍 **Contact Search Results** I found the following contact for Acme Corp: | Name | Email | Phone | Lifecycle Stage | | :--- | :--- | :--- | :--- | | **Sarah Jenkins** | s.jenkins@acme.com | +1 (555) 012-3456 | Opportunity | Would you like me to pull up more details or update her record? ``` **Prompt:** ``` Create a new deal for a $5,000 subscription with Acme Corp. ``` **Response:** ``` ✅ **Deal Created Successfully** I have added the new deal to your pipeline: * **Name:** Acme Corp Subscription * **Amount:** $5,000.00 * **Pipeline:** Sales Pipeline * **Stage:** Appointment Scheduled * **ID:** `deal_9928374` I can also assign an owner to this deal if you'd like. ``` **Prompt:** ``` What's the status of the Cloud Migration deal? ``` **Response:** ``` 📊 **Deal Status: Cloud Migration** Here is the current status of that opportunity: * **Amount:** $25,000.00 * **Stage:** Proposal Sent * **Owner:** Marcus Chen * **Expected Close:** Nov 15, 2025 Would you like me to send a follow-up note to the contact? ``` ## Capabilities ### Create new deals Your agent can generate new sales opportunities with specific amounts and close dates. ### Search existing contacts Find people in your database using their email, phone number, or company name. ### Log meeting notes Attach summaries and internal context to specific CRM records automatically. ### Find support tickets Search for customer issues using keywords to see status and priority. ### Update company details Modify organization info like revenue, industry, and employee count. ### List pipeline stages View all available stages for deals and tickets to keep your workflow organized. ## Use Cases ### Logging a new sales opportunity A sales rep needs to create a deal after a call. They tell the agent, 'Create a deal for Acme Corp for $10k,' and the agent uses hs_create_deal. ### Finding existing customer issues A support agent gets a complaint. They ask the agent to 'Find the ticket for John Doe,' and the agent uses hs_search_tickets to show the status. ### Checking pipeline health A manager wants to check the pipeline. They ask, 'What are our upcoming closes?' and the agent uses hs_search_deals to list them. ### Quick company lookups A researcher needs to find a company. They ask, 'Is there a company for TechNova?' and the agent uses hs_search_companies to pull the details. ## Benefits - Stop switching tabs by letting your AI client pull contact details and company info directly into your chat. - Create deals and tickets instantly using hs_create_deal and hs_create_ticket without manual form filling. - Log meeting notes to specific records with hs_create_note to keep your history accurate and organized. - Search your entire database for specific leads or issues using hs_search_contacts and hs_search_tickets. - Keep your pipeline clean by updating deal stages and owners with hs_update_deal and hs_list_owners. - Manage complex associations between people and companies using hs_associate_objects to maintain data integrity. ## How It Works The bottom line is you get a way to interact with your CRM data using plain English instead of clicking through menus. 1. Connect your HubSpot account to the Connector through Vinkius. 2. Tell your AI agent to perform a task like searching for a lead or creating a deal. 3. The agent executes the tool and returns the CRM data instantly. ## Frequently Asked Questions **Can the HubSpot CRM MCP create new deals for me?** Yes, it can create new deals with a name, amount, and specific pipeline stage. Your agent handles the data entry so you don't have to fill out forms manually. **How do I find a specific contact using the HubSpot CRM MCP?** Your agent can search for people in your CRM using their name, email address, or phone number. It will return the most relevant matches instantly. **Can I log meeting notes to a specific company?** Yes, you can attach notes to any contact, company, or deal record. This ensures that all your activity is linked to the right customer history. **Does the HubSpot CRM MCP support support tickets?** It does. Your agent can search for existing support requests or create new tickets with a subject, priority, and pipeline stage. **Can I see who owns which deals?** Yes, the agent can list all owners in your account and check which team members are assigned to specific deals or tickets. **Will this Connector help me deduplicate my contacts?** Yes, because it uses the HubSpot email identifier as a primary key, it helps your agent avoid creating duplicate records for the same person. **What HubSpot data can I access?** Contacts, Companies, Deals, Tickets, Notes, Owners, and Pipelines. All data respects your HubSpot permissions. **Can I create and update records?** Yes! Create contacts, deals, tickets, and notes. All through natural conversation. **How does authentication work?** Uses a HubSpot Private App token (Bearer). Create a Private App in Settings > Integrations > Private Apps, copy the token, and paste it.