HubSpot

The HubSpot connector gives AI agents access to your CRM — contacts, deals, and notes — through the HubSpot CRM API using OAuth 2.0. Your credentials are stored encrypted in MCPGate's vault and are never exposed to the AI client.

CRM objects only

The current connector covers contacts, deals, and notes. Other HubSpot objects (companies, tickets, pipelines) are not yet supported. Check the Connectors page for updates.

Tool reference#

The HubSpot connector exposes 8 tools: 4 read and 4 write.

ToolCategoryDescription
hubspot_list_contactsreadList CRM contacts
hubspot_get_contactreadGet contact details by ID
hubspot_search_contactsreadSearch contacts by properties
hubspot_list_dealsreadList CRM deals
hubspot_create_contactwriteCreate a new CRM contact
hubspot_update_contactwriteUpdate contact properties
hubspot_create_dealwriteCreate a new CRM deal
hubspot_add_notewriteAdd a note to a contact

Common guardrail recipes#

Read-only CRM access#

Enable only the four read tools and deny all write tools. Useful for sales intelligence agents that pull contact and deal data for summarisation without modifying any CRM records.

Notes-only write access#

Enable only hubspot_add_note from the write tools, while denying hubspot_create_contact, hubspot_update_contact, and hubspot_create_deal. This lets an AI assistant log call notes and summaries without creating or editing records.

PII guardrail on contact creation#

Apply the block_pii template to hubspot_create_contact and hubspot_update_contact. This prevents the AI from writing raw sensitive data (e.g. social security numbers or passport details) into CRM contact properties.

Troubleshooting#

  • Contact not found by ID — HubSpot contact IDs are numeric. Ensure the AI is passing a numeric string, not an email address. Use hubspot_search_contacts to look up a contact by email first.
  • Deal stage requiredhubspot_create_deal requires a valid pipeline and deal stage. These vary by HubSpot account configuration. Check your HubSpot pipeline settings for the correct stage IDs.
  • Scope error on first use — HubSpot OAuth requires specific scopes per object type. If you see a 403 after connecting, disconnect and reconnect to trigger a fresh consent screen with all required scopes.