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 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
- Sign in to AI Gateway and select App Catalog from the left navigation.
- Search for the application you want to connect, then select it from the catalog.
- 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
- Enter a Name for your server — something descriptive that identifies both the application and its purpose.
- Enter a Description so your team knows what the server is for.
- Set the log level: choose Production Mode for terser logs, or Non-Production Mode for more verbose logs that can help with debugging.
- 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.
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.
Authentication
HubSpot Operations Hub uses OAuth 2.0 for secure API access. 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.custom.read, crm.objects.custom.write, automation, integrations-sync, webhooks |
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.
| Tool | Description |
|---|---|
| List sync connections | View all data sync integrations (Salesforce, database, etc.) |
| Create sync connection | Set up bi-directional sync with external system |
| Update sync connection | Modify field mappings or sync schedule |
| List sync jobs | View sync history and status |
| Create custom object | Define a new object type for your data model |
| List custom objects | Find all custom objects in your instance |
| Update custom object | Modify schema or properties |
| List custom properties | View all available custom fields |
| Create custom property | Add a new field to any object |
| List validation rules | View data quality enforcement rules |
| Create validation rule | Enforce data format or required fields |
| List webhooks | View event subscriptions |
| Create webhook | Subscribe to real-time events (deals updated, contacts created) |
| Update webhook | Modify subscription or retry policy |
| List automation actions | View available workflow actions |
| Create automation action | Add 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.
Cequence AI Gateway