Enable your agent to see and interact with data in HubSpot

MCP (Model Context Protocol), is a standardized way for agents built with Large Language Models (LLMs) – the technology behind many AI tools – to securely request and receive specific information from external systems like HubSpot. Think of it as a secure language or set of rules that allows an AI to ask for context (e.g., "Give me the recent activity for Contact X") from HubSpot or even to take action in the account.

This MCP server is a specific implementation of the protocol designed to work directly with HubSpot. It acts as a secure gateway or bridge, allowing authorized LLMs (or applications using them) to connect to a specific HubSpot account. Through this server, an AI can fetch relevant, real-time data (like contact, company, or deal information) or even trigger predefined actions within HubSpot, all in a controlled and secure manner.

To help put it into perspective here are some examples of prompts that your AI client could handle with the HubSpot MCP Server.

Streamline your development

• "Get the company record for Google and place it in a JSON file that I can reference in my code as a placeholder as work on the UI for my UI Extension, website module, and template."
• "I don't know if the sales reps have been using a custom property called 'Serial number' properly can you fetch 100 part records and let me know what data type that property is, and any rules that seem to apply to that data so I can create a regex in my application to ensure consistency?"
• "I just ran a serverless function locally and want to test that the record is properly updated. Can you look at my log to see which record I updated and then look up that record in my CRM to see if that change is reflected?"

Get insights from your HubSpot data

• "Get me the latest update about Acme Inc. from my HubSpot account."
• "Summarize all deals in the “Decision maker bought in” stage in my HubSpot pipeline with deal value > $1000."
• "Summarize the last five tickets created for Alex Smith in my HubSpot account"

Create and update CRM records

• "Update the address for John Smith in my HubSpot account"
• "Create a new contact “John.Johnson@email.com” for Acme Inc. in my HubSpot account."

CRM associations

• "List all associated contacts and their roles for Acme Inc, from my HubSpot account."
• "List associated contacts for Acme Inc in my HubSpot account"
• "Associate John Smith with Acme Inc. as a company in my HubSpot account"

Add engagements

• "Add a task to send a thank-you note to jane@example.com in my HubSpot account"
• "Add a note for Acme. Inc. in my HubSpot account"
• "List my overdue HubSpot tasks"
• “From my HubSpot account, find the number of contacts <company-name> has.”

We'd love to hear what you end up using it for and if there are any prompting tips and tricks you've picked up with it in the developer forums.

This server is primarily aimed at developers, technical teams, or companies building custom applications or integrations that leverage LLMs. If you need to connect an AI model securely to your HubSpot instance to work with your CRM data, this server provides the necessary infrastructure and protocols to do so effectively. We will be assessing the feedback and amount of demand for this functionality amongst a wider set of users.

MCP allows agents not running on HubSpot to perform some of the capabilities that Copilot has. Because Copilot and the breeze capabilities know your business on a deeper level they may provide a better experience for some tasks, while agents running on other platforms may be better for other tasks. 

Setting up the server requires some technical proficiency, you will need to have Node.js installed. You will edit a JSON file, and create a HubSpot Private App. This is why for right now the beta is aimed at developers and technical users.

You control what data the agent has access to through a HubSpot Private App and it's scopes. Because LLMs can hallucinate we recommend setting scopes to read-only for production HubSpot accounts to prevent accidental actions. The types of data that can be accessed and interacted with through this server will increase over time as we add more MCP tools. For the list of tools see the NPM page.