# HubSpot Service Hub MCP

> HubSpot Service Hub. Connect your AI agent to your full HubSpot CRM data. You can search contacts, create new support tickets, track deal pipelines, and review customer feedback—all without leaving your chat interface. It handles everything from managing a new lead's contact info to escalating a critical support case.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** ticket-management, customer-feedback, support-pipelines, service-automation, csat

## Description

**HubSpot Service Hub** lets your AI client talk directly to your full HubSpot CRM data. You don't gotta leave your chat interface to search contacts, create support tickets, track deal pipelines, or review customer feedback. It handles everything from managing a new lead's contact info to escalating a critical support case.  When you use `hs_create_ticket`, your agent opens a new support case, letting you specify the subject, detailed description, and target pipeline stage. You can check the available support workflows using `hs_ticket_pipelines`, which lists all stages and their internal IDs you need for ticket operations. You run `hs_search_tickets` to find open cases by subject or keyword, and it returns the status, priority, and creation date. You can get all HubSpot tickets at a specific pipeline stage using `hs_tickets_by_status`, which is useful for analyzing queue depth or workload. You use `hs_update_ticket` to advance a ticket's stage, change its priority, or update the subject line to reflect case progress. When you need to see how happy your customers are, your agent executes `hs_list_feedback` to get recent survey submissions, including the customer rating and survey type, whether it's NPS, CSAT, or CES.

## Tools

### hs_create_ticket
Creates a new support ticket in HubSpot Service Hub with a subject, description, pipeline stage, and priority.

### hs_list_feedback
Lists customer feedback survey submissions in HubSpot with ratings, survey type, and response content.

### hs_search_tickets
Searches HubSpot Service Hub tickets by subject or keyword to find specific customer support cases.

### hs_ticket_pipelines
Lists all support pipelines in HubSpot with their stages, display order, and internal IDs.

### hs_tickets_by_status
Gets all HubSpot tickets at a specific pipeline stage to analyze queue depth or workload.

### hs_update_ticket
Updates an existing HubSpot ticket—changing its status, priority, subject, or reassigning it to reflect case 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

### Create and manage support tickets
The agent runs `hs_create_ticket` to open a new support case, specifying the subject, detailed description, and target pipeline stage.

### Retrieve customer feedback scores
The agent executes `hs_list_feedback` to get recent survey submissions, including the customer rating and survey type (NPS/CSAT/CES).

### Search and view ticket status
The agent runs `hs_search_tickets` to find open cases by subject or keyword, returning the status, priority, and creation date.

### Get pipeline definitions
The agent executes `hs_ticket_pipelines` to list all available support workflows, including stage IDs needed for ticket operations.

### Filter tickets by status
The agent runs `hs_tickets_by_status` to retrieve a list of tickets currently at a specific pipeline stage for queue analysis.

### Update ticket details and status
The agent uses `hs_update_ticket` to advance a ticket's stage, change its priority, or update the subject line.

## Use Cases

### The Customer is Calling Back (High Priority)
A customer calls about an unresolved issue. The agent first runs `hs_search_tickets` to see if a case exists. If so, it checks the priority. If the issue is urgent, the agent uses `hs_update_ticket` to immediately escalate the ticket priority and changes the status to 'In Progress'.

### Quarterly Health Check (Feedback Loop)
The Support Manager needs to know if the recent software update caused issues. The agent runs `hs_list_feedback` to gather NPS scores. Then, it uses `hs_search_tickets` to find any tickets created in the last 30 days that mention 'bug' or 'slow'. This links sentiment to actual issues.

### Stuck Sales Deal Triage
A deal is stuck in the pipeline. The agent uses `hs_tickets_by_status` to check if there are any related service tickets that might be blocking the sale. If a ticket is found, the agent can use `hs_update_ticket` to flag it to the owner.

### Onboarding a New Service Team
The new team member needs to know the official process. The agent runs `hs_ticket_pipelines` to list all available stages. They can then use this map to correctly create a ticket using `hs_create_ticket`, ensuring it lands in the right workflow.

## Benefits

- **Centralized Visibility:** Instead of opening three different tabs (CRM, Tickets, Surveys), the agent pulls data from all three areas. You can check a customer's deal stage, their open tickets, and their recent NPS score in one chat session.
- **Structured Ticket Lifecycle:** Need to move a case? Use `hs_update_ticket` to advance the status or escalate the priority. It handles the necessary state changes, making sure the record is always accurate.
- **Quick Issue Triage:** Instead of manually searching the ticket portal, simply ask the agent to find cases. `hs_search_tickets` handles the keyword search, returning the status and priority immediately.
- **Proactive Service Analysis:** Use `hs_list_feedback` to automatically gather customer satisfaction data. This helps flag issues that aren't yet tickets but point to a systemic problem.
- **Workflow Validation:** Before creating a ticket, you can check the available stages using `hs_ticket_pipelines`. This prevents the agent from guessing the correct workflow path, ensuring compliance.
- **Workload Management:** Need to know how many tickets are waiting on a reply? `hs_tickets_by_status` lets you query the queue depth for a specific pipeline stage, giving instant workload metrics.

## How It Works

The bottom line is that it lets your AI client talk to HubSpot's core data model, treating the CRM like a giant, searchable database through natural language commands.

1. First, the agent needs to know which stages exist. It runs `hs_ticket_pipelines` to map out the necessary pipeline and stage IDs.
2. Next, the agent uses the correct IDs to search for open issues with `hs_search_tickets` or check the queue depth with `hs_tickets_by_status`.
3. Finally, the agent uses `hs_create_ticket` or `hs_update_ticket` to resolve the issue, either by opening a new case or advancing the existing ticket's status.

## Frequently Asked Questions

**How do I use `hs_create_ticket`?**
You tell the agent to create a ticket and provide the subject and content. You can also specify the target pipeline stage and priority if you know the required IDs.

**What is the difference between `hs_search_tickets` and `hs_tickets_by_status`?**
`hs_search_tickets` finds specific cases using keywords or subjects. `hs_tickets_by_status` retrieves a list of all tickets at a given pipeline stage, which is useful for auditing queue depth.

**Can I check customer satisfaction with `hs_list_feedback`?**
Yes. `hs_list_feedback` pulls structured data from HubSpot surveys, giving you the customer's score, the survey type (NPS/CSAT), and the content of their response.

**Do I need to run `hs_ticket_pipelines` before updating a ticket?**
It's best practice. Running `hs_ticket_pipelines` first gives you the accurate, current list of available stages and their IDs, preventing the agent from using an outdated stage name.

**How do I update a ticket's priority using `hs_update_ticket`?**
Ask the agent to update the ticket, specifying the ticket ID and the new priority (HIGH, MEDIUM, or LOW). The agent handles the update across the record.

**How do I list all available support workflow stages using `hs_ticket_pipelines`?**
It returns a full list of all ticket pipelines, including their stages, internal IDs, and display order. You need this data to ensure you use the correct stage IDs when creating or updating tickets.

**When should I use `hs_search_tickets` versus checking general status with `hs_tickets_by_status`?**
`hs_search_tickets` finds specific cases using subjects or keywords. `hs_tickets_by_status` gives a summary of tickets at a specific pipeline stage, useful for analyzing overall queue depth or workload.

**What fields can I update on an existing ticket using `hs_update_ticket`?**
You can change the ticket's status (advancing the pipeline stage), adjust the priority, or clarify the subject line. The tool only changes the fields you explicitly provide.

**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.