HubSpot Sales Hub MCP Server for Windsurf 9 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect HubSpot Sales Hub through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
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Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install HubSpot Sales Hub and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"hubspot-sales-hub": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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.
Windsurf's Cascade agent chains multiple HubSpot Sales Hub tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 9 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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 Windsurf 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 Windsurf via MCP
Follow these steps to integrate the HubSpot Sales Hub MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using HubSpot Sales Hub
Open Cascade and ask: "Using HubSpot Sales Hub, help me...". 9 tools available
Why Use Windsurf with the HubSpot Sales Hub MCP Server
Windsurf provides unique advantages when paired with HubSpot Sales Hub through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 9 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
HubSpot Sales Hub + Windsurf Use Cases
Practical scenarios where Windsurf combined with the HubSpot Sales Hub MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from HubSpot Sales Hub and generate models, types, or handlers based on real API responses
Live debugging: query HubSpot Sales Hub tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from HubSpot Sales Hub and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine HubSpot Sales Hub data with Cascade's code generation to scaffold entire features in minutes
HubSpot Sales Hub MCP Tools for Windsurf (9)
These 9 tools become available when you connect HubSpot Sales Hub to Windsurf 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 Windsurf
Ready-to-use prompts you can give your Windsurf 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 Windsurf
Common issues when connecting HubSpot Sales Hub to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
HubSpot Sales Hub + Windsurf FAQ
Common questions about integrating HubSpot Sales Hub MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect HubSpot Sales Hub with your favorite client
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Connect HubSpot Sales Hub to Windsurf
Get your token, paste the configuration, and start using 9 tools in under 2 minutes. No API key management needed.