Bring Contact Management
to Windsurf
Learn how to connect HubSpot to Windsurf 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 Windsurf?
Windsurf's Cascade agent chains multiple HubSpot tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 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 12 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 in Windsurf
HubSpot and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect HubSpot 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 in Windsurf
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 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 for Windsurf
Every tool call from Windsurf 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 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.