Free HubSpot MCP: No-Code Setup

  • Free forever plan: unlimited HubSpot portals, no credit card.
  • Official HubSpot API: HubSpot sign-in, only what your HubSpot user can see, access you can revoke.
  • Run HubSpot end to end: deals, contacts, marketing emails, reports and live dashboards.
  • Safe by default: approval before every change; deletes go to HubSpot’s recycling bin.
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Use cases

Run HubSpot end to end from your favorite AI chat

Porter Metrics connects HubSpot to Claude and ChatGPT through one MCP server, so you can ask about pipeline, contacts and marketing emails, then change records after you approve. Porter reads and writes through HubSpot’s official API, and it puts your Meta Ads and Google Ads spend next to the deals they produced.

CRM management

  • Contacts: search, create and update, including lifecycle stage and owner.
  • Companies: find, create and update records by name or domain.
  • Deals: create deals in the right pipeline and stage, then move them.
  • Tickets: list, create and update tickets in any ticket pipeline.
  • Notes and associations: log a note and link it to the deal or contact.
  • Every portal you can access: one chat covers each client portal you connect.

Pipeline and revenue reporting

  • 508 fields: every field in the HubSpot fields list, plus your portal’s custom properties as dimensions.
  • Stuck deals: open deals by stage and owner, sorted by Deal last activity date.
  • Win rate and lost reasons: deals won against lost, with Deal closed lost reason.
  • Live dashboards: turn the answer into a hosted dashboard with one link.
  • Alerts and schedules: a Monday check on the pipeline, sent before your stand-up.
  • Weekly pipeline reports: new, won and lost deals in ten lines.

Lead and email analytics

  • Sources that bring customers: Contact original source next to Contact lifecycle stage.
  • Lifecycle stage dates: Contact became a customer date shows how long leads take.
  • Marketing emails: sent, opens, clicks and bounces for each Marketing email name.
  • Contacts lost: unsubscribes, spam reports and hard bounces per email.
Reference

HubSpot MCP server reference

One MCP server: Porter connects HubSpot to the AI clients, fields, metrics, dimensions and workflows marketers already use. You paste one server URL, sign in to HubSpot once, and every client you add reads the same 508 fields. The same server also reaches the other sources listed in all MCP connectors.

HubSpot objects and fields

Objects: contacts · companies · deals · tickets · pipelines · owners · properties · marketing emails

Rule of thumb: ask about one CRM object per question, and dates follow each record’s create date. Every field is defined in the HubSpot field definitions.

HubSpot metrics

Pipeline: Total deals · Deal amount · Deal amount won · Average value of deals won · Deal closed won · Deal closed lost

Contacts: Total contacts

Email: Marketing email sent · Marketing email open · Marketing email click · Marketing email bounce · Marketing email contacts lost

HubSpot dimensions and segments

Deal: Deal pipeline · Deal stage · Deal owner · Deal closed lost reason · Deal last activity date

Contact: Contact lifecycle stage · Contact original source · Contact became a customer date

Email: Marketing email name

Time: create date by day, week, month or quarter

Security and trust

Safety and security

Porter’s HubSpot connection starts with reads and asks before every change. You sign in with HubSpot, Claude sees only what your HubSpot user can see, and a delete sends the record to HubSpot’s recycling bin instead of erasing it. Reporting and record changes stay separate, so a pipeline question never edits a deal.

Read-only first

Read-only first: ask about deals, contacts and emails without writing anything back to HubSpot. Reporting runs apart from record changes.

Unlimited reporting queries

Unlimited reporting queries: ask as many pipeline questions as you need. Porter works within HubSpot’s API limit of 110 requests every 10 seconds per account, so you never manage it yourself.

Approved HubSpot login

Approved HubSpot login: connect with HubSpot sign-in from the Porter dashboard. You never create a private app or paste an access token.

Only what your HubSpot user can see

Your permissions carry over: Porter acts as the HubSpot user who connected. A rep who can’t see a pipeline in HubSpot can’t see it in Claude either.

Changes after you approve

Changes after you approve: Claude shows the update, note or new record first. Nothing reaches HubSpot until you say yes.

Deletes go to the recycling bin

Deletes are reversible: Porter flags a delete as permanent and asks you to confirm it. HubSpot keeps the record in its recycling bin, and HubSpot’s guide to restoring deleted records within 90 days shows how to bring it back.

Official API, no browser automation

Official API: Porter works through HubSpot’s CRM API, never a browser session clicking through your portal.

Revoke access anytime

Revoke access: disconnect HubSpot from your Porter account whenever you want. Access stays tied to that sign-in, not a token in a local file.

Setup

How to set up the HubSpot MCP server

Setting up Porter’s HubSpot connection takes one server URL and a HubSpot sign-in, with no code and no server to host. Claude and ChatGPT each have their own place to paste the URL. After you connect, ask a first question about deals created this quarter to confirm Porter returns your pipeline.

https://mcp.portermetrics.com/mcp

How to install HubSpot MCP in Claude

Use the Claude plugin for the guided route, since Claude keeps the Porter plugin synced when new tools ship.

  1. Open Claude Settings → Customize → Plugins.
  2. Click Add → Add marketplace → Add from a repository.
  3. Paste portermetrics/porter.
  4. Confirm Use portermetrics/porter.
  5. Keep Sync automatically turned on.
  6. Install the Porter Metrics card from the Directory.
  7. Connect the Porter connector from the plugin settings and sign in to HubSpot.
  8. Ask your first HubSpot question.

First question to paste:

For HubSpot deals created this quarter, show Total deals, Deal amount and Deal amount won by Deal pipeline and Deal stage.

Claude also documents the manual route in Anthropic’s guide to custom connectors using remote MCP. For screenshots and Claude Code, follow how to connect HubSpot to Claude, or see the HubSpot connector for Claude for Claude-only use cases.

Watch the Claude plugin demo

Click-by-click Claude plugin demo:

Porter’s walkthrough connects HubSpot to Claude without code. You sign in to HubSpot in Porter, add Porter’s MCP URL to Claude as a custom connector, then ask a first pipeline question. The steps are the same as the list above.

Use manual MCP setup in Claude

Use manual setup when Claude asks for a custom connector instead of a plugin.

  1. Click + in the chat composer.
  2. Open Manage connectors.
  3. Click + to add a connector.
  4. Choose Add custom connector.
  5. Name the connector Porter.
  6. Paste https://mcp.portermetrics.com/mcp.
  7. Click Add.
  8. Return to the chat.
  9. Ask for HubSpot deals, contacts or a record update.

Manual setup demo:

How to install HubSpot MCP in ChatGPT

Use the Porter Metrics app for the fastest ChatGPT route.

  1. Open the Porter Metrics app in ChatGPT.
  2. Click + or Add files and more.
  3. Choose Add sources.
  4. Select Porter Metrics.
  5. Allow ChatGPT to use Porter Metrics.
  6. Start a chat with Porter Metrics.
  7. Ask a HubSpot question, like “Show open deals by Deal stage and Deal owner.”
  8. Click Allow when ChatGPT asks permission to query or change something.

OpenAI explains app permissions in OpenAI’s guide to connected apps in ChatGPT. Step-by-step screenshots are in how to connect HubSpot to ChatGPT, and ChatGPT-only use cases sit on the HubSpot connector for ChatGPT.

Watch the ChatGPT app demo

Click-by-click ChatGPT app demo:

Use advanced MCP setup in ChatGPT

Use Connect MCP for the full Porter setup in ChatGPT: connector plus skill. Plan requirements are in OpenAI’s guide to connecting custom MCP servers in ChatGPT.

  1. Open ChatGPT Settings → Connectors → Advanced.
  2. Enable Developer mode.
  3. Create a new app.
  4. Name the app Porter Metrics.
  5. Paste https://mcp.portermetrics.com/mcp as the MCP Server URL.
  6. Download https://mcp.portermetrics.com/skill.zip.
  7. Upload skill.zip to your ChatGPT project.
  8. Ask ChatGPT for a pipeline report, a data quality check or a record update.

How to install HubSpot MCP in Claude Code, Cursor, VS Code and Codex

Pick your coding agent. Each one uses the same server URL and a Google sign-in, so no API key or credentials file sits in a config.

  1. Run this in your terminal. Add --scope user to use Porter in every project.
    claude mcp add --transport http porter https://mcp.portermetrics.com/mcp
  2. Start Claude Code and type /mcp.
  3. Pick porter → Authenticate. Your browser opens: sign in with the Google account you use in Porter.
  4. Check: /mcp shows porter as connected. Ask: “Which HubSpot accounts can you see?”
  1. Open Cursor Settings → Tools & Integrations and click New MCP Server. Cursor opens mcp.json.
  2. Paste this and save.
    { "mcpServers": { "porter": { "url": "https://mcp.portermetrics.com/mcp" } } }
  3. Click Connect next to porter and sign in with the Google account you use in Porter.
  4. Check: porter shows a green dot in Tools & Integrations. Open an Agent chat. Ask: “Which HubSpot accounts can you see?”
  1. Open the Command Palette (Ctrl/Cmd+Shift+P) and run MCP: Add Server → HTTP.
  2. Paste https://mcp.portermetrics.com/mcp, name it porter and choose Global. Or add it to .vscode/mcp.json:
    { "servers": { "porter": { "type": "http", "url": "https://mcp.portermetrics.com/mcp" } } }
  3. Allow the sign-in prompt and sign in with the Google account you use in Porter.
  4. Check: open Copilot Chat in Agent mode; Porter’s tools appear under the tools icon. Ask: “Which HubSpot accounts can you see?”
  1. Add Porter from your terminal.
    codex mcp add porter --url https://mcp.portermetrics.com/mcp
  2. Sign in. Your browser opens: sign in with the Google account you use in Porter.
    codex mcp login porter
  3. Check: codex mcp list shows porter as logged in. Start codex. Ask: “Which HubSpot accounts can you see?”

The same URL works in Windsurf, Cline, Zed and any client that supports remote MCP servers over HTTP.

Official HubSpot MCP server URL

HubSpot’s own remote server URL is:

https://mcp.hubspot.com

Use HubSpot’s URL when you only need HubSpot, inside one portal, and want objects Porter doesn’t read, like conversations, content or custom objects. Use Porter’s URL (https://mcp.portermetrics.com/mcp) when you want HubSpot next to ad spend, across client portals, with dashboards and alerts.

Both URLs go into the same kind of field: server URL. The choice is the server, not the AI client.

Prompts

HubSpot MCP prompts

Porter’s HubSpot skills are operational prompts, not lessons. Each one turns live CRM data into a report, a diagnosis or an approved change, and you can paste it as written. Reporting and research prompts only read HubSpot. Automation prompts propose changes and wait for your approval before anything is written.

Reporting skills

Connection test

List every HubSpot portal I’ve connected, then show Total deals and Deal amount for deals created this quarter by Deal pipeline.

Stuck deals

For HubSpot deals created in the last 90 days, list open deals by Deal stage and Deal owner with Deal amount and Deal last activity date. Flag any deal with no activity in 14 days.

Win rate and lost reasons

For deals created this quarter, show Deal closed won, Deal closed lost and Average value of deals won by Deal owner. Then group lost deals by Deal closed lost reason.

Lead sources to customers

For contacts created in the last 6 months, show Total contacts by Contact original source, split by Contact lifecycle stage. Rank the sources by the share now at Customer.

Email performance

For marketing emails sent last month, show sent, open, click, bounce and contacts lost by Marketing email name.

Client portal comparison

Compare Total deals, Deal amount and Deal amount won for deals created this quarter across every HubSpot portal I’ve connected.

Weekly pipeline report

Write a weekly HubSpot pipeline report: new deals, deals won, deals lost with their reasons, and the stage holding the most open value. Keep it to 10 lines.

Research skills

Ad spend to pipeline

For the last 6 months, show Meta Ads and Google Ads spend by month. Next to it, show HubSpot Total deals and Deal amount won by create month.

Data quality check

Find HubSpot deals created this quarter with no Deal owner, and contacts created this quarter with no Contact original source. Count each and list the first 20.

Automation skills

Record clean-up

Find HubSpot contacts created this month with no lifecycle stage. Propose a stage for each, and update them only after I approve the list.

Log notes on stuck deals

For open deals with no activity in 14 days, draft a short note on each. Log the notes in HubSpot only after I approve them.

Associate contacts and companies

Find contacts created this month whose email domain matches a HubSpot company but have no company association. Show the pairs, then associate them after I approve.

Pipeline alert agent

Every Monday, check deals created in the last 30 days. Alert me when a stage holds more open Deal amount than last week, or a deal has no activity for 14 days.
Who this is for

Who this is for

Marketers who answer for pipeline, not just leads. Porter’s HubSpot connection fits four groups. Agencies run many client portals, and CRM and marketing ops teams keep records clean. In-house marketers defend ad budgets, and analysts need field-level numbers. Each group below gets four jobs it can hand to Claude.

Agencies and freelancers

  • Every client portal: one answer across all of them, instead of five logins and a spreadsheet.
  • Client pipeline reports: the client opens a live link on Monday that you never rebuilt.
  • CRM clean-up: missing owners and sources get fixed in one approved batch.
  • Proof of spend: the deals your campaigns produced, not the leads the ad platform counted.

CRM and marketing ops

  • Stuck deals: the stalled stage shows up on Monday, not at quarter close.
  • Data hygiene: blank lifecycle stages and orphan contacts become a list to approve.
  • Notes and associations: logged from chat, so the record stays complete.
  • Alerts: the pipeline change finds you, instead of you finding it a week late.

In-house marketers

  • Lead sources that convert: budget follows the sources that reach Customer.
  • Email performance: opens, clicks and contacts lost for each send, in one table.
  • Ad spend next to deals: Meta and Google spend beside Deal amount won.
  • Executive reports: one link, already current when leadership opens it.

Analysts

  • Field-level access: 508 fields plus custom properties, so the number survives the meeting.
  • Clean totals: one CRM object per question, dated by create date.
  • Warehouse destinations: HubSpot data lands in BigQuery, not in a screenshot.
  • Blended reporting: HubSpot, ad platforms and GA4 in one query.

When to use HubSpot’s own instead

HubSpot only, one portal, and you need conversations, content or custom objects. HubSpot’s server reads those, and it is enough for that job.

Comparison

Official HubSpot MCP vs. Porter

HubSpot runs its own remote MCP server at mcp.hubspot.com. HubSpot’s April 13, 2026 GA announcement made it available to all HubSpot accounts, and HubSpot’s remote MCP server docs list what it reads and writes (as of November 2026). Porter and HubSpot’s server can run side by side in the same AI client.

HubSpot’s server hands your AI one HubSpot account. Porter hands it your marketing operation: the CRM, the ad spend behind it, the dashboards and the skills that already know the job.

The basics are the same on both: HubSpot sign-in, your existing HubSpot permissions, reads and writes, one URL in any MCP client. Here is where they part.

PorterHubSpot’s official MCP (as of November 2026)
Same job, different reach
Portals per questionEvery portal you connectThe account you authorize
Agency and per-client workBuilt for many client portalsOne connection per account
Approval controlsEvery change shown first and approvedRespects your HubSpot user permissions
DeletesFlagged, confirmed, restorable from the recycling binNot in its documented write access
Objects coveredContacts, companies, deals, tickets, notes, pipelines, owners, marketing emailsMore HubSpot objects: leads, activities, conversations, content, custom objects
Tools by HubSpot planWorks on every HubSpot tier, Free includedVaries by HubSpot subscription
PriceIncluded in every Porter plan, the free plan tooAvailable to all HubSpot accounts
Only one side
Other channels30+ sources: Meta Ads, Google Ads, GA4, LinkedIn Ads and moreHubSpot only
Ad spend next to dealsYesNot in its docs
Blending sources into one numberYesNot in its docs
Live dashboards at their own linkYesNot in its docs
Scheduled reports and alertsYesNot in its docs
508 reporting fields ready to askYesNot in its docs
Data Studio, Sheets, BigQueryYesMCP clients only
Skills: whole tasks already writtenYesYou write the prompt

Use HubSpot’s own if you work in one portal, only need HubSpot, and want conversations, content or custom objects. Everything under Only one side is what happens when that stops being the whole job.

If HubSpot’s own server is missing tools on your plan

  • Tools depend on your subscription. HubSpot’s docs say tool availability varies by subscription, user permissions and account setup.
  • Sensitive Data blocks activities. With Sensitive Data turned on, calls, emails, meetings, notes, tasks and conversations are blocked through HubSpot’s server.
  • The Developer MCP is a different server. HubSpot’s Developer MCP setup guide covers a local server for building apps and CMS content, not for CRM questions.
  • Porter works on every HubSpot tier. Connect the same portal, paste Porter’s URL, and ask the question again.

And the third-party MCPs?

Dozens of servers rank for this search, and they split three ways. The job tells you which one you’re looking at.

  • Reporting connectors. They read CRM data into the chat and write nothing back.
  • CRM controllers. They create and edit records, usually in HubSpot alone, with no reporting layer.
  • Open-source servers. Free to download and yours to host: you keep the token and patch it when the API changes.

For dashboards outside chat, see HubSpot reporting tools compared. Porter does all three jobs from one server, on every plan.

HubSpot MCP pricing

The HubSpot MCP is included in every Porter plan, the free-forever plan too. Reporting is billed per connected account, and each HubSpot portal counts as one account.

  • 14-day trial: everything unlimited, no credit card.
  • Free forever: unlimited connected accounts, 30 days of history (15 days in AI chats), 100 automation credits a month.
  • Paid Reporting: from $15 per account a month, or $12.50 billed annually.
  • Unlimited questions: AI chats, queries and dashboards are included. Reads are free; each completed change uses 1 automation credit.
5 accounts
Monthly billing
$40
Annual billing, per month
$33.33
Per account
$8.00

Reporting price for connected accounts, in USD. AI chats, queries and dashboards are unlimited. Annual billing is 10 months for 12.

The more accounts you connect, the lower the price per account. See the full calculator on Porter pricing.

Frequently asked questions

Is there an MCP for HubSpot?

Yes, more than one. HubSpot runs its own remote server at https://mcp.hubspot.com, and Porter's is at https://mcp.portermetrics.com/mcp. Both read and write HubSpot through your HubSpot sign-in. Porter adds ad spend, client portals in one chat, live dashboards and skills on top of the CRM data.

What is the HubSpot MCP server URL?

Porter's server URL is https://mcp.portermetrics.com/mcp, and HubSpot's own is https://mcp.hubspot.com. Paste either into Claude, ChatGPT or another MCP client as a custom connector or app. The choice is the server, not the client: Porter's adds other marketing sources, while HubSpot's stays inside one HubSpot account.

Does HubSpot have an official MCP server?

Yes. HubSpot's remote MCP server became generally available to all HubSpot accounts on April 13, 2026. It reads and writes CRM records through OAuth, and the tools you get depend on your HubSpot subscription and permissions. With Sensitive Data on, activities and conversations are blocked through it.

What is the difference between HubSpot's remote MCP and Developer MCP?

HubSpot's remote MCP connects AI tools to the CRM data in your portal. The Developer MCP runs locally with the HubSpot CLI and helps developers build apps and CMS content. Marketers who want answers about deals and contacts need the remote server, or Porter's, never the Developer MCP.

What is MCP in HubSpot? Is MCP an agent?

MCP is the Model Context Protocol, an open standard that lets AI apps like Claude read data from other tools. MCP is not the agent. Claude and ChatGPT are the agents, and MCP is how they reach your HubSpot portal through a server like Porter's.

How do I connect Claude to HubSpot?

Install the Porter plugin from Claude Settings → Customize → Plugins. Add the portermetrics/porter marketplace, install Porter Metrics, connect the Porter connector and sign in to HubSpot. Then ask about your deals. Use the manual custom connector only when Claude asks for one.

Is the HubSpot API free?

Porter's MCP costs nothing on any Porter plan, and it reaches HubSpot through the official API within HubSpot's usage limits. What you pay Porter for is Reporting, per connected account, and Automation credits when Claude changes records. The free plan covers 30 days of history and 100 credits a month.

Start free

Connect HubSpot to Claude or ChatGPT and ask about your pipeline, your lead sources and your emails today.

Start free: unlimited HubSpot portals, no credit card.

For agencies: every client portal answers in one chat, and Monday's report is a link you never rebuild.
For CRM and marketing ops: stuck deals and missing data reach you as a list to approve.
For in-house marketers: ad spend finally sits next to the deals it produced.