GTM MCP Server

GTM MCP Server

A unified MCP server that connects HubSpot, Clay, Apollo, Slack, and email to enable AI agents to execute multi-step GTM workflows such as prospecting, enrichment, CRM updates, and notifications.

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GTM MCP Server

A single Model Context Protocol (MCP) server that wires together the tools a Go-To-Market team actually uses HubSpot, Clay, Apollo, Slack, and email so any MCP-compatible AI client (Claude Desktop, Claude Code, Cursor, etc.) can prospect, enrich, update your CRM, and fire off notifications without leaving the conversation.

Why this exists

Most AI agents can answer questions.

Very few can execute GTM workflows.

Revenue teams already run on systems like HubSpot, Apollo, Clay, Slack, and email. The problem is that those systems are usually exposed to humans through separate interfaces, not to agents through a shared execution layer.

This project exposes those GTM systems through one MCP server so an AI agent can move across prospecting, enrichment, CRM updates, notifications, and email activity from a single prompt.

Instead of switching between five tools, an agent can:

  1. Search Apollo for target prospects
  2. Enrich people or companies with Clay
  3. Create contacts and deals in HubSpot
  4. Notify the team in Slack
  5. Draft or log outbound email activity

The goal is not to replace GTM systems.

The goal is to make them agent-accessible.

Example workflow

Prompt

Find VP Sales leaders at Series A cybersecurity companies in California and add qualified prospects to HubSpot.

Execution

Apollo prospect search
  -> Clay person/company enrichment
  -> HubSpot contact creation
  -> Slack lead notification
  -> Email draft or activity log

Result

A multi-step GTM workflow executed from a single prompt, with each underlying action routed to the right system.

Architecture

Claude / Cursor / MCP Client
              |
              v
        GTM MCP Server
              |
   +----------+----------+----------+
   |          |          |          |
   v          v          v          v
HubSpot     Apollo     Clay      Slack
   |                                |
   v                                v
 Email                         Notifications

Each integration lives in its own tool file. index.js imports those tool modules, flattens them into one list, and registers everything on a single stdio MCP server.

Core features

  • One MCP endpoint for the core GTM stack
  • 14 tools across CRM, enrichment, prospecting, notifications, and email
  • Demo mode for credential-free review and portfolio walkthroughs
  • Modular tool files so new integrations are easy to add
  • Environment-based credentials with no secrets committed
  • Stdio transport for compatibility with MCP clients like Claude Desktop, Claude Code, and Cursor

Tools

HubSpot (5 tools)

Tool What it does
hubspot_create_contact Create a new contact with email, name, company, title
hubspot_update_contact Update any property on an existing contact by ID
hubspot_create_deal Create a deal and optionally associate it to a contact
hubspot_search_companies Full-text search across company name and domain
hubspot_get_activity_history Fetch emails, calls, notes, and meetings for a contact

Clay (3 tools)

Tool What it does
clay_enrich_person Enrich a person by email or LinkedIn — returns title, socials, contact info
clay_enrich_company Enrich a company by domain — returns firmographics, tech stack, headcount
clay_find_lookalikes Find companies similar to a seed domain, with optional filters

Clay workspaces can expose enrichment through Enterprise API access, webhooks, or automation-backed routes. The Clay client uses sensible default paths, and .env.example includes path overrides so the same MCP tool surface can point at the routes your workspace actually supports.

Apollo (2 tools)

Tool What it does
apollo_prospect_search Search Apollo's database by title, industry, headcount, location
apollo_contact_lookup Match a contact by email or LinkedIn and return enriched data

Slack (2 tools)

Tool What it does
slack_send_alert Post a plain-text alert to any channel
slack_post_lead_notification Post a rich Block Kit card with lead details to a channel

Email (2 tools)

Tool What it does
email_send_outbound_draft Send an outbound email via SMTP (plain text or HTML)
email_log_activity Log a sent/received email — optionally writes an engagement to HubSpot

Design decisions

Why one MCP server?

Instead of running separate HubSpot, Apollo, Clay, Slack, and email MCP servers, this project exposes them through one GTM-oriented server.

That keeps configuration simple and makes cross-system workflows feel natural. A single agent session can search, enrich, create CRM records, notify the team, and log activity without juggling multiple MCP connections.

Why modular tool files?

Each provider has its own file under tools/. That keeps the repo easy to scan:

tools/hubspot.js
tools/clay.js
tools/apollo.js
tools/slack.js
tools/email.js

Adding a new integration should mean adding one file and one import, not rewriting the server.

Why demo mode?

Most reviewers will not have live HubSpot, Clay, Apollo, Slack, and SMTP credentials.

DEMO_MODE=true lets every tool return realistic mock payloads locally, so someone reviewing the repo can exercise the whole MCP surface without external accounts or paid API access.

Demo mode

Set DEMO_MODE=true to run the server without live vendor credentials.

DEMO_MODE=true npm test

Demo mode is safe for portfolio walkthroughs: create/update actions return plausible IDs and summaries, notifications return Slack-like timestamps, and outbound email returns a nodemailer-style delivery result.

Setup

1. Clone and install

git clone https://github.com/your-username/gtm-mcp-server.git
cd gtm-mcp-server
npm install

2. Configure environment variables

Copy the example file and fill in your credentials:

cp .env.example .env
Variable Where to get it
DEMO_MODE Set to true to return mock data instead of calling vendor APIs
HUBSPOT_ACCESS_TOKEN HubSpot → Settings → Integrations → Private Apps → Access token
CLAY_API_KEY Clay → Settings → API
CLAY_BASE_URL Optional Clay Enterprise API or webhook base URL
CLAY_PERSON_ENRICHMENT_PATH Optional person enrichment path override
CLAY_COMPANY_ENRICHMENT_PATH Optional company enrichment path override
CLAY_LOOKALIKE_PATH Optional lookalike route override
APOLLO_API_KEY Apollo → Settings → Integrations → API Keys
SLACK_BOT_TOKEN api.slack.com/apps → OAuth & Permissions → Bot Token (xoxb-…)
SMTP_HOST Your mail provider (e.g. smtp.gmail.com)
SMTP_USER Your sending address
SMTP_PASS App password (not your account password)

Gmail note: Enable 2FA and create an App Password — regular passwords won't work with SMTP.

3. Connect to Claude Desktop

Add the following to your claude_desktop_config.json
(macOS: ~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "gtm": {
      "command": "node",
      "args": ["/absolute/path/to/gtm-mcp-server/index.js"],
      "env": {
        "DEMO_MODE": "false",
        "HUBSPOT_ACCESS_TOKEN": "your_private_app_access_token",
        "CLAY_API_KEY": "your_token",
        "CLAY_BASE_URL": "https://api.clay.com/v1",
        "APOLLO_API_KEY": "your_token",
        "SLACK_BOT_TOKEN": "xoxb-your-token",
        "SMTP_HOST": "smtp.gmail.com",
        "SMTP_PORT": "587",
        "SMTP_USER": "you@yourdomain.com",
        "SMTP_PASS": "your_app_password"
      }
    }
  }
}

Restart Claude Desktop. The 14 tools will appear automatically.

4. Connect to Claude Code

claude mcp add gtm node /absolute/path/to/gtm-mcp-server/index.js \
  -e HUBSPOT_ACCESS_TOKEN=your_private_app_access_token \
  -e SLACK_BOT_TOKEN=xoxb-your-token
  # add remaining env vars

Project structure

gtm-mcp-server/
├── tools/
│   ├── hubspot.js   # CRM — contacts, deals, companies, activity
│   ├── clay.js      # Enrichment — person, company, lookalikes
│   ├── apollo.js    # Prospecting — search and contact lookup
│   ├── slack.js     # Notifications — alerts and lead cards
│   ├── email.js     # Email — outbound send and activity logging
│   └── demo.js      # Shared demo-mode helpers
├── index.js         # Registers all tools, starts MCP stdio server
├── .env.example     # Environment variable template
└── package.json

Each tool file exports an array of { name, description, inputSchema, handler } objects. index.js flattens them into a single MCP server — adding a new integration means creating one file and one import.


Development

# Verify the MCP server starts and registers all tools
npm test

# Verify demo-mode tool calls without credentials
DEMO_MODE=true npm test

# Run with file watching
npm run dev

# Run once
npm start

The server communicates over stdio (standard MCP transport), so normal logs must not write to stdout. Startup messages, errors, and structured activity logs are written to stderr.


Security notes

  • Credentials are read exclusively from environment variables — no secrets belong in the codebase.
  • HubSpot uses private app access-token framing (HUBSPOT_ACCESS_TOKEN), not deprecated API-key naming.
  • .env is gitignored. Only .env.example (with placeholder values) is committed.
  • Input validation is handled by the MCP SDK's schema layer before any handler runs.
  • Demo mode short-circuits all provider calls before credentials are read.
  • SMTP uses nodemailer v8+ which patches known SMTP injection vulnerabilities.
  • Tool responses intentionally return compact summaries instead of raw provider payloads where possible.

License

MIT

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