How to Use the HubSpot CRM MCP in CrewAI

Q: How do I configure a CrewAI agent to use the HubSpot CRM MCP Server?

You pass the Vinkius server URL directly into the agent's mcps parameter array. CrewAI handles the tool discovery and registration automatically. This exposes the entire suite of CRM tools to that specific agent instantly.

Q: Can I limit which HubSpot CRM tools a CrewAI agent can access?

Yes, you can use the MCPServerHTTP class with a toolfilter to restrict access. This allows you to give a research agent access to hssearchcontacts while blocking it from making updates. It is a great way to enforce least-privilege security.

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Connect HubSpot CRM MCP to CrewAI

Create your Vinkius account to connect HubSpot CRM to CrewAI 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 with CrewAI

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Deploy collaborative CrewAI squads for HubSpot CRM

Run specialized teams of agents that divide and conquer your database cleanup. Using CrewAI, one agent can focus entirely on scanning incoming emails with `hs_search_contacts`, while a second agent evaluates the results. If a contact is out of date, the second agent calls `hs_update_contact` to refresh their details. This multi-agent setup ensures that complex operations are handled by specialized roles rather than a single overwhelmed model. The shared memory system allows agents to pass HubSpot record IDs between tasks without losing context.

Automate company research and data enrichment

Stop forcing your sales reps to manually research new leads. A research agent can run `hs_create_company` using only a domain name, triggering HubSpot's automatic enrichment. A moderator agent then runs `hs_search_companies` to verify the company profile is fully populated. If details are missing, the agent can look up related entities or schedule a follow-up. This automated pipeline keeps your company database clean and actionable without manual intervention.

Autonomous activity logging and task delegation

Ensure every customer touchpoint is recorded accurately across your team. An escalation agent can use `hs_create_note` to log interaction history directly to the relevant record. This creates a permanent, HTML-formatted audit trail for every account. When critical issues arise, the agent immediately calls `hs_create_task` to assign a follow-up action to the account owner. This keeps your support and sales teams aligned without requiring manual sync meetings.

Setup guide

Set up HubSpot CRM MCP in CrewAI

Prerequisites

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

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke HubSpot CRM tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="HubSpot CRM Analyst",
    goal="Access and analyze HubSpot CRM data via MCP.",
    backstory="Expert analyst with direct HubSpot CRM access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent HubSpot CRM transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="HubSpot CRM Analyst",
        goal="Access and analyze HubSpot CRM data via MCP.",
        backstory="Expert analyst with direct HubSpot CRM access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent HubSpot CRM transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

Get your connection token →

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 MCP in CrewAI

You pass the Vinkius server URL directly into the agent's `mcps` parameter array. CrewAI handles the tool discovery and registration automatically. This exposes the entire suite of CRM tools to that specific agent instantly.

Yes, you can use the `MCPServerHTTP` class with a `tool_filter` to restrict access. This allows you to give a research agent access to `hs_search_contacts` while blocking it from making updates. It is a great way to enforce least-privilege security.

CrewAI coordinates execution sequentially or hierarchically based on your crew's process configuration. The underlying MCP Server handles concurrent API requests safely up to HubSpot's rate limits. This prevents conflicts when multiple agents are active.

Yes, the server supports stdio, SSE, and Streamable HTTP transports. You can run it locally in your terminal or host it on Vinkius for production environments. This gives you complete flexibility during development.

Yes, your contact details, notes, and tasks are protected by our zero-trust architecture. Vinkius runs the MCP Server in an isolated, ephemeral sandbox environment. Your API credentials are encrypted and never exposed to the individual CrewAI agents.

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