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HubSpot Operations Hub MCP server

Create a powerful Model Context Protocol (MCP) server for HubSpot Operations Hub to automate data syncing, quality management, custom workflows, and advanced reporting. This integration enables AI agents to keep your CRM clean, synchronize data across systems, execute programmable automation, and power RevOps analytics 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 Operations Hub 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 grant permissions—for example, crm.objects.custom.read and crm.objects.custom.write to manage custom objects, automation for programmable workflow actions, integrations-sync to configure data synchronization, webhooks to subscribe to real-time events. 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 empower AI agents to manage data integrity, cross-system synchronization, advanced automation, and custom reporting—the core of a modern RevOps stack. Together they enable automating everything from data cleanup to complex multi-system workflows.

ToolDescription
List sync connectionsView all data sync integrations (Salesforce, database, etc.)
Create sync connectionSet up bi-directional sync with external system
Update sync connectionModify field mappings or sync schedule
List sync jobsView sync history and status
Create custom objectDefine a new object type for your data model
List custom objectsFind all custom objects in your instance
Update custom objectModify schema or properties
List custom propertiesView all available custom fields
Create custom propertyAdd a new field to any object
List validation rulesView data quality enforcement rules
Create validation ruleEnforce data format or required fields
List webhooksView event subscriptions
Create webhookSubscribe to real-time events (deals updated, contacts created)
Update webhookModify subscription or retry policy
List automation actionsView available workflow actions
Create automation actionAdd custom code or API call to workflows

Tips​

Set up bi-directional synchronization between HubSpot and your ERP or accounting system, so order and customer data stay in sync without manual entry.

Create validation rules that prevent invalid data entry (for example, requiring email format for email fields, blocking duplicates), then use webhooks to alert teams when rules are violated.

Design custom objects to match your business — for example, projects, agreements, or assets — then build relationships between them and standard CRM objects for complete visibility.

Use custom automation actions to execute logic that's too complex for standard workflows (for example, calculating commissions, running approval chains, or calling external APIs).

Create advanced datasets and reports that combine data from multiple systems, giving leadership visibility into pipeline, revenue, and operational metrics in one dashboard.