How to Use the HubSpot CRM MCP in Windsurf

Q: How does Windsurf use the HubSpot CRM MCP server to add a new lead?

You give Cascade a name or email. It uses hssearchcontacts to check for duplicates. If none exist, it creates the record with hscreatecontact, links it to a company, and sets a follow-up task.

Stop context-switching. Let Windsurf's Cascade agent run your HubSpot CRM playbook for you, from lead to close.

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Connect HubSpot CRM MCP to Windsurf

Create your Vinkius account to connect HubSpot CRM to Windsurf 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 Windsurf

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Give Cascade a prospect's email. It will find the right contact with `hs_search_contacts`, check if their company exists using `hs_search_companies`, and if not, create both with `hs_create_company` and `hs_create_contact`. You don't have to prompt each step. Windsurf chains these actions together. It can then create a follow-up reminder using `hs_create_task` and log the entire interaction with `hs_create_note`. You just get the notification that the new lead is in HubSpot, ready for outreach.

Get Full Customer Context with Windsurf

When you're prepping for a call, ask Cascade to pull a customer's history. It uses `hs_get_contact` to get their details and `hs_get_associations` to find every linked company, deal, and support ticket. This isn't just a data dump. Windsurf organizes the information right in your IDE. You see the whole picture without ever opening a HubSpot tab, so you can focus on the conversation, not the CRM.

Keep Your CRM Data Clean

Noticed a contact has a new title or their company got acquired? Just tell Cascade. It will find the right records with `hs_search_contacts` and `hs_search_companies`, then apply the changes using `hs_update_contact` and `hs_update_company`. Because Cascade handles the multi-step lookup and update, you prevent duplicates and bad data entry. Your HubSpot instance stays clean, which means your reports are actually trustworthy. This is a solid MCP Server integration.

Setup guide

Set up HubSpot CRM MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the HubSpot CRM MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my HubSpot CRM payment history." If connected, Cascade will call the HubSpot CRM tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "hubspot-crm-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Common questions about HubSpot CRM MCP in Windsurf

You give Cascade a name or email. It uses `hs_search_contacts` to check for duplicates. If none exist, it creates the record with `hs_create_contact`, links it to a company, and sets a follow-up task.

Yes. Ask Windsurf to find contacts for a company. It'll use `hs_search_companies` to get the company ID, then `hs_get_associations` to pull a list of every associated contact record.

Browser extensions just put a UI on top of a web page. This MCP connection lets Windsurf's Cascade agent directly execute multi-step workflows, like creating a contact, then a company, then a task, all from one command.

Absolutely. Tell Windsurf to change a contact's stage to 'SQL'. It finds the person with `hs_search_contacts` and then uses `hs_update_contact` to change the `lifecyclestage` property.

This server only interacts with core CRM objects: contact details like name, email, and phone; company information like name and domain; and engagement data like notes and tasks. Your Vinkius token authenticates each request, and all operations are logged.

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