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HubSpot CRM MCP server

Create a powerful Model Context Protocol (MCP) server for HubSpot CRM to let an AI agent manage contacts, companies, deals, and tickets across your sales and marketing operations. This integration enables automating contact enrichment, deal progression, lead scoring, and customer support workflows with enterprise-grade security.

Setting up an MCP server

This article covers the standard steps for creating an MCP server in AI Gateway and connecting it to an AI client. The steps are the same for every integration — application-specific details (API credentials, OAuth endpoints, and scopes) are covered in the individual application pages.

Before you begin​

You'll need:

  • Access to AI Gateway with permission to create MCP servers
  • API credentials for the application you're connecting (see the relevant application page for what to collect)

Create an MCP server​

Find the API in the catalog​

  1. Sign in to AI Gateway and select MCP Servers from the left navigation.
  2. Select New MCP Server.
  3. Search for the application you want to connect, then select it from the catalog.

Configure the server​

  1. Enter a Name for your server — something descriptive that identifies both the application and its purpose (for example, "Zendesk Support — Prod").
  2. Enter a Description so your team knows what the server is for.
  3. Set the Timeout value. 30 seconds works for most APIs; increase to 60 seconds for APIs that return large payloads.
  4. Toggle Production mode on if this server will be used in a live workflow.
  5. Select Next.

Configure authentication​

Enter the authentication details for the application. This varies by service — see the Authentication section of the relevant application page for the specific credentials, OAuth URLs, and scopes to use.

Configure security​

  1. Set any Rate limits appropriate for your use case and the API's own limits.
  2. Enable Logging if you want AI Gateway to record requests and responses for auditing.
  3. Select Next.

Deploy​

Review the summary, then select Deploy. AI Gateway provisions the server and provides a server URL you'll use when configuring your AI client.

Connect to an AI client​

Once your server is deployed, you'll need to add it to the AI client your team uses. Select your client for setup instructions:

Tips​

  • You can create multiple MCP servers for the same application — for example, a read-only server for reporting agents and a read-write server for automation workflows.
  • If you're unsure which OAuth scopes to request, start with the minimum read-only set and add write scopes only when needed. Most application pages include scope recommendations.
  • You can edit a server's name, description, timeout, and security settings after deployment without redeploying.

Authentication​

HubSpot CRM uses OAuth 2.0 for secure API access. You'll create an app in HubSpot's developer portal to obtain your Client ID and Client Secret. The integration requires OAuth scopes that define what the AI agent can do—for example, crm.objects.contacts.read to read contacts, crm.objects.deals.write to create and update deals, crm.objects.tickets.read to access support tickets. HubSpot's OAuth endpoints are https://app.hubspot.com/oauth/authorize for authorization and https://api.hubapi.com/oauth/v1/token for token exchange.

Available tools​

These tools enable AI agents to search, create, and update CRM objects (contacts, companies, deals, tickets) and manage the relationships between them. Together they support contact enrichment, pipeline management, customer support automation, and cross-team visibility.

ToolDescription
List contactsSearch contacts by name, email, or custom properties
Create contactAdd a new contact with name, email, phone, and custom fields
Update contactModify contact properties (job title, company, custom fields)
Delete contactRemove a contact from the database
List companiesFind companies by name, industry, or size
Create companyAdd a new company with domain and properties
Update companyChange company details or enrichment data
Delete companyRemove a company record
List dealsSearch deals by stage, owner, or date range
Create dealStart a new deal with amount, stage, and close date
Update dealMove deal through stages or change amount
Delete dealRemove a deal
List ticketsFind support tickets by status or priority
Create ticketCreate a support ticket linked to a contact
Update ticketUpdate ticket status, priority, or assignment
Delete ticketRemove a ticket
Associate objectsLink a contact to a company, deal, or ticket
List associationsView relationships between objects

Tips​

Automatically find and update contacts with missing data — use list tools to find contacts without email addresses or company assignments, then update them with enriched data from external sources.

Create workflows that move deals through stages based on external events, for example, moving to "negotiation" when a proposal is sent or to "closed won" when payment is received.

Implement a scoring system by querying contacts and deals together, then use custom properties to score and prioritize high-value leads for your sales team.

Automate help desk operations by creating tickets from email, assigning them to teams based on issue category, and escalating overdue tickets.

Regularly query for contacts with similar names or email domains to find and merge duplicates, keeping your database clean and preventing redundant work.