How to Use the HubSpot MCP in Windsurf

Q: How do I connect the HubSpot MCP Server to Windsurf?

Open /.codeium/windsurf/mcpconfig.json and add the server configuration under the mcpServers key. You can also do this directly in the Windsurf UI under Settings by navigating to Cascade MCP Servers and clicking refresh.

Q: Can Windsurf Cascade update deals and contacts in HubSpot?

Yes, Cascade uses createcontact and linkcrmobjects to update your CRM records. It chains these tools together to build associations and modify pipelines based on your commands.

Q: How does Windsurf handle custom properties in HubSpot?

Cascade runs getobjectschema to read your custom fields in real time. This ensures your agent maps data correctly to your specific HubSpot setup without manual configuration.

Q: Can I search for specific sales reps using this integration?

Use listhubspotusers to pull your team directory directly into the editor. This lets your agent assign newly created deals or contacts to the correct owner instantly.

Run complex multi-step sales ops sequences directly in Windsurf using Cascade and this HubSpot MCP Server.

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Connect HubSpot MCP to Windsurf

Create your Vinkius account to connect HubSpot 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 with Windsurf

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Auto-provision HubSpot contacts with Cascade

`create_contact` launches a sequence where Cascade reads inbound lead data from your workspace and immediately writes it to your CRM. The agent doesn't stop there; it automatically uses `get_object_schema` to verify your custom properties so no data gets dropped during the sync. You just tell Cascade to onboard a new batch of signups. It handles the API calls, matches fields, and logs the results in your terminal without requiring you to write a single line of integration code.

Chain pipeline updates using this MCP Server

`list_deals` pulls your active sales pipeline so Cascade can scan for stalled accounts. Once found, the agent runs `get_deal_details` to analyze the history and determines the next best action based on your local files. Cascade then uses `link_crm_objects` to connect the deal to newly discovered stakeholders. This turns your workspace into an active sales command center where your agent updates records based on your actual work context.

Clean dirty CRM records autonomously

`search_contacts` lets Cascade hunt down duplicates and stale leads across your entire database. When it finds abandoned test accounts, it runs `remove_contact` to purge them, keeping your database clean and reducing your billing tier. Your agent coordinates this cleanup by first running `get_contact_details` to verify the lead has no active deals. You get a clean CRM without spending your weekend writing python scripts.

Setup guide

Set up HubSpot 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 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 payment history." If connected, Cascade will call the HubSpot tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

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

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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 MCP in Windsurf

Open `~/.codeium/windsurf/mcp_config.json` and add the server configuration under the `mcpServers` key. You can also do this directly in the Windsurf UI under Settings by navigating to Cascade MCP Servers and clicking refresh.

Yes, Cascade uses `create_contact` and `link_crm_objects` to update your CRM records. It chains these tools together to build associations and modify pipelines based on your commands.

Cascade runs `get_object_schema` to read your custom fields in real time. This ensures your agent maps data correctly to your specific HubSpot setup without manual configuration.

Use `list_hubspot_users` to pull your team directory directly into the editor. This lets your agent assign newly created deals or contacts to the correct owner instantly.

Your CRM records, contacts, and deal details never leave your local environment or the Vinkius secure sandbox. Vinkius runs the server in an ephemeral container, passing authenticated requests directly to HubSpot without storing your customer database.

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