HubSpot Server

Access and manage HubSpot CRM data, contacts, companies, deals, and comprehensive sales & marketing workflows

HubSpot Server

Overview

The HubSpot server provides comprehensive CRM and marketing automation capabilities. Built by HubSpot, this server enables AI assistants to manage contacts, companies, deals, workflows, and complete sales & marketing operations.

Getting Started

1. Connect to HubSpot

   Add the HubSpot server to your Civic environment through the server directory.

2. Authenticate with HubSpot

   Connect your HubSpot account using OAuth to access your CRM data and marketing tools.

3. Test Connection

   Start with hubspot-get-user-details to verify authentication and hubspot-list-objects to explore your data.

What You Can Do

CRM Management

Manage contacts, companies, deals, and tickets with full CRUD operations

Marketing Automation

Create engagements, manage workflows, and track marketing campaigns

Data Architecture

Configure custom properties, schemas, and object relationships

Sales Pipeline

Track deals, manage sales processes, and optimize conversion workflows

Use Cases

Customer Relationship Management

• Contact Management: Create, update, and organize customer contacts with rich profile data
• Company Profiles: Maintain comprehensive company records with industry, size, and relationship data
• Deal Tracking: Monitor sales opportunities from lead to close with stage management
• Ticket Management: Handle customer support requests and track resolution progress

Marketing Operations

• Campaign Management: Organize contacts into campaigns and track engagement metrics
• Workflow Automation: Create automated sequences for lead nurturing and customer onboarding
• Engagement Tracking: Log calls, emails, meetings, and tasks for complete customer history
• Lead Scoring: Develop and maintain lead scoring models based on behavior and demographics

Sales Process Optimization

• Pipeline Management: Configure sales stages and track deal progression
• Activity Logging: Record sales activities and maintain comprehensive interaction history
• Performance Analytics: Analyze sales metrics, conversion rates, and team performance
• Territory Management: Organize accounts by geography, industry, or sales rep

Data Integration & Architecture

• Custom Properties: Create custom fields for specific business requirements
• Object Associations: Link contacts, companies, deals, and custom objects
• Data Import/Export: Bulk manage data with batch operations for efficiency
• Schema Management: Configure custom object types and their relationships

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Available Tools (21)

Authentication & Discovery (2 tools)

Essential tools for authentication and exploring your HubSpot environment.

Account Management

hubspot-get-user-details

Authenticate and analyze access token permissions and account details

• Use Cases: Verify authentication, understand account permissions

hubspot-get-schemas

Retrieve all custom object schemas in your HubSpot account

• Use Cases: Understand available object types and their structure

Start with hubspot-get-user-details to verify your authentication and understand available permissions.

Object Management (6 tools)

Core CRM functionality for managing contacts, companies, deals, and custom objects.

CRUD Operations

hubspot-list-objects

Retrieve paginated lists of any HubSpot object type

• Parameters: objectType (required), pagination, filters, properties, associations
• Object Types: contacts, companies, deals, tickets, custom objects

hubspot-search-objects

Perform advanced filtered searches with complex criteria

• Features: Filter groups, sorting, query strings, property selection
• Use Cases: Find specific records, complex business logic queries

hubspot-batch-create-objects

Create multiple objects of the same type in one operation

• Efficiency: Bulk operations for data imports and migrations
• Associations: Create relationships during object creation

hubspot-batch-update-objects

Update multiple existing objects efficiently in batch operations

• Use Cases: Bulk data updates, synchronized field changes

hubspot-batch-read-objects

Retrieve multiple objects by their IDs in a single batch operation

• Performance: Efficient bulk data retrieval for reporting

Common Object Types: contacts, companies, deals, tickets, products, line_items, quotes, calls, emails, meetings, notes, tasks.

Relationships & Associations (3 tools)

Tools for managing relationships between different HubSpot objects.

hubspot-create-association

Establish relationships between HubSpot objects across different types

• Examples: Link contact to company, associate deal with contact
• Parameters: fromObjectId, toObjectId, association types

hubspot-get-association-definitions

Retrieve valid association types between specific object types

• Use Cases: Understand available relationship types before creating associations

hubspot-list-associations

Retrieve existing relationships for a specific object

• Use Cases: Find all companies associated with a contact, deals linked to accounts

Always use hubspot-get-association-definitions to verify valid association types before creating relationships.

Property Management (4 tools)

Configure and manage custom properties and data structure.

hubspot-list-properties

Get complete catalog of properties for any HubSpot object type

• Use Cases: Understand available fields, data structure planning

hubspot-get-property

Retrieve detailed information about a specific property

• Details: Property type, options, validation rules, usage

hubspot-create-property

Create new custom properties for HubSpot object types

• Customization: Custom fields, dropdowns, calculations, formulas

hubspot-update-property

Update existing custom properties and their configurations

• Modifications: Labels, options, validation, descriptions

Property Types: Single-line text, multi-line text, dropdown select, number, date, file, URL, and more.

Engagement Management (3 tools)

Create and manage customer interactions, notes, and tasks.

hubspot-create-engagement

Create engagements (Notes or Tasks) associated with CRM objects

• Types: Notes, Tasks, Calls, Emails, Meetings
• Associations: Link to contacts, companies, deals, tickets

hubspot-get-engagement

Retrieve engagement details by ID

• Use Cases: Review interaction history, task details

hubspot-update-engagement

Update existing engagements with new information

• Modifications: Status, notes, due dates, priorities

Engagement Types: Note (for logging interactions), Task (for follow-up activities).

Workflow & Automation (2 tools)

Manage marketing automation workflows and business processes.

hubspot-list-workflows

Retrieve paginated list of workflows in your HubSpot account

• Use Cases: Discover automation, understand workflow structure

hubspot-get-workflow

Get detailed information about a specific workflow

• Details: Actions, triggers, enrollment criteria, performance metrics

Workflows are read-only through the API - creation and editing must be done through the HubSpot interface.

Utility Tools (1 tool)

Helpful utilities for navigation and support.

hubspot-get-link

Generate HubSpot UI links for different pages and objects

• Link Types: Object records, list views, reports, settings
• Use Cases: Direct navigation to HubSpot interface, sharing specific records

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Configuration Requirements

Authentication Setup

The HubSpot server uses OAuth2 authentication with HubSpot’s API:

OAuth Scopes

Required Scopes for Full Functionality:

• CRM Objects: Read/write access to contacts, companies, deals, tickets
• Properties: Manage custom properties and object schemas
• Associations: Create and manage object relationships
• Engagements: Create and manage notes, tasks, and activities
• Workflows: Read access to automation workflows

Account Requirements

• HubSpot Account: Free or paid HubSpot account with CRM access
• API Access: Ensure API access is enabled for your account tier
• Permissions: Admin or appropriate role permissions for the operations you need
• Rate Limits: Be aware of HubSpot’s API rate limits based on your account tier

Best Practices

CRM Data Management

1. Object Strategy: Use hubspot-list-objects to understand your current data structure
2. Search Optimization: Use hubspot-search-objects for complex queries instead of filtering large lists
3. Batch Operations: Use batch tools for bulk operations to improve performance and avoid rate limits
4. Property Planning: Use hubspot-list-properties before creating custom fields

Association Management

1. Relationship Discovery: Use hubspot-get-association-definitions to understand available relationships
2. Systematic Linking: Create associations systematically (contact → company → deal)
3. Association Cleanup: Regularly audit and clean up unnecessary associations
4. Performance Impact: Consider association queries impact on API performance

Workflow Integration

1. Automation Audit: Use hubspot-list-workflows to understand existing automations
2. Engagement Logging: Create engagements to maintain comprehensive customer interaction history
3. Data Consistency: Ensure data quality with property validation and required fields
4. Performance Monitoring: Monitor API usage to stay within rate limits

Sales Process Optimization

1. Deal Pipeline: Structure deals with consistent stages and properties
2. Activity Tracking: Log all customer interactions as engagements
3. Custom Properties: Create custom fields for business-specific requirements
4. Reporting Data: Structure data to support reporting and analytics needs

HubSpot has strict rate limits that vary by account tier. Use batch operations when possible and implement proper error handling for rate limit responses.

Pro Tip: Start with read operations to understand your data structure before implementing create/update operations. Use the HubSpot UI to verify API changes during development.

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Guardrails

In addition to the 14 universal guardrails, this server has 57 server-specific guardrails across 13 operations.

HubSpot guardrails are especially important for batch operations — hubspot-batch-create-objects, hubspot-batch-update-objects, and hubspot-batch-read-objects can affect large volumes of CRM records in a single call. Size limits and object type restrictions help prevent accidental bulk changes or data exfiltration.

Guardrail	Operation	Timing	Description
Block Create Object Types	hubspot-batch-create-objects	Request	Blocks creation of specific object types
Limit Batch Create Size	hubspot-batch-create-objects	Request	Limits batch create size
Block Property History	hubspot-batch-read-objects	Request	Blocks access to property history
Filter Batch Read Objects	hubspot-batch-read-objects	Response	Filters objects by criteria in batch read
Limit Batch Read Size	hubspot-batch-read-objects	Request	Limits batch read size
Redact Batch Read Properties	hubspot-batch-read-objects	Response	Redacts sensitive properties from batch read results
Restrict Batch Read Types	hubspot-batch-read-objects	Request	Restricts object types for batch read
Block Object Type Associations	hubspot-create-association	Request	Blocks associations between certain object types
Limit Association IDs	hubspot-create-association	Request	Limits associations to specific object IDs
Restrict Association Types	hubspot-create-association	Request	Restricts association types allowed
Block Update Object Types	hubspot-batch-update-objects	Request	Blocks updates to specific object types
Limit Batch Update Size	hubspot-batch-update-objects	Request	Limits batch update size
Restrict Update Properties	hubspot-batch-update-objects	Request	Restricts which properties can be updated
Restrict Engagement Types	hubspot-create-engagement	Request	Restricts engagement types to NOTE and TASK only
Block Create Property Types	hubspot-create-property	Request	Blocks creation of properties for certain object types
Hide Engagement Owner	hubspot-get-engagement	Response	Hides owner information from engagements
Redact Engagement Content	hubspot-get-engagement	Response	Redacts engagement content/metadata
Restrict Engagement IDs	hubspot-get-engagement	Request	Restricts to specific engagement IDs
Block Page Types	hubspot-get-link	Request	Blocks access to certain page types
Restrict Link Object Types	hubspot-get-link	Request	Restricts to specific object types for links
Block Get Property	hubspot-get-property	Request	Blocks access to specific properties
Restrict Get Property Type	hubspot-get-property	Request	Restricts get property by object type
Filter Schemas by Type	hubspot-get-schemas	Response	Filters custom object schemas by type
Filter Account ID	hubspot-get-user-details	Response	Filters account ID information
Hide Permission Scopes	hubspot-get-user-details	Response	Hides specific permission scopes
Redact Token Details	hubspot-get-user-details	Response	Redacts API token and access token details
Redact User Emails	hubspot-get-user-details	Response	Redacts user email addresses
Hide Workflow Actions	hubspot-get-workflow	Response	Hides workflow actions
Restrict Workflow IDs	hubspot-get-workflow	Request	Restricts to specific workflow IDs
Limit Association Pagination	hubspot-list-associations	Request	Limits pagination size for associations
Restrict List Association Types	hubspot-list-associations	Request	Restricts to specific object types
Block Archived Objects	hubspot-list-objects	Request	Blocks access to archived objects
Filter Data by Pattern	hubspot-list-objects	Response	Filters any data matching regex patterns (including financial data)
Filter Objects by Owner	hubspot-list-objects	Response	Filters objects by owner or team
Hide Custom Properties	hubspot-list-objects	Response	Hides sensitive custom properties
Limit List Results	hubspot-list-objects	Request	Limits maximum results per page
Redact Contact PII	hubspot-list-objects	Response	Redacts PII from contact objects
Restrict List Properties	hubspot-list-objects	Request	Restricts properties that can be requested
Restrict Object Types	hubspot-list-objects	Request	Restricts to specific object types only
Block Hidden Properties	hubspot-list-properties	Request	Blocks access to hidden properties
Filter Property Definitions	hubspot-list-properties	Response	Filters sensitive property definitions
Restrict List Properties Types	hubspot-list-properties	Request	Restricts to specific object types
Filter Workflows by Type	hubspot-list-workflows	Response	Filters workflows by type
Hide Workflows by Name	hubspot-list-workflows	Response	Hides workflows by name pattern
Limit Workflow Pagination	hubspot-list-workflows	Request	Limits pagination size for workflows
Block Search Operators	hubspot-search-objects	Request	Blocks certain operators like regex or contains
Filter by Data Classification	hubspot-search-objects	Response	Filters results by data classification
Hide Pipeline Objects	hubspot-search-objects	Response	Hides objects from specific pipelines
Limit Filter Groups	hubspot-search-objects	Request	Limits number of filter groups
Redact Search PII	hubspot-search-objects	Response	Redacts PII from search results
Restrict Search Object Types	hubspot-search-objects	Request	Restricts searchable object types
Search Result Limit	hubspot-search-objects	Request	Enforces maximum search result limit
Block Owner Changes	hubspot-update-engagement	Request	Blocks changes to engagement owner
Limit Association Modifications	hubspot-update-engagement	Request	Limits association modifications in engagements
Restrict Update Engagement IDs	hubspot-update-engagement	Request	Restricts which engagements can be updated
Restrict Property Modification	hubspot-update-property	Request	Restricts which properties can be modified

Configure guardrails via the Civic UI or ask the Configurator Agent: “Add guardrails to my HubSpot server.”