HubSpot CRM MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect HubSpot CRM through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
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Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install HubSpot CRM and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"hubspot-crm": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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.
Windsurf's Cascade agent chains multiple HubSpot CRM tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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 Windsurf 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 Windsurf via MCP
Follow these steps to integrate the HubSpot CRM MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using HubSpot CRM
Open Cascade and ask: "Using HubSpot CRM, help me...". 10 tools available
Why Use Windsurf with the HubSpot CRM MCP Server
Windsurf provides unique advantages when paired with HubSpot CRM through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
HubSpot CRM + Windsurf Use Cases
Practical scenarios where Windsurf combined with the HubSpot CRM MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from HubSpot CRM and generate models, types, or handlers based on real API responses
Live debugging: query HubSpot CRM tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from HubSpot CRM and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine HubSpot CRM data with Cascade's code generation to scaffold entire features in minutes
HubSpot CRM MCP Tools for Windsurf (10)
These 10 tools become available when you connect HubSpot CRM to Windsurf 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 Windsurf
Ready-to-use prompts you can give your Windsurf 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 Windsurf
Common issues when connecting HubSpot CRM to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
HubSpot CRM + Windsurf FAQ
Common questions about integrating HubSpot CRM MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect HubSpot CRM with your favorite client
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Connect HubSpot CRM to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.