# HubSpot Sales Hub MCP

> 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.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** deal-management, sales-pipelines, quoting, meeting-scheduling, revenue-tracking

## Description

**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.

## Tools

### 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.

### hs_list_meetings
Lists recent meetings, including titles, participants, and the recorded outcome, to give call history.

### hs_list_pipelines
Lists all deal and support pipelines, including stage names and the internal IDs needed for operations.

### hs_list_quotes
Retrieves a list of sales quotes, showing title, status, total amount, and expiration date.

### hs_search_deals
Searches for specific deals by name or criteria, returning the stage, amount, and close date.

### hs_search_products
Searches the product catalog by name to find items available for quoting and pricing.

### hs_update_deal
Updates an existing deal's stage, amount, or close date to reflect current sales progress.

## Prompt Examples

**Prompt:** 
```
Search for contacts at Acme Corp
```

**Response:** 
```
👥 **Contacts at Acme Corp**
| Name | Email | Phone | Lifecycle |
|---|---|---|---|
| John Smith | john@acme.com | +1 555-0123 | Customer |
| Sarah Chen | sarah@acme.com | +1 555-0456 | Lead |
```

**Prompt:** 
```
Create a deal: Enterprise Package $50,000
```

**Response:** 
```
✅ **Deal Created!**
- Name: Enterprise Package
- Amount: $50,000
- Pipeline: Sales Pipeline
- Stage: Appointment Scheduled
```

**Prompt:** 
```
Show me the deal pipeline stages
```

**Response:** 
```
📊 **Sales Pipeline**
1. Appointment Scheduled
2. Qualified to Buy
3. Presentation Scheduled
4. Decision Maker Bought-In
5. Contract Sent
6. Closed Won ✅
7. Closed Lost ❌
```

## Capabilities

### Find and Manage Contacts
Search for specific contacts or create new ones directly in HubSpot records.

### Build and Advance Deals
Create new sales opportunities and change their pipeline stage or monetary amount using tools like `hs_create_deal` and `hs_update_deal`.

### Track and Quote Products
Search the product catalog (`hs_search_products`) and create new products for use in quotes and deals.

### Analyze Pipeline Status
Get lists of all deals at a specific pipeline stage (`hs_deals_by_stage`) or review all active quotes (`hs_list_quotes`).

### Service and Documentation
Create and search support tickets, or attach notes to any CRM record, keeping support visible alongside sales.

## 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.

## Benefits

- See who's in a meeting right now: `hs_list_meetings` pulls recent meeting titles, participants, and outcomes, giving instant context on a prospect's history.
- Track stalled revenue: Use `hs_deals_by_stage` to 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_products` finds the SKU and pricing instantly, so you can build a quote faster.
- Keep deals current: If a negotiation changes the timeline, `hs_update_deal` lets your agent change the deal's amount or close date without manual entry.
- Understand the full lifecycle: `hs_list_quotes` gives you a snapshot of all pending proposals, showing status and expiration dates.
- Full visibility: `hs_search_deals` lets you query the entire pipeline by name, finding specific opportunities and their current assigned owner.

## How It Works

The bottom line is you get real-time, conversational access to complex, structured CRM data without needing to open a single tab.

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.

## Frequently Asked Questions

**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.