Bring Contact Management
to LlamaIndex
Learn how to connect HubSpot to LlamaIndex and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the HubSpot MCP Server?
Connect your HubSpot account to any AI agent and manage your entire CRM through natural conversation.
What you can do
- Contact Management — List, create, search, and delete contacts with full property access
- Company Records — Browse and inspect companies with metadata and associations
- Deal Pipeline — List all deals with amounts, stages, and pipeline assignments, and inspect individual deal details
- Smart Search — Search contacts using HubSpot filter syntax for targeted queries
- Association Management — Link CRM objects together (Contact ↔ Company, Contact ↔ Deal, etc.)
- Schema Discovery — List all available properties for any object type (contacts, companies, deals, tickets)
- Pipeline Configuration — View all sales pipelines with stages and probabilities
- Team Management — List all HubSpot users and record owners
How it works
1. Subscribe to this server
2. Enter your HubSpot Private App Access Token
3. Start managing your CRM from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Sales Teams — search contacts, update deal stages, and link records without switching to the CRM dashboard
- Marketing Teams — manage contact databases, segment audiences, and audit property schemas
- RevOps — inspect pipelines, audit data quality, and manage associations through AI
Built-in capabilities (12)
Add new contact
Get company details
Get contact info
Get deal info
List fields
g. Contact to Company). Create association
List CRM companies
List CRM contacts
List sales deals
List record owners
Delete contact
Find contacts
Why LlamaIndex?
LlamaIndex agents combine HubSpot tool responses with indexed documents for comprehensive, grounded answers. Connect 12 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.
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Data-first architecture: LlamaIndex agents combine HubSpot tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain HubSpot tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query HubSpot, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what HubSpot tools were called, what data was returned, and how it influenced the final answer
HubSpot in LlamaIndex
HubSpot and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect HubSpot 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.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for HubSpot in LlamaIndex
The HubSpot 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 12 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.
* 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
How Vinkius secures
HubSpot for LlamaIndex
Every tool call from LlamaIndex to the HubSpot MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I search for contacts using specific filters?
Yes. The search_contacts tool accepts a JSON array of HubSpot filters. Example: [{"propertyName":"email","operator":"CONTAINS_TOKEN","value":"@company.com"}]. This uses HubSpot's native search API to find contacts matching property values, date ranges, or engagement criteria. Use get_object_schema with 'contacts' to discover all searchable properties.
Can I link contacts to companies and deals?
Yes. Use link_crm_objects with the source object type and ID, target object type and ID, and the association type name. Example: link a contact to a company with fromType='contacts', fromId='123', toType='companies', toId='456', associationType='contact_to_company'. This creates bidirectional CRM relationships.
What type of HubSpot credential do I need?
You need a Private App Access Token from your HubSpot account. This is different from OAuth tokens — it provides direct API access scoped to the permissions you select when creating the Private App. The token is sent as a Bearer token in the Authorization header against api.hubapi.com.
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.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query HubSpot tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
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Install: pip install llama-index-tools-mcp