HubSpot MCP Server

What is HubSpot MCP Server?

HubSpot MCP Server is a lightweight server application that exposes HubSpot CRM capabilities as standardized MCP tools. With this integration, AI clients such as Claude Desktop, Cursor, and other Model Context Protocol-compatible clients can securely access, query, and modify HubSpot data without manual API integration or learning the specifics of HubSpot’s API. It abstracts intricate CRM operations into user-friendly commands for AI-driven workflows and agent automation.

How to Configure HubSpot MCP Server

Install Node and NPM: Download and install Node.js and npm from nodejs.org.
Create a Private HubSpot App:
- Go to your HubSpot dashboard: Settings > Integrations > Private Apps.
- Click "Create private app", name it, set required scopes, and copy the generated access token.
Configure MCP Client:
- For Claude Desktop:
  - Add the HubSpot server configuration with your access token to your Claude config file (claude_desktop_config.json) and restart the app.
- For Cursor:
  - Add the configuration to .cursor/mcp.json in your project directory.
- For other MCP clients, follow their specific instructions for configuring external MCP servers.
Environment Variable: Make sure the PRIVATE_APP_ACCESS_TOKEN is set correctly in your configuration.

How to Use HubSpot MCP Server

After configuring the server, restart your MCP client (e.g., Claude Desktop or Cursor).
You can now access HubSpot-specific tools directly from your AI client. Use prompts such as "Get the latest update about Acme Inc." or "Create a new contact in my HubSpot account".
The AI agent will leverage MCP tools to perform CRM operations, fetch insights, and update records as requested.
Visit the corresponding documentation or troubleshooting page if you encounter configuration issues.

Key Features

Unified Access: Connect to HubSpot from any MCP-compatible client without manual API handling.
Broad Functionality: Perform a wide range of CRM actions, from reading and updating records to managing associations, workflows, and engagements.
Secure & Flexible: Operates securely using your private app’s access token and does not require exposing raw HubSpot credentials.
Extensible: Leverage a growing suite of MCP tools mapped to your HubSpot CRM workflow.
Feedback Support: Instantly generate feedback links to report or suggest improvements.

Use Cases

CRM Data Insights: Summarize deals, tickets, and company interactions for instant business intelligence.
Contact & Deal Management: Automate creation, update, and association of contacts, companies, deals, and tickets.
Activity Tracking: Add notes or tasks, and track overdue actions within the CRM.
Workflow Analysis: Retrieve and analyze HubSpot workflows, enrollment, and scheduling.
Custom Property Management: List, create, and update custom properties on CRM objects programmatically.

FAQ

Q1: What permissions do I need on my HubSpot private app to use the MCP server?
A: It is recommended to start with read-only scopes for initial setup. As you expand your use, grant only the scopes necessary for the desired operations (e.g., CRM object read/write, engagement access, property management).

Q2: Is my HubSpot data safe when using the MCP server?
A: Yes. The MCP server operates entirely within your infrastructure and only uses the access token from your configured private app. No HubSpot credentials or sensitive data are stored or exposed beyond your setup.

Q3: Can I use HubSpot MCP Server with multiple MCP client applications?
A: Yes, you can add the server configuration to any MCP-compatible client, such as Claude Desktop or Cursor, and access HubSpot tools in each.

Q4: How can I provide feedback or report a problem with the MCP tools?
A: Use the hubspot-generate-feedback-link tool to generate a feedback URL, or use the dedicated prompt in your MCP client.

Q5: What kind of actions can I automate using AI agents with this server?
A: You can automate everything from bulk record creation and updates to generating reports, managing associations, and tracking engagements—all via natural language prompts.

Tool Name	Description
hubspot-get-user-details	Authenticates the current HubSpot private app access token and retrieves user information, portal details, authorized scopes, and account metadata.
hubspot-list-objects	Retrieves a paginated list of CRM records for a specified object type (e.g., contacts, companies, deals, or tickets).
hubspot-search-objects	Performs filtered searches on your HubSpot CRM using custom criteria and property-based filters across different record types.
hubspot-batch-create-objects	Creates multiple CRM records of one object type in a single call, streamlining bulk entry and onboarding workflows.
hubspot-batch-update-objects	Updates several existing CRM records with new property values in a single operation.
hubspot-batch-read-objects	Retrieves multiple CRM records by their IDs in one call, optimizing performance for batched queries.
hubspot-get-schemas	Lists available custom object schemas, showing objectTypeIds and their definitions for advanced CRM customization.
hubspot-list-properties	Lists all property definitions for any HubSpot CRM object type, providing insight into schema and custom fields.
hubspot-get-property	Fetches detailed metadata about a specific CRM property definition.
hubspot-create-property	Creates a new custom property for a specified CRM object type.
hubspot-update-property	Updates the settings and configuration of an existing custom property.
hubspot-create-association	Establishes or updates relationships between CRM records (such as associating a contact with a company).
hubspot-list-associations	Retrieves all associations between a specific CRM record and any related records.
hubspot-get-association-definitions	Provides a list of valid association types and labels between specified CRM object types.
hubspot-create-engagement	Creates a new engagement, such as a Note or Task, associating it with relevant contacts, companies, deals, or tickets.
hubspot-get-engagement	Retrieves engagement details for a specific engagement ID.
hubspot-update-engagement	Updates details or properties of an existing engagement.
hubspot-list-workflows	Retrieves and lists available workflows configured in your HubSpot account.
hubspot-get-workflow	Gets detailed information about a specific workflow, including enrolled triggers, actions, and scheduling.
hubspot-generate-feedback-link	Generates a feedback URL for reporting issues, suggesting new tool features, or providing other feedback related to the MCP tools.
hubspot-get-link	Generates a direct HubSpot UI URL to view specific CRM records in your portal.