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Bring Crm Integration
to LlamaIndex

Learn how to connect HubSpot CRM (Full) to LlamaIndex and start using 10 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.

MCP Inspector GDPR Free for Subscribers
Hs Create ContactHs Create DealHs Create NoteHs Create TicketHs List OwnersHs List PipelinesHs Search CompaniesHs Search ContactsHs Search DealsHs Search Tickets
HubSpot CRM (Full)

What is the HubSpot CRM (Full) MCP Server?

Connect HubSpot CRM to any AI agent — instant access to your full CRM data without switching tabs.

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

Who is this for?

  • Sales Reps — Manage your CRM without leaving your AI assistant
  • Support Teams — Create tickets and notes on-the-go
  • RevOps — Pipeline snapshots and owner assignments
  • Managers — Full CRM visibility through conversation

Built-in capabilities (10)

hs_create_contact

Email is the primary identifier — provide a unique email address. HubSpot will auto-deduplicate by email. The lifecycle stage can be set to control where the contact enters the funnel (subscriber, lead, marketingqualifiedlead, salesqualifiedlead, opportunity, customer, evangelist). Returns the created contact with its new HubSpot ID. Create a new contact in HubSpot CRM with email, name, phone, and company association

hs_create_deal

The dealname is required. Optionally specify pipeline (by ID — use hs_list_pipelines to find), dealstage (stage ID within that pipeline), and amount. If no pipeline is specified, the deal goes into the default pipeline. Returns the created deal with its new HubSpot ID. Create a new deal/opportunity in the HubSpot sales pipeline with name, stage, amount, and close date

hs_create_note

The note body supports HTML formatting. Optionally associate it with a contact, company, or deal by providing their IDs. Notes appear in the timeline of associated records. Use when the user wants to log a meeting summary, record a conversation, or add internal context to a CRM record. Create an engagement note in HubSpot attached to a contact, company, or deal for activity logging

hs_create_ticket

The subject is required. Optionally set the pipeline stage (hs_pipeline_stage) and priority (hs_ticket_priority: HIGH, MEDIUM, LOW). The ticket enters the default support pipeline. Returns the created ticket with its new ID. Create a new support ticket in HubSpot Service Hub with subject, pipeline stage, and priority

hs_list_owners

Owners are the users who can be assigned to contacts, companies, deals, and tickets. Returns owner name, email, and whether the account is active. Use when the user asks about team members, needs owner IDs for record assignment, or wants to see who has CRM access. List all HubSpot owners (CRM users) in the account with their name, email, and active status

hs_list_pipelines

For deals, shows sales pipeline stages (e.g., Appointment Scheduled → Qualified → Proposal → Closed Won). For tickets, shows support pipeline stages (e.g., New → Waiting → Closed). Returns pipeline name, stage labels, stage IDs, and display order. Use when the user needs pipeline/stage IDs for creating deals or tickets, or wants to understand the sales/support process structure. List all deal or ticket pipelines in HubSpot with their stages, display order, and stage IDs

hs_search_companies

Returns matching companies with name, website domain, industry, annual revenue, employee count, and assigned owner. Use when the user wants to find a specific company, look up organizational details, check revenue/size data, or find companies in a particular industry. Search HubSpot companies by name, domain, or industry to find organizations in your CRM

hs_search_contacts

Returns matching contacts with first name, last name, email, phone, associated company, lifecycle stage (subscriber/lead/MQL/SQL/opportunity/customer/evangelist), and assigned owner. Use when the user wants to find a specific person, look up contact details, check which lifecycle stage someone is in, or find contacts at a particular company. Search HubSpot contacts by name, email, phone, or company name to find people in your CRM

hs_search_deals

Returns matching deals with 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, check deal amounts, or review upcoming closes. Search HubSpot deals by name to find opportunities in your sales pipeline with stage, amount, and close date

hs_search_tickets

Returns matching tickets with subject, ticket status/stage, priority (HIGH/MEDIUM/LOW), pipeline, category, and creation date. Use when the user asks about open support tickets, needs to find a specific customer issue, or wants to check ticket status. Search HubSpot Service Hub tickets by subject or keyword to find customer support requests

Why LlamaIndex?

LlamaIndex agents combine HubSpot CRM (Full) tool responses with indexed documents for comprehensive, grounded answers. Connect 10 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.

  • Data-first architecture: LlamaIndex agents combine HubSpot CRM (Full) tool responses with indexed documents for comprehensive, grounded answers

  • Query pipeline framework lets you chain HubSpot CRM (Full) tool calls with transformations, filters, and re-rankers in a typed pipeline

  • Multi-source reasoning: agents can query HubSpot CRM (Full), a vector store, and a SQL database in a single turn and synthesize results

  • Observability integrations show exactly what HubSpot CRM (Full) tools were called, what data was returned, and how it influenced the final answer

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See it in action

HubSpot CRM (Full) in LlamaIndex

AI AgentVinkius
High Security·Kill Switch·Plug and Play
Why Vinkius

HubSpot CRM (Full) and 3,400+ other MCP servers. One platform. One governance layer.

Teams that connect HubSpot CRM (Full) to LlamaIndex through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.

3,400+MCP Servers ready
<40msCold start
60%Token savings
Raw MCP
Vinkius
Server catalogFind and host yourself3,400+ managed
InfrastructureSelf-hostedSandboxed V8 isolates
Credential handlingPlaintext in configVault + runtime injection
Data loss preventionNoneConfigurable DLP policies
Kill switchNoneGlobal instant shutdown
Financial circuit breakersNonePer-server limits + alerts
Audit trailNoneEd25519 signed logs
SIEM log streamingNoneSplunk, Datadog, Webhook
HoneytokensNoneCanary alerts on leak
Custom domainsNot applicableDNS challenge verified
GDPR complianceManual effortAutomated purge + export
Enterprise Security

Why teams choose Vinkius for HubSpot CRM (Full) in LlamaIndex

The HubSpot CRM (Full) 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. All 10 tools execute in hardened sandboxes optimized for native MCP execution.

Your AI agents in LlamaIndex only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

HubSpot CRM (Full)
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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

The Vinkius Advantage

How Vinkius secures HubSpot CRM (Full) for LlamaIndex

Every tool call from LlamaIndex to the HubSpot CRM (Full) MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.

< 40msCold start
Ed25519Signed audit chain
60%Token savings
FAQ

Frequently asked questions

01

What HubSpot data can I access?

Contacts, Companies, Deals, Tickets, Notes, Owners, and Pipelines. All data respects your HubSpot permissions.

02

Can I create and update records?

Yes! Create contacts, deals, tickets, and notes. All through natural conversation.

03

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.

04

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

05

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query HubSpot CRM (Full) tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.

06

Does LlamaIndex support async MCP calls?

Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.

07

BasicMCPClient not found

Install: pip install llama-index-tools-mcp