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HubSpot CRM (Full) MCP. Manage contacts, deals, and tickets in chat.

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HubSpot CRM (Full) MCP Server gives your AI client instant access to your entire HubSpot CRM. Search, create, and manage contacts, companies, deals, and support tickets without leaving your chat window.

It lets you log notes, track pipelines, and manage ownership details—all through natural conversation.

What your AI agents can do

Hs associate objects

Common association type IDs: Contact→Company=1, Company→Contact=2, Deal→Contact=3, Contact→Deal=4, Deal→Company=5, Company→Deal=6. Use when attaching a contact to a company, linking a deal to a contact, etc.

Create an association between two HubSpot CRM objects

Hs create contact

Creates a new contact record with HubSpot using email, name, phone, and associated company.

Hs create deal

Creates a new sales opportunity (deal) in the pipeline with a name, stage, amount, and close date.

+ 13 more capabilities included
Search and Retrieve Records

Find specific contacts, companies, deals, or support tickets using names, domains, or keywords.

Manage Contacts and Companies

Create new contacts and companies, or search for existing ones to update your client's knowledge base.

Track Sales Opportunities

Create, search, and track deals in the sales pipeline, including setting amounts and expected close dates.

Handle Support Issues

Create and search support tickets, setting priority and tracking the issue's status.

Record Activity and Context

Attach detailed notes to any CRM record—a contact, company, deal, or ticket—for internal record keeping.

Audit Team Structure

List all users (owners) and view the available stages in deal and ticket pipelines for process mapping.

Supported MCP Clients

Claude Claude
ChatGPT ChatGPT
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Gemini Gemini
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VS Code VS Code
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+ other MCP clients
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AI Agent

HubSpot CRM (Full) MCP Server: 10 Tools for CRM Data Operations

These tools let your agent interact with your HubSpot data. You can search for records, create new ones, and log activity across contacts, deals, tickets, and companies.

hs019e9a8f

hs associate objects

Common association type IDs: Contact→Company=1, Company→Contact=2, Deal→Contact=3, Contact→Deal=4, Deal→Company=5, Company→Deal=6. Use when attaching a contact to a company, linking a deal to a contact, etc. Create an association between two HubSpot CRM objects

hs019d75b4

hs create contact

Creates a new contact record with HubSpot using email, name, phone, and associated company.

hs019d75b4

hs create deal

Creates a new sales opportunity (deal) in the pipeline with a name, stage, amount, and close date.

hs019d75b4

hs create note

Adds a note to any record (contact, company, deal, or ticket) to log internal context or meeting summaries.

hs019d75b4

hs create ticket

Opens a new support ticket in HubSpot Service Hub, specifying the subject, priority, and stage.

hs019e9a8f

hs get company

Returns name, domain, industry, revenue, and employee count. Use when you need to inspect a specific company record. Retrieve a specific HubSpot company by its unique CRM ID

hs019e9a8f

hs get contact

Returns all standard properties including name, email, phone, company, lifecycle stage, and assigned owner. Use when you already have the contact ID from a search or association lookup. Retrieve a specific HubSpot contact by its unique CRM ID

hs019e9a8f

hs get deal

Returns deal name, pipeline stage, amount, close date, and assigned owner. Use when inspecting a specific opportunity. Retrieve a specific HubSpot deal by its unique CRM ID

hs019d75b4

hs list owners

Lists all users who own CRM records, showing their name, email, and if their account is active.

hs019d75b4

hs list pipelines

Retrieves all available deal and ticket pipeline stages and their corresponding IDs for accurate record creation.

hs019d75b4

hs search companies

Searches for companies in HubSpot by name, domain, or industry, returning details like revenue and employee count.

hs019d75b4

hs search contacts

Finds specific people in HubSpot by name, email, phone, or company name, showing their lifecycle stage.

hs019d75b4

hs search deals

Searches for sales deals by name, returning the stage, amount, and expected close date for quick status checks.

hs019d75b4

hs search tickets

Finds specific support tickets by subject or keyword, showing the status, priority, and creation date.

hs019e9a8f

hs update contact

Provide only the fields you want to change as key-value pairs in the properties JSON. Update properties on an existing HubSpot contact

hs019e9a8f

hs update deal

Use hs_list_pipelines to find valid stage IDs before updating dealstage. Update properties on an existing HubSpot deal

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What you can do with this MCP connector

Your AI client gets instant access to your whole HubSpot CRM. You'll search, create, and manage contacts, companies, deals, and support tickets right from your chat window. You can log notes, track pipelines, and manage ownership details without leaving your chat.

Search and Retrieve Records

You can use hs_search_contacts to find people by name, email, phone, or company name, and it'll show you their lifecycle stage. Need to track a company? hs_search_companies lets you look up organizations by name, domain, or industry, giving you details like revenue and employee count. If you're checking on a specific deal, hs_search_deals finds sales opportunities by name, showing the stage, amount, and expected close date.

For support stuff, hs_search_tickets pulls up tickets by subject or keyword, showing the status, priority, and when it was created.

Manage Contacts and Companies

Want to add a new contact? hs_create_contact builds a record using email, name, phone, and links it to an existing company. You can create a new company record with hs_search_companies and then connect it to a contact. If you're just building out the client's knowledge base, you can also use hs_create_note to add a note to any record—a contact, company, deal, or ticket.

You'll also use hs_create_company to build out the company record.

Track Sales Opportunities

To start a new deal in the pipeline, run hs_create_deal with a name, stage, amount, and close date. You can check the available stages for both deals and tickets using hs_list_pipelines, which gives you all the stages and their IDs.

Handle Support Issues

When you need to open a support ticket, hs_create_ticket handles it, letting you specify the subject, priority, and stage. To see who owns what, hs_list_owners lists all users who own CRM records, showing their name, email, and whether their account is active.

Record Activity and Context

hs_create_note lets you attach detailed notes to any record—contact, company, deal, or ticket—so you've got internal context or meeting summaries logged right there. You'll use hs_create_note to make sure the whole team sees what happened.

Audit Team Structure

To map out your process, you can see all available deal and ticket pipeline stages using hs_list_pipelines. To see who's responsible for which accounts, run hs_list_owners to list all users who own CRM records, showing their name, email, and if their account's active.

How HubSpot CRM (Full) MCP Works

  1. 1 Start by asking your agent to search for a record, like a contact or company. The agent uses hs_search_contacts or hs_search_companies to pull the current data.
  2. 2 Next, tell the agent what you want to change—for instance, 'Create a new deal for $50k.' The agent uses hs_create_deal and prompts you for required details.
  3. 3 The agent then executes the action, confirming the creation (e.g., 'Deal created with ID X'), and provides the new record details back to your chat.

The bottom line is you talk to your agent like you talk to a coworker, and the agent does the backend CRM work.

Who Is HubSpot CRM (Full) MCP For?

This is for Sales Reps and Support Agents who need full CRM visibility without leaving their chat environment. If you're an Ops Manager who spends hours cross-referencing data across multiple tabs, this cuts the noise. It gives you real-time access to the full customer history.

Sales Representative

Creating a new deal or searching for a contact's history while talking to a prospect. They use the agent to log notes or move a deal stage immediately.

Support Specialist

Creating a new support ticket and attaching a note detailing a chat conversation, all without opening the Service Hub tab.

Revenue Operations (RevOps)

Running reports on pipeline stages (hs_list_pipelines) or checking who owns which records (hs_list_owners) to ensure clean data and accurate forecasting.

What Changes When You Connect

  • Manage the entire sales cycle without context switching. Use hs_create_deal to log a new opportunity, and then use hs_create_note to immediately attach meeting details to that deal record.
  • Get instant customer context. Search for any person using hs_search_contacts to instantly see their lifecycle stage, associated company, and phone number.
  • Keep support history centralized. Use hs_create_ticket to open a new issue and then hs_create_note to log the full conversation thread, keeping everything attached to the ticket.
  • Streamline account discovery. Use hs_search_companies to look up a prospect's organization details (revenue, employee count) before a call, giving your agent the data instantly.
  • Maintain clean data integrity. Use hs_list_pipelines to understand the exact stage IDs before creating a deal or ticket, ensuring the record goes into the right place.
  • Track who owns what. Use hs_list_owners to verify which team member is responsible for a company or deal before making any assignments.

Real-World Use Cases

01

Logging a Sales Meeting Summary

A sales rep meets with Acme Corp. They ask the agent to search for the company (hs_search_companies) and the primary contact (hs_search_contacts). After the call, they use hs_create_note, attaching a detailed summary to the company record. The rep gets the internal context logged instantly, without needing to open the HubSpot UI.

02

Creating a New Support Ticket Mid-Call

A client calls with a bug. The support specialist asks the agent to create a ticket (hs_create_ticket) with a high priority. They then use hs_create_note to log the call details, ensuring the client's issue is logged and tracked immediately within the CRM.

03

Moving a Deal Forward and Documenting It

The rep confirms the client is ready to sign. They ask the agent to update the deal stage (via hs_create_deal logic) and immediately use hs_create_note to document the final agreement details. This action updates the pipeline status and provides a clear audit trail.

04

Researching a New Prospect Company

Before calling a target, the user asks the agent to search for the company (hs_search_companies) and then to find the main contact (hs_search_contacts). The agent provides the revenue, employee count, and the contact's current lifecycle stage, allowing the user to tailor the conversation.

The Tradeoffs

Manual Data Aggregation

Copying a contact's phone number from one tab, finding the company name in another, and then manually pasting it into a deal record. This is slow and easy to mess up.

Just ask your agent to create the record. Use hs_create_contact and hs_create_deal together. The agent handles the linking and data entry for you.

Assuming Data Exists

Trying to create a note for a deal that doesn't exist or is assigned to the wrong owner. This leads to API errors and wasted time.

Always check first. Use hs_search_deals to find the correct deal ID, then use hs_create_note with the specific ID. The agent handles the lookup.

Using Generic Keywords

Asking the agent to 'update the client stuff.' This is too vague and won't trigger any specific tool or action.

Be specific. Say, 'Create a deal for the Q3 project with $75,000.' Use hs_create_deal and provide the required name and amount for a successful action.

When It Fits, When It Doesn't

Use this server if your workflow revolves around managing the full customer lifecycle: from initial contact search (hs_search_contacts) to deal creation (hs_create_deal), through support logging (hs_create_ticket), and finally, documenting the outcome (hs_create_note). You need a single source of truth for all customer interactions.

Don't use this if you only need to read a single, siloed piece of data (e.g., just a list of owners). In that case, a dedicated list tool is enough. But if you need to act on the data—creating, searching, or linking records—this full suite is what you need. It handles the full loop.

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by HubSpot. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Works with Claude, ChatGPT, Cursor, and more

The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.

This server provides 16 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.

Available Capabilities

hs_associate_objects hs_create_contact hs_create_deal hs_create_note hs_create_ticket hs_get_company hs_get_contact hs_get_deal hs_list_owners hs_list_pipelines hs_search_companies hs_search_contacts hs_search_deals hs_search_tickets hs_update_contact hs_update_deal

Jumping between tabs to build a customer profile shouldn't take minutes.

Right now, figuring out a client's full history is a slog. You're in the email, then you switch to the CRM tab. You copy the contact's name, then you open the Deals tab to see their last opportunity. Then you jump to the Notes tab to find the meeting summary. It's three different tabs, five clicks, and you lose your train of thought.

With this MCP server, you just talk to your agent. 'Show me John Smith's full record.' The agent pulls the contact data, lists all associated deals, and surfaces the last notes—all in your chat. You get the single source of truth, instantly.

HubSpot CRM (Full) MCP Server: Log every interaction in chat.

Manually logging notes or creating tickets requires navigating to the specific record, finding the 'Activity' section, and then clicking 'New Note' or 'New Ticket.' This is a mandatory detour every single time.

Now, you just tell your agent, 'Log a meeting summary about the Q3 pricing.' The agent runs the `hs_create_note` tool, attaches the note to the correct record, and confirms it. That's it. The process is done in the chat.

Common Questions About HubSpot CRM (Full) MCP

How do I use the hs_search_contacts tool to find a person? +

You search by name, email, or phone. The tool returns the person's name, associated company, and current lifecycle stage, letting you know exactly where they stand in your funnel.

Can I use hs_create_deal to update an existing deal? +

No. hs_create_deal is for opening new opportunities. If you need to modify an existing deal, you must use the agent to find the deal ID first, and then use a dedicated update function (if available).

What information does hs_search_companies provide? +

It returns matching companies along with organizational details like their website domain, industry, annual revenue, and employee count.

Is hs_create_ticket the best way to log support issues? +

Yes. hs_create_ticket opens a formal support ticket in Service Hub. You can also use hs_create_note to log informal conversation notes on a contact record if a full ticket isn't needed.

How do I use hs_list_pipelines to understand stages? +

You run hs_list_pipelines to see all possible stages for deals and tickets. This provides the required stage IDs needed when you run hs_create_deal or hs_create_ticket to ensure the record lands in the right place.

How do I use hs_create_note to log a meeting summary? +

You pass the note body and optionally associate it with a record ID. This logs a meeting summary in the record's timeline, giving full internal context. The note body supports HTML formatting, so you can format the summary easily.

What is the difference between hs_search_contacts and hs_search_companies? +

Search contacts finds people using names, emails, or phones. Search companies finds organizations by name, domain, or industry. You use one when you need a person, and the other when you need the corporate entity.

When should I use hs_list_owners to manage user access? +

You run this tool to list all available HubSpot owners (CRM users). It returns their name, email, and active status. Use it when you need to assign records or check who has access to the CRM.

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.

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