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HubSpot Sales MCP server

Create a powerful Model Context Protocol (MCP) server for HubSpot Sales Hub to automate deal management, email sequences, meeting scheduling, and activity tracking. This integration empowers AI agents to manage contact outreach, pipeline progression, document tracking, and quote generation 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 Sales 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 permissions—for example, crm.objects.contacts.read to view contacts, crm.objects.deals.write to manage deals, sales-email-read to track email engagement, crm.objects.quotes.write to create quotes. 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 let AI agents manage the entire sales workflow—from prospect research through contract execution. They handle contact and company management, deal pipeline tracking, communication workflows, task automation, and document management.

ToolDescription
List contactsFind contacts by name, company, or engagement level
Create contactAdd a new prospect with name, email, and phone
Update contactModify contact details after calls or meetings
List companiesSearch companies by name or industry
Create companyAdd a new account to track
Update companyChange company properties or enrichment data
List dealsFind deals by stage, owner, or close date
Create dealStart a new opportunity with amount and stage
Update dealMove deal to next stage or change amount
List email sequencesView active outreach campaigns
Create email sequenceSet up multi-step email automation
Update email sequenceModify templates or enrollment criteria
List tasksView action items assigned to reps
Create taskAdd follow-up reminder or call task
Update taskMark task complete or change due date
List meetingsFind scheduled demos or calls
Create meetingSchedule a demo or discovery call
Create quoteGenerate a proposal for a deal
Update quoteModify quote amount or terms
List documentsFind proposals and contracts

Tips​

Create email sequences triggered by specific events — for example, enroll new prospects in a welcome series automatically when they're created.

Implement automated deal staging by detecting external signals (proposal sent, payment received) and moving deals through stages without manual intervention.

Log all customer interactions (emails, calls, meetings) automatically so your team has a complete activity timeline without extra data entry.

Create follow-up tasks automatically after meetings, discovery calls, or proposal sends to ensure no lead falls through the cracks.

Build workflows that generate and send quotes automatically when deals enter a specific stage to accelerate the sales cycle.