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Quick Info

  • Secure cloud hosting
  • Secure authentication
  • 1.0.0
  • Sep 24, 2025

HubSpot

By: HubSpot CRM

Intelligently manage your HubSpot CRM. Automate data creation, updates, searches, and relationship management for contacts, companies, and deals with powerful AI.

Description

Unlock the full potential of your HubSpot CRM with an AI-powered service designed for seamless, intelligent data management. This service acts as your smart assistant, automating and streamlining a wide array of HubSpot operations, from managing individual records to understanding complex relationships across your entire customer database.

At its core, the service empowers you to interact with your HubSpot data with unprecedented efficiency. You can effortlessly **create, update, and retrieve** any type of HubSpot object – be it contacts, companies, deals, tickets, or custom objects. Need to import a batch of new leads? Our service can create multiple objects in a single command. Want to update a specific property for a segment of your customer base? Batch updates ensure consistency and save valuable time. For targeted queries, advanced filtering capabilities allow you to pinpoint exactly the data you need, whether you're looking for all open deals in a specific region or contacts who haven't been engaged in months. When you know specific IDs, efficient batch-read operations retrieve the exact records you require.

Beyond basic data manipulation, the service excels at **managing the intricate web of relationships** within your CRM. You can easily list existing associations between any objects, helping you understand how contacts relate to companies, deals, and support tickets. More powerfully, it enables you to create new associations in batch, ensuring your data is always interconnected and comprehensive. Before any association is made, the service can even retrieve valid association definitions to guarantee data integrity.

**Key Benefits & Use Cases:**
* **Automated Data Entry:** Quickly onboard new leads, companies, or deals from external sources, ensuring all necessary fields are populated and objects are correctly associated.
* **Enhanced Data Hygiene:** Perform bulk updates to correct inconsistencies, standardize property values, or enrich existing records across your CRM.
* **Actionable Insights:** Conduct sophisticated searches to identify specific customer segments, track deal progress, or monitor engagement levels, empowering your sales and marketing teams.
* **Streamlined Workflows:** Automate repetitive tasks, freeing up your team to focus on strategic initiatives rather than manual data management.
* **Comprehensive Customer View:** Build a 360-degree view of your customers by easily navigating and establishing relationships between all their interactions, purchases, and support history.
* **Data Structure Exploration:** Understand the full spectrum of properties available for any HubSpot object, aiding in custom reporting and integration efforts.

Leveraging robust security and user context awareness, this service ensures that all operations are performed within your specific HubSpot permissions and account details. It's not just about doing tasks; it's about doing them intelligently, efficiently, and accurately, transforming your HubSpot experience into a truly dynamic and responsive system.

What can this MCP do?

Access Engagement Record

Quickly find and view the details of a specific HubSpot engagement, such as a logged call, email, or meeting, using its unique ID.

Add Custom CRM Fields

Add new custom data fields to your HubSpot CRM records, such as contacts, companies, or deals. Tailor the information you track to perfectly fit your business needs.

Add HubSpot Notes & Tasks

Add notes or create tasks directly within your HubSpot CRM. Use this tool to easily log interactions, set follow-up tasks for contacts, companies, deals, or tickets, and ensure your CRM records are always up-to-date with all external activities.

Add Multiple CRM Records

Quickly add many new contacts, companies, or other record types to HubSpot all at once, saving you time and effort.

Advanced HubSpot Search

Effortlessly find precise contacts, companies, or any HubSpot records by applying detailed filters and complex conditions. Get exactly the data you need from your HubSpot account.

Bulk Retrieve HubSpot Records

Retrieve a list of specific HubSpot records, like contacts or deals, all at once. Perfect for quickly gathering known items.

Bulk Update CRM Objects

Efficiently update multiple existing HubSpot CRM records. Make changes to several contacts, companies, or deals all at once, saving you time.

Connect Multiple HubSpot Records

Effortlessly link several HubSpot records at once, establishing relationships between different types of data to keep your CRM organized.

Discover Custom Object Types

Easily see all the custom data types you've created in your HubSpot account. This helps you understand what custom information is available and how it's structured before you use it in other tasks.

Discover HubSpot Data

Quickly retrieve a comprehensive list of all your HubSpot items, such as contacts, companies, or deals. It's perfect for exploring your data or when you need to see everything of a certain type without specific search filters.

Discover HubSpot Data Fields

Get a complete list of all the data fields and details available for any type of record in HubSpot, like contacts, companies, or deals. It helps you understand what information you can store and access.

Discover Related Records

Quickly find all records connected to a specific item in HubSpot. For example, see every company associated with a contact, or all deals linked to a company. This helps you understand the relationships within your data and get a complete view of your customers and business.

Get HubSpot Workflows

Easily get a comprehensive list of all your HubSpot automation workflows. View key details like their name, type, and status to understand your current setup.

Get My HubSpot Account Details

Understand your identity and permissions within HubSpot. This tool provides essential details about your user profile and account, helping other HubSpot tools know who you are and what you're authorized to do before you start any tasks.

Get Property Details

Quickly view all the settings and options for any specific property within your HubSpot account, including its type and available choices.

Get Workflow Details

Easily access all the details of any specific workflow in your HubSpot account, including its steps, enrollment rules, and schedule.

HubSpot Link Creator

Quickly generate direct links to specific pages or records within your HubSpot account, such as contacts, companies, or deals. Easily share or bookmark important HubSpot information.

Share HubSpot Tool Feedback

Share your thoughts and suggestions to help us improve HubSpot tools. Use this when other tools aren't meeting your needs, or if you simply have ideas to make them better.

Update HubSpot Notes & Tasks

Easily modify your existing HubSpot notes and tasks. This tool allows you to update the content of a note or change the subject, description, and status of a task directly in your CRM.

Update HubSpot Properties

Easily update the custom fields and information for your HubSpot records, ensuring your data is always current and structured how you need it.

Verify HubSpot Connections

Ensure smooth connections between your HubSpot records. This tool lists all the valid ways different types of records (like contacts, companies, or deals) can be linked, helping you create correct relationships and troubleshoot any linking issues.

Example prompts:

I have a list of 10 new contacts from a recent event. Their names and emails are in this spreadsheet. Can you add them to HubSpot and associate them with our 'Event Leads - Summer 2024' campaign?
Find all companies in the 'Technology' industry located in Texas that have a 'Deal Stage' of 'Proposal Sent' but haven't had any activity logged in the last 30 days.
For Contact ID 78901, list all associated companies and deals. Then, can you update the 'Lifecycle Stage' for that contact to 'Customer' and add a note saying 'Successfully onboarded'?
What are the available properties for 'Ticket' objects? Based on those, can you update the 'Priority' to 'High' and the 'Status' to 'In Progress' for Ticket IDs 101, 102, and 103?
First, confirm my current HubSpot permissions. If I'm authorized, create a new 'Product Demo' deal for 'Acme Corp' (Company ID 45678) with a value of $5,000, and set the 'Close Date' for next Friday.

Copy these prompts to get started quickly with HubSpot in your Simtheory workspace.

How It Works

1. Install the MCP

Install HubSpot from your Simtheory workspace with one click.

2. Connect Your Account

Securely authorize access to your HubSpot account.

3. Start Using

Your AI can now interact with HubSpot on your behalf.

Ready to use HubSpot MCP Server?

Sign up for Simtheory and install this MCP directly into your workspace to start leveraging its capabilities.

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