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 Authentication section on this page.

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 Authentication section on this page for what to collect).

Create an MCP server

Find the app in the catalog

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

App Configuration

Confirm the Base URL for the API, then, under Tools, select the endpoints you want to expose. Select Next.

MCP Server Setup

1. Enter a Name for your server — something descriptive that identifies both the application and its purpose.
2. Enter a Description so your team knows what the server is for.
3. Set the log level: choose Production Mode for terser logs, or Non-Production Mode for more verbose logs that can help with debugging.
4. Select Next.

Authentication

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

Review

Look over the summary of your MCP server configuration, then select Create & Deploy. AI Gateway provisions the server and provides a server URL you'll use when configuring your AI client.

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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:

• Claude Desktop
• Claude Code
• Cursor
• VS Code
• Windsurf

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.

Authentication

HubSpot CRM uses OAuth 2. Create an app in HubSpot's developer portal to obtain your Client ID and Client Secret. In HubSpot, go to Settings > Integrations > Private Apps and create a private app to get your credentials.

Value	Setting
Auth endpoint	https://app.hubspot.com/oauth/authorize
Token endpoint	https://api.hubapi.com/oauth/v1/token
Scopes	crm.objects.contacts.read, crm.objects.deals.write, crm.objects.tickets.read

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.

Tool	Description
List contacts	Search contacts by name, email, or custom properties
Create contact	Add a new contact with name, email, phone, and custom fields
Update contact	Modify contact properties (job title, company, custom fields)
Delete contact	Remove a contact from the database
List companies	Find companies by name, industry, or size
Create company	Add a new company with domain and properties
Update company	Change company details or enrichment data
Delete company	Remove a company record
List deals	Search deals by stage, owner, or date range
Create deal	Start a new deal with amount, stage, and close date
Update deal	Move deal through stages or change amount
Delete deal	Remove a deal
List tickets	Find support tickets by status or priority
Create ticket	Create a support ticket linked to a contact
Update ticket	Update ticket status, priority, or assignment
Delete ticket	Remove a ticket
Associate objects	Link a contact to a company, deal, or ticket
List associations	View 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.