Connect HubSpot to Your AI Agent

Ask AI to summarize your pipeline, assemble customer context, or apply the CRM changes you specify.

26 tools OAuth

Try a HubSpot Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill HubSpot

Review the Sales Pipeline

Compare deals by stage, value, and closing date to prepare a focused pipeline brief.

/oo HubSpot: Review all open HubSpot deals in [pipeline]. Group them by expected closing period, summarize stage, amount, and owner, and flag missing closing dates. Check the deal fields before filtering.

Prepare a Customer Brief

Combine contact and company records into a concise reference for your next customer conversation.

/oo HubSpot: Find [contact email] and [company name] in HubSpot. Summarize their profiles and the associations in their records for a meeting brief.

Apply a Contact Update

Check an existing contact and apply your specified field changes without creating a duplicate.

/oo HubSpot: Read HubSpot contact [record ID], check its field definitions, and update only these fields: [field names and values]. Show the changes made.

Start Working with HubSpot

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect HubSpot

    Authorize your HubSpot account.

    Connect HubSpot →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • Access to the HubSpot account and CRM records you want to use.
  • Available records, properties, and campaign metrics depend on your account access.

HubSpot Tools

HubSpot holds contact, company, deal, and campaign information. This connection gives an assistant access to those records within your account permissions.

Find and Read CRM Records

Search contacts, companies, and deals and retrieve their selected properties and associations.

Create and Update Records

Create or edit contacts, companies, and deals using the fields defined in your CRM.

Review Campaign Results

Read campaign analytics, attributed contact IDs, and metrics for campaign assets.

26 tools

Search Crm Objects

Search and filter HubSpot CRM records for any object type supported by the MCP server.

hubspot.search_crm_objects

Get Crm Objects

Fetch one or more HubSpot CRM objects by ID through the MCP server.

hubspot.get_crm_objects

Manage Crm Objects

Create or update HubSpot CRM records or activities through the MCP server.

hubspot.manage_crm_objects

Search Contacts

Search HubSpot contacts with optional filters, sorting, and selected properties.

hubspot.search_contacts

Get Contact

Get a HubSpot contact by record ID or by a custom idProperty value.

hubspot.get_contact

Create Contact

Create a HubSpot contact with the provided properties and optional associations.

hubspot.create_contact

Update Contact

Update a HubSpot contact by record ID or by a custom idProperty value.

hubspot.update_contact

Search Companies

Search HubSpot companies with optional filters, sorting, and selected properties.

hubspot.search_companies

Get Company

Get a HubSpot company by record ID or by a custom idProperty value.

hubspot.get_company

Create Company

Create a HubSpot company with the provided properties and optional associations.

hubspot.create_company

Update Company

Update a HubSpot company by record ID or by a custom idProperty value.

hubspot.update_company

Search Deals

Search HubSpot deals with optional filters, sorting, and selected properties.

hubspot.search_deals

Get Deal

Get a HubSpot deal by record ID or by a custom idProperty value.

hubspot.get_deal

Create Deal

Create a HubSpot deal with the provided properties and optional associations.

hubspot.create_deal

Update Deal

Update a HubSpot deal by record ID or by a custom idProperty value.

hubspot.update_deal

List Properties

List or search HubSpot property definitions for an MCP-supported object type.

hubspot.list_properties

Get Property

Get a single HubSpot property definition for an MCP-supported object type.

hubspot.get_property

Search Properties

Find HubSpot property definitions for an object type using keyword search.

hubspot.search_properties

Get Properties

Get full HubSpot property definitions for an object type.

hubspot.get_properties

Search Owners

Find HubSpot CRM record owners by name, email, or owner ID.

hubspot.search_owners

Get Campaign Contacts By Type

Fetch paginated HubSpot contact IDs for a campaign filtered by attribution type.

hubspot.get_campaign_contacts_by_type

Get Campaign Analytics

Get HubSpot campaign analytics for one or more campaigns.

hubspot.get_campaign_analytics

Get Campaign Asset Types

List HubSpot asset type names available as campaign assets.

hubspot.get_campaign_asset_types

Get Campaign Asset Metrics

Get metrics and properties for CRM objects associated with a HubSpot campaign.

hubspot.get_campaign_asset_metrics

Submit Feedback

Send feedback about the HubSpot MCP server experience to HubSpot.

hubspot.submit_feedback

Get User Details

Get the authenticated HubSpot MCP user's account and access details.

hubspot.get_user_details

Work Across Apps

Draft a customer meeting email

Use CRM context to prepare a Gmail draft for your own review.

Frequently Asked Questions

What should I include in a pipeline summary request?

Provide the pipeline, date range, and fields to compare. The assistant can organize matching deals and point out missing data; your CRM records determine the detail available.

Can AI update an existing contact?

Yes. Supply the record ID and the exact fields and values to change. The assistant can read the contact and check field definitions before applying the update.

Can I compare campaign performance?

Yes. Provide campaign IDs, a reporting period, and the metrics you want to compare. Results depend on the campaign analytics accessible in your HubSpot account.

Does the connection access every HubSpot record?

Access follows the authorized user and granted permissions. Records or metrics outside that access cannot be included in a summary.

Connect HubSpot

About HubSpot ↗