HubSpot
/ tool

Create CRM Lists Records Memberships Batch Read on HubSpot

Calls POST /crm/lists/v3/records/memberships/batch/read in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

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Use Case

Overview: Calls POST /crm/lists/v3/records/memberships/batch/read in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available through HubSpot.

Benefits:

  • Automate lead management and contact organization in HubSpot.
  • Keep customer data up-to-date across all systems in real-time.

Common Use Cases:

  • Sync new leads from web forms directly into CRM workflows.
  • Update contact properties when engagement milestones are reached.

Use Cases for HubSpot MCP

With Adopt AI, your agents can tap into HubSpot's full CRM and marketing capabilities. Here are five ways teams use the HubSpot MCP integration:


1. Lead Scoring & Routing Automation

AI agents analyze HubSpot contact activity and engagement data to score leads and automatically route high-priority prospects to the right sales reps.


2. Pipeline Management & Forecasting

AI agents monitor HubSpot deal stages, flag stalled opportunities, and generate revenue forecasts based on pipeline velocity and win rates.


3. Marketing Campaign Automation

Automatically trigger HubSpot email sequences, workflows, and nurture campaigns based on contact behavior, lifecycle stage, and segmentation rules.


4. Customer Onboarding & Success Tracking

AI agents track customer lifecycle events in HubSpot, trigger onboarding workflows, and flag at-risk accounts based on engagement and support patterns.


5. Reporting & Dashboard Generation

AI agents aggregate data from HubSpot contacts, deals, and campaigns to generate cross-functional reports and executive dashboards.

Explore Other Tools

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Get CRM Objects Meetings on HubSpot

List. Returns CRM objects from HubSpot. Defaults archived=false for safer browsing and supports selecting object fields via `fields` (mapped to HubSpot `properties`).

Create CRM Properties By Object Type Batch Read on HubSpot

Read a batch of properties. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Search Owners on HubSpot

<purpose> Lists and searches for owners (users who can be assigned to CRM records) in a HubSpot account. </purpose> <capabilities> - Supports searching by name/email or batch lookup by owner IDs - HubSpot owner ids and user IDs are distinct, lookups only work when owner ids are provided specifically </capabilities> <returns> List of owner objects containing: - ownerId: The ID to use for hubspot_owner_id assignments - name: Display name of the owner - isActive: Whether the owner is currently active </returns> <examples> <example> <description>Search by name</description> <query>{"searchQuery": "John Smith"}</query> </example> <example> <description>Lookup specific IDs</description> <query>{"ownerIds": }</query> </example> <example> <description>Paginate results</description> <query>{"limit": 50, "offset": 50}</query> </example> </examples>.

Get CRM Exports Export Async Tasks By Taskid on HubSpot

Get the status of the export including the URL to download the file. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Exports Export Async on HubSpot

Start an export. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Objects Postal Mail By Postal Mail ID on HubSpot

Calls GET /crm/v3/objects/postal_mail/{postalMailId} in the HubSpot API. Returns CRM objects from HubSpot. Defaults archived=false for safer browsing and supports selecting object fields via `fields` (mapped to HubSpot `properties`).

Update CRM Objects Notes By Noteid on HubSpot

Update. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Objects By Object Type 3 V3 on HubSpot

List. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Delete CRM Objects Contacts By Contactid on HubSpot

Archive. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects 0-3 on HubSpot

Create. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Quotes on HubSpot

Create. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Exports Export By Export ID on HubSpot

Retrieve details of a specific export by its unique ID.. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Lists By Listid Memberships Join-ord on HubSpot

Calls GET /crm/lists/v3/{listId}/memberships/join-order in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Contacts Batch Update on HubSpot

Update a batch of contacts. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects By Object Type on HubSpot

Create. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Objects By Object Type on HubSpot

List. Returns CRM objects from HubSpot. Defaults archived=false for safer browsing and supports selecting object fields via `fields` (mapped to HubSpot `properties`).

Update CRM Lists Folders By Folderid Rename on HubSpot

Calls PUT /crm/lists/v3/folders/{folderId}/rename in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Search Properties on HubSpot

<purpose> Finds the most relevant CRM property definitions using efficient keyword-based search optimized for under 1.5s response times. </purpose> <capabilities> - Lists all property definitions for specified object type when no search terms provided - To search for actual data, use search_crm_objects </capabilities> <returns> A filtered list of properties matching the search criteria containing: - name: Property identifier - label: Display label - description: Property description - matchScore: Relevance score for the property based on the search query (absent if no query is provided) </returns> <usage_guidance> - Use keywords field for multiple related property guesses in a SINGLE request (recommended for performance) - MAXIMUM OF 5 KEYWORDS ALLOWED PER REQUEST - exceeding this limit will return a validation error - Keywords should be property name guesses, not natural language phrases - Use query field for backward compatibility with single property guess - No search terms provided: Returns ALL properties for the object type (useful for discovery) </usage_guidance> <examples> <example> <user_input>total number of open tickets grouped by urgency</user_input> <thoughts>Customer is asking for total number of open tickets grouped by "urgency". I will look for the best matches on the "urgency" property for the "TICKET" object type.</thoughts> <query>{"objectType": "TICKET", "keywords": }</query> </example> <example> <user_input>calls assigned to me</user_input> <thoughts>Customer is asking us to filter by calls assigned to them. I have a few guesses for what that property might be called: "assigned_to", "assignee", "owned_by", or "owner". Let me search for those on the "CALL" object type in one efficient request.</thoughts> <query>{"objectType": "CALL", "keywords": }</query> </example> <example> <user_input>list each company with its name, employees amount, zip code, and when we last touched base</user_input> <thoughts>Customer is asking us to list companies by a few attributes. I will guess keywords for each of those properties and search for them on the "COMPANY" object type in one request.</thoughts> <query>{"objectType": "COMPANY", "keywords": }</query> </example> <example> <user_input>tickets for this year to identify top 10 most problems our customers face</user_input> <thoughts>Customer is asking us to analyze tickets. I will return all properties for the "TICKET" object type to help with discovery.</thoughts> <query>{"objectType": "TICKET"}</query> </example> </examples> <common_mistakes> - Do not exceed 5 keywords per request (will return validation error) - Keywords should be property name guesses, not natural language phrases </common_mistakes>.

Create CRM Objects Postal Mail Batch Read on HubSpot

Calls POST /crm/v3/objects/postal_mail/batch/read in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects By Object Type Batch Read 2 V2 on HubSpot

Read a batch of objects by internal ID, or unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Delete CRM Objects Orders By Orderid on HubSpot

Archive. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Contacts Merge on HubSpot

Merge two contacts with same type. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Invoices Batch Create on HubSpot

Create a batch of invoices. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Update CRM Properties By Object Type By Property on HubSpot

Update a property. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Line Items on HubSpot

Create. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects By Object Type 2 V2 on HubSpot

Create. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Tickets Batch Update on HubSpot

Update a batch of tickets by internal ID, or unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Delete CRM Objects Products By Productid on HubSpot

Archive. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Quotes Batch Update on HubSpot

Update a batch of quotes by internal ID, or unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Postal Mail Batch Upsert on HubSpot

Calls POST /crm/v3/objects/postal_mail/batch/upsert in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Feedback Submissions Batch R on HubSpot

Read a batch of feedback submissions by internal ID, or unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Meetings Search on HubSpot

Calls POST /crm/v3/objects/meetings/search in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Update CRM Objects Quotes By Quoteid on HubSpot

Update. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Delete CRM Lists Folders By Folderid on HubSpot

Calls DELETE /crm/lists/v3/folders/{folderId} in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Products Batch Update on HubSpot

Update a batch of products by internal ID, or unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Update CRM Objects Tickets By Ticketid on HubSpot

Update. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Invoices Search on HubSpot

Search for invoices using specified criteria.. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Products Batch Read on HubSpot

Read a batch of products by internal ID, or unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects By Object Type Search 2 V2 on HubSpot

Search for CRM objects of a specified type.. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Delete CRM Objects Tasks By Taskid on HubSpot

Archive. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Update CRM Objects By Object Type By Objectid 3 V3 on HubSpot

Update. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Objects Feedback Submissions on HubSpot

List. Returns CRM objects from HubSpot. Defaults archived=false for safer browsing and supports selecting object fields via `fields` (mapped to HubSpot `properties`).

Create CRM Objects Emails Batch Upsert on HubSpot

Create or update a batch of emails by unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Quotes Batch Create on HubSpot

Create a batch of quotes. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Update CRM Objects Tasks By Taskid on HubSpot

Update. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Delete CRM Lists By Listid Schedule-conversion on HubSpot

Calls DELETE /crm/lists/v3/{listId}/schedule-conversion in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Pipelines By Object Type on HubSpot

Retrieve all pipelines. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Products Batch Upsert on HubSpot

Create or update a batch of products by unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Feedback Submissions Search on HubSpot

Search for feedback submissions using specified criteria.. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Objects Communications on HubSpot

List. Returns CRM objects from HubSpot. Defaults archived=false for safer browsing and supports selecting object fields via `fields` (mapped to HubSpot `properties`).

Get CRM Lists Records By Object Typeid By Rec on HubSpot

Calls GET /crm/lists/v3/records/{objectTypeId}/{recordId}/memberships in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Line Items Batch Archive on HubSpot

Archive a batch of line items by ID. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Invoices Batch Update on HubSpot

Update a batch of invoices by internal ID, or unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Objects Quotes on HubSpot

List. Returns CRM objects from HubSpot. Defaults archived=false for safer browsing and supports selecting object fields via `fields` (mapped to HubSpot `properties`).

Get CRM Objects 0-3 By Dealid on HubSpot

Read. Returns CRM objects from HubSpot. Defaults archived=false for safer browsing and supports selecting object fields via `fields` (mapped to HubSpot `properties`).

Update CRM Lists By Listid Update-list-filters on HubSpot

Calls PUT /crm/lists/v3/{listId}/update-list-filters in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects By Object Type Batch Update 2 V2 on HubSpot

Update a batch of objects by internal ID, or unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects By Object Type Search on HubSpot

Calls POST /crm/v3/objects/{objectType}/search in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Lists By Listid Memberships on HubSpot

Calls GET /crm/lists/v3/{listId}/memberships in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Delete CRM Objects By Object Type By Objectid As on HubSpot

Remove an association between two CRM objects.. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Update CRM Lists By Listid Memberships Add-from on HubSpot

Calls PUT /crm/lists/v3/{listId}/memberships/add-from/{sourceListId} in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects By Object Type Gdpr-delete on HubSpot

GDPR-delete an object. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Delete CRM Objects Meetings By Meetingid on HubSpot

Archive. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects By Object Type Batch Upsert 3 V3 on HubSpot

Create or update a batch of appointments by unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Invoices Batch Read on HubSpot

Read a batch of invoices by internal ID, or unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Tasks Batch Update on HubSpot

Update a batch of tasks by internal ID, or unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Tasks Search on HubSpot

Search for tasks using specified criteria.. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Properties By Object Type Groups By G on HubSpot

Read a property group. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Line Items Batch Read on HubSpot

Read a batch of line items by internal ID, or unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Delete CRM Objects Line Items By Lineitemid on HubSpot

Archive. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Update CRM Lists By Listid Update-list-name on HubSpot

Calls PUT /crm/lists/v3/{listId}/update-list-name in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Properties By Object Type Groups on HubSpot

Read all property groups. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Companies Batch Archive on HubSpot

Archive a batch of companies. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Update CRM Objects 0-3 By Dealid on HubSpot

Update. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Lists Idmapping on HubSpot

Calls GET /crm/lists/v3/idmapping in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Communications Batch Archive on HubSpot

Archive a batch of communications by ID. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Postal Mail Batch Archive on HubSpot

Calls POST /crm/v3/objects/postal_mail/batch/archive in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects By Object Type Batch Archive 2 V2 on HubSpot

Archive a batch of objects by ID. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Owners on HubSpot

Calls GET /crm/v3/owners in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Delete CRM Properties By Object Type By Property on HubSpot

Archive a property. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Delete CRM Objects Companies By Companyid on HubSpot

Archive a company. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Objects By Object Type By Objectid 3 V3 on HubSpot

Read. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Objects Tickets By Ticketid on HubSpot

Read. Returns CRM objects from HubSpot. Defaults archived=false for safer browsing and supports selecting object fields via `fields` (mapped to HubSpot `properties`).

Get CRM Objects Communications By Communicat on HubSpot

Read. Returns CRM objects from HubSpot. Defaults archived=false for safer browsing and supports selecting object fields via `fields` (mapped to HubSpot `properties`).

Create CRM Objects Notes on HubSpot

Create. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Search CRM Objects on HubSpot

<purpose> Searches and retrieves actual CRM records from HubSpot based on filters and criteria. </purpose> <capabilities> - Returns a 'total' count attribute that can help perform analytical tasks on large datasets - Useful to sample data from a specific object type to understand the data model - Can list and filter by associations between objects (e.g., "contacts associated with company X or contacts with num_associated_deals > 1") - Use the search_owners tool to list users/owners in the HubSpot account </capabilities> <returns> List of matching CRM records containing: - id: Unique identifier for the CRM object - properties: Key-value pairs of property names and their values for the requested properties - urlTemplate: URL template to view the object in HubSpot (replace {property_name} with the property value from the response) - total: Total count of records matching the search criteria (for analytics and pagination) - offset: Current pagination offset for retrieving the next page of results </returns> <usage_guidance> - This searches for ACTUAL DATA (records), not field definitions. To discover available fields, use search_properties - Always check 'total' count to ensure you're not missing data due to pagination limits. You MUST NOT use sample data or insufficient data as a substitute for actual data - Use the `get_crm_objects` without properties to understand the data model of an objectType - You can include a maximum of five filterGroups with up to 6 filters in each group, with a maximum of 18 filters in total - CRM Analysis can be a complex task. Work with the user to refine requirements and segment large datasets into manageable parts before performing analysis - You MUST include a clickable URL for every record returned, without exception. ALWAYS include UTM params in the URL </usage_guidance> <filtering_capabilities> - Think of "filterGroups" as separate search conditions that you want to combine with OR logic (meaning ANY of them can match) - If you want to find things that match ALL of several conditions (AND logic), put those conditions together in the same filters list - If you want to find things that match AT LEAST ONE of several conditions (OR logic), put each condition in a separate filterGroup - You can include a maximum of five filterGroups with up to 6 filters in each group, with a maximum of 18 filters in total </filtering_capabilities>.

Create CRM Objects Postal Mail on HubSpot

Calls POST /crm/v3/objects/postal_mail in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects By Object Type Batch Update on HubSpot

Update a batch of objects by internal ID, or unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Objects Notes By Noteid on HubSpot

Read. Returns CRM objects from HubSpot. Defaults archived=false for safer browsing and supports selecting object fields via `fields` (mapped to HubSpot `properties`).

Create CRM Objects Orders Batch Archive on HubSpot

Archive a batch of orders by ID. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get CRM Objects Tickets on HubSpot

List. Returns CRM objects from HubSpot. Defaults archived=false for safer browsing and supports selecting object fields via `fields` (mapped to HubSpot `properties`).

Update CRM Objects Invoices By Invoiceid on HubSpot

Update. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Invoices on HubSpot

Create. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Meetings Batch Read on HubSpot

Read a batch of meetings by internal ID, or unique property values. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Postal Mail Batch Update on HubSpot

Calls POST /crm/v3/objects/postal_mail/batch/update in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects By Object Type Search 3 V3 on HubSpot

Search for appointments using filters, sorting, and pagination to retrieve specific records.. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Update CRM Lists Folders Move-list on HubSpot

Calls PUT /crm/lists/v3/folders/move-list in the HubSpot API. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Create CRM Objects Invoices Batch Archive on HubSpot

Archive a batch of invoices by ID. Returns the JSON response from HubSpot. Use this to automate CRM object workflows; for object-specific operations prefer the dedicated contact/deal/company/ticket tools when available.

Get Properties on HubSpot

<purpose> Fetches detailed property definitions (what fields exist) including data types, enumeration values for HubSpot CRM object properties. </purpose> <capabilities> - Particularly useful for discovering valid options in enumeration-type properties - To search for actual data, use search_crm_objects </capabilities> <returns> List of property definition objects containing: - name: Property identifier - label: Display label - description: Property description - type: Data type (string, enumeration, number, etc.) - options: For enumeration types, list of valid values with labels </returns> <usage_guidance> - Property details can be unexpectedly large. Consider fetching in batches - It's not advised to pass an objects full list of properties into this tool </usage_guidance>.

Get CRM Objects Invoices on HubSpot

List. Returns CRM objects from HubSpot. Defaults archived=false for safer browsing and supports selecting object fields via `fields` (mapped to HubSpot `properties`).

Frequently Asked Questions

Do I need my own developer credentials to use HubSpot MCP with Adopt AI?

No, you can get started immediately using Adopt AI's built-in HubSpot integration. For production use, we recommend configuring your own API credentials for greater control and security.

Can I connect HubSpot with other apps through Adopt AI?

Yes! Adopt AI supports multi-app workflows, so your AI agents can seamlessly move data between HubSpot and CRMs, spreadsheets, messaging platforms, and more.

Is Adopt AI secure?

Absolutely. Adopt AI is SOC 2 Type 2 certified and ISO/IEC 27001 compliant, and adheres to EU GDPR, CCPA, and HIPAA standards. All data is encrypted in transit and at rest, ensuring the confidentiality, integrity, and availability of your data. Learn more here.

What happens if the HubSpot API changes?

Adopt AI maintains and updates all integrations automatically, so your agents always work with the latest API versions, no manual maintenance required.

Do I need coding skills to set up the HubSpot integration?

Not at all. Adopt AI's zero-shot API discovery means your agents understand HubSpot's schema on first contact. Setup takes minutes with no code required.

How do I set up custom HubSpot MCP in Adopt AI?

For a step-by-step guide on creating and configuring your own HubSpot API credentials with Adopt AI, see here.