Bring Crm Integration
to Windsurf
Learn how to connect HubSpot CRM (Full) to Windsurf and start using 10 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
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)
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
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
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
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
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
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
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
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
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
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 Windsurf?
Windsurf's Cascade agent chains multiple HubSpot CRM (Full) tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
HubSpot CRM (Full) in Windsurf
HubSpot CRM (Full) and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect HubSpot CRM (Full) to Windsurf 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 CRM (Full) in Windsurf
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 Windsurf 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 CRM (Full) for Windsurf
Every tool call from Windsurf to the HubSpot CRM (Full) MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
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.
How does Windsurf discover MCP tools?
Windsurf reads the 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?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.
