HubSpot MCP Server

by KaranThink41

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About

Repository Name: hubspot-mcp-summary Repository Description: A Model Context Protocol (MCP) server for managing shared summaries in HubSpot. This project integrates with HubSpot's CRM to create, update, delete, and fetch summary records (stored as Note engagements) through a unif

Details

Author
KaranThink41
Downloads
178
Categories
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- Create a summary as a Note engagement in HubSpot
- Fetch all summary records (Notes) from HubSpot
- Filter summary records by date
- Update existing summary records
- Delete summary records
- Send summary records via chat or email

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

  1. Download and install Highlight from highlightai.com/download
  2. Navigate to the plugins tab and select "Add Custom Plugin"
  3. Configure the plugin with the settings below
    Plugin Name HubSpot MCP Server
    Command (node, npx, python, etc.)

    Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.

  4. Enable "Start Automatically" if you want the plugin to start when Highlight launches

From the repository

Install automatically via Smithery (npx -y @smithery/cli install @KaranThink41/hubspot-mcp-summary --client claude) or manually: install dependencies (npm install), create a .env file with HUBSPOT_ACCESS_TOKEN and USER_ROLES_FILE, build (npm run build), and start (npm start). A Dockerfile is also provided.

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "hubspot mcp server": {
            "hubspot-mcp-summary": {
                "command": "npx",
                "args": [
                    "-y",
                    "@smithery/cli",
                    "install",
                    "@KaranThink41/hubspot-mcp-summary",
                    "--client",
                    "claude"
                ]
            }
        }
    }
}

McpServers

{
    "hubspot-mcp-summary": {
        "command": "npx",
        "args": [
            "-y",
            "@smithery/cli",
            "install",
            "@KaranThink41/hubspot-mcp-summary",
            "--client",
            "claude"
        ]
    }
}

HubSpot MCP Server

smithery badge

A Model Context Protocol (MCP) server that provides tools for interacting with HubSpot CRM. This server allows you to create, update, delete, and fetch summary records (stored as Note
engagements) in HubSpot.

DockerFile

- docker build -t mcp-hubspot-ts . - docker run --env-file .env -it mcp-hubspot-ts

Features

- Create a summary as a Note engagement in HubSpot
- Fetch all summary records (Notes) from HubSpot
- Filter summary records by date
- Update existing summary records
- Delete summary records
- Send summary records via chat or email

Setup

Installing via Smithery

To install hubspot-mcp-summary for Claude Desktop automatically via Smithery:

npx -y @smithery/cli install @KaranThink41/hubspot-mcp-summary --client claude

Manual Installation

1. Install Dependencies
   npm install
   

2. Create a .env File

Create a .env file in the project root with your HubSpot credentials:

   HUBSPOT_ACCESS_TOKEN=your_access_token_here
   USER_ROLES_FILE=path/to/user_roles.json
   

3. Build the Project

Compile your TypeScript files:

   npm run build
   

4. Start the Server

Start the MCP server:

   npm start
   

Development

To run the server in development mode with hot-reloading:

npm run dev

Testing with MCP Inspector

To inspect and test your MCP server implementation, you can use the MCP Inspector. For example:

npx @modelcontextprotocol/inspector -e HUBSPOT_ACCESS_TOKEN=your_access_token_here node build/index.js

This will start the MCP Inspector UI on http://localhost:5173. Use the UI to send JSON-RPC requests to your server.

Configuration

The server can be configured using environment variables:

- HUBSPOT_ACCESS_TOKEN: Your HubSpot API access token
- USER_ROLES_FILE: Path to the user roles configuration file

License

This project is licensed under the MIT License - see the LICENSE file for details.

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