How to enable AI agents to securely interact with your CRM data in real time
You’re switching between tabs, scraping data, pasting into reports, and manually updating HubSpot records, when all you really want is for your AI tool to just do the work for you.
That’s exactly what the HubSpot MCP Server unlocks.
It acts as a secure, standardized bridge between your favorite AI agent—like Claude or Cursor—and your actual HubSpot data. Now, instead of bouncing between tools, you can prompt your agent to pull data, update records, associate contacts, or summarize deals, right from where you’re working.
No hacky workarounds. No brittle APIs. Just a real-time connection between your CRM and your AI assistant.
What Is the HubSpot MCP Server?
The Model Context Protocol (MCP) is a standard that lets AI agents securely interact with external systems. The HubSpot MCP Server is a native implementation of this protocol—built to work specifically with HubSpot.
It allows your AI agent to:
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Fetch real-time HubSpot data (contacts, companies, deals, tickets, and more)
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Trigger actions like creating notes, updating properties, or associating records
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Interact with your CRM using natural language
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Stay within the bounds of scoped access and security controls
Think of it as:
“What if Claude or Cursor could work inside HubSpot—just like your team does?”
Use Cases: What Your Agent Can Actually Do
What your AI agent can do with MCP Server:
Fetch and Analyze Data
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“Get me all deals in the ‘Decision Maker Bought In’ stage over $10K.”
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“Summarize the last 5 tickets created for Alex Smith.”
Create or Update Records
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“Update the phone number for John Smith.”
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“Create a new contact for Acme Inc.”
Manage Associations
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“Associate John Smith with Acme Inc.”
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“List all contacts and roles linked to Acme Inc.”
Add Notes, Tasks, and Engagements
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“Add a task to follow up with jane@example.com.”
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“Log a note for the customer success team.”
Support Technical Development
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“Pull the company record for Google in JSON format so I can use it as a placeholder in my UI build.”
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“Fetch the property type and pattern for ‘Serial Number’ so I can enforce validation rules in code.”
It’s like giving your AI assistant a seat at the RevOps table, with read/write access to your CRM.
Why This Matters for GTM Teams
If your sales, marketing, and CS teams already use HubSpot and your tech teams already use AI agents—MCP Server is the glue between them.
Here’s what it enables:
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RevOps can audit CRM structure, clean data, and deploy automation faster
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Sales teams can get deal summaries, contact insights, and task creation on the fly
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Developers can debug workflows, test UI extensions, and generate CRM placeholders
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Support teams can escalate, log notes, or generate documentation through a single prompt
And all of it happens securely, under the governance of HubSpot Private App scopes.
How to Set Up the HubSpot MCP Server
Pre-reqs
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Install Node.js and NPM
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Create a HubSpot Private App and copy the access token
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Limit scopes to what you need (start with read-only for production)
Configure for Cursor
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Create a .cursor/mcp.json file
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Paste in your token and server config
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Restart Cursor and test a prompt
Configure for Claude Desktop
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Locate your config file (usually in ~/Library/Application Support/Claude/)
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Paste in the MCP server block with your token
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Restart Claude Desktop
Once connected, your agent will automatically load the full set of available tools.
Is This for Me?
Right now, the MCP Server is best for:
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Developers building AI-powered internal tools
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RevOps or technical marketers managing CRM workflows
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AI engineers integrating GPT or Claude into operational systems
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Enterprise teams exploring secure agent-based automation
It’s currently in beta, so we recommend testing it in a sandbox first and starting with read-only scopes for safety.
Want to Connect AI to Your CRM?
We help teams set up and operationalize the HubSpot MCP Server, from technical implementation to use case design.
Whether you’re a developer looking to test it in Cursor or a RevOps team looking to automate across your CRM, we can help you make it real.
