Can I search for contacts using specific filters?

Yes. The `search_hubspot_contacts` tool accepts a JSON array of HubSpot filters. Example: `[{"propertyName":"email","operator":"CONTAINS_TOKEN","value":"@company.com"}]`. This uses HubSpot's native search API to find contacts matching property values, date ranges, or engagement criteria. Use `get_hubspot_object_schema` with 'contacts' to discover all searchable properties.

Can I link contacts to companies and deals?

Yes. Use `link_hubspot_crm_objects` with the source object type and ID, target object type and ID, and the association type name. Example: link a contact to a company with `fromType='contacts', fromId='123', toType='companies', toId='456', associationType='contact_to_company'`. This creates bidirectional CRM relationships.

What type of HubSpot credential do I need?

You need a **Private App Access Token** from your HubSpot account. This is different from OAuth tokens — it provides direct API access scoped to the permissions you select when creating the Private App. The token is sent as a Bearer token in the Authorization header against `api.hubapi.com`.

HubSpot MCP Connector for Claude

A+

Grow better with an integrated CRM that unifies marketing, sales, service, and operations in one powerful platform.

12 tools Official Updated Oct 1, 2026 Official Vinkius Partner

More Details Connect to Claude

Connect your HubSpot account to any AI agent and manage your entire CRM through natural conversation.

What you can do

Contact Management — List, create, search, and delete contacts with full property access
Company Records — Browse and inspect companies with metadata and associations
Deal Pipeline — List all deals with amounts, stages, and pipeline assignments, and inspect individual deal details
Smart Search — Search contacts using HubSpot filter syntax for targeted queries
Association Management — Link CRM objects together (Contact ↔ Company, Contact ↔ Deal, etc.)
Schema Discovery — List all available properties for any object type (contacts, companies, deals, tickets)
Pipeline Configuration — View all sales pipelines with stages and probabilities
Team Management — List all HubSpot users and record owners

How it works

Subscribe to this server
Enter your HubSpot Private App Access Token
Start managing your CRM from Claude, Cursor, or any MCP-compatible client

Who is this for?

Sales Teams — search contacts, update deal stages, and link records without switching to the CRM dashboard
Marketing Teams — manage contact databases, segment audiences, and audit property schemas
RevOps — inspect pipelines, audit data quality, and manage associations through AI

contact-managementdeal-pipelineslead-nurturingcrm-integrationcompany-recordssales-operations

See how to talk to your AI agent using HubSpot.

Show all deals in the pipeline and the contacts associated with the highest-value one.

12 active deals. Pipeline: 'Sales Pipeline'. Stages: Prospect (3), Qualified (4), Proposal (3), Negotiation (2). Top deal by value: 'Enterprise SaaS Migration' — $285,000, Stage: Negotiation, Close date: May 15, 2025, Owner: Sarah Chen. Associated contacts: 1) John Smith (CTO, john@acmecorp.com). 2) Lisa Park (VP Engineering, lisa@acmecorp.com). 3) Mike Torres (Procurement, mike@acmecorp.com). Associated company: Acme Corp (company_456, 500 employees, Enterprise segment). Total pipeline value: $892,000. Would you like to search for contacts or view the pipeline configuration?

Search for all contacts with @enterprise.com emails and create a new contact for the CEO.

Search results for '@enterprise.com': 4 contacts found. 1) James Rodriguez (VP Sales, james@enterprise.com). 2) Ana Müller (Director Marketing, ana@enterprise.com). 3) Chen Wei (Head of Engineering, wei@enterprise.com). 4) Sarah Johnson (HR Manager, sarah.j@enterprise.com). New contact created! Email: ceo@enterprise.com, First name: David, Last name: Williams, ID: contact_8921. Now linking to company... ✅ Associated to 'Enterprise Corp' (company_789). You now have 5 contacts for Enterprise Corp. Would you like to list companies or view deal details?

Show the sales pipelines, all HubSpot users, and the property schema for deals.

Sales pipelines: 2 configured. 1) 'Sales Pipeline' — 5 stages: Prospect (10%), Qualified (25%), Proposal (50%), Negotiation (75%), Closed Won (100%). 12 active deals, $892K value. 2) 'Partnership Pipeline' — 4 stages: Introduction, Evaluation, Agreement, Active Partner. 3 active deals, $150K value. HubSpot users: 8 owners. Sarah Chen (Sales), Mike Torres (Sales), Lisa Park (Marketing), James Rodriguez (CS), Ana Müller (RevOps), 3 others. Deal properties (42 total): Key fields: dealname, amount, dealstage, pipeline, closedate, hubspot_owner_id, description, deal_currency_code. Custom: contract_length, implementation_fee, annual_recurring_revenue. Would you like to create a deal or search contacts?

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