HubSpot Sales Hub MCP Server for LlamaIndex 9 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add HubSpot Sales Hub as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
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import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to HubSpot Sales Hub. "
"You have 9 tools available."
),
)
response = await agent.run(
"What tools are available in HubSpot Sales Hub?"
)
print(response)
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About HubSpot Sales Hub MCP Server
Connect HubSpot CRM to any AI agent — instant access to your full CRM data without switching tabs.
LlamaIndex agents combine HubSpot Sales Hub tool responses with indexed documents for comprehensive, grounded answers. Connect 9 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
What you can do
- Contacts — Search, create, and manage contacts
- Companies — Find companies by name or domain
- Deals — Search and create deals with pipeline tracking
- Tickets — Create and search support tickets
- Notes — Create notes attached to any CRM record
- Owners — View all owners and team assignments
- Pipelines — List deal and ticket pipeline stages
The HubSpot Sales Hub MCP Server exposes 9 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect HubSpot Sales Hub to LlamaIndex via MCP
Follow these steps to integrate the HubSpot Sales Hub MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 9 tools from HubSpot Sales Hub
Why Use LlamaIndex with the HubSpot Sales Hub MCP Server
LlamaIndex provides unique advantages when paired with HubSpot Sales Hub through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine HubSpot Sales Hub tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain HubSpot Sales Hub tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query HubSpot Sales Hub, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what HubSpot Sales Hub tools were called, what data was returned, and how it influenced the final answer
HubSpot Sales Hub + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the HubSpot Sales Hub MCP Server delivers measurable value.
Hybrid search: combine HubSpot Sales Hub real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query HubSpot Sales Hub to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying HubSpot Sales Hub for fresh data
Analytical workflows: chain HubSpot Sales Hub queries with LlamaIndex's data connectors to build multi-source analytical reports
HubSpot Sales Hub MCP Tools for LlamaIndex (9)
These 9 tools become available when you connect HubSpot Sales Hub to LlamaIndex via MCP:
hs_create_deal
dealname is required. Specify pipeline and dealstage by their IDs (use hs_list_pipelines to find). Amount is a string representing monetary value. closedate is ISO format. If no pipeline is specified, the deal goes to the default pipeline at its first stage. Create a new deal/opportunity in the HubSpot sales pipeline with name, stage, amount, and expected close date
hs_create_product
Products serve as catalog items that sales reps can attach to deals as line items or include in quotes. Name is required. Price is the default unit price. SKU (hs_sku) is the internal product identifier. Returns the created product with its HubSpot ID. Create a new product in the HubSpot product library with name, price, SKU, and description for quoting
hs_deals_by_stage
Returns deals with name, amount, close date, and owner. Use when the user asks "what deals are in Proposal stage?" or "how much revenue is in the Negotiation stage?" or for pipeline stage analysis. Get all deals at a specific pipeline stage to analyze bottlenecks, forecast revenue, or review stage-specific activity
hs_list_meetings
Returns meeting title, start and end timestamps, outcome/disposition, and associated contacts. Meetings are logged interactions — either via calendar sync or manual entry. Use when the user asks about recent meetings, scheduled calls, or meeting history with a prospect. List recent meetings logged in HubSpot with title, participants, start/end times, and meeting outcome
hs_list_pipelines
For deals: sales pipeline stages like Appointment Scheduled → Qualified → Proposal → Closed Won. For tickets: support stages like New → Waiting → Closed. Returns pipeline name, stage labels, stage internal IDs (needed for creating/updating deals), and display order. Essential for finding stage IDs before deal operations. List all deal or ticket pipelines in HubSpot with their stages, display order, and IDs
hs_list_quotes
Returns quote title, approval status (draft/pending/approved/rejected), total amount, expiration date, and associated deal. Quotes are formal price proposals sent to prospects. Use when the user asks about pending quotes, proposal status, or approved pricing documents. List sales quotes in HubSpot with title, status, total amount, and expiration date
hs_search_deals
Returns deal name, pipeline stage, monetary amount, pipeline name, expected close date, and assigned owner. Use when the user asks about pipeline status, wants to find a specific deal, needs to check deal amounts, or wants to review upcoming closes. Search HubSpot deals by name to find opportunities in the sales pipeline with stage, amount, and close date
hs_search_products
Returns product name, unit price, SKU, and description. Products are the catalog items that can be added to deals via line items or included in quotes. Use when the user asks about available products, needs to check pricing, or wants to find a product ID for deal line items. Search HubSpot product library by name to find items available for quoting with prices and SKUs
hs_update_deal
Only specified fields are updated. Common use: advance dealstage when a deal progresses in the pipeline, update amount after negotiation, push closedate when timeline shifts. Use when the user says a deal moved stages, the amount changed, or a close date was updated. Update an existing HubSpot deal — change stage, amount, close date, or name to reflect pipeline progress
Example Prompts for HubSpot Sales Hub in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with HubSpot Sales Hub immediately.
"Search for contacts at Acme Corp"
"Create a deal: Enterprise Package $50,000"
"Show me the deal pipeline stages"
Troubleshooting HubSpot Sales Hub MCP Server with LlamaIndex
Common issues when connecting HubSpot Sales Hub to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpHubSpot Sales Hub + LlamaIndex FAQ
Common questions about integrating HubSpot Sales Hub MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
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Connect HubSpot Sales Hub to LlamaIndex
Get your token, paste the configuration, and start using 9 tools in under 2 minutes. No API key management needed.