HubSpot CRM

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HubSpot CRM — search, create, and manage contacts, companies, deals, and tickets.

What is HubSpot CRM?

HubSpot CRM v3 integration for managing sales pipelines, contacts, companies, deals, and support tickets. Search across CRM objects, create and update records, view associations between objects, and discover pipeline stages. Supports both private app tokens and OAuth2 with automatic token refresh.

Available Tools

searchContacts
Search contacts by name, email, company, or free-text
searchCompanies
Search companies by name, domain, or industry
searchDeals
Search deals by stage, pipeline, or free-text
searchTickets
Search support tickets
getContact
Get contact by ID
getCompany
Get company by ID
getDeal
Get deal by ID
createContact
Create a new contact
createDeal
Create a new deal
updateDeal
Update deal properties (stage, amount, etc.)
getAssociations
Get associations between objects (contact → company, deal → contact)
getDealPipelines
List deal pipelines and stages
getProperties
Discover available properties for any object type

Requirements

HubSpot account
Any HubSpot plan — Free, Starter, Professional, or Enterprise.
Private app token or OAuth credentials
Create a private app in HubSpot Settings → Integrations → Private Apps, or use OAuth2 client credentials.

Quick Setup Guide

Follow these steps to connect your AI agents to this connector

Go to HubSpot Settings → Integrations → Private Apps. Create an app with CRM scopes (contacts, companies, deals, tickets).

Copy the access token from the private app details page.

Go to /mcp, find HubSpot CRM, and paste your access token.

Search contacts, manage deals, and explore your CRM data.

Connect to Your AI Assistant

Choose your AI assistant below for specific setup instructions

Follow these steps to connect HubSpot CRM to Claude:

Step 1: Open Claude Settings

Launch Claude → Click the profile button (bottom left) → Navigate to Settings

Step 2: Access Connectors

Scroll down to the Connectors tab → Navigate to the bottom → Click “Add Custom Connector”

Step 3: Name Your Connector

Enter any name you'd like for this connector

Step 4: Get the Connector URL

Step 5: Add the Connector

Paste the URL in the “Remote MCP Server URL” text box → Click Add

Step 6: Start Using

Your connector is now ready to use in Claude

Follow these steps to connect HubSpot CRM to ChatGPT:

Step 1: Enable Developer Mode

Go to Settings → Connectors → Advanced → Enable Developer mode

Step 2: Create New Connector

Go back to Connectors page → Click “Create” (top right)

Step 3: Name Your Connector

Enter any name you'd like for this connector (descriptions are optional)

Step 4: Get the Connector URL

Step 5: Add the URL

Paste the URL in the “MCP Server URL” text box

Step 6: Set Authentication

Click the authentication dropdown → Select “No authentication” (PatchOps handles authentication internally)

Step 7: Create the Connector

Click “I understand and want to continue” checkbox → Press Create

Step 8: Using the Connector

Start a new chat → Click the + button (left of text box) → Open dropdown → Hover over three dots labeled “More” → Select your connector

Instructions for connecting HubSpot CRM to GitHub Copilot:

Coming Soon

Detailed setup instructions for GitHub Copilot will be added here.

For other MCP-compatible platforms:

Step 1: Get the Connector URL

Step 2: Add to Configuration

Add this configuration to your MCP settings file. Replace the URL with your specific connector URL from the /mcp page:

"HubSpot CRM-MCP": {
  "url": "https://patchops.ai/api/mcp/...",
  "type": "http"
}

Example Configuration

Here’s an example using PatchOps MCP:

"PatchOps-MCP": {
  "url": "https://patchops.ai/api/mcp/...",
  "type": "http"
}