HubSpot MCP Server

Name: HubSpot MCP Server
Author: KaranThink41

@KaranThink41

About HubSpot MCP Server

Repository Name: hubspot-mcp-summary Repository Description: A Model Context Protocol (MCP) server for managing shared summaries in HubSpot. This project integrates with HubSpot's CRM to create, update, delete, and fetch summary records (stored as Note engagements) through a unif

Basic information

Config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "hubspot-mcp-summary": {
      "command": "npx",
      "args": [
        "-y",
        "@smithery/cli",
        "install",
        "@KaranThink41/hubspot-mcp-summary",
        "--client",
        "claude"
      ]
    }
  }
}

Tools

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Overview

What is HubSpot MCP Server?

HubSpot MCP Server is a Model Context Protocol (MCP) server that provides tools for interacting with HubSpot CRM. It allows you to create, update, delete, and fetch summary records (stored as Note engagements) in HubSpot.

How to use HubSpot MCP Server?

Install automatically via Smithery (npx -y @smithery/cli install @KaranThink41/hubspot-mcp-summary --client claude) or manually: install dependencies (npm install), create a .env file with HUBSPOT_ACCESS_TOKEN and USER_ROLES_FILE, build (npm run build), and start (npm start). A Dockerfile is also provided.

Key features of HubSpot MCP Server

Create a summary as a Note engagement in HubSpot
Fetch all summary records (Notes) from HubSpot
Filter summary records by date
Update existing summary records
Delete summary records
Send summary records via chat or email

Use cases of HubSpot MCP Server

Create CRM notes from automated processes
Retrieve and review all previously stored summary notes
Filter notes by creation date for time‑sensitive reviews
Update or delete outdated or incorrect note records
Share note summaries via chat or email directly

FAQ from HubSpot MCP Server

What does HubSpot MCP Server do?

It is an MCP server that provides tools to create, read, update, delete, and share summary records stored as Note engagements in HubSpot CRM.

How do I install HubSpot MCP Server?

You can install it automatically via Smithery or manually by running npm install, creating a .env file with your HubSpot access token, building the project with npm run build, and starting with npm start. A Dockerfile is also available.

What environment variables are required?

HUBSPOT_ACCESS_TOKEN (your HubSpot API access token) and USER_ROLES_FILE (path to the user roles configuration file) must be set in a .env file.

Where is the data stored?

All summary records are stored as Note engagements in HubSpot CRM. The server does not store data locally beyond the user roles file.

What transport and authentication does the server use?

The server uses the Model Context Protocol (MCP) with JSON‑RPC requests. Authentication is handled via the HubSpot access token provided in the environment variable. The server can be tested with the MCP Inspector.