How to Use the HubSpot Sales Hub MCP in Windsurf

Q: Can Windsurf create new deals in HubSpot Sales Hub automatically?

Yes. Cascade uses the hscreatedeal tool to generate new opportunities. It requires a deal name, and will default to the first stage of your primary pipeline if you skip specifying an ID.

Q: Does this sync my calendar meetings?

The server reads logged interactions using hslistmeetings. It pulls title, timestamps, and outcomes. It does not write new calendar events or sync directly with Google Workspace.

Q: How does Windsurf update HubSpot Sales Hub deal stages?

Cascade first runs hslistpipelines to grab the internal stage IDs. Then it executes hsupdatedeal to push the opportunity forward based on your command.

Manage HubSpot deals, quotes, and pipelines directly inside Windsurf without breaking your coding flow.

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Connect HubSpot Sales Hub MCP to Windsurf

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

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Windsurf MCP Server for Deal Flow

This MCP server connects your Windsurf environment directly to HubSpot's deal pipeline. Cascade can now read your project context and automatically push updates to the CRM using `hs_update_deal`. Say you just finished coding a custom implementation for a client. You tell Cascade to log the progress. It pulls the pipeline IDs via `hs_list_pipelines` and moves the deal to the next stage without asking you to open a browser tab.

Automate Quotes and Products

You don't need to dig through HubSpot to find SKU pricing. Cascade uses `hs_search_products` to pull exact unit prices while you draft a proposal document in your editor. If a new custom request comes in, the agent can generate the catalog entry on the fly with `hs_create_product`. It then checks `hs_list_quotes` to see if the client has any pending approvals before you send the final email.

Pipeline Analysis Without the Dashboard

Managers usually waste hours clicking through CRM charts. Now you can ask Windsurf to calculate total revenue sitting in the negotiation phase. The agent grabs the data using `hs_deals_by_stage`. It cross-references recent prospect calls via `hs_list_meetings` to give you a plain-text summary of which deals are actually moving and which are stalling out.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "hubspot-sales-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 Sales Hub MCP in Windsurf

Open the Settings menu and navigate to Cascade. Click the MCP Servers UI and add the server details. You can also edit your mcp_config.json file directly and hit refresh.

Yes. Cascade uses the `hs_create_deal` tool to generate new opportunities. It requires a deal name, and will default to the first stage of your primary pipeline if you skip specifying an ID.

The server reads logged interactions using `hs_list_meetings`. It pulls title, timestamps, and outcomes. It does not write new calendar events or sync directly with Google Workspace.

Cascade first runs `hs_list_pipelines` to grab the internal stage IDs. Then it executes `hs_update_deal` to push the opportunity forward based on your command.

Vinkius runs this integration inside a V8 Isolate Sandbox. The server only accesses specific sales records like deal amounts, meeting outcomes, and product SKUs. Tokens are ephemeral, meaning your CRM credentials vanish the moment the connection drops.

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