How to Use the HubSpot CRM (Full) MCP in Windsurf

Q: How does Windsurf use HubSpot CRM (Full) to handle duplicate contacts?

When you ask Cascade to add a lead, it runs hssearchcontacts first. If the email already exists, Windsurf flags it instead of creating a double entry.

Q: Can I assign deals to specific reps using HubSpot CRM (Full) in Windsurf?

Yes. Cascade uses hslistowners to find the correct rep ID. Then it passes that ID directly into hscreatedeal or hscreatecontact to assign the owner.

Q: Does Windsurf support custom pipelines with HubSpot CRM (Full)?

It does. Cascade uses hslistpipelines to pull all your custom stages and IDs. You can tell it to put a deal in a specific stage, and it will find the ID and execute hscreatedeal correctly.

Run multi-step sales and support workflows directly in Windsurf using this live HubSpot CRM integration.

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Connect HubSpot CRM (Full) MCP to Windsurf

Create your Vinkius account to connect HubSpot CRM (Full) to Windsurf 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 Windsurf

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Automate deal creation with Windsurf

Let Cascade handle the entire sales pipeline setup without you jumping between screens. When you connect this MCP Server, the agent searches your existing database via `hs_search_contacts` to make sure you aren't creating duplicates. If the lead is new, Cascade spins up the record immediately using `hs_create_contact`. It doesn't stop there. Windsurf chains this with `hs_create_deal` and places the opportunity into the default pipeline. You get a new deal ID back instantly, and your sales pipeline stays clean without you running manual searches.

Sync meetings and notes instantly

Stop copying meeting transcripts into HubSpot manually. Give Cascade your raw meeting notes in the IDE, and let it map the context directly to the right company record. The agent uses `hs_search_companies` to find the correct organization ID based on the domain you mentioned. Once it locates the company, it runs `hs_create_note` to attach the HTML-formatted meeting summary right to their timeline. Your team gets the context they need without you leaving your editor.

Resolve support tickets on the fly

When a customer reports a bug in your code, Cascade can track the issue in your CRM. It checks the active support queue using `hs_search_tickets` to see if a ticket already exists for the problem. If nothing pops up, it creates a new ticket using `hs_create_ticket` and sets the priority to high. It even logs a follow-up note via `hs_create_note` so your support team knows the engineering team is looking at the code. This MCP Server lets your agent bridge the gap between your codebase and customer support.

Setup guide

Set up HubSpot CRM (Full) MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the HubSpot CRM (Full) MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my HubSpot CRM (Full) payment history." If connected, Cascade will call the HubSpot CRM (Full) tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "hubspot-crm-full-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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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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Common questions about HubSpot CRM (Full) MCP in Windsurf

When you ask Cascade to add a lead, it runs `hs_search_contacts` first. If the email already exists, Windsurf flags it instead of creating a double entry.

Yes. Cascade uses `hs_list_owners` to find the correct rep ID. Then it passes that ID directly into `hs_create_deal` or `hs_create_contact` to assign the owner.

It does. Cascade uses `hs_list_pipelines` to pull all your custom stages and IDs. You can tell it to put a deal in a specific stage, and it will find the ID and execute `hs_create_deal` correctly.

Open your settings, go to Cascade, and add the server configuration under the `mcpServers` key. You can also use the built-in MCP marketplace for a one-click setup.

Your contacts, companies, deals, and tickets are processed in an isolated V8 sandbox. Vinkius handles the authentication tokens securely, meaning Windsurf never sees your raw HubSpot API keys.

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