Ops HubSpot CRM MCP Server

Ops HubSpot CRM MCP Server

Custom MCP server for HubSpot CRM providing ICP segmentation, scoring, duplicate detection, Data Quality Score, and lifecycle stage automation. Exposes 39 tools to enhance HubSpot's native capabilities.

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README

Serveur MCP OPS Hubpost CRM

Serveur MCP (Model Context Protocol) personnalisé pour HubSpot CRM — segmentation ICP, scoring, détection de doublons, Data Quality Score et automatisation lifecycle stage.

Structure

hubspot-mcp-server/
├── server.py           # Serveur MCP FastMCP (39 outils)
├── requirements.txt    # Dépendances Python
├── .env.example        # Template de configuration
└── .gitignore

Rôle

Expose la logique métier propre au workspace (Fit Score ICP, détection doublons, calcul DQS) que le MCP officiel HubSpot ne fournit pas nativement.

Installation

cd hubspot-mcp-server
python -m venv venv
source venv/bin/activate
pip install -r requirements.txt
cp .env.example .env
# Éditer .env avec ton Private App Access Token HubSpot

Démarrage

python server.py
# Tester avec MCP Inspector : npx @modelcontextprotocol/inspector python server.py

Outils exposés (39)

Audit & Qualité

  • audit_contacts_completeness — calcule le taux de complétude
  • compute_dqs — calcul du Data Quality Score (DQS)
  • detect_duplicate_contacts — détection de doublons (name+company, email)
  • detect_duplicate_companies — détection de doublons companies

Scoring & Segmentation

  • calculate_fit_score — applique la grille ICP Fit Score
  • calculate_company_fit_score — scoring firmographique companies
  • calculate_company_engagement_score — scoring engagement companies
  • calculate_company_combined_score — score combiné (fit + engagement + techno)
  • calculate_company_techno_score — scoring technographique
  • sync_segmentation_properties — synchronise les propriétés ICP
  • sync_company_segmentation — segmentation companies

Lifecycle & Pipeline

  • update_lifecyclestage — promotion automatique de lifecyclestage
  • update_company_lifecyclestage — lifecyclestage companies
  • detect_founder_signals — détection des signaux forts founder-led
  • detect_company_signals — détection signaux companies

Enrichissement & Complétion

  • standardize_contact — standardisation des contacts
  • standardize_company_properties — standardisation companies
  • complete_missing_fields — complétion champs critiques
  • complete_company_fields — complétion companies

Reporting

  • generate_weekly_report — rapport hebdomadaire complet
  • generate_company_report — rapport companies
  • generate_revops_report — rapport RevOps

Administration

  • create_custom_properties — création des propriétés custom
  • fix_lifecycle_stages — correction lifecycle stages
  • dedupe_contacts — fusion de doublons contacts
  • dedupe_companies — fusion de doublons companies
  • bulk_update_properties — mise à jour en masse

Propriétés Custom

Contacts (6)

Propriété Type Description
fit_score number Score ICP 0-50
icp_tier dropdown Tier 1 / Tier 2 / Tier 3 / Not ICP
founder_signal_type string Type de signal founder détecté
last_signal_date date Date du dernier signal
duplicate_flag boolean Contact potentiellement dupliqué
tier1_alert_sent_date date Date d'alerte Tier 1

Companies (11)

Propriété Type Description
icp_tier_company dropdown Tier 1 / Tier 2 / Tier 3
company_fit_score number Score fit 0-60
company_engagement_score number Score engagement 0-40
company_combined_score number Score combiné 0-118
company_techno_score number Score techno 0-18
last_company_sync_date date Dernière synchronisation
company_tier1_alert_sent_date date Date d'alerte Tier 1
recent_funding_amount number Financement récent
num_locations number Nombre de localisations
existing_hubspot_customer boolean Client HubSpot existant
ecommerce_stack string Stack e-commerce

Bug Fixes (2026-07-16)

39 bugs identifiés et corrigés le 2026-07-16 :

  • BUG-01 : hs_ prefix sur propriétés custom → renommé en recent_funding_amount
  • BUG-02 : Options vides sur boolean → ajout options true/false
  • BUG-03 : Lifecyclestage regression → forward-only enforcement
  • BUG-04 : HubSpot search limit 200 → pagination automatique
  • BUG-05 : Contact standardization modifie champs protégés → exclusion email/firstname/lastname/company/lifecyclestage/hs_lead_status
  • BUG-06 : Company name auto-write → flagged to review queue
  • BUG-07 : Phone field auto-write → jamais écrit automatiquement
  • BUG-08 : Duplicate merge sans validation → human confirmation required
  • BUG-09 : Irreversible actions sans confirmation → dry_run par défaut
  • BUG-10 : Dropdown options mismatch → labels exacts server.py
  • BUG-11 : DQS formula incorrect → (completeness×0.40) + ((1-doublons)×0.20) + (segmentation×0.20) + (pipeline_activity×0.20)
  • BUG-12 : ICP weight auto-apply → human validation required
  • BUG-13 : Breeze Intelligence API trigger → détection gaps uniquement
  • BUG-14 : Config paths wrong → ~/nanobot-workspace/ par défaut
  • BUG-15 : Sales Hub Starter constraint → custom icp_tier_company dropdown

Configuration

Créer un fichier .env à la racine avec :

HUBSPOT_ACCESS_TOKEN=pat-xxxxxxxxxxxx

Ou utiliser ~/nanobot_secrets.env (chmod 600) sourcé via .bashrc.

License

Private — usage interne uniquement.

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