@iamsamuelfraga/mcp-hubspot

@iamsamuelfraga/mcp-hubspot

A comprehensive MCP server providing Claude with enterprise-grade access to HubSpot CRM, including contacts, deals, quotes, workflows, and automation through 37 tools.

Category
Visit Server

README

@nubiia/mcp-hubspot

npm version License: MIT Node.js >=20 by Nubiia

The most complete HubSpot MCP server for Claude.

A Model Context Protocol (MCP) server that gives Claude comprehensive, enterprise-grade access to HubSpot CRM — covering contacts, companies, deals, tickets, quotes, owners, pipelines, custom object schemas, engagements, workflows, and more, all through 56 battle-tested tools (72 with a developer key).

Built and maintained by Nubiia — automatización e integraciones con IA para negocios (MCP, HubSpot, Pipedrive, Holded y más). ¿Quieres algo así para tu empresa? Escríbenos en nubiia.es.


Features

  • 56 Tools Across 10 Toolsets (+ 16 with developer key = 72 total) — complete coverage of the HubSpot CRM API surface
  • Workflow Automation v4 BETA — create, update, monitor, and delete automation workflows
  • Contact Enrollment — enroll and unenroll any CRM object in a workflow
  • CRM Object CRUD — full create/read/update/archive for contacts, companies, deals, tickets, quotes, line_items, notes, calls, emails, meetings, and tasks
  • Batch Operations — up to 100 objects per call for efficient bulk reads and writes
  • Smart & Guided Search — filter groups with operators and sorting, plus guided helpers: by property, recent (created/modified since), full-text keyword (search_text), and by association (search_by_association) — with optional auto-pagination and sensible default properties
  • Robust Date Handling — ISO dates, datetimes, and epoch seconds/ms are normalized to the epoch-ms (midnight-UTC) values HubSpot requires, avoiding off-by-one and rejected-timestamp errors
  • Owner Resolution — translate hubspot_owner_id values into real users (name, email)
  • Pipelines & Stages — translate dealstage / ticket stage IDs into readable stage labels
  • Custom Object Schemas — define, inspect, update, and delete custom object types
  • Engagement Logging — log a note/call/email/meeting/task and associate it to records in one call
  • Deal & Quote Assembly — merge duplicate deals, assemble quotes from existing deals
  • Association Management — link any two CRM objects with typed association labels
  • Properties & Groups — discover, create, update, and archive property definitions and property groups
  • Rate Limiting + Retry Logic — automatic backoff to protect your HubSpot API quota
  • MCP Resources — three static reference resources (scope guide, object type catalog, conventions)
  • MCP Prompts — five guided workflows to orchestrate multi-step CRM operations
  • Toolset Filtering — enable only the domains you need via HUBSPOT_TOOLSETS
  • Full TypeScript — strict types, Zod validation, and comprehensive TSDoc

Tool Categories

Domain Tools Description
CRM 15 Generic CRUD and batch for all object types, advanced search, plus guided search: by property, recent, full-text (search_text), and by association (search_by_association)
Sales 2 Deal merging and quote assembly
Engagements 1 Log a note/call/email/meeting/task and associate it to records in one call
Associations 5 Create, archive, list, and batch-create object associations
Properties 7 List, get, create, update, archive properties + list/create property groups
Owners 2 Resolve hubspot_owner_id values to real users (list / get)
Pipelines 3 Resolve pipeline and stage IDs to readable stages (list / get / get stages)
Schemas 5 Manage custom object type definitions (list / get / create / update / delete)
Workflows v4 BETA 9 Create, update, delete, and monitor automation workflows
Automation 2 Complete delayed workflow callbacks (single and batch)
Enrollment 5 Enroll/unenroll objects in workflows; v3 legacy reads ¹
Actions (dev key) 16 Custom Workflow Action definitions — requires HUBSPOT_DEVELOPER_API_KEY ²

¹ The v3 legacy tools (hubspot_workflows_v3_list, hubspot_workflows_v3_get) belong to the automation toolset — activate them with HUBSPOT_TOOLSETS=automation.

² Actions tools use developer API key auth (hapikey) instead of a Private App access token and are only registered when HUBSPOT_DEVELOPER_API_KEY is present. See Actions Toolset below.


Installation

Global install

npm install -g @nubiia/mcp-hubspot

Via npx (no install needed)

npx @nubiia/mcp-hubspot

Configuration

Prerequisites

You need a HubSpot Private App to obtain an access token:

  1. Log in to HubSpot and go to Settings → Integrations → Private Apps
  2. Click Create a Private App
  3. Give it a name and select the required scopes (see table below)
  4. Click Create app and copy the generated access token (pat-na1-...)

Claude Desktop Setup

Add the server to your Claude Desktop config file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json Linux: ~/.config/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "hubspot": {
      "command": "npx",
      "args": ["-y", "@nubiia/mcp-hubspot"],
      "env": {
        "HUBSPOT_ACCESS_TOKEN": "pat-na1-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
      }
    }
  }
}

Environment Variables

Variable Required Default Description
HUBSPOT_ACCESS_TOKEN Yes HubSpot Private App access token (pat-na1-...)
HUBSPOT_TOOLSETS No all Comma-separated domains to enable: sales,engagements,associations,properties,workflows,automation,actions,owners,pipelines,schemas (note: actions also requires HUBSPOT_DEVELOPER_API_KEY)
LOG_LEVEL No info Logging level: debug, info, warn, error

Required Scopes

Grant only the scopes your use-case needs:

Toolset Required Scopes
sales crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.deals.read, crm.objects.deals.write, crm.objects.quotes.read, crm.objects.quotes.write
engagements crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.engagements.read, crm.objects.engagements.write
associations crm.objects.contacts.read, crm.objects.contacts.write
properties crm.schemas.deals.read, crm.schemas.contacts.read
workflows automation (requires BETA access approval from HubSpot)
automation automation
owners crm.objects.owners.read
pipelines crm.objects.deals.read (deals), crm.objects.tickets.read (tickets)
schemas crm.schemas.custom.read, crm.schemas.custom.write

Advanced Configuration Examples

Enable only sales and properties toolsets:

{
  "mcpServers": {
    "hubspot": {
      "command": "npx",
      "args": ["-y", "@nubiia/mcp-hubspot"],
      "env": {
        "HUBSPOT_ACCESS_TOKEN": "pat-na1-...",
        "HUBSPOT_TOOLSETS": "sales,properties"
      }
    }
  }
}

Enable debug logging for troubleshooting:

{
  "env": {
    "HUBSPOT_ACCESS_TOKEN": "pat-na1-...",
    "LOG_LEVEL": "debug"
  }
}

Usage Examples

Create a deal and attach products

"Create a deal named 'Acme Corp - Enterprise Plan' closing on March 31st, add a line item for the Enterprise annual plan at $24,000, and associate it with the contact john.doe@acme.com."

Claude will:

  1. Search for the contact by email using hubspot_crm_search
  2. Create the deal with hubspot_crm_create (objectType: deals)
  3. Create the line item with hubspot_crm_create (objectType: lineItems)
  4. Link them with hubspot_associations_create
  5. Associate the contact with hubspot_associations_create

Find all deals closing this month above $10k

"Search for all open deals with a close date in the current month and amount greater than $10,000. Sort by amount descending."

Claude will:

  1. Use hubspot_crm_search with filterGroups combining closedate BETWEEN and amount GT operators
  2. Set sorts to [{ propertyName: "amount", direction: "DESCENDING" }]
  3. Paginate through results using the after cursor if there are more than one page

Enroll a contact who just filled a form in the onboarding workflow

"The contact with ID 98765 just submitted the trial sign-up form. Enroll them in the onboarding workflow."

Claude will:

  1. Use hubspot_workflows_list to find the onboarding workflow (filtering by objectTypeId for contacts)
  2. Verify the contact exists with hubspot_crm_get
  3. Enroll with hubspot_enrollment_enroll
  4. Confirm enrollment with hubspot_enrollment_get_enrollments

Workflows v4 BETA

The workflows toolset uses HubSpot's Workflows v4 API, which is currently in BETA:

  • Breaking changes may occur without notice
  • Access requires explicit approval from HubSpot — contact HubSpot support if you receive 403 errors
  • The following tools are included in the workflows toolset: hubspot_workflows_list, hubspot_workflows_get, hubspot_workflows_create, hubspot_workflows_update, hubspot_workflows_delete, hubspot_workflows_batch_read, hubspot_workflows_email_campaigns, hubspot_workflows_performance, hubspot_workflows_id_mappings

For stable, read-only access to existing workflows, use the legacy v3 tools included in the automation toolset:

  • hubspot_workflows_v3_list — list all workflows
  • hubspot_workflows_v3_get — get a specific workflow by ID

Actions Toolset (Phase 7)

The actions toolset exposes 16 tools for managing Custom Workflow Action definitions — the reusable action types that developers can publish to the HubSpot Workflows editor.

Required environment variables

Variable Required Description
HUBSPOT_DEVELOPER_API_KEY Yes (for actions) HubSpot developer API key — obtain from your developer account at developers.hubspot.com
HUBSPOT_APP_ID Yes (for actions) The HubSpot App ID that owns the action definitions

Activation

Actions tools are only registered when HUBSPOT_DEVELOPER_API_KEY is present. They do not appear in the tool list when only HUBSPOT_ACCESS_TOKEN is configured. You can also explicitly enable them via HUBSPOT_TOOLSETS=actions (still requires the developer key).

Authentication

All 16 hubspot_actions_* tools authenticate via hapikey (developer API key appended to the query string), not the Private App bearer token used by the other 37 tools.

Tools

Tool Description
hubspot_actions_list List all custom action definitions for an app
hubspot_actions_create Create a new action definition
hubspot_actions_get Get a single action definition
hubspot_actions_update Update (PATCH) an action definition
hubspot_actions_delete Delete an action definition
hubspot_actions_revisions_list List all revisions for an action
hubspot_actions_revisions_get Get a specific revision
hubspot_actions_functions_list List all functions on an action
hubspot_actions_functions_get_by_type Get a function by type
hubspot_actions_functions_put Create or replace a function by type
hubspot_actions_functions_delete_by_type Delete a function by type
hubspot_actions_functions_get_by_id Get a function by type and ID
hubspot_actions_functions_update_by_id Replace a function by type and ID
hubspot_actions_functions_delete_by_id Delete a function by type and ID
hubspot_actions_requires_object_get Get the requires-object setting for an action
hubspot_actions_requires_object_set Set the requires-object setting for an action

Claude Desktop configuration example

{
  "mcpServers": {
    "hubspot": {
      "command": "npx",
      "args": ["-y", "@nubiia/mcp-hubspot"],
      "env": {
        "HUBSPOT_ACCESS_TOKEN": "pat-na1-...",
        "HUBSPOT_DEVELOPER_API_KEY": "your-developer-api-key",
        "HUBSPOT_APP_ID": "123456"
      }
    }
  }
}

Known Limitations

  • Search latency: Records created or updated via the API may take 1–5 minutes to appear in hubspot_crm_search results due to HubSpot's indexing pipeline
  • Batch cap: All hubspot_crm_batch_* tools enforce a hard limit of 100 objects per call; split larger sets across multiple calls
  • Workflows v4 API: Subject to breaking changes while in BETA; HubSpot support approval required for access
  • Quote assembly: hubspot_quotes_assemble requires the deal to have at least one associated line item; the call will fail otherwise

MCP Resources

Three static reference resources are available to LLM clients:

URI Name Description
hubspot://scopes-guide HubSpot Private App Scopes Guide Required OAuth scopes per toolset/domain
hubspot://crm-object-types CRM Object Types Catalog Supported objectType values and key properties
hubspot://conventions HubSpot MCP Usage Conventions Rate limits, batch caps, search latency, pagination

MCP Prompts

Five guided workflow prompts help orchestrate multi-step operations:

Prompt Description
create-deal-with-line-items Create a Deal and attach Line Items from HubSpot Products
assemble-quote Assemble a HubSpot Quote from an existing Deal
log-engagement-and-associate Log a CRM engagement (call, email, or meeting) and associate it with contacts/deals
enroll-contact-in-workflow Enroll a contact (or other object) in a HubSpot Workflow
search-crm-records Search CRM records with filters, sort, and pagination

Contributing

See CONTRIBUTING.md for development setup, code style guidelines, testing requirements, and how to add new tools.


Security

See SECURITY.md for the vulnerability reporting policy and security best practices.


About Nubiia

This MCP server is built and maintained by Nubiia.

Nubiia ayuda a empresas a automatizar procesos e integrar sus herramientas con IA: servidores MCP a medida, integraciones con CRMs y ERPs (HubSpot, Pipedrive, Holded), y agentes que conectan tus datos de negocio con asistentes como Claude. Este @nubiia/mcp-hubspot es un ejemplo open source de lo que hacemos.

👉 ¿Quieres una integración o automatización con IA para tu negocio? nubiia.es · ✉️ hola@nubiia.es


Author

Built by Nubiianubiia.es · hola@nubiia.es

Maintainer: Samuel Fraga — GitHub

Links


License

MIT — Copyright (c) 2025 Samuel Fraga

Recommended Servers

playwright-mcp

playwright-mcp

A Model Context Protocol server that enables LLMs to interact with web pages through structured accessibility snapshots without requiring vision models or screenshots.

Official
Featured
TypeScript
Magic Component Platform (MCP)

Magic Component Platform (MCP)

An AI-powered tool that generates modern UI components from natural language descriptions, integrating with popular IDEs to streamline UI development workflow.

Official
Featured
Local
TypeScript
Audiense Insights MCP Server

Audiense Insights MCP Server

Enables interaction with Audiense Insights accounts via the Model Context Protocol, facilitating the extraction and analysis of marketing insights and audience data including demographics, behavior, and influencer engagement.

Official
Featured
Local
TypeScript
VeyraX MCP

VeyraX MCP

Single MCP tool to connect all your favorite tools: Gmail, Calendar and 40 more.

Official
Featured
Local
graphlit-mcp-server

graphlit-mcp-server

The Model Context Protocol (MCP) Server enables integration between MCP clients and the Graphlit service. Ingest anything from Slack to Gmail to podcast feeds, in addition to web crawling, into a Graphlit project - and then retrieve relevant contents from the MCP client.

Official
Featured
TypeScript
Kagi MCP Server

Kagi MCP Server

An MCP server that integrates Kagi search capabilities with Claude AI, enabling Claude to perform real-time web searches when answering questions that require up-to-date information.

Official
Featured
Python
E2B

E2B

Using MCP to run code via e2b.

Official
Featured
Neon Database

Neon Database

MCP server for interacting with Neon Management API and databases

Official
Featured
Exa Search

Exa Search

A Model Context Protocol (MCP) server lets AI assistants like Claude use the Exa AI Search API for web searches. This setup allows AI models to get real-time web information in a safe and controlled way.

Official
Featured
Qdrant Server

Qdrant Server

This repository is an example of how to create a MCP server for Qdrant, a vector search engine.

Official
Featured