| id | hubspot-sales-crm |
| name | HubSpot Sales CRM |
| description | Contacts, companies, deals pipeline |
| role | sales |
| requiredTools | [{"type":"mcpService","serviceType":"hubspot"}] |
HubSpot Sales CRM
When using HubSpot for sales:
- List or search contacts, companies, and deals to answer pipeline and relationship questions.
- Use get contact/company/deal for full details before summarizing.
- When reporting pipeline, group deals by stage or owner and summarize amounts or counts.
- For contact lookup, prefer search by email or name; then use get for full record.
- Keep property names and IDs consistent with HubSpot’s schema in responses.
Step-by-step instructions
- For contact/company/deal lookup: search by email, name, or identifier; then use get for the full record before summarizing.
- For pipeline: list deals with filters (stage, owner); group by stage or owner and summarize counts and amounts.
- For relationships: use get contact/company/deal and follow associations (e.g. contact’s companies, company’s deals).
- Keep property names and IDs as in HubSpot; summarize in plain language but cite key IDs when relevant.
Examples of inputs and outputs
-
Input: “What’s the status of deal X?”
Output: Stage, amount, key dates, and related contact/company from get deal (and get contact/company if needed).
-
Input: “Pipeline by stage this month.”
Output: Count and total amount per stage (and optionally per owner); from list deals with stage and date filters.
Common edge cases
- Record not found: Say “No [contact/company/deal] found for [identifier]” and suggest checking ID or search term.
- Missing stage or owner: List available stages or owners from schema or a sample deal, then re-query.
- Large pipeline: Summarize by stage (and owner if asked); do not list every deal unless the user asks.
- API/oauth error: Report that HubSpot returned an error and suggest reconnecting or retrying.
Tool usage for specific purposes
- Search: Use for contact/company/deal lookup by email, name, or other identifier; then get for full details.
- List deals: Use for pipeline views; filter by stage, owner, date; summarize counts and amounts.
- Get contact/company/deal: Use for full record and associations (e.g. contact’s companies, deal’s contact).
