HubSpot CRM MCP. Manage contacts, companies, and entire customer history.
HubSpot CRM MCP gives your AI client instant access to all your company records. Search for people and companies by name or domain, manage deal pipelines, create support tickets, log meeting notes, and assign follow-up tasks—all without switching tabs.
Give Claude and any AI agent real-world access
Find specific contacts or entire companies using names, emails, phone numbers, or domains.
Log detailed notes and create follow-up tasks directly against any existing contact record.
Create new company records or update specific details, like correcting a phone number or changing an industry classification.
Search for deals and list the stages in your sales pipeline to see where every opportunity stands.
Identify all records linked together, such as listing which contacts belong to a specific company or which tickets relate to a deal.
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What AI agents can do with HubSpot CRM: 10 Tools Available
These tools let your agent perform every routine action in the CRM—from searching for a single person to managing complex relationships across companies and contacts.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using HubSpot CRM MCPHs Create Company
Creates a new organization record in HubSpot using name, domain, industry, and phone number.
Hs Create Note
Logs an activity note, such as call summaries or meeting details, attaching it to...
Hs Get Contact
Retrieves every detail about a specific person, including their full history and...
Hs Search Contacts
Finds specific people in your database using criteria like email, phone number, or...
Hs Update Company
Modifies existing company details by providing a record ID and the specific fields...
Hs Update Contact
Corrects or updates personal information for an existing contact, such as changing their lifecycle stage or phone number.
Hs Create Contact
Adds a new person to your CRM database by providing their email, name, phone, and company affiliation.
Hs Create Task
Schedules a follow-up action item, setting its due date and priority level for an...
Hs Get Associations
Maps the relationships between different CRM objects, like listing all contacts tied...
Hs Search Companies
Searches for organizations by name, domain, or industry to retrieve core business...
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Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
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Start with HubSpot CRM, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
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The CRM dashboard is always three clicks away.
You know the drill: You check your email, find a name, and realize you need to know which company they work for. Then you click over to the Companies tab, search by domain, copy that ID, switch back, navigate to Contacts, paste the ID in, and finally pull up the associated deals. It's clicking through five different sections just to get a single 360-degree view of a prospect.
With this MCP, you tell your agent what you need—for example, 'Give me everything on Acme Corp.' The entire process happens conversationally. Your agent executes multiple lookups and data retrievals in the background and gives you one clean, comprehensive summary.
HubSpot CRM MCP: Complete Activity History
Manual processes force you to keep separate documents for meeting notes, follow-up tasks, and contact details. If a rep forgets to log the note in the correct place or misses assigning a task, that critical piece of context vanishes from the main record.
This MCP ensures every action is logged. You can tell it to 'log my call summary as a note' or 'set up a follow-up task,' and both actions are recorded directly against the proper object type in HubSpot.
What HubSpot CRM MCP does for your AI
Connecting HubSpot CRM means you get a full view of your customer relationships right where you work. Instead of clicking through dozens of tabs to find out who's at a company or what stage a deal is in, your agent handles it conversationally.
Need to update someone’s lifecycle status? Just ask. Need to document last week's call? Have the agent write a note and attach it to that specific contact record. You can check on associated records, like finding out all contacts linked to a company or which deals belong to a particular customer.
This MCP gives you full visibility across your entire client history, letting you track everything from initial discovery calls to final deal closure. Because Vinkius hosts this catalog, you connect once and get immediate access to manage every piece of data that defines your sales cycle.
019d75b4-41eb-7166-94cc-9b3c0683b138 How to set up HubSpot CRM MCP
The bottom line is that your AI client handles complex, multi-step CRM tasks across multiple object types in one single conversation.
You tell your AI client what you need. For example: 'Find the contact for Acme Corp and write up the meeting notes.'
The MCP identifies the required records (company, contact) and executes the necessary actions in HubSpot—retrieving data, creating a note, etc.
Your agent returns a structured report with all the updated information, showing you exactly what was done.
Who uses HubSpot CRM MCP
Sales development reps who hate context switching. Support managers drowning in ticket details. Anyone whose job requires deep visibility into a customer's history without leaving their primary workspace.
Needs to quickly find all relevant contacts and associated deals for a prospect before jumping on a call, ensuring no details are missed.
Handles incoming requests by searching for the customer's history and logging detailed notes or creating new support tickets instantly.
Runs reports on deal pipelines and ownership assignments, ensuring data integrity across company records before quarterly reviews.
Benefits of connecting HubSpot CRM MCP
Stop jumping between tabs. You can find all relevant people at a company or list out their full activity history (including notes and tasks) directly within your AI client's chat window.
Never lose track of who owns what. The agent lets you check on owner assignments for companies, deals, and tickets across the board instantly.
Improve data accuracy by automating updates. Instead of manually correcting a phone number or lifecycle stage, use the MCP to update records like contacts or companies with simple prompts.
Build comprehensive customer profiles quickly. Need to know everything about an account? Get associations to list all related deals and contacts in one go.
Streamline follow-up actions. When you finish a call, simply ask your agent to create a task for next week, complete with priority and owner assignment.
HubSpot CRM MCP use cases
Investigating a cold lead
A rep discovers an email address but has no company context. They prompt the agent: 'What do I know about this person?' The agent uses search tools to find the contact, then searches companies using the associated domain to pull up industry data and employee count.
Wrapping up a support call
A support rep finishes speaking with a customer. They prompt: 'Log this conversation.' The agent uses the note creation tool, logging detailed meeting notes and then using the task tool to schedule a follow-up for the internal team.
Preparing for an account review
A manager needs an overview of a key client. They prompt: 'Show me everything related to Acme Corp.' The agent uses association tools, pulling together all contacts, open deals, and existing support tickets.
Cleaning up old records
The RevOps team needs to correct outdated information across many accounts. They use the update contact tool to bulk change a lifecycle stage for several leads or use the search tools to find all companies needing an industry classification update.
HubSpot CRM MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Searching without context
Trying to manually look up contacts via HubSpot's web UI when you don't know the person's email or company name.
Instead, ask your agent to 'Search for people at Google' (using hs_search_contacts) and then follow up with 'Get all deals associated with John Smith.' The MCP handles the multi-step query.
Missing relationship data
Assuming that because a deal exists, the contact record is automatically updated with the correct owner.
After creating or updating a deal, use the association tools to verify and update the linked contacts. Always confirm relationships between objects.
Logging notes manually
Copying and pasting call summaries into the CRM's native note field after leaving the application.
Keep it in your chat: 'Create a note on Acme Corp for our call today about pricing.' The agent handles the creation and linking automatically.
When to use HubSpot CRM MCP
Use this MCP if your workflow revolves around deep customer visibility, managing multiple stages (discovery to retention), or maintaining an auditable record of every interaction. If you need to search for a specific contact, find associated companies, log a note against it, and then schedule a follow-up task—this is the tool. Don't use it if your only goal is simple data entry, like just adding a name and email address. In that case, basic form submissions might suffice. You need this MCP when you have to connect multiple pieces of information together (e.g., 'Show me all contacts who are at Company X AND haven't had a task assigned in 30 days').
Frequently asked questions about HubSpot CRM MCP
Can I use the HubSpot CRM MCP to find associated contacts for an account? +
Yes. You can ask your agent to retrieve all associations, letting you list every contact linked to a specific company or deal record in one query.
How do I create new records with the HubSpot CRM MCP? +
You simply prompt the agent with the necessary data. For example, asking to 'create a new contact' will trigger the tool and guide you through providing all required fields like email and name.
What if I need to update multiple pieces of information? +
You can chain updates together in one prompt. For instance, 'Update Company X’s industry classification AND change John Smith's lifecycle stage.' The agent handles both changes sequentially.
Does the HubSpot CRM MCP help me track deals? +
Absolutely. You can search for existing deals and ask the agent to list all available pipeline stages, or even create a brand new deal record with an assigned amount.
Is there a limit on what I can log? (hs_create_note) +
You can attach notes to contacts, companies, and deals. This keeps all your activity history organized in the correct place within the HubSpot timeline.
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.