HubSpot Operations Hub MCP. Manage every CRM detail via conversation.
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HubSpot Operations Hub. Use your AI client to manage your entire HubSpot CRM—contacts, companies, deals, and support tickets—without leaving your chat window.
You can search for contacts, create deals, track pipelines, and manage notes directly through conversation. It gives your AI agent instant, deep access to all your core CRM data points, making manual tab-switching obsolete.
What your AI agents can do
Hs create property
Creates a custom field on a HubSpot object so you can track business data that doesn't exist in the default model.
Hs list all pipelines
Lists all deal or ticket pipelines, showing every stage, its ID, and the display order for workflow configuration.
Hs list owners
Retrieves a list of all HubSpot users (owners), including their name, email, and active status for assignment tracking.
Search, create, and update contacts, companies, deals, and support tickets using natural language commands.
List all available properties (fields), property groups, and pipelines to understand the exact data model of your HubSpot account.
Review all active and inactive workflows to audit how your sales and marketing processes are automated.
Retrieve the full list of users and their assigned roles (owners) across all CRM record types.
Create custom properties (fields) on specific HubSpot objects to capture business data not covered by the standard CRM model.
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HubSpot Operations Hub: 6 Tools for CRM Management
These tools let your AI client manage the core data points of HubSpot, including properties, pipelines, owners, and automated workflows.
019d75b4hs create property
Creates a custom field on a HubSpot object so you can track business data that doesn't exist in the default model.
019d75b4hs list all pipelines
Lists all deal or ticket pipelines, showing every stage, its ID, and the display order for workflow configuration.
019d75b4hs list owners
Retrieves a list of all HubSpot users (owners), including their name, email, and active status for assignment tracking.
019d75b4hs list properties
Lists all fields (properties) configured on a HubSpot object type, detailing their type and purpose for understanding the CRM data model.
019d75b4hs list property groups
Lists the logical sections (property groups) that organize fields in the HubSpot UI, helping you find valid field containers.
019d75b4hs list workflows
Lists all automated workflows in HubSpot, providing the name, type, status (active/inactive), and action count.
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What you can do with this MCP connector
HubSpot Operations Hub lets your AI client manage everything in your HubSpot CRM—contacts, companies, deals, and support tickets—without you ever leaving your chat window. You can search for records, create new ones, and update details using natural language. It gives your agent deep access to your core CRM data, making those manual tab switches a thing of the past.
Manage CRM Records lets you search, create, and update contacts, companies, deals, and support tickets with simple commands. You can also log notes against any record type. Audit Data Structure lets you list all available properties (fields), property groups, and pipelines so you know the exact data model of your HubSpot account. Configure Automation lets you review every active and inactive workflow to check how your sales and marketing processes are automated. View Team Assignments lets you pull the full list of users and their assigned roles (owners) across all CRM record types. Extend Data Model lets you create custom properties (fields) on specific HubSpot objects to capture business data that doesn't fit the standard CRM model.
Use hs_list_all_pipelines to see every stage in your deal or ticket pipelines, along with the stage ID and display order for setting up workflows. Use hs_list_properties and hs_list_property_groups to list every field configured on an object type, detailing its type and purpose, so you can understand the CRM data model.
Use hs_list_owners to get a full list of all HubSpot users, including their name, email, and whether they're active, which is critical for assignment tracking. Use hs_list_workflows to list all automated workflows, giving you the name, type, status (active or inactive), and how many actions they contain. Use hs_create_property to create a custom field on a HubSpot object, letting you track business data that doesn't exist in the default model.
How HubSpot Operations Hub MCP Works
- 1 First, your AI client calls
hs_list_propertiesto map the available data fields on a specific object (like Contacts or Companies). - 2 Next, you use the discovered field names to call
hs_create_propertyif you need a new custom field, or usehs_list_ownersto get the ID of a user for assignment. - 3 Finally, you run a sequence of commands, like listing pipelines (
hs_list_all_pipelines) and then creating a deal, to complete a complex business action.
The bottom line is, it turns your entire HubSpot UI into a conversational API endpoint, letting your AI agent do the work.
Who Is HubSpot Operations Hub MCP For?
The Sales Development Rep (SDR) who gets frustrated by clicking through five tabs just to update a deal stage. The Support Manager who needs to check user assignments across multiple teams. The Revenue Operations (RevOps) specialist who has to manually audit data structures and workflow rules. This is for anyone whose job involves constant context switching between the CRM and their tools.
Updates deal stages, searches for contact details, and logs notes on accounts without ever leaving their chat interface.
Creates and searches support tickets, and attaches notes to specific contacts using natural conversation.
Audits the full CRM structure by listing properties, checking owner assignments, and reviewing all active workflows.
What Changes When You Connect
- Never switch tabs for data. Use the agent to search for contacts or companies directly. No more jumping between the CRM UI and your task manager.
- Full process visibility. Run
hs_list_all_pipelinesto see every deal and ticket stage, ensuring your team knows exactly where every opportunity stands. - Audit the data model. Use
hs_list_propertiesandhs_list_property_groupsto map out every custom field in your CRM. This is essential for governance or integration prep. - Automate governance tasks. Run
hs_list_workflowsto audit all automated marketing and sales sequences. You can check active status and action counts in one go. - Seamless record management. Need to assign a ticket? Use
hs_list_ownersto get the correct user ID, then have the agent assign the record instantly. - Extend the CRM. If you need to track something new (like 'Preferred Vendor'), use
hs_create_propertyto add the custom field, then manage it through the agent.
Real-World Use Cases
The SDR needs to update a deal's owner.
The SDR finds an account and sees the wrong owner assigned. Instead of navigating to the deal record, they prompt their agent: 'Change the owner of Deal XYZ to Jane Doe.' The agent uses hs_list_owners to verify Jane's ID and updates the owner assignment automatically.
Support needs to audit the current support process.
The Support Lead needs to confirm if ticket routing is working correctly. They ask the agent to run hs_list_all_pipelines. The agent returns the full list of stages, allowing the lead to check if the 'Escalated' stage exists and is active.
RevOps needs to build a data filter.
A RevOps specialist needs to filter contacts by a custom field like 'Industry Tier'. They use hs_list_properties to find the internal name of the 'Industry Tier' property, then give that name to their agent to build a precise search query.
Manager needs a quick overview of automation.
A manager asks the agent: 'Show me all active marketing workflows.' The agent executes hs_list_workflows, providing a clean list of names, types, and action counts, letting the manager audit the entire automation setup without logging into HubSpot's workflow dashboard.
The Tradeoffs
Manual CRM Navigation
Jumping between the HubSpot dashboard, the Deals tab, and the Contacts record to update a property and check the pipeline stage. This takes 5-10 minutes of clicking.
→ Keep your agent open. Ask it to 'Update the deal for Acme Corp: set the amount to $75k and move the stage to Negotiation.' The agent handles the sequence using the underlying tools.
Guessing Property Names
Trying to update a custom field but using the display label ('Customer Industry') instead of the required internal property name when writing a script.
→
First, run hs_list_properties. This shows you the exact internal names and data types you need to use for any automation or update.
Ignoring Workflow Scope
Assuming a workflow is running because it's visible, without checking if it's active or if it has the correct trigger conditions.
→
Always check the automation status first. Use hs_list_workflows to see the name, type, and current enabled status before trusting any process.
When It Fits, When It Doesn't
Use this HubMCP Server if your job relies on reading or writing core HubSpot data (contacts, deals, tickets) or managing the underlying data structure (properties, pipelines, workflows). It's a full-stack management tool.
Don't use it if you only need to view data that is already exposed via a simple read-only API, or if your task is entirely outside the HubSpot ecosystem (e.g., managing AWS resources). For complex data relationships (like 'which workflow uses this property?'), you still need to manually correlate the data from hs_list_properties and hs_list_workflows. It's a powerful inventory tool, but it doesn't automatically draw the dependency map for you. It's a strong replacement for UI clicks, but not a replacement for deep architectural analysis.
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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Available Capabilities
The manual process of managing HubSpot data is a constant cycle of clicking, switching tabs, and copying IDs.
Think about it. To update a single deal, you might have to go to the Deals tab, find the correct record, open the sidebar, scroll down to the custom properties section, and then manually change a value. If you need to assign a new owner or check the pipeline stage, you're clicking through four or five different UI sections just to complete one task.
With the HubSpot Operations Hub MCP Server, the process is conversational. You tell your agent, 'Update this deal: change the amount and assign it to John Doe.' The agent runs the necessary tools (`hs_list_owners`, deal update) in the background. You get the result—the updated record—without ever leaving your chat window.
HubSpot Operations Hub MCP Server: Manage data and processes via chat.
Manual steps like finding the correct property ID, listing the available owners, or checking if an automation is even enabled are time sinks. Before, you had to run multiple reports and manually cross-reference data points in different views.
Now, the agent runs the tools for you. You ask it to 'List all active workflows.' It executes `hs_list_workflows` and delivers a clean, actionable list. It's a direct, conversational API layer over the whole platform.
Common Questions About HubSpot Operations Hub MCP
How do I use the hs_list_properties tool with HubSpot Operations Hub? +
Run hs_list_properties to get a list of all properties (fields) available on a specific HubSpot object type. This is the first step if you need to know the exact internal name of a field for an update or filter.
Can hs_list_all_pipelines help me set up a new deal stage? +
No, hs_list_all_pipelines only lists the existing stages. You use this tool to view the current stages and IDs for documentation or to inform your automation design.
What is the purpose of hs_list_owners in the HubSpot Operations Hub? +
The hs_list_owners tool lists every user who can be assigned to a record. You use this to get a valid owner ID before attempting to assign a contact, company, or deal.
Do I need to run hs_list_property_groups before creating a property? +
It's best practice to run hs_list_property_groups first. This tells you the valid organizational containers (like 'Contact Information') so your agent can correctly place the new custom property.
How does the `hs_list_workflows` tool help me audit HubSpot automations? +
It lists all automation workflows in HubSpot. You get the workflow name, type, active/inactive status, and action count, letting you quickly check which processes are running.
What happens if I try to create a property using `hs_create_property` with an invalid group name? +
The system returns an error detailing the issue. You must first use hs_list_property_groups to find the correct internal group name before creating the property.
Can I use `hs_list_owners` to check if a user has permission to assign a deal? +
No, this tool only lists owner details (ID, name, email, status). For permission checks, you'll need a dedicated HubSpot API call outside of this MCP server.
Is the data retrieved by `hs_list_properties` real-time, or is there a delay? +
The data is near real-time, reflecting current HubSpot settings. We recommend running the tool when you need the most accurate view of your CRM's data model.
What HubSpot data can I access? +
Contacts, Companies, Deals, Tickets, Notes, Owners, and Pipelines. All data respects your HubSpot permissions.
Can I create and update records? +
Yes! Create contacts, deals, tickets, and notes. All through natural conversation.
How does authentication work? +
Uses a HubSpot Private App token (Bearer). Create a Private App in Settings > Integrations > Private Apps, copy the token, and paste it.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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