HubSpot MCP Server: Connect Claude to Contacts, Deals & Marketing

What is the HubSpot MCP server?

The HubSpot MCP server connects Claude to your HubSpot portal through the Model Context Protocol. It lets you read and write CRM data, check marketing performance, and manage your sales pipeline using natural language instead of navigating HubSpot's interface or writing API calls by hand.

MCP is an open protocol from Anthropic that standardizes how AI assistants interact with external tools and data. The HubSpot MCP server implements this standard using HubSpot's REST API, authenticating with a private app access token that respects your portal's existing permissions.

This means a marketer can ask Claude "how did last week's email campaign perform?" and get open rates, click rates, and unsubscribes from live HubSpot data. A sales rep can say "create a task to follow up with the Acme deal on Friday" and have it appear in HubSpot instantly. The data stays in HubSpot. Claude just becomes a faster way to work with it.

What it can do

■Manage contacts - Search, create, and update contact records. Look up contacts by email, company, lifecycle stage, or any custom property. Merge duplicates and enrich records.
■Update deals - Move deals between pipeline stages, update amounts, change close dates, and add notes. Get a snapshot of your pipeline by stage, owner, or time period.
■Create tasks - Add follow-up tasks, set due dates, assign owners, and associate tasks with contacts, companies, or deals. Check overdue tasks across your team.
■Pull analytics - Get email campaign performance (opens, clicks, bounces), form submission data, landing page conversion rates, and traffic source breakdowns.
■Trigger workflows - Enroll contacts into existing HubSpot workflows. Useful for kicking off nurture sequences, internal notifications, or automated follow-ups from a conversation with Claude.
■Search across objects - Query contacts, companies, deals, and tickets with filters. Find all contacts at a company, all deals in a stage, or all tickets assigned to a rep.
■Manage companies and tickets - Create and update company records, associate them with contacts, and manage support tickets with status updates and priority changes.

Setup guide

1. Create a HubSpot private app

In your HubSpot portal, go to Settings > Integrations > Private Apps. Create a new app and select the scopes you need. For full CRM access, enable crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.deals.read, crm.objects.deals.write, and any other object scopes relevant to your use case. Copy the access token.

2. Install the HubSpot MCP server

Install the community HubSpot MCP server:

npm install -g @anthropic/mcp-server-hubspot

3. Configure Claude Desktop

Add the HubSpot server to your Claude Desktop configuration file:

{
  "mcpServers": {
    "hubspot": {
      "command": "npx",
      "args": ["-y", "@anthropic/mcp-server-hubspot"],
      "env": {
        "HUBSPOT_ACCESS_TOKEN": "pat-na1-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
      }
    }
  }
}

Replace the token with your private app access token. If you need OAuth-based authentication for multi-portal setups, check the server's README for the OAuth configuration flow.

4. Restart and verify

Restart Claude Desktop. Try asking: "List my 5 most recent contacts in HubSpot" to confirm the connection is working. Claude should return contact names and details from your portal.

Use cases

Morning pipeline check

Start your day by asking Claude for a pipeline summary: deals by stage, total value, what moved yesterday, and what is closing this week. Get the same information as a HubSpot dashboard in a conversational format you can act on immediately.

Post-meeting CRM updates

After a sales call, tell Claude what happened: "Move the TechCorp deal to proposal stage, set the amount to $24,000, and create a follow-up task for Thursday." Three CRM updates in one sentence instead of clicking through five different screens.

Campaign performance review

Ask Claude to compare your last three email campaigns: open rates, click-through rates, and unsubscribe rates side by side. Identify what subject lines and send times worked best without exporting data to a spreadsheet.

Lead qualification triage

Ask Claude to pull all new contacts from the past week, check which ones visited your pricing page, and create tasks for your sales team to follow up with the highest-intent leads. Automate the manual triage that eats up Monday mornings.

Limitations

■Cannot create or modify workflows, email templates, or landing pages. The MCP server handles data operations, not HubSpot configuration.
■HubSpot API rate limits apply. Free and Starter portals get 100 requests per 10 seconds. Professional and Enterprise tiers get higher limits but can still be reached with bulk operations.
■Marketing email content (HTML body) and file attachments cannot be read or modified through the MCP server.
■Some advanced features like custom behavioral events, calculated properties, and multi-touch revenue attribution require HubSpot Enterprise and may have limited MCP support.
■Your private app's scopes control what Claude can access. If a scope is not enabled, the MCP server cannot read or write that data type.

Frequently asked questions

Does this work with HubSpot Free?

Yes. The HubSpot API is available on all tiers, including Free. However, some objects and features (like custom objects, workflows, and advanced analytics) require paid plans. The MCP server works with whatever your portal has access to.

Can I connect multiple HubSpot portals?

Yes. Add multiple entries to your MCP configuration, each with a different access token and a unique server name (e.g., "hubspot-sales" and "hubspot-marketing"). Claude can then interact with both portals in the same conversation.

Will this send emails from my HubSpot account?

Not by default. The MCP server focuses on CRM data operations. Sending marketing emails or sequences requires additional scopes and explicit confirmation. You control what the private app is authorized to do.

Can Claude access custom properties?

Yes. Any custom property on contacts, companies, deals, or tickets is accessible through the API. Claude can read and update custom properties just like standard ones. Just refer to them by their label or internal name.

HubSpot MCP Server