HubSpot CRM (Full) MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect HubSpot CRM (Full) through the Vinkius and Cascade will auto-discover every tool — ask questions, generate code, and act on live data without leaving your editor.
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Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install HubSpot CRM (Full) and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"hubspot-crm-full": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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.
Windsurf's Cascade agent chains multiple HubSpot CRM (Full) tool calls autonomously — query data, analyze results, and generate code in a single agentic session. Paste the Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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 Windsurf 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 Windsurf via MCP
Follow these steps to integrate the HubSpot CRM (Full) MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using HubSpot CRM (Full)
Open Cascade and ask: "Using HubSpot CRM (Full), help me..." — 10 tools available
Why Use Windsurf with the HubSpot CRM (Full) MCP Server
Windsurf provides unique advantages when paired with HubSpot CRM (Full) through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows — Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
HubSpot CRM (Full) + Windsurf Use Cases
Practical scenarios where Windsurf combined with the HubSpot CRM (Full) MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from HubSpot CRM (Full) and generate models, types, or handlers based on real API responses
Live debugging: query HubSpot CRM (Full) tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from HubSpot CRM (Full) and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine HubSpot CRM (Full) data with Cascade's code generation to scaffold entire features in minutes
HubSpot CRM (Full) MCP Tools for Windsurf (10)
These 10 tools become available when you connect HubSpot CRM (Full) to Windsurf 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 Windsurf
Ready-to-use prompts you can give your Windsurf 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 Windsurf
Common issues when connecting HubSpot CRM (Full) to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
HubSpot CRM (Full) + Windsurf FAQ
Common questions about integrating HubSpot CRM (Full) MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect HubSpot CRM (Full) with your favorite client
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Connect HubSpot CRM (Full) to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.