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HubSpot CRM MCP. Manage contacts, companies, and activity history.

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Just plug in your AI agents and start using Vinkius.

HubSpot CRM. Access your entire customer database—contacts, companies, deals, and tasks—directly from your AI client. Search for people by email or company, create new contacts, log meeting notes, and set follow-up tasks without leaving your workflow.

It keeps your CRM data visible right where you work.

What your AI agents can do

Hs create company

Creates a new company record in HubSpot with name, domain, industry, and phone.

Hs create contact

Creates a new contact record using email as the unique identifier, plus name, phone, and company details.

Hs create note

Attaches an activity note (like a meeting summary) to a contact, company, or deal record.

+ 7 more capabilities included
Find and detail specific people

Search for a person by name or email, then get all their data, including phone, company, and lifecycle stage.

Build and manage company records

Search for existing companies by domain or name, or create entirely new company records.

Log activity and follow-ups

Create detailed notes (like meeting summaries) or set up action items (tasks) linked to specific contacts or companies.

Map connections between records

Determine which contacts belong to a company, or which deals are linked to a specific contact.

Update and correct records

Change a contact's phone number, or update a company's industry classification using their record ID.

Supported MCP Clients

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
+ other MCP clients
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AI Agent

HubSpot CRM MCP Server: 10 Tools for CRM Management

Use these 10 tools to programmatically search, create, update, and map every type of record within your HubSpot CRM.

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hs create company

Creates a new company record in HubSpot with name, domain, industry, and phone.

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hs create contact

Creates a new contact record using email as the unique identifier, plus name, phone, and company details.

hs019d75b4

hs create note

Attaches an activity note (like a meeting summary) to a contact, company, or deal record.

hs019d75b4

hs create task

Schedules a follow-up task with a subject, due date, priority, and optional contact association.

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hs get associations

Retrieves all linked records (e.g., contacts linked to a company) between HubSpot objects.

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hs get contact

Gets the complete details for a specific HubSpot contact using their record ID.

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hs search companies

Finds organizations by name, domain, or industry to check company details.

hs019d75b4

hs search contacts

Searches for people in your database by name, email, phone, or company.

hs019d75b4

hs update company

Updates properties of an existing HubSpot company record using its record ID.

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hs update contact

Updates properties of an existing HubSpot contact record using its record ID.

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What you can do with this MCP connector

HubSpot CRM lets your AI agent access your entire customer database. You can search for people by name, email, phone, or company, and you can find organizations by name, domain, or industry. You'll find all the data you need—contacts, companies, deals, and tasks—without leaving your workflow. You can also create new contacts using hs_create_contact if you've got the email, name, phone, and company details, or you can build a new company record with hs_create_company by providing the name, domain, industry, and phone number.

Need to update something? You can change a contact's data with hs_update_contact or adjust a company's info using hs_update_company once you've got the record ID. If you've got a meeting summary or a call recap, you can attach it as an activity note using hs_create_note to a contact, company, or deal record.

Setting up a follow-up is simple; you can schedule a task with hs_create_task by giving it a subject, due date, priority, and an optional contact association. You can find all the connections between records with hs_get_associations, which pulls together every linked record, like contacts tied to a company. If you need to pull all the details for one specific person, you can use hs_get_contact with their record ID.

You can find organizations using hs_search_companies by name, domain, or industry, and you can find people using hs_search_contacts by name, email, phone, or company. You'll also get all the data for a specific company using hs_get_associations if you're checking its links.

How HubSpot CRM MCP Works

  1. 1 Tell your agent what you need (e.g., 'Find all contacts at Acme Corp').
  2. 2 The agent uses the relevant tool (e.g., hs_search_contacts) to pull the data from HubSpot.
  3. 3 The agent presents the structured data, allowing you to then ask it to act on the results (e.g., 'Now create a task for John Smith').

The bottom line is you manage your full CRM—contacts, companies, and activities—without leaving your chat window.

Who Is HubSpot CRM MCP For?

The sales rep who needs to update a prospect's lifecycle stage while writing an email. The support agent who needs to log a ticket and a note without opening a browser. Or the RevOps person who needs a snapshot of company ownership across multiple pipelines. This is for anyone whose job involves constant data cross-referencing.

Sales Representative

Uses the agent to find a prospect's details, check their company's revenue, and immediately create a follow-up task.

Support Team Lead

Uses the agent to search for a contact, create a support ticket, and attach a detailed note summarizing the call—all in one go.

RevOps Manager

Uses the agent to map out associations, check deal pipeline stages, and verify owner assignments across the whole account.

What Changes When You Connect

  • Need to track a prospect's history? Use hs_get_associations to instantly find all contacts linked to a company, or all deals tied to a contact, without navigating multiple tabs.
  • Writing meeting notes right after a call? Use hs_create_note to log the summary directly to a contact or company record, ensuring the activity history is always current.
  • Time to follow up? Instead of setting a calendar reminder, use hs_create_task to schedule a structured follow-up item, assigning it a priority and due date.
  • Found a new target company? Use hs_search_companies to check its domain, industry, and employee count before you even try to reach out.
  • Contact info is wrong? Use hs_update_contact or hs_update_company to fix a phone number or change a lifecycle stage directly from the chat interface.

Real-World Use Cases

01

A support agent needs to document a complex interaction.

A customer calls in about a billing issue. The agent first uses hs_search_contacts to find the client's record. Then, they use hs_create_note to log the full call summary and hs_create_task to set a follow-up task for the billing team. The entire process happens in the chat, keeping the customer's record complete.

02

Sales rep needs to map a new account's structure.

A sales rep learns about a potential client, Acme Corp. They use hs_search_companies to find the company details. Then, they use hs_create_company to ensure the record exists, and finally, they use hs_create_contact to add the key decision-maker. The agent builds out the full account structure in seconds.

03

RevOps needs to check data integrity across multiple teams.

A manager needs to know if the 'Phoenix' company has any unassigned deals. They ask the agent to use hs_get_associations to check the link between the company and deal records. This immediately reveals missing links or unowned pipeline items.

04

Correcting a stale contact record.

A team member realizes a key contact's phone number is wrong. Instead of manually updating the record, they use hs_update_contact with the contact ID and the new phone number. The agent updates the data and confirms the change.

The Tradeoffs

Treating it like a general search engine

Trying to ask the agent to 'find all people who used the word synergy last year.' The agent only accesses structured data points (name, email, stage, etc.) and can't search unstructured activity logs.

You must search by defined attributes. Use hs_search_contacts with criteria like email, company name, or lifecycle stage. For activity logs, use hs_get_associations to see what records are linked.

Manually copying and pasting data

Copying a company name from an email, pasting it into HubSpot, and then manually linking the contact record. This is slow and prone to linking errors.

Let the agent handle the linkage. Use hs_create_company first to establish the company record, then use hs_create_contact and provide the company name to ensure the record is linked correctly.

Ignoring the record ID when updating

Telling the agent, 'Update the company for Acme Corp.' The agent needs a specific, unique identifier (the record ID) to ensure it's changing the right company and not another one with the same name.

Always provide the specific ID when updating. Use hs_get_contact or hs_search_contacts first to get the necessary ID, then use hs_update_contact with that ID.

When It Fits, When It Doesn't

Use this server if your job requires keeping track of complex relationships between people, companies, and activities. Specifically, if you need to find out, 'Who is related to this company, and what tasks are due for them?' You should use this for logging (via hs_create_note) and structured data retrieval (via hs_search_contacts).

Don't use this if you just need to read a single, static piece of information (like a single public website). If that's the case, a simple web search or a different, limited-scope information retrieval tool might be better. This tool is designed for writing and linking data, not just reading it.

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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How we secure it →

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 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.

Available Capabilities

hs_create_company hs_create_contact hs_create_note hs_create_task hs_get_associations hs_get_contact hs_search_companies hs_search_contacts hs_update_company hs_update_contact

Managing CRM data means jumping between tabs.

Right now, if you need to update a contact's status, you open HubSpot. You find the contact. You click on the company tab. You scroll through history to find the right note to reference. Then, you click a separate 'Tasks' button, which takes you to another view. It's three different views, three different clicks, and three different load times.

With the HubSpot CRM MCP Server, your agent handles it all. You tell your agent, 'Change Sarah Chen's stage to MQL and log a call note.' The agent uses `hs_update_contact` and `hs_create_note` in sequence. You get the action done and the confirmation, all without leaving your chat.

HubSpot CRM MCP Server: Build and Update Records

You no longer have to manually create records. If you find a potential company, you just ask the agent to `hs_create_company`. If you get a name, you ask it to `hs_create_contact`. It handles the data structure and the linking automatically.

The difference is that you treat the CRM like a single database accessible via conversation. You don't navigate the UI; you just talk to the data.

Common Questions About HubSpot CRM MCP

How do I use the `hs_search_contacts` tool? +

You use it by providing search criteria like an email, name, or company. The tool returns a list of people matching your criteria, including their full lifecycle stage and associated company.

Can I use `hs_create_task` to schedule a follow-up? +

Yes. You ask the agent to create the task and specify the subject, due date, and priority. You can also associate it with a contact record.

What is the difference between `hs_create_note` and `hs_create_task`? +

Notes are for logging activity history—like 'Call Summary.' Tasks are actionable items—like 'Send follow-up email.' You log the 'what happened' with a note, and the 'what to do' with a task.

Do I need to use `hs_get_associations` to find related records? +

Yes. This tool is the mechanism to show connections. You ask it to find, for example, 'all contacts linked to this company,' and it retrieves that list.

How do I use the `hs_search_companies` tool to find a specific organization? +

You search by name, domain, or industry. The tool returns the company's name, website domain, industry, annual revenue, and employee count so you can quickly identify the right organization.

What data does `hs_get_contact` return, and what should I do if the contact ID is missing? +

It returns full contact details, including name, email, phone, company, lifecycle stage, and all custom properties. If you don't have the ID, you must run hs_search_contacts first.

If I try to create a contact with an email that already exists, what happens using `hs_create_contact`? +

The API will return an error because email is the primary deduplication key. You'll need to use hs_get_contact or hs_search_contacts to find the existing record ID first.

Can I update both a company and a contact using `hs_update_company` and `hs_update_contact`? +

Yes, you can update properties for both. Remember that only the fields you specify will change; other existing data remains untouched.

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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