HubSpot Sales Hub MCP. Manage deals, pipelines, and quotes without leaving your agent.
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HubSpot Sales Hub MCP Server gives your AI client instant access to all your CRM data. You can search contacts, create deals, manage pipelines, track quotes, and log meetings without switching tabs.
It's full CRUD access to deals, companies, products, and support tickets, all driven by natural conversation.
What your AI agents can do
Hs create deal
Creates a new deal or opportunity in the sales pipeline using name, stage, amount, and expected close date.
Hs create product
Creates a new item in the HubSpot product library for use in quotes and deals.
Hs deals by stage
Retrieves all deals that currently sit in a specific pipeline stage for analysis or review.
Search for specific contacts or create new ones directly in HubSpot records.
Create new sales opportunities and change their pipeline stage or monetary amount using tools like hs_create_deal and hs_update_deal.
Search the product catalog (hs_search_products) and create new products for use in quotes and deals.
Get lists of all deals at a specific pipeline stage (hs_deals_by_stage) or review all active quotes (hs_list_quotes).
Create and search support tickets, or attach notes to any CRM record, keeping support visible alongside sales.
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HubSpot Sales Hub MCP Server: 9 Tools for CRM Management
Use these nine tools to interact with your HubSpot CRM. Create, search, and update deals, products, and meetings using natural conversation.
019d75b4hs create deal
Creates a new deal or opportunity in the sales pipeline using name, stage, amount, and expected close date.
019d75b4hs create product
Creates a new item in the HubSpot product library for use in quotes and deals.
019d75b4hs deals by stage
Retrieves all deals that currently sit in a specific pipeline stage for analysis or review.
019d75b4hs list meetings
Lists recent meetings, including titles, participants, and the recorded outcome, to give call history.
019d75b4hs list pipelines
Lists all deal and support pipelines, including stage names and the internal IDs needed for operations.
019d75b4hs list quotes
Retrieves a list of sales quotes, showing title, status, total amount, and expiration date.
019d75b4hs search deals
Searches for specific deals by name or criteria, returning the stage, amount, and close date.
019d75b4hs search products
Searches the product catalog by name to find items available for quoting and pricing.
019d75b4hs update deal
Updates an existing deal's stage, amount, or close date to reflect current sales progress.
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What you can do with this MCP connector
HubSpot Sales Hub MCP Server lets your AI client talk directly to your full HubSpot CRM. You'll search for contacts or create new ones right in your chat window. You can build out and move deals through the sales pipeline; you'll use hs_create_deal to set up new opportunities with a name, stage, amount, and expected close date, and then hs_update_deal to change a deal's stage, amount, or close date as things move along.
You can search for existing deals using hs_search_deals by name or other criteria, and you'll pull all deals currently sitting in a specific pipeline stage with hs_deals_by_stage. You'll see all the active quotes with hs_list_quotes, which shows the title, status, total amount, and expiration date. Need to quote something new? You can use hs_search_products to check the product catalog by name, or you can use hs_create_product to build a new item for quotes and deals.
You'll also track your meetings by calling hs_list_meetings, which gives you the titles, participants, and recorded outcome for your call history. You can find out what pipelines you're working with by listing all deal and support pipelines using hs_list_pipelines. You can keep everything visible in one place, too; you'll use the system to create and search support tickets, or you can attach notes to any CRM record.
How HubSpot Sales Hub MCP Works
- 1 You tell your agent what you need (e.g., 'Find all deals in the Proposal stage and see their owners').
- 2 The agent calls the appropriate tool, like
hs_deals_by_stage, and sends the raw data back to your client. - 3 Your client presents the structured, actionable results—a list of deals, owners, and amounts—right in your conversation.
The bottom line is you get real-time, conversational access to complex, structured CRM data without needing to open a single tab.
Who Is HubSpot Sales Hub MCP For?
This is for the Account Executive who needs to update a deal amount right after a call. It's for the Support Specialist who needs to file a ticket while looking at a contact record. It’s for the RevOps Manager who needs to run pipeline reports and see where deals are stuck. This server gives all those roles the full CRM view, instantly.
Updates deal stages or modifies deal amounts immediately after client calls, using hs_update_deal.
Creates and searches support tickets or adds notes to a contact record when handling a service request.
Runs pipeline reports, lists all quotes (hs_list_quotes), and tracks deal progress across all stages to forecast revenue.
What Changes When You Connect
- See who's in a meeting right now:
hs_list_meetingspulls recent meeting titles, participants, and outcomes, giving instant context on a prospect's history. - Track stalled revenue: Use
hs_deals_by_stageto get a list of all deals sitting in a specific stage (like 'Proposal'), letting you analyze bottlenecks. - Speed up quoting: When you know what product is needed,
hs_search_productsfinds the SKU and pricing instantly, so you can build a quote faster. - Keep deals current: If a negotiation changes the timeline,
hs_update_deallets your agent change the deal's amount or close date without manual entry. - Understand the full lifecycle:
hs_list_quotesgives you a snapshot of all pending proposals, showing status and expiration dates. - Full visibility:
hs_search_dealslets you query the entire pipeline by name, finding specific opportunities and their current assigned owner.
Real-World Use Cases
The Quarterly Review: Analyzing Bottlenecks
A RevOps Manager needs to know why deals are stuck in the 'Proposal' stage. Instead of running a report and manually counting, they ask their agent. The agent calls hs_deals_by_stage, instantly delivering a list of all deals in that stage, allowing the manager to flag stalled opportunities immediately.
Closing a Deal After a Call
An Account Executive finishes a call and knows the deal is ready to move. They ask their agent to update the deal. The agent uses hs_update_deal, setting the new stage and expected close date, closing the loop between conversation and CRM.
Building a Complex Quote on the Fly
A salesperson needs to quote a custom package. They ask their agent to find the parts. The agent uses hs_search_products and then hs_create_product to build the line items, generating a formal, accurate price proposal.
Getting Context on a New Prospect
A team member is about to call a prospect and asks for background. The agent runs hs_list_meetings and displays the last three meeting outcomes and participants, giving the team member the critical context needed before dialing.
The Tradeoffs
Calling the wrong tool for a list
Thinking you need to use hs_search_deals to see all deals in a stage. This will only find deals matching a search query, not all deals in a category.
→
To see all deals in a specific stage, use hs_deals_by_stage. This tool is specifically designed to list everything at one pipeline point, regardless of name.
Manually updating all fields
Trying to update a deal's name, stage, amount, and close date in separate steps. This is slow and increases the chance of missing a required parameter.
→
Use hs_update_deal. You can pass all necessary changes—like advancing the stage and adjusting the amount—in a single, structured call.
Ignoring the pipeline structure
Creating a deal and forgetting to specify the pipeline or stage. The deal might land in the default spot, making it hard to track where it actually belongs in the sales process.
→
Always check the hs_list_pipelines tool first. It gives you the necessary IDs and stage names needed to use hs_create_deal correctly.
When It Fits, When It Doesn't
Use this server if your workflow involves tracking, modifying, or reporting on structured sales data (deals, quotes, products, contacts). You need to know what stage a deal is in, or how much a quote is worth.
Don't use this if you just need to read a simple list of contacts or if your process is entirely manual and non-structured. For instance, if you just need to know a person's phone number, calling hs_search_deals is overkill. Instead, focus your query on the specific data point you need. If you are building a complex, multi-step process, remember to sequence calls: hs_search_deals to find the ID, then hs_update_deal to change the status.
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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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 9 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Finding deal status shouldn't take three different tabs.
Today, checking a deal's status means opening the main CRM dashboard. You might search for the account name, then click into the deal record, check the pipeline stage, and finally cross-reference the associated quote in a separate tab. It's a click-heavy process that breaks your flow.
With the HubSpot Sales Hub MCP Server, your agent handles the whole sequence. You ask, 'What's the status of Acme Corp's deal?' and the agent runs `hs_search_deals`, delivering the name, stage, amount, and close date in a single, clean response.
Use the HubSpot Sales Hub MCP Server to manage deals and quotes.
Forget opening the quote module, then navigating to the deal record, and finally manually changing the stage. The HubSpot Sales Hub MCP Server streamlines this. It lets you use `hs_create_product` to build a quote item and then use `hs_update_deal` to advance the deal stage based on that quote being approved.
The difference is control. You keep the entire sales lifecycle visible in your chat interface, making the process faster and far more reliable than juggling multiple browser tabs.
Common Questions About HubSpot Sales Hub MCP
How do I use `hs_search_deals` to find a deal's current revenue? +
You simply ask your agent to search for the deal by name. The agent uses hs_search_deals and returns the deal's name, amount, and pipeline stage, giving you the current monetary value.
What is the purpose of `hs_list_pipelines`? +
hs_list_pipelines provides the master list of all deal and ticket pipelines, including their stages and the internal IDs. You need this information before you can accurately run hs_create_deal or hs_update_deal.
Can I use `hs_update_deal` to change a deal's stage? +
Yes. hs_update_deal is the tool for advancing a deal. You pass the deal ID and the target stage ID to update the deal's status in the pipeline.
How do I find products to add to a quote? +
First, use hs_search_products to find the product name, price, and SKU. Then, use hs_create_product to generate a new product record if necessary for the quote.
What details can I get using `hs_list_meetings` to understand a prospect's history? +
It returns the meeting title, participants, start/end times, and the outcome/disposition. You can use this to track how often you've talked to a prospect and what the last conversation was about.
How do I use `hs_create_deal` when I don't know the correct pipeline or stage IDs? +
You first run hs_list_pipelines to get all the available pipelines and their stages. Then, you use the returned internal IDs to successfully create the deal.
Can I use `hs_search_products` to check the current pricing for a specific item? +
Yes, hs_search_products returns the product name, unit price, SKU, and description. This lets you quickly verify if the pricing you remember is still accurate.
When should I use `hs_update_deal` instead of creating a new deal? +
Use hs_update_deal when an existing deal changes—like moving stages, adjusting the amount, or updating the expected close date. It keeps all the history attached to one record.
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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