# HubSpot Sales Hub MCP

> HubSpot Sales Hub MCP gives your AI agent instant access to your full HubSpot CRM data. You can manage deals, track revenue pipelines, create product quotes, schedule meetings, and update contacts—all through natural conversation without leaving your current workflow.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** deal-management, sales-pipelines, quoting, meeting-scheduling, revenue-tracking

## Description

Need to manage sales opportunities but hate switching between tabs? This MCP connects directly to your HubSpot CRM, giving your AI agent instant visibility into every deal, contact, and quote. You can search for specific companies by domain or create a new opportunity in the pipeline with just a few words. It’s like having your entire CRM open-book right inside your chat window. You'll use tools like `hs_list_pipelines` to see all available stages before you even start creating things, which saves serious time. If you find this useful, remember that Vinkius hosts and manages this MCP, making it easy for any of your AI clients—Claude, Cursor, Windsurf, or others—to connect once and get full access.

## Tools

### hs_create_deal
Builds a new sales deal in HubSpot by providing the name, stage, amount, and expected close date.

### hs_create_product
Adds a new catalog item to your product library with its name, price, SKU, and description for quoting purposes.

### hs_deals_by_stage
Retrieves all deals currently sitting at one specific pipeline stage for analysis or forecasting.

### hs_list_meetings
Lists recent meetings, showing the title, participants, and outcome of interactions with a prospect.

### hs_list_pipelines
Displays all active deal or support pipelines and their corresponding stages and IDs.

### hs_list_quotes
Retrieves a list of sales quotes, showing the title, status, total amount, and expiration date.

### hs_search_deals
Searches for existing deals by name to quickly find their stage, amount, or close date.

### hs_search_products
Finds catalog items by name to check pricing and SKUs before adding them to a deal line item.

### hs_update_deal
Modifies an existing deal's stage, amount, or expected close date to reflect changes in the sales process.

## 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 Deal Status
Search for opportunities across all stages to forecast revenue or find deals owned by a specific person.

### Manage Pipeline Stages
List available pipeline and support stages, which is necessary before you can create or update any deal record.

### Create Opportunities
Build new sales deals in the proper pipeline, specifying the name, amount, stage, and expected close date.

### Analyze Quotes and Products
Search for available products to include in a quote or list pending quotes with their current approval status.

### Log Interactions
List recent meetings, creating an accurate record of interactions with prospects, or creating support tickets when needed.

## Use Cases

### Calculating Quarterly Forecasts
A sales manager needs to know how much revenue is currently stuck in the 'Negotiation' stage. Instead of running a complex report, they just ask their agent to use `hs_deals_by_stage`, and the total amount appears immediately.

### Quoting an Existing Opportunity
A rep needs to finalize a deal using specific products. They first run `hs_search_products` for SKUs, then use that data when creating or updating a quote via the MCP to send the client a formal price proposal.

### Following Up After a Call
After speaking with a prospect, a support specialist uses `hs_list_meetings` to pull up context and then creates a new note or even opens a ticket if follow-up service is needed. This ensures no detail gets lost.

### Handling Pipeline Changes
A deal that was previously in 'Qualified' now has a clear next step: getting a contract signed. The rep asks the agent to use `hs_update_deal`, advancing the stage and updating the close date immediately.

## Benefits

- Stop digging through dashboards. You can instantly see all deals at a specific stage, like 'Proposal,' using `hs_deals_by_stage` and get immediate revenue totals for forecasting.
- When a deal moves forward, you don't need to manually update anything; just tell your agent the change, and use `hs_update_deal` to advance the stage or adjust the close date.
- Need to know what products are available? Use `hs_search_products` to check pricing and SKUs before building a quote, ensuring accuracy every time.
- Logging meetings is simple. Use `hs_list_meetings` to pull up recent interactions for any prospect so you're always prepared when they call back.
- Support teams benefit because they can create support tickets and attach notes directly using the MCP, all without ever leaving their chat client.

## How It Works

The bottom line is that your AI agent speaks HubSpot's language, letting you perform complex CRM actions with simple conversation.

1. First, your AI client connects to this MCP and authenticates against your HubSpot account.
2. You then ask your agent to perform a sales task, like 'Show me all deals in the Proposal stage.'
3. The MCP runs the necessary tool calls (like `hs_deals_by_stage`) and returns structured data directly into the chat for you to review.

## Frequently Asked Questions

**How do I know which stages are available with the HubSpot Sales Hub MCP?**
You run the `hs_list_pipelines` tool. This provides a full list of all active deal and ticket pipeline names, their corresponding stage labels, and the IDs you need to reference.

**Can I create a new quote using the HubSpot Sales Hub MCP?**
Yes. You can use `hs_create_product` to add items to your catalog first, then generate quotes that include those products and track their status via `hs_list_quotes`.

**What if I need to update a deal's amount?**
Just use the `hs_update_deal` tool. You tell your agent which specific deal needs updating, and you specify the new monetary value or the revised close date.

**Does the HubSpot Sales Hub MCP only work for sales deals?**
No. While it's built around deals, it also handles support functions. You can use tools to manage contacts and create support tickets linked to a company record.

**What is the best way to check deal status before a meeting?**
Ask your agent to run `hs_search_deals`. This gives you a quick snapshot of the deal's current stage, amount, and who owns it so you walk in prepared.