How to Use the HubSpot CRM (Full) MCP in OpenAI Agents SDK

Q: What's the best way to handle deal creation with HubSpot CRM (Full) and the OpenAI Agents SDK?

Have your agent first use hslistpipelines to get the valid pipeline and dealstage IDs. Then, pass those IDs into the hscreatedeal call. This ensures the deal is created in the correct place from the start.

Q: How do I find the ID for a specific owner or pipeline stage?

Use the hslistowners tool to get a list of all users and their IDs. For pipeline stages, use hslistpipelines to see all available sales or ticket pipelines and the specific stage IDs within each one.

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Connect HubSpot CRM (Full) MCP to OpenAI Agents SDK

Create your Vinkius account to connect HubSpot CRM (Full) to OpenAI Agents SDK and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup HubSpot CRM (Full) with OpenAI Agents SDK

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Create and Log CRM Activity

Your agent can now manage core HubSpot records. Use `hs_create_contact` to add a new person, then immediately follow up with `hs_create_deal` to start a sales opportunity for them. The tools return the new HubSpot IDs, so you can chain operations together in a logical sequence. After a call, your agent can use `hs_create_note` to log the summary. It attaches the note directly to the contact and deal records you just created. Since the OpenAI SDK traces every step, you get a full audit log of how a contact went from creation to a noted interaction.

Search and Assign Records Intelligently

These tools let your agent find information before acting. Instead of blindly creating records, it can first run `hs_search_companies` or `hs_search_contacts` to check if an organization or person already exists. This simple check cuts down on duplicate data in your CRM. Once a record is found, your agent can use `hs_list_owners` to see the list of available sales reps. It can then use that owner's ID to correctly assign a deal or contact. This turns a simple agent into one that respects your team's structure.

Manage Pipelines with this MCP Server

This server gives your agent direct access to your sales and support structures. Before creating anything, your agent can call `hs_list_pipelines` to get the exact names and IDs for every stage in your deal or ticket funnels. This is the key to avoiding errors. With the correct stage ID in hand, your agent can then execute `hs_create_deal` or `hs_create_ticket` with precision. The new record lands in the right pipeline and the right stage, every time. No more deals getting lost in the default queue.

Setup guide

Set up HubSpot CRM (Full) MCP in OpenAI Agents SDK

Prerequisites

Python 3.10+ installed
openai-agents package (pip install openai-agents)
Active Vinkius subscription with a valid endpoint token

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all HubSpot CRM (Full) tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives HubSpot CRM (Full) tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate HubSpot CRM (Full) tools and returns structured results. Copy the full example on the right to get started.

agent.py

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="HubSpot CRM (Full) Agent",
            instructions="You have access to HubSpot CRM (Full) tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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Common questions about HubSpot CRM (Full) MCP in OpenAI Agents SDK

It's automatic. When you pass the MCP server to the Agent constructor, it introspects the server and makes all 10 HubSpot tools available. You don't need to define them manually.

Yes. While the agent discovers all tools by default, you can implement your own guardrails within the OpenAI SDK to intercept a tool call and decide whether to approve or deny it based on your own logic.

Have your agent first use `hs_list_pipelines` to get the valid `pipeline` and `dealstage` IDs. Then, pass those IDs into the `hs_create_deal` call. This ensures the deal is created in the correct place from the start.

Use the `hs_list_owners` tool to get a list of all users and their IDs. For pipeline stages, use `hs_list_pipelines` to see all available sales or ticket pipelines and the specific stage IDs within each one.

Your data, including contact details and deal amounts, is streamed directly between your agent and the HubSpot API through our ephemeral sandbox. Vinkius never stores your CRM data at rest. Authentication is handled by a single, revocable token you control.

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