# HubSpot CRM MCP > 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. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** contact-management, lead-tracking, crm-data, task-management, customer-records ## Description 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. ## Tools ### hs_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 any existing contact, company, or deal record. ### hs_get_contact Retrieves every detail about a specific person, including their full history and custom property values. ### hs_search_contacts Finds specific people in your database using criteria like email, phone number, or associated company. ### hs_update_company Modifies existing company details by providing a record ID and the specific fields you want to change. ### 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 assigned owner. ### hs_get_associations Maps the relationships between different CRM objects, like listing all contacts tied to one company. ### hs_search_companies Searches for organizations by name, domain, or industry to retrieve core business details like revenue and employee count. ## 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 ### Search for People and Accounts Find specific contacts or entire companies using names, emails, phone numbers, or domains. ### Manage Activity Records Log detailed notes and create follow-up tasks directly against any existing contact record. ### Build and Update Accounts Create new company records or update specific details, like correcting a phone number or changing an industry classification. ### Track Sales Progress Search for deals and list the stages in your sales pipeline to see where every opportunity stands. ### View Relationships Identify all records linked together, such as listing which contacts belong to a specific company or which tickets relate to a deal. ## 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. ## Benefits - 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. ## How It Works The bottom line is that your AI client handles complex, multi-step CRM tasks across multiple object types in one single conversation. 1. You tell your AI client what you need. For example: 'Find the contact for Acme Corp and write up the meeting notes.' 2. The MCP identifies the required records (company, contact) and executes the necessary actions in HubSpot—retrieving data, creating a note, etc. 3. Your agent returns a structured report with all the updated information, showing you exactly what was done. ## Frequently Asked Questions **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.