How to Use the HubSpot Operations Hub MCP in Windsurf

Q: How do I connect HubSpot Operations Hub to Windsurf?

Open your /.codeium/windsurf/mcpconfig.json file and add the server configuration under the mcpServers key. Alternatively, use the Settings UI under Cascade to add the server URL, click refresh in the MCP panel, and Cascade will instantly find the tools.

Q: How does Windsurf handle HubSpot pipeline stage IDs?

The agent calls hslistallpipelines to fetch internal stage IDs and display order. It uses this data to map out your sales or support stages directly inside your workspace.

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Connect HubSpot Operations Hub MCP to Windsurf

Create your Vinkius account to connect HubSpot Operations Hub 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 Operations Hub with Windsurf

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Map CRM properties with this Windsurf MCP Server

Windsurf reads your workspace context and uses `hs_list_properties` to see what fields your HubSpot account already has. If a field is missing, the Cascade agent creates it on the fly using `hs_create_property` without interrupting your flow to ask for permission. You get your custom contact or deal fields set up instantly. Cascade groups them cleanly by checking `hs_list_property_groups` first so your CRM stays organized.

Chain pipeline audits and workflow checks

Stop bouncing back and forth between HubSpot and your editor. Let Cascade run `hs_list_all_pipelines` to pull your sales stages, then immediately trigger `hs_list_workflows` to find which active automations are feeding them. This MCP server lets Windsurf build a complete map of your lead routing in seconds. It handles the API calls in the background while you focus on high-level logic.

Assign records to active owners automatically

Cascade queries your team directory with `hs_list_owners` to verify who is active and what teams they belong to. It matches these IDs against your current routing rules to prevent dead-end assignments. You don't have to copy-paste owner IDs from the HubSpot browser UI anymore. Windsurf pulls the raw JSON data and formats it directly inside your active session.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "hubspot-operations-hub-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 Operations Hub MCP in Windsurf

Open your `~/.codeium/windsurf/mcp_config.json` file and add the server configuration under the `mcpServers` key. Alternatively, use the Settings UI under Cascade to add the server URL, click refresh in the MCP panel, and Cascade will instantly find the tools.

No, Cascade runs autonomously. It will plan the sequence of API calls, list your fields, and create properties without stopping to prompt you for every single step.

Yes, you can ask Cascade to check your active workflows. The agent calls the `hs_list_workflows` tool to return a list of active and inactive automations along with their action counts.

The agent calls `hs_list_all_pipelines` to fetch internal stage IDs and display order. It uses this data to map out your sales or support stages directly inside your workspace.

Your CRM properties, workflow lists, and owner emails are processed locally within the Vinkius sandbox. No CRM data is stored on external servers, keeping your customer records secure.

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