# HubSpot CRM (Full) MCP

> HubSpot CRM (Full) connects your AI agent directly to your entire HubSpot Customer Relationship Management system. Manage contacts, companies, deals, and support tickets in a single conversation flow. You can search for accounts by domain, update deal properties, create new leads, or log meeting notes without opening a browser tab.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** crm-integration, lead-management, pipeline-tracking, customer-data, business-automation

## Description

This MCP gives you instant access to all the data living inside HubSpot CRM. Instead of jumping between tabs and filling out forms, your agent handles it all through natural language. Need to check on an account's current pipeline status? Ask for it. Want to log notes from a client call? Just tell your AI what happened. Whether you’re tracking company size using `hs_search_companies` or ensuring a lead gets properly entered with `hs_create_contact`, this MCP gives you the full scope of your business data in one place. Connecting HubSpot CRM (Full) through Vinkius means all your existing tools are available to your AI client, keeping your workflow completely contained within your agent environment.

## Tools

### hs_associate_objects
This tool links two different HubSpot records together, like attaching a contact to a company or linking a deal to an existing person.

### hs_get_company
It retrieves all core details about one specific company using its unique ID, including revenue and employee count.

### hs_update_deal
You can modify properties on a deal that already exists in the pipeline.

### hs_get_deal
This pulls up all information for one specific opportunity, including its amount, stage, and owner.

### hs_search_deals
It searches your sales pipeline by name to find opportunities, showing their current stage, value, and close date.

### hs_search_tickets
Searches support tickets using keywords or subjects to show you the status, priority, and creation date of customer issues.

### hs_update_contact
Allows you to change specific details on a contact record, like updating their phone number or email address.

### hs_create_contact
Creates a brand new person in your CRM using just an email address, name, and company association.

### hs_create_deal
It generates a new sales opportunity by providing the name, expected amount, and target close date.

### hs_create_note
Adds an internal note to any record—contact, company, or deal—for logging meeting summaries or follow-up actions.

### hs_create_ticket
Opens a new support ticket for the customer by setting the subject and determining the urgency (high, medium, or low).

### hs_get_contact
Retrieves all standard information about one specific person using their unique ID.

### hs_list_owners
Shows a list of every user who has access to records, along with their email and active status in the account.

### hs_list_pipelines
Lists all available stages for both sales deals and support tickets so you know the correct stage ID to use.

### hs_search_companies
Finds organizations by name, website domain, or industry, returning details like revenue size and employee count.

### hs_search_contacts
Searches for individuals in your CRM using their name, email, phone number, or associated company name.

## Prompt Examples

**Prompt:** 
```
Search for contacts at Acme Corp
```

**Response:** 
```
👥 **Contacts at Acme Corp**
| Name | Email | Phone | Lifecycle |
|---|---|---|---|
| John Smith | john@acme.com | +1 555-0123 | Customer |
| Sarah Chen | sarah@acme.com | +1 555-0456 | Lead |
```

**Prompt:** 
```
Create a deal: Enterprise Package $50,000
```

**Response:** 
```
✅ **Deal Created!**
- Name: Enterprise Package
- Amount: $50,000
- Pipeline: Sales Pipeline
- Stage: Appointment Scheduled
```

**Prompt:** 
```
Show me the deal pipeline stages
```

**Response:** 
```
📊 **Sales Pipeline**
1. Appointment Scheduled
2. Qualified to Buy
3. Presentation Scheduled
4. Decision Maker Bought-In
5. Contract Sent
6. Closed Won ✅
7. Closed Lost ❌
```

## Capabilities

### Track and manage sales opportunities
Search for specific deals or view the full status of a pipeline stage.

### Manage customer details and contacts
Find people, look up company records by domain, or update contact information directly from conversation.

### Create and track support issues
Log a new ticket for an issue or search existing tickets using keywords like subject or priority.

### Document interactions on records
Add notes, summaries of meetings, or internal context to any associated company, contact, or deal record.

### Identify team ownership and process stages
List all users who own records, or view the specific stage IDs for both sales deals and support tickets.

## Use Cases

### Identifying a stalled sales opportunity
The manager asks: 'Why is Acme Corp's deal stuck in the Qualification stage?' The agent runs `hs_get_deal`, pulling up the current status, amount, and assigned owner details instantly. This allows the team to know exactly who needs to follow up.

### Handling an urgent client issue
A support specialist gets a call from a customer and immediately runs `hs_search_tickets` using keywords from the conversation. The agent finds existing open issues, allowing the specialist to triage and create a new ticket with high priority.

### Onboarding a new client company
The sales rep needs to log all details for 'Global Innovations Inc.' They use `hs_search_companies` first to confirm size, then they execute `hs_create_contact` and follow up with `hs_create_deal` in one conversational sequence.

### Reviewing a complete customer relationship snapshot
The executive asks: 'Show me everything we know about John Doe.' The agent uses `hs_search_contacts`, and then gathers all attached notes, open tickets, and associated company data into one comprehensive summary.

## Benefits

- Saves you from switching tabs. Instead of going to a separate dashboard to check a customer's full history, your agent pulls up everything—notes, deals, and tickets—in one response.
- You can log activity immediately. Need to record a meeting summary? Use the note creation tool to attach an internal context note to any company or deal without leaving your current chat window.
- Never lose track of leads again. Creating a new contact or opportunity is simple; just give your agent the details, and it handles deduplication and entry into the right funnel stage.
- Gains full operational visibility. Instead of guessing who owns a record, you can use owner listing tools to see exactly which team member is assigned to any given account or deal.
- Reduces data errors. By using dedicated search functions like `hs_search_companies`, your agent pulls structured data, ensuring the revenue figures and employee counts are accurate every time.

## How It Works

The bottom line is you talk to your AI client like talking to a teammate who already has full access to your CRM dashboard, without ever seeing the actual dashboard.

1. Tell your AI client what you need to do. For example, 'Find the details for Acme Corp's deal.'
2. The MCP translates that request into specific actions, pulling company data or searching deals using underlying HubSpot tools.
3. Your agent receives and presents the requested information (like a list of contacts or current deal amounts) back in plain text.

## Frequently Asked Questions

**How do I find a contact at a specific company using the HubSpot CRM (Full) MCP?**
You can use `hs_search_contacts` and provide the company name or domain. This searches all people in your database associated with that organization, giving you their current lifecycle stage.

**What is the best way to update a deal amount using the HubSpot CRM (Full) MCP?**
You first need to find the specific deal by running `hs_search_deals`. Once you have that record, use `hs_update_deal` and provide only the new value for the 'amount' property.

**Can I create a support ticket using the HubSpot CRM (Full) MCP?**
Yes. To open a new support issue, run `hs_create_ticket`. You must provide a subject line and can optionally set the priority level to HIGH, MEDIUM, or LOW.

**How do I make sure my agent is using the right pipeline stages for deals?**
Always check the available options first by running `hs_list_pipelines`. This tool shows all current stage IDs and names, so you can correctly populate your deal when calling `hs_create_deal`.

**What if I want to link a new contact to an existing company record?**
You should use the `hs_associate_objects` tool. This function lets you explicitly create the relationship, ensuring that the contact is properly linked and visible on the company's profile.