# HubSpot Operations Hub MCP

> HubSpot Operations Hub MCP connects your AI agent directly to all core HubSpot CRM data. You can manage contacts, companies, deals, and support tickets without ever leaving your chat window. This allows you to search for records, create new assets, and audit complex processes like owner assignments or deal pipelines—all through plain conversation.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** workflow-automation, crm-pipelines, process-automation, lead-nurturing, business-logic

## Description

Stop switching between tabs just to check a customer's history. With this HubSpot Operations Hub MCP, you get instant access to every piece of data in your CRM through your AI client. You can search for contacts at Acme Corp and pull up their full details; or create an entirely new deal and track its progress through the sales pipeline. Need to know which users own certain accounts? Just ask. Want to update a custom field on a company record? It's all manageable in natural language. This powerful connection lets you handle complex tasks, from creating support tickets to listing property groups, without needing to remember specific menus or API calls. Because we host this MCP on Vinkius, you connect once and gain access to HubSpot’s full operational capabilities right inside your agent.

## Tools

### hs_create_property
Adds a custom field (property) to a HubSpot object to expand the CRM's data model with specific business information.

### hs_list_all_pipelines
Retrieves all deal or ticket pipelines, including every stage name and its internal ID, for setting up automations or tracking processes.

### hs_list_owners
Lists all CRM users (owners) in HubSpot along with their email addresses and active status, useful for assignment rules and auditing access.

### hs_list_properties
Shows every field available on a HubSpot object type—like contacts or companies—so you can understand the entire data structure.

### hs_list_property_groups
Lists the logical sections (property groups) that organize fields in the HubSpot UI, helping you plan where new custom properties should go.

### hs_list_workflows
Returns a list of all automation workflows, detailing their type, status, and how many actions they contain for auditing purposes.

## 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

### Manage Core Records
Search for and create contacts, companies, deals, and support tickets directly through conversation.

### Audit CRM Structure
View existing properties, property groups, and pipelines to understand the underlying data model of your HubSpot accounts.

### Track Ownership and Process Flow
List all team owners or examine specific deal and ticket pipeline stages to see who owns what and where it stands in the process.

### Automate Custom Data Fields
Create custom properties on any HubSpot object type, extending your data model with unique business fields.

### Analyze Automations and Users
View active workflows or list all team owners to manage automation processes and user assignments efficiently.

## Use Cases

### A Sales Rep needs a full picture of a prospect.
The rep asks their agent, 'What's the history on Acme Corp?' The agent runs searches and pulls up contact details, all associated deals in progress, any support tickets opened, and even lists recent notes attached to the company record. No logins required.

### RevOps needs to verify data fields.
The RevOps specialist asks their agent to list properties for 'Contacts.' The agent uses `hs_list_properties` and returns a comprehensive list of every field, letting the specialist know exactly where they need to build a new custom property using `hs_create_property`.

### Support needs to process an urgent issue.
A CSM gets alerted to an issue. They tell their agent, 'Create a high-priority ticket for this company.' The agent executes the action and confirms the new support record is live, saving crucial minutes of manual workflow.

### Manager needs to check team coverage.
The manager asks, 'Who are our current account owners?' The agent runs `hs_list_owners` and provides a list of every user on the team, confirming who is active and assigned to which roles.

## Benefits

- Instantly get a full view of any customer record. You can search for contacts or companies and retrieve all associated notes, deals, and tickets in one go.
- Audit your entire database structure on demand. Use `hs_list_properties` to see every field type available, helping you know exactly what data points are usable before building a report.
- Maintain process accuracy by listing pipelines with `hs_list_all_pipelines`. This lets you confirm the correct stage names and IDs needed for automated deal tracking.
- Scale your CRM capabilities by creating custom fields. The tool `hs_create_property` allows you to add unique, business-specific data points that HubSpot didn't provide out of the box.
- Keep track of responsibility across teams. Use `hs_list_owners` to view who has access or owns which records, ensuring nothing falls through the cracks.
- Understand automation depth by running `hs_list_workflows`. This lets you audit all active automations and see if they match current business processes.

## How It Works

The bottom line is that your AI client acts as an intelligent middle layer, translating your plain English requests into specific HubSpot actions and returning clean, usable data.

1. Start a conversation with your AI client, telling it what data you need from HubSpot (e.g., 'Find the details for John Smith at Acme Corp').
2. The MCP interprets your request and uses underlying tools to pull records, check pipelines, or create new assets within the CRM.
3. Your agent presents the results—a structured list, a confirmation message, or the newly created record—all without you leaving the chat.

## Frequently Asked Questions

**Can HubSpot Operations Hub MCP find all my contacts?**
Yes. You can search for specific contacts, and the agent will pull up their full record details, including phone number, email, and lifecycle stage.

**How do I use hs_list_properties with HubSpot Operations Hub MCP?**
Use `hs_list_properties` when you need to audit or verify what fields currently exist on a specific object type (like deals or companies) before writing code or building automation.

**Is it hard to create new custom properties using HubSpot Operations Hub MCP?**
No. The `hs_create_property` tool lets you define and add a custom field directly through your agent conversation, streamlining the process that usually requires navigating multiple setup menus.

**What if I need to see all my active HubSpot workflows?**
You run `hs_list_workflows`. This tool returns a comprehensive list of every automation running in your account, showing its type and action count for easy auditing.