MCP · CRM
HubSpot
Query your HubSpot CRM without opening the UI. Claude lists deals, contacts, tickets, and can update fields. Useful for pipeline reviews.
Use cases
- ›Prep a pipeline review
- ›Flag deals stuck >30 days
- ›Update a contact record
Installation
1.In HubSpot: Settings → Integrations → Private Apps → Create app. Recommended scopes: crm.objects.contacts.read/write, crm.objects.deals.read/write, crm.objects.tickets.read.
2.One line, one terminal
$ claude mcp add hubspot -- npx -y @hubspot/mcp-server --token=YOUR_PRIVATE_APP_TOKENNeed to install Claude Code first? See the Claude Code page · Official docs
Concrete examples
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"Prépare ma revue pipeline : deals >20k€ en stage proposition ou négociation, classés par date de clôture prévue."Filtered query + sort. Claude returns a list actionable in a 30-min meeting.
Sample output
→ Querying HubSpot deals (value > €20,000, stages: proposition, negotiation) 12 deals found Close date in April (5) - Acme Corp — €45,000 — Negotiation — Apr 22 Owner: Marie. Last activity 3 days ago. - Foobar SAS — €28,000 — Proposition — Apr 24 Owner: Pierre. Follow-up sent yesterday, no reply. [...] Close date in May (4) - Baz Ltd — €62,000 — Negotiation — May 5 Owner: Marie. Meeting scheduled for Apr 28. [...] Close date in June (3) - Qux Corp — €34,000 — Proposition — Jun 10 [...] Deals to watch: Foobar SAS hasn't replied in 24h, close date in 8 days. Check with Pierre.
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"Liste les 10 deals ouverts les plus 'stuck' : pas d'activité depuis plus de 21 jours, stage > discovery."Identifies the dead pipeline. Enables intentional cleanup or follow-up.
Sample output
→ Querying stuck deals (no activity > 21d, stage > discovery) Top 10 stuck (days without activity, descending) 1. Alpha Inc — 42d — Proposition — €18,000 Likely reason: client said "we'll get back to you" in February. 2. Beta GmbH — 38d — Negotiation — €55,000 Contract sent, no response. 3. Gamma SAS — 35d — Proposition — €12,000 4. Delta Ltd — 33d — Discovery+ — €28,000 [...] Recommended action: batch follow-up. I can draft the 10 follow-up emails with a tone tailored to each deal's context.