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HubSpot Server

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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.

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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.

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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

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Use Cases

  • 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
  • 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
  • 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
  • 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)

Essential tools for authentication and exploring your HubSpot environment.Account Management
Authenticate and analyze access token permissions and account details
  • Use Cases: Verify authentication, understand account permissions
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.
Core CRM functionality for managing contacts, companies, deals, and custom objects.CRUD Operations
Retrieve paginated lists of any HubSpot object type
  • Parameters: objectType (required), pagination, filters, properties, associations
  • Object Types: contacts, companies, deals, tickets, custom 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
Create multiple objects of the same type in one operation
  • Efficiency: Bulk operations for data imports and migrations
  • Associations: Create relationships during object creation
Update multiple existing objects efficiently in batch operations
  • Use Cases: Bulk data updates, synchronized field changes
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.
Tools for managing relationships between different HubSpot objects.
Establish relationships between HubSpot objects across different types
  • Examples: Link contact to company, associate deal with contact
  • Parameters: fromObjectId, toObjectId, association types
Retrieve valid association types between specific object types
  • Use Cases: Understand available relationship types before creating 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.
Configure and manage custom properties and data structure.
Get complete catalog of properties for any HubSpot object type
  • Use Cases: Understand available fields, data structure planning
Retrieve detailed information about a specific property
  • Details: Property type, options, validation rules, usage
Create new custom properties for HubSpot object types
  • Customization: Custom fields, dropdowns, calculations, formulas
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.
Create and manage customer interactions, notes, and tasks.
Create engagements (Notes or Tasks) associated with CRM objects
  • Types: Notes, Tasks, Calls, Emails, Meetings
  • Associations: Link to contacts, companies, deals, tickets
Retrieve engagement details by ID
  • Use Cases: Review interaction history, task details
Update existing engagements with new information
  • Modifications: Status, notes, due dates, priorities
Engagement Types: Note (for logging interactions), Task (for follow-up activities).
Manage marketing automation workflows and business processes.
Retrieve paginated list of workflows in your HubSpot account
  • Use Cases: Discover automation, understand workflow structure
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.
Helpful utilities for navigation and support.

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Configuration Requirements

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Authentication Setup

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

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Best Practices

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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

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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

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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

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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.
GuardrailOperationTimingDescription
Block Create Object Typeshubspot-batch-create-objectsRequestBlocks creation of specific object types
Limit Batch Create Sizehubspot-batch-create-objectsRequestLimits batch create size
Block Property Historyhubspot-batch-read-objectsRequestBlocks access to property history
Filter Batch Read Objectshubspot-batch-read-objectsResponseFilters objects by criteria in batch read
Limit Batch Read Sizehubspot-batch-read-objectsRequestLimits batch read size
Redact Batch Read Propertieshubspot-batch-read-objectsResponseRedacts sensitive properties from batch read results
Restrict Batch Read Typeshubspot-batch-read-objectsRequestRestricts object types for batch read
Block Object Type Associationshubspot-create-associationRequestBlocks associations between certain object types
Limit Association IDshubspot-create-associationRequestLimits associations to specific object IDs
Restrict Association Typeshubspot-create-associationRequestRestricts association types allowed
Block Update Object Typeshubspot-batch-update-objectsRequestBlocks updates to specific object types
Limit Batch Update Sizehubspot-batch-update-objectsRequestLimits batch update size
Restrict Update Propertieshubspot-batch-update-objectsRequestRestricts which properties can be updated
Restrict Engagement Typeshubspot-create-engagementRequestRestricts engagement types to NOTE and TASK only
Block Create Property Typeshubspot-create-propertyRequestBlocks creation of properties for certain object types
Hide Engagement Ownerhubspot-get-engagementResponseHides owner information from engagements
Redact Engagement Contenthubspot-get-engagementResponseRedacts engagement content/metadata
Restrict Engagement IDshubspot-get-engagementRequestRestricts to specific engagement IDs
Block Page Typeshubspot-get-linkRequestBlocks access to certain page types
Restrict Link Object Typeshubspot-get-linkRequestRestricts to specific object types for links
Block Get Propertyhubspot-get-propertyRequestBlocks access to specific properties
Restrict Get Property Typehubspot-get-propertyRequestRestricts get property by object type
Filter Schemas by Typehubspot-get-schemasResponseFilters custom object schemas by type
Filter Account IDhubspot-get-user-detailsResponseFilters account ID information
Hide Permission Scopeshubspot-get-user-detailsResponseHides specific permission scopes
Redact Token Detailshubspot-get-user-detailsResponseRedacts API token and access token details
Redact User Emailshubspot-get-user-detailsResponseRedacts user email addresses
Hide Workflow Actionshubspot-get-workflowResponseHides workflow actions
Restrict Workflow IDshubspot-get-workflowRequestRestricts to specific workflow IDs
Limit Association Paginationhubspot-list-associationsRequestLimits pagination size for associations
Restrict List Association Typeshubspot-list-associationsRequestRestricts to specific object types
Block Archived Objectshubspot-list-objectsRequestBlocks access to archived objects
Filter Data by Patternhubspot-list-objectsResponseFilters any data matching regex patterns (including financial data)
Filter Objects by Ownerhubspot-list-objectsResponseFilters objects by owner or team
Hide Custom Propertieshubspot-list-objectsResponseHides sensitive custom properties
Limit List Resultshubspot-list-objectsRequestLimits maximum results per page
Redact Contact PIIhubspot-list-objectsResponseRedacts PII from contact objects
Restrict List Propertieshubspot-list-objectsRequestRestricts properties that can be requested
Restrict Object Typeshubspot-list-objectsRequestRestricts to specific object types only
Block Hidden Propertieshubspot-list-propertiesRequestBlocks access to hidden properties
Filter Property Definitionshubspot-list-propertiesResponseFilters sensitive property definitions
Restrict List Properties Typeshubspot-list-propertiesRequestRestricts to specific object types
Filter Workflows by Typehubspot-list-workflowsResponseFilters workflows by type
Hide Workflows by Namehubspot-list-workflowsResponseHides workflows by name pattern
Limit Workflow Paginationhubspot-list-workflowsRequestLimits pagination size for workflows
Block Search Operatorshubspot-search-objectsRequestBlocks certain operators like regex or contains
Filter by Data Classificationhubspot-search-objectsResponseFilters results by data classification
Hide Pipeline Objectshubspot-search-objectsResponseHides objects from specific pipelines
Limit Filter Groupshubspot-search-objectsRequestLimits number of filter groups
Redact Search PIIhubspot-search-objectsResponseRedacts PII from search results
Restrict Search Object Typeshubspot-search-objectsRequestRestricts searchable object types
Search Result Limithubspot-search-objectsRequestEnforces maximum search result limit
Block Owner Changeshubspot-update-engagementRequestBlocks changes to engagement owner
Limit Association Modificationshubspot-update-engagementRequestLimits association modifications in engagements
Restrict Update Engagement IDshubspot-update-engagementRequestRestricts which engagements can be updated
Restrict Property Modificationhubspot-update-propertyRequestRestricts which properties can be modified
Configure guardrails via the Civic UI or ask the Configurator Agent: “Add guardrails to my HubSpot server.”