> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gumloop.com/llms.txt
> Use this file to discover all available pages before exploring further.
# HubSpot
> Manage your CRM with AI-powered contact, deal, and ticket automation.
HubSpot is an all-in-one CRM platform for sales, marketing, and customer service. The HubSpot MCP server lets you manage contacts, companies, deals, tickets, and engagements using natural language.
## What Can It Do?
* **Manage contacts and companies** with full CRUD operations
* **Track and search deals** through your sales pipeline
* **Handle support tickets** and customer interactions
* **Log engagements** like calls, emails, and meetings
* **Send transactional emails** using HubSpot email templates
* **Create associations** between records
* **Manage products** in your product catalog
* **Work with lists** for contact segmentation
* **Manage properties** and custom object schemas
* **Work with any CRM object type** using generic CRUD tools
* **Build forms and workflows** for marketing automation
* **Handle files** with upload, download, and management
* **Access conversations** and inbox threads
* **Manage blog posts and landing pages** for content marketing
* **Track email and campaign analytics** for performance insights
## Where to Use It
### In Agents (Recommended)
Add HubSpot as a tool to any agent. The agent can then manage your CRM conversationally, choosing the right actions based on context.
**To add an MCP tool to your agent:**
1. Open your agent's configuration
2. Click **Add tools** → **Connect an app with MCP**
3. Search for the integration and select it
4. Authenticate with your account
You can control which tools your agent has access to. After adding an integration, click on it to enable or disable specific tools based on what your agent needs.
### In Workflows (Via Agent Node)
For automated pipelines, use an [Agent Node](/core-concepts/agent_node) with HubSpot tools. This gives you the flexibility of an agent within a deterministic workflow.
### As a Custom MCP Node
You can also create a standalone MCP node for a specific action. This generates a reusable node that performs one task, useful when you need the same operation repeatedly in workflows.
**To create a custom MCP node:**
1. Go to your node library and search for the integration
2. Click **Create a node with AI**
3. Describe the specific action you want (e.g., "Create a contact with email and name")
4. Test the node and save it for reuse
Custom MCP nodes are single-purpose by design. For tasks that require multiple steps or dynamic decision-making, use an agent instead.
## Available Tools
| Tool | Description |
| ------------------------------ | ----------------------------------------------------------------------------- |
| **List Contacts** | List contacts with optional filtering |
| **Create Contact** | Create a new contact |
| **Get Contact** | Retrieve a specific contact by ID |
| **Update Contact** | Update an existing contact |
| **Search Contacts** | Search with advanced filters |
| **Merge Contacts** | Merge two contact records |
| **GDPR Delete Contact** | Permanently delete a contact for GDPR compliance |
| **List Companies** | List companies with filtering |
| **Create Company** | Create a new company |
| **Get Company** | Retrieve a specific company |
| **Update Company** | Update an existing company |
| **Search Companies** | Search with advanced filters |
| **List Deals** | List deals with filtering |
| **Search Deals** | Search for deals using advanced filters, date ranges, sorting, and pagination |
| **Create Deal** | Create a new deal |
| **Get Deal** | Retrieve a specific deal by ID |
| **Update Deal** | Update an existing deal |
| **List Tickets** | List tickets with filtering |
| **Get Ticket** | Retrieve a specific ticket by ID |
| **Create Ticket** | Create a new ticket |
| **Update Ticket** | Update an existing ticket |
| **Delete Ticket** | Delete a ticket |
| **Merge Tickets** | Merge two tickets |
| **List Products** | List products in the catalog |
| **Get Product** | Retrieve a specific product |
| **Create Product** | Create a new product |
| **Update Product** | Update an existing product |
| **Delete Product** | Delete a product |
| **Get Engagements** | Get engagement data for a contact |
| **Get Engagement** | Get a specific engagement by ID |
| **List Engagements** | List all engagements |
| **Get Recent Engagements** | Get recently created or modified engagements |
| **Get Call Dispositions** | Get available call disposition options |
| **Create Engagement** | Create a call, email, meeting, or note |
| **Update Engagement** | Update an existing engagement |
| **Delete Engagement** | Delete an engagement |
| **Log Email** | Log an email activity on a HubSpot contact's timeline |
| **Send Transactional Email** | Send a transactional email to a recipient using a HubSpot email template |
| **Get Associations** | Get associations for an object |
| **Create Association** | Link two objects together |
| **Delete Association** | Remove an association between objects |
| **Get Association Types** | Get available association types |
| **List Lists** | List all contact lists |
| **Get List** | Get a specific list |
| **Create List** | Create a new contact list |
| **Delete List** | Delete a list |
| **Get List Memberships** | Get contacts in a list |
| **Add List Members** | Add contacts to a list |
| **Remove List Members** | Remove contacts from a list |
| **List Properties** | List properties for an object type |
| **Create Property** | Create a new property |
| **Update Property** | Update an existing property |
| **Delete Property** | Delete a property |
| **List Custom Object Schemas** | List custom object schemas |
| **List Custom Objects** | List custom object records |
| **Create Custom Object** | Create a custom object record |
| **Update Custom Object** | Update a custom object record |
| **List CRM Objects** | List CRM records for any object type |
| **Get CRM Object** | Get one or many CRM records for any object type |
| **Search CRM Objects** | Search CRM records for any object type |
| **Create CRM Object** | Create one or many CRM records for any object type |
| **Update CRM Object** | Update one or many CRM records for any object type |
| **Upsert CRM Objects** | Create or update CRM records by unique property values |
| **Archive CRM Object** | Archive one or many CRM records for any object type |
| **List Forms** | List all forms |
| **Get Form Submissions** | Get submissions for a form |
| **List Workflows** | List all workflows |
| **Enroll In Workflow** | Enroll a contact in a workflow |
| **Get Events** | Get timeline events |
| **Get Email Statistics** | Get email campaign statistics |
| **List Campaigns** | List marketing campaigns |
| **List Blog Posts** | List blog posts |
| **Create Blog Post** | Create a new blog post |
| **Update Blog Post** | Update a blog post |
| **Delete Blog Post** | Delete a blog post |
| **List Landing Pages** | List landing pages |
| **List Files** | List files in the file manager |
| **Upload File** | Upload a file |
| **Download File** | Download a file |
| **Delete File** | Delete a file |
| **List Conversation Inboxes** | List conversation inboxes |
| **List Conversation Threads** | List conversation threads |
| **Get Thread Messages** | Get messages in a thread |
| **Send Thread Message** | Send a message in a thread |
## Example Prompts
Use these with your agent or in the Agent Node:
**Find contacts:**
```
Find all contacts at Microsoft with Director in their title
```
**Create a deal:**
```
Create a deal called "Enterprise License - Acme" for $75,000 in the proposal stage
```
**Search deals:**
```
Find all deals closing this quarter with amount over $50,000
```
**Update a contact:**
```
Update john@company.com to lifecycle stage "customer"
```
**Check tickets:**
```
Show me all high-priority open tickets
```
**Log an activity:**
```
Log a 15-minute call with the Acme contact about their renewal
```
**Log an email on the timeline:**
```
Log an email on john@acme.com's timeline with subject "Q4 renewal" and the body of my follow-up
```
**Send a transactional email:**
```
Send the "Welcome Email" transactional template to jane@company.com
```
The legacy **Send Email** tool is deprecated. Use **Send Transactional Email** for outbound sends (requires the `transactional-email` scope and a configured HubSpot email template) and **Log Email** to record an email activity on a contact's timeline.
## Troubleshooting
| Issue | Solution |
| -------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| Agent not finding the right data | Use specific names, emails, or IDs |
| Action not completing | Check that you've authenticated with HubSpot |
| Unexpected results | The agent may chain multiple tools (e.g., searching first, then updating). Review the agent's reasoning to understand its approach. |
| Tool not available | Verify the tool is [enabled in your agent's MCP configuration](/core-concepts/agents#tool-management-and-approvals) |
Agents are smart enough to chain multiple API calls together. For example, asking "Update the Acme deal to closed-won" will find the deal first, then update it. If results seem off, check the agent's step-by-step reasoning.
## Need Help?
* [Agents documentation](/core-concepts/agents) for setup and best practices
* [Agent Node guide](/core-concepts/agent_node) for workflow integration
* Need help? [Reach out to us](https://portal.usepylon.com/gumloop/forms/help)
* Contact [support@gumloop.com](mailto:support@gumloop.com) for assistance
***
**Use this integration directly in Claude or Cursor.** Connect remotely via the [HubSpot MCP server](https://www.gumloop.com/mcp/hubspot) using credentials from your [Connectors page](https://www.gumloop.com/personal/connectors).