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HubSpot MCP Server

by scopiousdigital

The HubSpot MCP Server enables Claude to interact with HubSpot CRM for sales analysis and insights. It provides a set of tools to manage contacts, deals, companies, and retrieve sales analytics data.

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What is HubSpot MCP Server?

The HubSpot MCP Server is a tool that allows Claude to interact with the HubSpot CRM API. It provides a set of functions to search, create, update, and retrieve data related to contacts, deals, and companies within HubSpot. Additionally, it offers sales analytics tools to gain insights from HubSpot data.

How to use HubSpot MCP Server?

To use the server, you need to create a HubSpot Private App with the necessary scopes and obtain an API key. Then, configure your claude_desktop_config.json file with the server details, including the command to run the server (either using npx or docker) and the API key. Once configured, Claude can use the provided tools to interact with HubSpot.

Key features of HubSpot MCP Server

  • Contact Management (search, get, create, update)

  • Deal Management (list, get, create, update)

  • Company Management (list, get)

  • Sales Analytics (aggregated data, deal history, deal notes, engagements)

  • Sales Performance Metrics

  • Pipeline Analytics

  • Forecast Analytics

Use cases of HubSpot MCP Server

  • Analyzing sales performance over time

  • Identifying key trends in deal conversions

  • Retrieving contact information for specific leads

  • Updating deal stages based on customer interactions

  • Forecasting future sales based on current pipeline data

FAQ from HubSpot MCP Server

What is a HubSpot Private App?

A HubSpot Private App is a way to securely access the HubSpot API. It requires specific scopes to be set for the app, which determine what data and actions the app can access.

What scopes are required for the HubSpot Private App?

The required scopes are: crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.deals.read, crm.objects.deals.write, crm.objects.companies.read, crm.objects.companies.write, crm.objects.owners.read, crm.objects.quotes.read, crm.objects.line_items.read, crm.objects.custom.read, crm.schemas.deals.read, crm.schemas.contacts.read, crm.schemas.companies.read, crm.schemas.custom.read.

How do I troubleshoot errors?

Verify that all required scopes are added to your HubSpot private app, the API key is correctly copied to your configuration, and your HubSpot plan includes access to the APIs you're trying to use.

Can I use this server with other platforms besides Claude?

While the README specifically mentions Claude, the underlying API interactions are standard HubSpot API calls. Therefore, with appropriate modifications, it could potentially be adapted for use with other platforms that can make HTTP requests.

Is this project officially supported by HubSpot?

No, this open-source project is not affiliated with or endorsed by HubSpot. It is an independent implementation that interacts with HubSpot's API.