HubSpot CRM (Full) MCP Server for LlamaIndex 10 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add HubSpot CRM (Full) as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token — get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to HubSpot CRM (Full). "
"You have 10 tools available."
),
)
response = await agent.run(
"What tools are available in HubSpot CRM (Full)?"
)
print(response)
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About HubSpot CRM (Full) MCP Server
Connect HubSpot CRM to any AI agent — instant access to your full CRM data without switching tabs.
LlamaIndex agents combine HubSpot CRM (Full) tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.
What you can do
- Contacts — Search, create, and manage contacts
- Companies — Find companies by name or domain
- Deals — Search and create deals with pipeline tracking
- Tickets — Create and search support tickets
- Notes — Create notes attached to any CRM record
- Owners — View all owners and team assignments
- Pipelines — List deal and ticket pipeline stages
The HubSpot CRM (Full) MCP Server exposes 10 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect HubSpot CRM (Full) to LlamaIndex via MCP
Follow these steps to integrate the HubSpot CRM (Full) MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 10 tools from HubSpot CRM (Full)
Why Use LlamaIndex with the HubSpot CRM (Full) MCP Server
LlamaIndex provides unique advantages when paired with HubSpot CRM (Full) through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine HubSpot CRM (Full) tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain HubSpot CRM (Full) tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query HubSpot CRM (Full), a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what HubSpot CRM (Full) tools were called, what data was returned, and how it influenced the final answer
HubSpot CRM (Full) + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the HubSpot CRM (Full) MCP Server delivers measurable value.
Hybrid search: combine HubSpot CRM (Full) real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query HubSpot CRM (Full) to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying HubSpot CRM (Full) for fresh data
Analytical workflows: chain HubSpot CRM (Full) queries with LlamaIndex's data connectors to build multi-source analytical reports
HubSpot CRM (Full) MCP Tools for LlamaIndex (10)
These 10 tools become available when you connect HubSpot CRM (Full) to LlamaIndex via MCP:
hs_create_contact
Email is the primary identifier — provide a unique email address. HubSpot will auto-deduplicate by email. The lifecycle stage can be set to control where the contact enters the funnel (subscriber, lead, marketingqualifiedlead, salesqualifiedlead, opportunity, customer, evangelist). Returns the created contact with its new HubSpot ID. Create a new contact in HubSpot CRM with email, name, phone, and company association
hs_create_deal
The dealname is required. Optionally specify pipeline (by ID — use hs_list_pipelines to find), dealstage (stage ID within that pipeline), and amount. If no pipeline is specified, the deal goes into the default pipeline. Returns the created deal with its new HubSpot ID. Create a new deal/opportunity in the HubSpot sales pipeline with name, stage, amount, and close date
hs_create_note
The note body supports HTML formatting. Optionally associate it with a contact, company, or deal by providing their IDs. Notes appear in the timeline of associated records. Use when the user wants to log a meeting summary, record a conversation, or add internal context to a CRM record. Create an engagement note in HubSpot attached to a contact, company, or deal for activity logging
hs_create_ticket
The subject is required. Optionally set the pipeline stage (hs_pipeline_stage) and priority (hs_ticket_priority: HIGH, MEDIUM, LOW). The ticket enters the default support pipeline. Returns the created ticket with its new ID. Create a new support ticket in HubSpot Service Hub with subject, pipeline stage, and priority
hs_list_owners
Owners are the users who can be assigned to contacts, companies, deals, and tickets. Returns owner name, email, and whether the account is active. Use when the user asks about team members, needs owner IDs for record assignment, or wants to see who has CRM access. List all HubSpot owners (CRM users) in the account with their name, email, and active status
hs_list_pipelines
For deals, shows sales pipeline stages (e.g., Appointment Scheduled → Qualified → Proposal → Closed Won). For tickets, shows support pipeline stages (e.g., New → Waiting → Closed). Returns pipeline name, stage labels, stage IDs, and display order. Use when the user needs pipeline/stage IDs for creating deals or tickets, or wants to understand the sales/support process structure. List all deal or ticket pipelines in HubSpot with their stages, display order, and stage IDs
hs_search_companies
Returns matching companies with name, website domain, industry, annual revenue, employee count, and assigned owner. Use when the user wants to find a specific company, look up organizational details, check revenue/size data, or find companies in a particular industry. Search HubSpot companies by name, domain, or industry to find organizations in your CRM
hs_search_contacts
Returns matching contacts with first name, last name, email, phone, associated company, lifecycle stage (subscriber/lead/MQL/SQL/opportunity/customer/evangelist), and assigned owner. Use when the user wants to find a specific person, look up contact details, check which lifecycle stage someone is in, or find contacts at a particular company. Search HubSpot contacts by name, email, phone, or company name to find people in your CRM
hs_search_deals
Returns matching deals with deal name, pipeline stage, monetary amount, pipeline name, expected close date, and assigned owner. Use when the user asks about pipeline status, wants to find a specific deal, check deal amounts, or review upcoming closes. Search HubSpot deals by name to find opportunities in your sales pipeline with stage, amount, and close date
hs_search_tickets
Returns matching tickets with subject, ticket status/stage, priority (HIGH/MEDIUM/LOW), pipeline, category, and creation date. Use when the user asks about open support tickets, needs to find a specific customer issue, or wants to check ticket status. Search HubSpot Service Hub tickets by subject or keyword to find customer support requests
Example Prompts for HubSpot CRM (Full) in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with HubSpot CRM (Full) immediately.
"Search for contacts at Acme Corp"
"Create a deal: Enterprise Package $50,000"
"Show me the deal pipeline stages"
Troubleshooting HubSpot CRM (Full) MCP Server with LlamaIndex
Common issues when connecting HubSpot CRM (Full) to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpHubSpot CRM (Full) + LlamaIndex FAQ
Common questions about integrating HubSpot CRM (Full) MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
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Connect HubSpot CRM (Full) to LlamaIndex
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.