Enables interaction with the HubSpot CRM API, providing tools for managing contacts, deals, and companies, as well as accessing sales analytics data including performance metrics, pipeline analytics, deal history, and sales forecasting.
HubSpot MCP Server
MCP Server for the HubSpot API, enabling Claude to interact with HubSpot CRM for sales analysis and insights.
Disclaimer
This open-source project is not affiliated with or endorsed by HubSpot. It is an independent implementation that interacts with HubSpot's API.
Tools
Core CRM Tools
hubspot_search_contacts
Search for contacts in HubSpot using a query string
Required inputs:
query
(string): Search query string (email, name, etc.)
Optional inputs:
count
(number, default: 10): Maximum number of contacts to returnpropertyList
(array): List of properties to include in results
Returns: List of matching contacts with their properties
hubspot_get_contact
Get a specific contact by ID
Required inputs:
contactId
(string): The ID of the contact to retrieve
Optional inputs:
properties
(array): List of properties to include in results
Returns: Contact details with specified properties
hubspot_create_contact
Create a new contact in HubSpot
Required inputs:
properties
(object): Contact properties with at leastemail
field
Returns: Created contact details
hubspot_update_contact
Update an existing contact in HubSpot
Required inputs:
contactId
(string): The ID of the contact to updateproperties
(object): Contact properties to update
Returns: Updated contact confirmation
hubspot_list_deals
List deals in HubSpot with pagination
Optional inputs:
limit
(number, default: 10, max: 100): Maximum number of deals to returnafter
(string): Pagination cursor for next pageproperties
(array): List of properties to include in results
Returns: List of deals with their details
hubspot_get_deal
Get a specific deal by ID
Required inputs:
dealId
(string): The ID of the deal to retrieve
Optional inputs:
properties
(array): List of properties to include in results
Returns: Deal details with specified properties
hubspot_create_deal
Create a new deal in HubSpot
Required inputs:
properties
(object): Deal properties with at leastdealname
field
Returns: Created deal details
hubspot_update_deal
Update an existing deal in HubSpot
Required inputs:
dealId
(string): The ID of the deal to updateproperties
(object): Deal properties to update
Returns: Updated deal confirmation
hubspot_list_companies
List companies in HubSpot with pagination
Optional inputs:
limit
(number, default: 10, max: 100): Maximum number of companies to returnafter
(string): Pagination cursor for next pageproperties
(array): List of properties to include in results
Returns: List of companies with their details
hubspot_get_company
Get a specific company by ID
Required inputs:
companyId
(string): The ID of the company to retrieve
Optional inputs:
properties
(array): List of properties to include in results
Returns: Company details with specified properties
Sales Analytics Tools
hubspot_get_sales_analytics
Get aggregated sales analytics data for specific time periods
Required inputs:
period
(string): Time period to group analytics data by (daily, weekly, monthly, quarterly, yearly)startDate
(string): Start date for analysis in ISO format (YYYY-MM-DD)
Optional inputs:
endDate
(string): End date for analysis in ISO formatpipeline
(string): Pipeline ID to filter bydealStage
(string): Deal stage ID to filter bydealOwner
(string): Deal owner ID to filter by
Returns: Aggregated sales metrics grouped by time period
hubspot_get_deal_history
Get the complete history of changes to a deal
Required inputs:
dealId
(string): The ID of the deal to get history for
Returns: History of deal changes with timestamps and modified properties
hubspot_get_deal_notes
Get notes associated with a specific deal
Required inputs:
dealId
(string): The ID of the deal to get notes for
Optional inputs:
limit
(number, default: 20): Maximum number of notes to returnafter
(string): Pagination cursor for next page of results
Returns: List of notes with their content and creation timestamps
hubspot_get_engagements_by_deal
Get all engagement activities associated with a deal
Required inputs:
dealId
(string): The ID of the deal to get engagements for
Optional inputs:
types
(array): Types of engagements to include (CALL, EMAIL, MEETING, TASK, NOTE)limit
(number, default: 20): Maximum number of engagements to returnafter
(string): Pagination cursor for next page of results
Returns: List of engagements with their details and type information
hubspot_get_sales_performance
Get performance metrics for sales reps over a specific time period
Required inputs:
period
(string): Time period to group performance data by (daily, weekly, monthly, quarterly, yearly)startDate
(string): Start date for analysis in ISO format (YYYY-MM-DD)
Optional inputs:
endDate
(string): End date for analysis in ISO formatownerIds
(array): List of owner IDs to include in the analysispipeline
(string): Pipeline ID to filter by
Returns: Performance metrics for each sales rep including deal counts, revenue, and win rates
hubspot_get_pipeline_analytics
Get analytics for a specific sales pipeline including conversion rates between stages
Required inputs:
pipelineId
(string): The ID of the pipeline to analyzeperiod
(string): Time period to group analytics data by (daily, weekly, monthly, quarterly, yearly)startDate
(string): Start date for analysis in ISO format (YYYY-MM-DD)
Optional inputs:
endDate
(string): End date for analysis in ISO format
Returns: Pipeline stage metrics including deal counts, values, conversion rates, and time in stage
hubspot_get_forecast_analytics
Get forecasted sales data based on current pipeline and historical performance
Required inputs:
period
(string): Time period to group forecast data by (monthly, quarterly, yearly)
Optional inputs:
numberOfPeriods
(number, default: 3): Number of future periods to forecastpipeline
(string): Pipeline ID to filter by
Returns: Forecasted sales metrics for future periods based on historical data and current pipeline
Setup
Create a HubSpot Private App:
Go to your HubSpot account
Navigate to Settings → Account Setup → Integrations → Private Apps
Click "Create private app"
Name your app and set appropriate scopes (contacts, deals, and companies)
Create the app and copy your private app token
Required Scopes:
crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.deals.read
crm.objects.deals.write
crm.objects.companies.read
crm.objects.companies.write
crm.objects.owners.read
crm.objects.quotes.read
crm.objects.line_items.read
crm.objects.custom.read
crm.schemas.deals.read
crm.schemas.contacts.read
crm.schemas.companies.read
crm.schemas.custom.read
Usage with Claude Desktop
Add the following to your claude_desktop_config.json
:
npx
docker
Troubleshooting
If you encounter errors, verify that:
All required scopes are added to your HubSpot private app
The API key is correctly copied to your configuration
Your HubSpot plan includes access to the APIs you're trying to use
Build
Docker build:
License
This MCP server is licensed under the MIT License. This means you are free to use, modify, and distribute the software, subject to the terms and conditions of the MIT License. For more details, please see the LICENSE file in the project repository.
remote-capable server
The server can be hosted and run remotely because it primarily relies on remote services or has no dependency on the local environment.
Tools
Enables Claude to interact with HubSpot CRM for sales analysis and insights, providing tools for managing contacts, deals, companies, and retrieving sales analytics data.
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