Official Finance & Sales

HubSpot

Manage HubSpot contacts, deals, and marketing campaigns.

Works with: Claude DesktopCursor

How to install the HubSpot MCP server

Add this to your Claude Desktop MCP configuration:

Connect via HubSpot integrations panel.

Add this to your Cursor MCP configuration:

Connect via HubSpot integrations panel.

The HubSpot MCP server gives Claude full access to your HubSpot account. Query contacts, manage deals, run reports, trigger marketing actions. For anyone running their go-to-market on HubSpot, this is one of the highest-leverage installs.

The official OAuth integration is the canonical path. Connect once, scope to what Claude actually needs, revoke from your HubSpot account whenever you want.

Why use it

CRM data is mostly used for lookups: “who’s been in the most contact with customer X?” “Which deals slipped this quarter?” “What’s the conversion rate on this email campaign?” Each one is a HubSpot UI tour with filters and views. The MCP server flips this into prompts.

For founders or sales operators running a small team on HubSpot, the daily routine of pulling reports and updating records collapses dramatically.

What it actually does

CRM ops: search and fetch contacts, companies, deals, tickets, and custom objects. Update records with property changes. Manage list memberships. Marketing: trigger emails (with the right scopes), pull campaign performance, manage workflows that have webhooks. Sales: log activities, manage quotes, work with pipelines and stages.

Practical patterns:

  • “Show me deals over $10K that have been stuck in ‘Negotiation’ for more than 14 days.”
  • “Find every contact added this month from organic search and add them to my ‘New Inbound’ list.”
  • “What’s the open rate of the latest ‘Product Update’ campaign?”

Gotchas

Custom properties are everywhere in HubSpot. The server returns them but Claude may not know what they mean. For workflows that depend on custom fields, mention them in your prompt or system message.

Rate limits depend on tier. Free and Starter accounts have lower API limits than Pro and Enterprise. Heavy usage on a Starter account can hit caps; the server handles 429s but Claude may report partial data.

Pair with Apollo.io for outbound enrichment and Brevo or Mailchimp if you also run separate email tooling. Claude can pull data from HubSpot, enrich via Apollo, and trigger sequences in whichever tool runs your outbound.

For solo founders running both HubSpot and a custom database, Postgres plus HubSpot is a useful combo. Claude can join your CRM data with your app data in a single prompt, which the HubSpot UI alone cannot.

HubSpot MCP server: FAQs

Is the HubSpot server official?

Yes. HubSpot ships an official integration via OAuth. Connect from the Claude Desktop integrations panel. Community npm packages also exist, but the OAuth flow is the supported path.

What scopes does it need?

Depends on what you want to do. CRM read scopes for contacts, companies, deals, and tickets are the minimum useful set. Add write scopes to update records. Marketing scopes for emails and campaigns. The OAuth flow lists everything available.

Does it cover all HubSpot Hubs?

It exposes endpoints across the full HubSpot platform: Marketing, Sales, Service, Operations. Whether each endpoint is useful depends on which Hubs your account has subscriptions to.

Can it run lists or workflows?

It can manage list memberships (add or remove contacts) and trigger workflows that have manual triggers configured. It does not let you build new workflows from scratch via the API.

How does it compare to Salesforce or Pipedrive MCPs?

All three cover CRM basics. HubSpot's API is generally cleaner and the MCP server is more polished. Salesforce is more flexible but more complex. Pipedrive is simpler but covers less ground. Pick the one that matches your CRM.