HubSpot

Connect to HubSpot CRM to view and manage CRM data including contacts, companies, deals, tasks, products, notes, and more.

Key Features

• Batch query of CRM objects (contacts, companies, deals, etc.)
• Create, update, and delete multiple records at once
• Task management
• Product management
• Note management
• Ticket management

Basic Information

Authentication Method

Uses OAuth 2.0 authentication.

Authentication Process

1. User authentication request
2. Authentication and permission approval in HubSpot
3. Access Token issuance
4. Include Bearer Token in Authorization header for API calls

Supported MCP Tools

HubSpot MCP provides a total of 50 tools, supporting batch operations for major CRM objects.

Task Management Tools

tasks_batch_create

Create multiple tasks in a single request.

tasks_batch_read

Read multiple tasks in a single request.

tasks_batch_update

Update multiple tasks in a single request.

tasks_batch_archive

Archive (delete) multiple tasks in a single request.

Product Management Tools

products_batch_create

Create multiple products in a single request.

products_batch_read

Read multiple products in a single request.

products_batch_update

Update multiple products in a single request.

products_batch_archive

Archive (delete) multiple products in a single request.

Note Management Tools

notes_batch_create

Create multiple notes in a single request.

notes_batch_read

Read multiple notes in a single request.

notes_batch_update

Update multiple notes in a single request.

notes_batch_archive

Archive (delete) multiple notes in a single request.

Contact Management Tools

contacts_batch_create

Create multiple contacts in a single request.

contacts_batch_read

Read multiple contacts in a single request.

contacts_batch_update

Update multiple contacts in a single request.

contacts_batch_archive

Archive (delete) multiple contacts in a single request.

Company Management Tools

companies_batch_create

Create multiple companies in a single request.

companies_batch_read

Read multiple companies in a single request.

companies_batch_update

Update multiple companies in a single request.

companies_batch_archive

Archive (delete) multiple companies in a single request.

Deal Management Tools

deals_batch_create

Create multiple deals in a single request.

deals_batch_read

Read multiple deals in a single request.

deals_batch_update

Update multiple deals in a single request.

deals_batch_archive

Archive (delete) multiple deals in a single request.

Ticket Management Tools

tickets_batch_create

Create multiple tickets in a single request.

tickets_batch_read

Read multiple tickets in a single request.

tickets_batch_update

Update multiple tickets in a single request.

tickets_batch_archive

Archive (delete) multiple tickets in a single request.

Usage Example

For example,

• When you enter the prompt “Show me the list of tasks due this week”,
• The LLM calls the tasks_batch_read tool through MCP to retrieve the task list.
• Then, it responds in the chat based on the tool call results.

OAuth App Setup

1. Log in to your HubSpot Developer Account .
2. Navigate to the Apps menu.
3. Click the Create app button.
4. Enter the app name and description.
5. In the Auth tab, configure the following:
   • Redirect URLs: Enter the Redirect URL provided by AIP.
   • Scopes: Select the necessary permissions (read/write permissions for each CRM object).
6. Copy the Client ID and Client Secret.
7. Select HubSpot on the AIP MCP integration page and click the Connect & Install button.
8. Approve the permissions on the HubSpot authentication page.

Important Notes

• HubSpot API rate limits apply.
• Batch operations can process up to 100 records at once.
• Delete operations (archive) cannot be undone, so use them carefully.
• You must correctly configure the required permissions (Scopes) during OAuth authentication.
• Access permissions to CRM objects are limited according to your HubSpot account permissions.