HubSpot CRM MCP Server for LlamaIndex 10 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add HubSpot CRM as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
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Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to HubSpot CRM. "
"You have 10 tools available."
),
)
response = await agent.run(
"What tools are available in HubSpot CRM?"
)
print(response)
asyncio.run(main())
* 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 MCP Server
Connect HubSpot CRM to any AI agent — instant access to your full CRM data without switching tabs.
LlamaIndex agents combine HubSpot CRM tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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 MCP Server exposes 10 tools through the Vinkius. Connect it to LlamaIndex 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 to LlamaIndex via MCP
Follow these steps to integrate the HubSpot CRM MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 10 tools from HubSpot CRM
Why Use LlamaIndex with the HubSpot CRM MCP Server
LlamaIndex provides unique advantages when paired with HubSpot CRM through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine HubSpot CRM tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain HubSpot CRM tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query HubSpot CRM, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what HubSpot CRM tools were called, what data was returned, and how it influenced the final answer
HubSpot CRM + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the HubSpot CRM MCP Server delivers measurable value.
Hybrid search: combine HubSpot CRM real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query HubSpot CRM to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying HubSpot CRM for fresh data
Analytical workflows: chain HubSpot CRM queries with LlamaIndex's data connectors to build multi-source analytical reports
HubSpot CRM MCP Tools for LlamaIndex (10)
These 10 tools become available when you connect HubSpot CRM to LlamaIndex via MCP:
hs_create_company
The name is required. Providing the website domain (e.g., "acme.com") helps HubSpot auto-enrich the company with public data. Industry should match HubSpot industry categories. Returns the created company with its new HubSpot ID. Create a new company record in HubSpot CRM with name, domain, industry, and phone
hs_create_contact
Email is the primary deduplication key — if a contact with the same email already exists, the API will return an error. Provide first name, last name, phone, company name, and lifecycle stage to fully populate the record. Returns the created contact with its new HubSpot ID. Create a new contact in HubSpot CRM with email as the unique identifier, plus name, phone, and company
hs_create_note
The body supports HTML. Notes appear in the timeline of associated records — essential for keeping CRM activity history. Provide contact, company, or deal IDs to link the note. Use to log meeting notes, call summaries, or internal context. Create an engagement note in HubSpot attached to a contact, company, or deal for activity logging
hs_create_task
Tasks appear in the tasks queue and can be assigned to owners. Set priority to HIGH, MEDIUM, or LOW. Due date should be ISO format. Associate with a contact by providing their ID. Use when the user wants to schedule follow-ups, create reminders, or assign action items. Create a follow-up task in HubSpot with subject, due date, priority, and optional contact association
hs_get_associations
For example: objectType="companies", objectId="123", toObjectType="contacts" returns all contacts associated with company 123. Common patterns: company→contacts, contact→deals, deal→contacts, contact→tickets. Use when the user asks "which contacts are at this company?" or "what deals does this contact have?" Get associations between HubSpot CRM objects — e.g., find all contacts linked to a company, or deals linked to a contact
hs_get_contact
Returns full contact data including name, email, phone, company, lifecycle stage, lead status, last activity date, and all custom properties. Use after searching contacts to drill into a specific person for full details. Get the complete details of a specific HubSpot contact by their record ID
hs_search_companies
Returns company 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, or check company-level CRM data. Search HubSpot CRM companies by name, domain, or industry to find organizations
hs_search_contacts
Returns first name, last name, email, phone, associated company, lifecycle stage (subscriber/lead/MQL/SQL/opportunity/customer/evangelist), and assigned HubSpot owner. Use when the user wants to find a specific person, check contact details, verify lifecycle stage, or look up who is at a particular company. Search HubSpot CRM contacts by name, email, phone, or company to find people in your database
hs_update_company
Only specified fields are updated. Use when the user wants to update company details, correct industry classification, or change the domain. Update properties of an existing HubSpot company by their record ID
hs_update_contact
Only the fields you provide will be updated — other fields remain unchanged. Use when the user wants to correct contact info, update a phone number, change lifecycle stage, or reassign a contact. Update properties of an existing HubSpot contact by their record ID
Example Prompts for HubSpot CRM in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with HubSpot CRM immediately.
"Search for contacts at Acme Corp"
"Create a deal: Enterprise Package $50,000"
"Show me the deal pipeline stages"
Troubleshooting HubSpot CRM MCP Server with LlamaIndex
Common issues when connecting HubSpot CRM to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpHubSpot CRM + LlamaIndex FAQ
Common questions about integrating HubSpot CRM MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
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Connect HubSpot CRM to LlamaIndex
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.