What you can ask
- “What does HubSpot CRM have for the area or asset I'm working on?”
- “Pull the most recent HubSpot CRM records and put them in a table.”
- “What does HubSpot CRM cover, and how fresh is the data?”
Connect to your AI assistant
Paste this URL into Claude, ChatGPT, or any MCP client, then sign in when prompted. After you sign in, add your HubSpot CRM key in PatchOps.
https://patchops.ai/api/mcp
Add to Claude
Add to CursorClaude: use Add to Claude, or Settings > Connectors > Add custom connector and paste the URL.
Claude Code
claude mcp add --transport http patchops https://patchops.ai/api/mcpStep by step
- 1
Open connectors
In Claude, open Settings > Connectors and click "Add custom connector".
- 2
Paste the URL
Name it PatchOps and paste
https://patchops.ai/api/mcpas the server URL, then click Add. - 3
Sign in
Click Connect and sign in to PatchOps when Claude asks.
- 4
Start using
Ask Claude a question. It uses HubSpot CRM through PatchOps when it needs to.
› Technical details
HubSpot CRM. Search, create, and manage contacts, companies, deals, and tickets.
Setup
A few steps to connect your AI agents to HubSpot CRM.
- 1
Create a Private App
Go to HubSpot Settings → Integrations → Private Apps. Create an app with CRM scopes (contacts, companies, deals, tickets).
- 2
Copy Access Token
Copy the access token from the private app details page.
- 3
Add Token in PatchOps
Go to /mcp, find HubSpot CRM, and paste your access token.
- 4
Start Querying
Search contacts, manage deals, and explore your CRM data.