HubSpot RevOps MCP Server

A read-only Model Context Protocol server that connects to your HubSpot account via a Private App and gives an AI assistant (Claude) diagnostic and advisory capabilities over your CRM.

What it does

• Audits contacts, companies, deals, pipelines, and workflows for data quality issues

• Diagnoses RevOps maturity across 4 levels

• Identifies at-risk deals, lifecycle funnel bottlenecks, and critical workflow gaps

• Benchmarks your key sales metrics against industry standards

• Guides you step-by-step on how to fix issues manually in HubSpot

Read-only by design. The MCP server never writes to HubSpot. All changes are made by you in the HubSpot UI.

Setup

1. Create a HubSpot Private App

1. In HubSpot: Settings → Integrations → Private Apps → Create a private app

2. Give it a name (e.g., "RevOps MCP")

3. Under Scopes, enable:

   • crm.objects.contacts.read

   • crm.objects.companies.read

   • crm.objects.deals.read

   • crm.schemas.contacts.read

   • crm.schemas.companies.read

   • crm.schemas.deals.read

   • crm.objects.owners.read

   • automation (requires Sales Hub Professional)

4. Create the app and copy the Access Token (starts with pat-na1-…)

2. Clone and install

git clone <your-repo-url>
cd server
npm install

3. Configure environment

cp .env.example .env.local
# Edit .env.local and paste your HubSpot Access Token

4. Run locally

npm run dev
# MCP endpoint: http://localhost:3000/api/mcp

Deploy to Vercel

Option A — Vercel CLI

npm install -g vercel
vercel
# Follow prompts; add HUBSPOT_ACCESS_TOKEN as an environment variable when asked

Option B — Vercel Dashboard

1. Push this repo to GitHub

2. Import the repo at vercel.com

3. Set root directory to server/

4. Add environment variable: HUBSPOT_ACCESS_TOKEN = pat-na1-…

5. Deploy

The vercel.json already sets maxDuration: 60 for the MCP route.

Connect to Claude

Once deployed, add the MCP server to Claude Desktop or Claude.ai:

Claude Desktop (claude_desktop_config.json):

{
  "mcpServers": {
    "hubspot": {
      "url": "https://your-deployment.vercel.app/api/mcp"
    }
  }
}

Claude.ai: Settings → Integrations → Add MCP Server → paste your Vercel URL + /api/mcp

Available Tools (15)

Project structure

server/
├── app/
│   ├── api/
│   │   └── mcp/
│   │       └── route.ts      # MCP JSON-RPC 2.0 endpoint
│   └── layout.tsx
├── lib/
│   ├── hubspot.ts            # HubSpot API wrapper (read-only)
│   ├── knowledge.ts          # Embedded RevOps knowledge base
│   └── tools.ts              # Tool definitions + handlers
├── .env.example
├── next.config.ts
├── package.json
├── tsconfig.json
└── vercel.json