How to Use the HubSpot CRM MCP in LlamaIndex

Q: How do I search for a company in HubSpot CRM with LlamaIndex?

Invoke hssearchcompanies through your McpToolSpec. The LlamaIndex agent returns the company details, which you can then index into your vector store.

Q: Can I use HubSpot CRM data to ground my LlamaIndex answers?

Absolutely. By indexing the output of hsgetcontact, your agents provide answers based on your live CRM data, preventing the agent from hallucinating customer details.

Q: How are HubSpot CRM associations indexed in LlamaIndex?

The hsgetassociations tool provides the link mappings. You can store these as metadata or relationships within your index for complex querying.

Q: Does this work with private HubSpot CRM properties?

Yes. The hsgetcontact tool retrieves full property sets. You decide which properties to index into your LlamaIndex knowledge base to maintain strict control.

Index your HubSpot CRM data into a searchable knowledge base with LlamaIndex.

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Connect HubSpot CRM MCP to LlamaIndex

Create your Vinkius account to connect HubSpot CRM to LlamaIndex 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 LlamaIndex

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Build a searchable CRM knowledge base

Use `hs_get_contact` and `hs_search_contacts` to ingest your CRM records into a vector store. Once indexed, your LlamaIndex agents perform semantic searches across your entire customer list. This turns stagnant contact info into an active knowledge set. You query your database using natural language, and the agent retrieves the exact context needed for your task.

Query associations for context-aware RAG

Incorporate `hs_get_associations` to map the relationships between companies and contacts. LlamaIndex indexes these links, allowing your RAG pipeline to understand the full hierarchy of your accounts. When you ask about a company, the agent finds all linked contacts automatically. It grounds your generated answers in actual CRM structure rather than relying on stale data.

Execute record management within the index

Manage your database state using `hs_create_task` and `hs_update_contact` directly through your LlamaIndex tool specs. The agent updates your CRM while simultaneously re-indexing the changes. Your knowledge base stays current with every API call. This ensures your retrieval pipeline always reflects the latest status of your sales operations.

Setup guide

Set up HubSpot CRM MCP in LlamaIndex

Prerequisites

Python 3.10+ installed
llama-index-tools-mcp package
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai. The MCP tools package provides BasicMCPClient and McpToolSpec.
2

Connect with BasicMCPClient
Point BasicMCPClient to your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports SSE and Streamable HTTP transports.
3

Convert to LlamaIndex tools
Call mcp_tool_spec.to_tool_list_async() to convert all HubSpot CRM MCP tools into native FunctionTool objects that any LlamaIndex agent can use.
4

Run with any LLM
Create a FunctionAgent with the tools and your preferred LLM. Swap OpenAI for Anthropic, Gemini, or any LlamaIndex-supported provider.

agent.py

from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

# Connect to the MCP
mcp_client = BasicMCPClient(
    "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)
mcp_tool_spec = McpToolSpec(client=mcp_client)

# Convert MCP tools to LlamaIndex tools
tools = await mcp_tool_spec.to_tool_list_async()

# Create and run the agent
agent = FunctionAgent(
    tools=tools,
    llm=OpenAI(model="gpt-4o"),
    system_prompt="You have access to HubSpot CRM tools.",
)
response = await agent.run("List recent HubSpot CRM data")

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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 MCP in LlamaIndex

Invoke `hs_search_companies` through your McpToolSpec. The LlamaIndex agent returns the company details, which you can then index into your vector store.

Absolutely. By indexing the output of `hs_get_contact`, your agents provide answers based on your live CRM data, preventing the agent from hallucinating customer details.

The `hs_get_associations` tool provides the link mappings. You can store these as metadata or relationships within your index for complex querying.

Security is handled through your unique endpoint token. Your data stays within the ephemeral sandbox environment, and no external party sees your CRM records.

Yes. The `hs_get_contact` tool retrieves full property sets. You decide which properties to index into your LlamaIndex knowledge base to maintain strict control.

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