Overview

HubSpot MCP is the Model Context Protocol server for HubSpot, the leading inbound marketing, sales, and customer service platform. Available in both local (npm package) and remote (cloud-hosted) deployment models, it enables AI assistants to interact with HubSpot CRM data — managing contacts, companies, deals, tickets, and marketing assets through natural language conversations.

HubSpot serves over 228,000 customers across 135 countries, making it one of the most widely-adopted marketing and CRM platforms for small-to-enterprise businesses. The MCP server currently supports read-only access to CRM objects including contacts, companies, deals, tickets, products, invoices, and quotes, with write capabilities for engagement management. HubSpot made history as the first CRM to launch a Deep Research Connector with ChatGPT, built on their remote MCP server architecture.

For organizations using AI assistants to support sales and marketing workflows, HubSpot MCP provides a direct bridge between conversational AI and the customer data that drives revenue. The compound risk of combining CRM data access with outbound communication capabilities (email sequences, marketing events) makes governance essential.

Key Features

CRM Data Access

Read contacts, companies, deals, tickets, and custom objects through natural language queries. AI assistants can look up customer records, check deal status, and pull pipeline analytics without navigating the HubSpot interface.

Deal Pipeline Analysis

List and filter deals by stage, amount, owner, and custom properties. Generate pipeline reports, identify at-risk deals, and track conversion rates through conversational AI interactions.

Contact and Company Enrichment

Retrieve detailed contact and company profiles including engagement history, lifecycle stage, and associated records. AI assistants can prepare meeting briefs and account summaries on demand.

Marketing Campaign Management

Access email sequences, marketing events, and campaign performance data. Create marketing events tied to active campaigns and monitor engagement metrics through AI-driven workflows.

Ticket and Service Management

Access support tickets, track resolution status, and analyze service metrics. AI assistants can triage incoming tickets, identify patterns in customer issues, and route cases to appropriate teams.

Engagement Tracking

Create and manage notes, calls, emails, and meeting records associated with CRM contacts. Maintain comprehensive activity logs through AI-assisted interactions.

Capabilities

HubSpot MCP exposes 8 tools for AI agents. 1 require approval.

4 Read3 Write1 Send

Tool	Operation	Risk	Description
`list_crm_deals` Lists deals with filters	Read	Low Risk	Lists deals with filters
`get_crm_contact` Retrieves contact details	Read	Medium Risk	Retrieves contact details
`create_crm_lead` Creates a new lead record	Write	Medium Risk	Creates a new lead record
`patch_crm_deal` Updates deal fields	Write	Medium Risk	Updates deal fields
`list_email_sequences` Lists marketing email sequences	Read	Low Risk	Lists marketing email sequences
`send_email`Approval Sends email via HubSpot	Send	High Risk	Sends email via HubSpot
`create_marketing_event` Creates a marketing campaign event	Write	Medium Risk	Creates a marketing campaign event
`list_pipelines` Lists sales pipelines	Read	Low Risk	Lists sales pipelines

Use Cases

Strategy-Aligned Use Cases

AI-Powered Meeting Preparation

Before sales calls, AI assistants pull contact history, deal context, recent support tickets, and engagement patterns from HubSpot to generate comprehensive meeting briefs aligned with account strategy.

Pipeline Health Monitoring

AI assistants analyze deal pipeline data to identify stalled opportunities, flag deals at risk of slipping, and generate weekly pipeline reports for sales leadership review.

Marketing-Sales Alignment

Bridge the gap between marketing campaigns and sales execution by connecting campaign engagement data with deal progression, helping teams understand which marketing activities drive revenue.

Customer Service Intelligence

Analyze support ticket patterns, identify recurring issues, and route high-priority tickets to specialized teams — improving customer satisfaction metrics aligned with retention goals.

Considerations

Before You Adopt

**PII Exposure Risk**: HubSpot CRM contains extensive personal information — names, emails, phone numbers, company details, and engagement histories. AI access to contact data must be scoped by role to prevent unauthorized PII exposure, particularly for GDPR-regulated organizations.
**Outbound Communication Risk**: The ability to send emails and create marketing events through MCP represents a compound risk. An AI assistant could send unreviewed communications to customers at scale, causing reputational damage and compliance violations.
**Pipeline Data Sensitivity**: Deal pipeline data — including deal values, close dates, and competitive intelligence — is highly sensitive business information. Access should be limited to roles with legitimate need-to-know for pipeline visibility.
**Marketing-Sales Data Boundaries**: HubSpot bridges marketing and sales data. Organizations should consider whether AI assistants accessing marketing campaign data should also have visibility into individual sales deal details, and vice versa.
**Beta Status Considerations**: The HubSpot MCP server remains in public beta, meaning API surface area and behavior may change. Organizations should plan for version updates and potential breaking changes in production workflows.

Stratafy Fit

Integration Potential

4/5

HubSpot MCP is a strong governance candidate for Stratafy. The combination of PII-rich CRM data and outbound communication capabilities creates a compound risk profile that demands structured oversight. Stratafy can enforce role-based access controls — allowing marketing teams read access to campaign metrics while restricting contact PII to authorized sales roles — gate email-sending operations behind approval workflows, and ensure all AI-initiated CRM interactions are logged for GDPR and CAN-SPAM compliance. The medium risk classification reflects the current read-heavy access model, but this will increase as HubSpot expands write capabilities in future MCP releases.

HubSpot MCP