Available tools
13 tools| Tool | Description |
|---|---|
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 |
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.
Connect to your AI assistant
Pick the tool your team uses for the exact setup steps.
- 1
Open Claude settings
Launch Claude, click the profile button (bottom left), and go to Settings.
- 2
Access connectors
Open the Connectors tab, scroll to the bottom, and click “Add custom connector”.
- 3
Name your connector
Enter any name you’d like for this connector.
- 4
Get the connector URL
Log in to PatchOps, open the /mcp page, and copy the connector URL you want to use.
- 5
Add the connector
Paste the URL into the “Remote MCP server URL” box and click Add.
- 6
Start using
Your HubSpot CRM connector is ready to use in Claude.