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amin-ale

HubSpot CRM MCP Server

by amin-ale

crm_create_deal

Idempotent

Create a new HubSpot deal with properties such as amount, pipeline, stage, and close date. Returns the created record.

Instructions

Create one HubSpot deal from the properties given and return the new record.

Call crm_list_pipelines first when setting 'pipeline' or 'dealstage', because HubSpot only accepts a stage id that belongs to the chosen pipeline. Use crm_update_deal to move an existing deal.

Writes, additively. Needs the crm.objects.deals.write scope. The call is keyed by 'idempotency_key', or by a hash of the properties when none is given, and a repeat of the same key replays the stored record instead of creating a second one. That key store lives in this process, so it covers retries within a session and not restarts. Cached deal reads are invalidated. At least one property must be supplied.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
amountNoDeal value as a decimal string in the account currency, e.g. '2500.00'.
dealnameNoDeal title shown on the pipeline board.
pipelineNoPipeline id from crm_list_pipelines. HubSpot uses the account's default pipeline when this is omitted.
dealstageNoStage id taken from the chosen pipeline's 'stages'. HubSpot rejects a stage id that belongs to a different pipeline.
close_dateNoExpected close date as an ISO 8601 date or timestamp, e.g. '2026-09-30'. Maps to HubSpot's 'closedate' property.
idempotency_keyNoCaller-chosen key that makes a retry replay the first result instead of creating a second record. Omit to derive one from the properties.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesHubSpot record id, stable for the life of the record.
archivedNoTrue when the record is archived (soft-deleted).
propertiesNoProperty values HubSpot returned for the requested property set.
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

The description discloses substantial behavioral traits beyond the annotations: it states the operation is 'Writes, additively,' explains the idempotency key mechanism, the in-process key store limitation ('covers retries within a session and not restarts'), cache invalidation, and the minimum property requirement. These details go well beyond the annotations' idempotentHint and destructiveHint flags.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is effectively structured into three paragraphs: purpose, prerequisite guidance, and behavioral details. Every sentence provides necessary information with zero fluff. It is appropriately sized for the complexity of the tool.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's complexity—6 optional parameters, external dependency on crm_list_pipelines, OAuth scope requirements, idempotency semantics, and cache invalidation—the description covers all essential context. Return values are covered by the output schema, so no further explanation is needed.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema already provides strong descriptions for all 6 parameters (100% coverage), so the baseline is 3. The description adds critical cross-parameter semantics, noting that HubSpot 'only accepts a stage id that belongs to the chosen pipeline' and explaining idempotency_key behavior ('or by a hash of the properties when none is given'). This adds meaningful meaning beyond the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool's function: 'Create one HubSpot deal from the properties given and return the new record.' It uses a specific verb and resource, and distinguishes itself from the sibling crm_update_deal by explicitly saying 'Use crm_update_deal to move an existing deal.'

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides explicit when-to-use guidance with a prerequisite call: 'Call crm_list_pipelines first when setting pipeline or dealstage,' and directs users to an alternative tool: 'Use crm_update_deal to move an existing deal.' Also states the required OAuth scope and the condition 'At least one property must be supplied.'

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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