# HubSpot CRM MCP for AI Agents AI Agent Connect > HubSpot CRM. Search, create, and manage your CRM records—including contacts, companies, deals, and tickets—directly through your AI agent. Stop jumping between tabs and start managing your pipeline with natural conversation. Get real-time data access and automated record updates without leaving your chat interface. ## Overview - **Category:** industry-titans - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_p7q2aT1o0ZP4L6ZJ7lqaGSxd56Oi6UwNAQ5xGN84/ai-agent-connect - **Tags:** contact-management, lead-tracking, crm-data, task-management, customer-records ## Description Imagine you're in the middle of a discovery call and need to check a lead's history or log a note. Usually, that means tab-switching, digging through a dashboard, and squinting at old data. With this connection, you just tell your agent what to do. You can pull up a company's profile, create a new deal on the fly, or update a contact's lifecycle stage without ever leaving your chat interface. It turns your AI into a CRM power user that knows your data. Because Vinkius hosts this Connector, you can plug it into your existing setup and have your agent handle the heavy lifting of data entry and record management. It's about getting things done in the flow of work rather than stopping to do admin work. You get a system that understands your customers and keeps your records updated in real time. ## Tools ### hs_create_contact Add a new contact to your CRM using their email as the unique key. This prevents duplicates while growing your database. ### hs_create_task Schedule a follow-up task with a due date and priority level. This helps you stay on top of your daily to-do list. ### hs_get_contact Pull the full profile of a specific contact by their record ID. You can see every detail about a person in one view. ### hs_create_company Create a new company record with a name, domain, and industry. This helps you populate your database with new organizations quickly. ### hs_create_note Attach an engagement note to a contact, company, or deal. This keeps your activity history organized in one place. ### hs_get_associations Find linked records, like seeing all contacts at a specific company. This gives you a clear picture of your customer relationships. ### hs_search_companies Look up organizations by name, domain, or industry. Use this to find and verify company details instantly. ### hs_search_contacts Search your database for people by name, email, or phone. This helps you find the right person without scrolling through lists. ### hs_update_company Edit existing company properties like industry or domain. Use this to keep your organizational data accurate. ### hs_update_contact Update contact details like phone numbers or lifecycle stages. This ensures your lead information is always current. ## Prompt Examples **Prompt:** ``` Find the contact for Sarah at Acme Corp and tell me their lifecycle stage. ``` **Response:** ``` 🔍 **Contact Found** | Name | Email | Lifecycle Stage | Last Activity | |---|---|---|---| | Sarah Connor | sarah@acme.com | **Lead** | 2 hours ago| Sarah is currently in the Lead stage and was last contacted today. ``` **Prompt:** ``` Create a new deal for the Enterprise Package worth $50,000 in the Sales Pipeline. ``` **Response:** ``` ✅ **Deal Created Successfully** - **Name**: Enterprise Package - **Amount**: $50,000 - **Pipeline**: Sales Pipeline - **Stage**: Appointment Scheduled I've added this to your active pipeline for tracking. ``` **Prompt:** ``` Log a note to the last contact we talked to saying they want a demo next Friday. ``` **Response:** ``` 📝 **Note Added** I've attached the following note to the most recent contact: *"Customer requested a live demo for next Friday. Follow up to schedule a specific time."* This is now visible in their CRM activity timeline. ``` ## Capabilities ### Manage CRM contacts Find, create, and update contact details in your database using natural language. ### Track deals and pipelines Create new deals and view pipeline stages to keep your sales forecast accurate. ### Find companies by domain Search for organizations by name or website to pull up company profiles instantly. ### Create support tickets Generate and search support tickets to keep customer issues organized. ### Log engagement notes Attach notes to any CRM record to keep a complete history of customer interactions. ### View team assignments Check owner assignments and see which team members are managing specific records. ### See record associations Look up links between companies, contacts, and deals to see the full customer picture. ## Use Cases ### Post-call follow-up A rep asks the agent to create a task for a lead and log a note about the call using hs_create_task and hs_create_note. ### New lead onboarding An agent finds a company via hs_search_companies and creates a new contact using hs_create_contact. ### Pipeline audit A manager asks the agent to list all deals at a specific stage in the sales pipeline to check progress. ### Support triage A support agent creates a ticket and associates it with a contact using hs_create_note to keep everything linked. ## Benefits - Stop manual data entry. Use hs_create_contact and hs_create_company to populate records without clicking through forms. - Faster lead research. Use hs_search_contacts to find people and hs_get_contact to see their full history in seconds. - Accurate pipeline tracking. Use hs_create_task and hs_update_contact to keep your sales stages current. - Better team visibility. Use hs_get_associations to see who is connected to which company or deal instantly. - Instant note logging. Use hs_create_note to attach call summaries or meeting notes to records as they happen. - Easier record management. Use hs_search_companies to find the right organization and update details with hs_update_company. ## How It Works The bottom line is you get a conversational interface for your entire HubSpot CRM database. 1. Connect your HubSpot account to the Connector through the Vinkius platform. 2. Grant permissions for the specific CRM objects you want your agent to access. 3. Ask your agent to find, create, or update records using plain English. ## Frequently Asked Questions **Can the HubSpot CRM MCP create new leads for me?** Yes. You can ask your agent to create new contacts or companies using natural language. It will populate the fields like name, email, and domain directly in your HubSpot database. **How does this help my sales team stay organized?** It removes the need to manually open the CRM after every call. Your agent can create tasks, update deal stages, and log notes instantly, keeping your pipeline accurate without the extra clicks. **Can I use this to update company info in HubSpot?** Absolutely. You can tell your agent to update a company's industry, domain, or other properties. It handles the update for you so your records stay current. **Will this help my support team log notes faster?** Yes. Support agents can dictate or type notes to their agent, who then attaches them to the correct contact or ticket. It keeps a perfect history of every interaction without manual searching. **Can I see which contacts are linked to a company?** Yes. You can ask your agent to show you all contacts associated with a specific company. It will pull that list for you instantly so you can see the full account overview. **Does this Connector work with my existing HubSpot pipeline?** Yes, it works with your existing pipeline stages. Your agent can read the current stages and create new deals in the specific pipelines you already have set up. **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.