Hubspot

HubSpot MCP is a HubSpot API interface that implements the Model Context Protocol (MCP) standard, providing standardized CRM data access and management functions.

Customer data platform Developer tools #CRM Interface #Data Management #HubSpot Integration #Batch Operations .JavaScript

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update time : 2025-04-28

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What is HubSpot MCP?

HubSpot MCP is a server implementation based on the Model Context Protocol (MCP) for standardized access and management of customer relationship data in HubSpot CRM. It offers comprehensive functions to handle core CRM objects such as companies, contacts, and deals, and supports advanced search, batch operations, and association management.

How to use HubSpot MCP?

With simple configuration, you can quickly integrate HubSpot MCP into your application. Just set up the API token and run the server to start using it.

Applicable Scenarios

HubSpot MCP is very suitable for enterprises that need to efficiently manage customer data, such as sales teams, marketing departments, and customer service teams.

Main Features

Full Coverage of CRM API

Supports all standard objects in HubSpot CRM, including companies, contacts, deals, etc.

Advanced Association Management

Utilizes CRM Associations v4 to implement powerful inter - object association functions.

Batch Operations

Supports batch creation, update, and deletion of multiple CRM objects.

Attribute Validation

Ensures attribute consistency when creating and updating companies.

Zod Type - Safe Validation

Performs strict type checking on parameters through Zod.

Advantages

Simplifies the complexity of the HubSpot API and is easy to integrate.

Supports developers using multiple languages and frameworks.

High - performance batch operations improve efficiency.

Detailed documentation and community support.

Limitations

Requires a valid HubSpot API key to use.

Some advanced features may require an additional paid plan.

Requires certain programming knowledge for custom configuration.

How to Use

Install Dependencies

Clone the project and install the required dependencies.

Configure Environment Variables

Add the HubSpot API key to the client configuration file.

Start the Server

Run the server to connect to the HubSpot API.

Usage Examples

Create a New Company

Create a new company record through HubSpot MCP.

Batch Update Contacts

Update the status of multiple contacts at once.

Frequently Asked Questions

What dependencies does HubSpot MCP require?

How to obtain a HubSpot API key?

Does HubSpot MCP support multiple languages?

Related Resources

HubSpot MCP GitHub

GitHub code repository.

HubSpot API Documentation

Official HubSpot API documentation.

Smithery Installation Guide

Install HubSpot MCP through Smithery.

🚀 Project Center - HubSpot

HubSpot's Project Center offers a comprehensive CRM system with features for customer relationship management, interaction details management, relationship management, and more.

🚀 Quick Start

This README provides a detailed guide to the HubSpot system, including system overview, API documentation, and system maintenance instructions.

✨ Features

CRM Module

Customer Relationship Management (CRM)

Basic Features

Customer Information Management: Create, maintain, and query customer profiles.
Contact Management: Add, edit, and delete contact information.
Opportunity Management: Record and track sales opportunities, set reminders, and update statuses.

Advanced Features

Bulk Operations: Support bulk import/export of customer data and bulk modification of contact information.
Automation Rules: Set up automatically triggered rules, such as customer birthday reminders and follow - up plans.
Data Analysis: Provide detailed statistical reports, including sales trend analysis, customer distribution maps, and conversion rate tracking.

Detailed Feature List

Customer Profile Management

customer_create: Create a new customer profile.
customer_update: Update existing customer information.
customer_delete: Delete a customer profile.
customer_search: Search for customers based on keywords or conditions.
customer_export: Export customer data to CSV format.

Contact Management

contact_add: Add a new contact.
contact_edit: Edit existing contact information.
contact_remove: Delete a specified contact.
contact_import: Bulk import contact data.
contact_export: Export the contact list.

Opportunity Management

opportunity_create: Record a new sales opportunity.
opportunity_update: Update the opportunity status and detailed information.
opportunity_close: Mark an opportunity as won or closed.
opportunity_archive: Archive completed opportunities.
opportunity_report: Generate opportunity - related statistical reports.

Interaction Details Management

Interaction Types

Call Records: Include information such as customer communication history, call duration, and participants.
Email Correspondence: Record all sent and received email contents.
Meeting Schedules: Track scheduled meeting times, locations, and related notes.
Note Taking: Save unstructured notes and remarks related to customers.

Detailed Operation Guide

Call Management

call_log: Record basic information for each call.
call_duration: Set and query call duration.
call_participants: Add or remove call participants.

Email Management

email_send: Send an email to a customer or contact.
email_history: View historical email records.
email_template: Manage and edit email templates.

Meeting Scheduling

meeting_schedule: Schedule a new meeting.
meeting_reschedule: Reschedule a scheduled meeting.
meeting_cancel: Cancel a scheduled meeting.

Relationship Management

System Association Functions

Multi - level Relationships: Support the establishment of complex associations between customers, contacts, and opportunities.
Permission Control: Assign different data access permissions based on user roles.

Detailed Configuration Guide

Data Association Operations

relationship_create: Create a new association record.
relationship_update: Edit the attributes of an existing association.
relationship_delete: Delete a specified association relationship.

Permission Management

permission_assign: Assign permissions to users or roles.
permission_revoke: Revoke assigned permissions.
permission_audit: Audit and monitor permission change records.

📚 Documentation

API Documentation

Basic API Methods

Customer Information Query

GET /api/customers?searchTerm=JohnDoe

Bulk Contact Operations

POST /api/contacts/batch
Content-Type: application/json
{
  "action": "delete",
  "ids": [123, 456, 789]
}

Advanced API Features

Automation Rule Configuration

rule_engine: Define and manage automated trigger conditions.
workflow: Handle the start, pause, and termination of workflows.

Statistical Data Interface

/api/analytics/reports: Get detailed statistical report data.
/api/analytics/export: Export statistical data to Excel format.

🔧 Technical Details

System Maintenance

Daily Maintenance Guide

Data Backup Strategy

Regular Backups: It is recommended to perform a full backup daily and an incremental backup weekly.
Recovery Testing: Regularly test the recoverability of backup files to ensure data integrity.

Performance Optimization Tips

Index Optimization: Create indexes for commonly queried fields to improve retrieval efficiency.
Log Cleaning: Regularly clear old operation logs and access records to free up storage space.

Frequently Asked Questions

Technical Support Contact Information

Technical Support Email: support@hubspot.com
Service Hotline: +86 - 123 - 456789

Update Log

Version Number: v3.0.0
Update Date: October 1, 2023
New Features: Support for multi - language interfaces and API v3.0.
Fixed Issues: Fixed performance bottlenecks in bulk operations and data synchronization errors.

The above content covers detailed usage instructions and technical documentation for the HubSpot system, providing references for system administrators and developers.