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HubSpot: Automation & Customer Insights - MCP Implementation

HubSpot: Automation & Customer Insights

HubSpot: The all-in-one inbound marketing, sales, and CRM platform driving growth through automation, data-driven insights, and customer-centric tools. 🚀

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About HubSpot

What is HubSpot: Automation & Customer Insights?

HubSpot’s Model Context Protocol (MCP) implementation acts as a bridge between developers and the HubSpot CRM ecosystem. It standardizes access to CRM data through a unified API interface, enabling seamless integration with tools like Claude Desktop. This middleware simplifies tasks like managing contacts, deals, and companies while ensuring compliance with HubSpot’s latest APIs and security protocols.

How to Use HubSpot: Automation & Customer Insights?

  1. Install via NPX (Quick Start): Run commands to configure your environment with minimal setup. Add the MCP server details to your claude_desktop_config.json for instant access.
  2. Manual Setup: Clone the GitHub repository, install dependencies, and configure the server path in your project files. Ideal for customization or offline environments.
  3. Smithery Automation: Leverage Smithery’s CLI to auto-install and configure the MCP server, streamlining setup for Claude Desktop users.

HubSpot Features

Key Features of HubSpot: Automation & Customer Insights

  • End-to-End CRM Coverage: Supports all core objects (contacts, companies, deals) and advanced features like association management (v4).
  • Batch Processing Power: Execute bulk create, update, or delete operations in a single API call, slashing processing time.
  • Smart Validation: Built-in Zod validation ensures data integrity by checking property types and formats before API requests.
  • Search & Filter Mastery: Use advanced filters to pinpoint CRM records, with pagination support for large datasets.
  • Customization Freedom: Extend CRM functionality by adding custom properties and objects through dedicated endpoints.

Use Cases of HubSpot: Automation & Customer Insights

  • Automated Onboarding: Sync new customers into HubSpot by automating contact creation with validated details (emails, phone numbers).
  • Data Audits: Run batch deletions or updates to maintain GDPR compliance or clean outdated records.
  • Relationship Mapping: Use association management to track cross-object relationships (e.g., which contacts are linked to specific deals).
  • Market Segmentation: Search contacts by custom properties (e.g., industry, revenue tier) to target campaigns effectively.

HubSpot FAQ

FAQ from HubSpot: Automation & Customer Insights

How do I get an API token?
Follow HubSpot’s official guide here to generate an access token via your account.
Does this support all CRM objects?
Yes! The MCP covers core types like companies, contacts, deals, and even custom objects—check the repository for full lists.
Is there rate limiting?
HubSpot’s API limits apply. Batch operations help minimize requests, but monitor usage via the API dashboard.
Can I troubleshoot errors easily?
Validation errors return detailed Zod messages. For server issues, check logs or reach out to [email protected].

Content

HubSpot MCP

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A Model Context Protocol (MCP) implementation for the HubSpot API, providing a standardized interface for accessing and managing CRM data.

Features

  • Complete coverage of the HubSpot CRM API
  • Support for all standard CRM objects (companies, contacts, deals, etc.)
  • Advanced association management with CRM Associations v4
  • Company-specific endpoints with property validation
  • Batch operations for efficient data management
  • Advanced search and filtering capabilities
  • Type-safe parameter validation with Zod

Installation

If you don't have an API key, follow the steps here to obtain an access token.

NPX (Recommended)

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "hubspot": {
      "command": "npx",
      "args": [
        "@shinzolabs/hubspot-mcp"
      ],
      "env": {
        "HUBSPOT_ACCESS_TOKEN": "your-token-here"
      }
    }
  }
}

Manual Download

  1. Download the repo:
git clone https://github.com/shinzo-labs/hubspot-mcp.git
  1. Install packages (inside cloned repo):
pnpm i
  1. Add the following to your claude_desktop_config.json:
{
  "mcpServers": {
    "hubspot": {
      "command": "node",
      "args": [
        "/path/to/hubspot-mcp/index.js"
      ],
      "env": {
        "HUBSPOT_ACCESS_TOKEN": "your-token-here"
      }
    }
  }
}

Smithery

To install for Claude Desktop automatically via Smithery:

npx -y @smithery/cli install @shinzo-labs/hubspot-mcp --client claude

Supported Endpoints

CRM Object Operations

Basic Operations

  • crm_list_objects: List CRM objects with optional filtering and pagination
  • crm_get_object: Get a single CRM object by ID
  • crm_create_object: Create a new CRM object
  • crm_update_object: Update an existing CRM object
  • crm_delete_object: Delete a CRM object

Search and Batch Operations

  • crm_search_objects: Search CRM objects using advanced filters
  • crm_batch_create_objects: Create multiple objects in a single request
  • crm_batch_update_objects: Update multiple objects in a single request
  • crm_batch_delete_objects: Delete multiple objects in a single request

CRM Associations v4

Association Management

  • crm_list_association_types: List available association types between object types
  • crm_get_associations: Get all associations between objects
  • crm_create_association: Create an association between two objects
  • crm_delete_association: Delete an association between two objects

Batch Association Operations

  • crm_batch_create_associations: Create multiple associations in a single request
  • crm_batch_delete_associations: Delete multiple associations in a single request

Company Operations

Basic Company Operations

  • crm_create_company: Create a new company with validated properties
  • crm_update_company: Update an existing company
  • crm_get_company: Get a single company by ID
  • crm_search_companies: Search companies with specific filters

Batch Company Operations

  • crm_batch_create_companies: Create multiple companies in a single request
  • crm_batch_update_companies: Update multiple companies in a single request

Company Property Management

  • crm_get_company_properties: Get all available company properties
  • crm_create_company_property: Create a new company property

Contact Operations

Basic Contact Operations

  • crm_create_contact: Create a new contact with validated properties (email, name, phone, etc.)
  • crm_update_contact: Update an existing contact's information
  • crm_get_contact: Get a single contact by ID with optional properties and associations
  • crm_search_contacts: Search contacts with specific filters

Batch Contact Operations

  • crm_batch_create_contacts: Create multiple contacts in a single request
  • crm_batch_update_contacts: Update multiple contacts in a single request

Contact Property Management

  • crm_get_contact_properties: Get all available contact properties
  • crm_create_contact_property: Create a new contact property

Supported Object Types

  • Companies
  • Contacts
  • Deals
  • Tickets
  • Products
  • Line Items
  • Quotes
  • Custom Objects

Contributing

Contributions are welcomed and encouraged. Contact [email protected] with any questions, comments or concerns.

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