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
- 1Connect to HubSpot
Add the HubSpot server to your Civic environment through the server directory.
- 2Authenticate with HubSpot
Connect your HubSpot account using OAuth to access your CRM data and marketing tools.
- 3Test Connection
Start with
hubspot-get-user-detailsto verify authentication andhubspot-list-objectsto explore your data.
What You Can Do
Manage contacts, companies, deals, and tickets with full CRUD operations
Create engagements, manage workflows, and track marketing campaigns
Configure custom properties, schemas, and object relationships
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
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
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
- Object Strategy: Use
hubspot-list-objectsto understand your current data structure - Search Optimization: Use
hubspot-search-objectsfor complex queries instead of filtering large lists - Batch Operations: Use batch tools for bulk operations to improve performance and avoid rate limits
- Property Planning: Use
hubspot-list-propertiesbefore creating custom fields
Association Management
- Relationship Discovery: Use
hubspot-get-association-definitionsto understand available relationships - Systematic Linking: Create associations systematically (contact → company → deal)
- Association Cleanup: Regularly audit and clean up unnecessary associations
- Performance Impact: Consider association queries impact on API performance
Workflow Integration
- Automation Audit: Use
hubspot-list-workflowsto understand existing automations - Engagement Logging: Create engagements to maintain comprehensive customer interaction history
- Data Consistency: Ensure data quality with property validation and required fields
- Performance Monitoring: Monitor API usage to stay within rate limits
Sales Process Optimization
- Deal Pipeline: Structure deals with consistent stages and properties
- Activity Tracking: Log all customer interactions as engagements
- Custom Properties: Create custom fields for business-specific requirements
- 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.
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."