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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What is a HubSpot MCP server?

A HubSpot MCP server lets an AI assistant like Claude or ChatGPT reach your HubSpot data through the Model Context Protocol (MCP). You ask in plain language, and the assistant calls the HubSpot API for contacts, companies, deals, tickets and marketing emails.

  • Quick setup: paste https://mcp.portermetrics.com/mcp into Claude, ChatGPT or Cursor and sign in with your Porter account. Full steps
  • Works in: Claude, ChatGPT, Claude Code, Cursor, VS Code and Codex
  • Data: contacts, companies, deals, tickets and marketing email results for every portal you connect
  • Changes: records, notes and associations, each after your approval; deletes go to HubSpot’s recycling bin
  • Price: free plan, paid plans from $15 per account a month
  • Official HubSpot server: yes, HubSpot’s remote server at mcp.hubspot.com
Use cases

HubSpot MCP use cases

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.

Reports

CRM management

  • Contacts: search, create and update, including lifecycle stage and owner.
  • Companies: find, create and update records by name or domain.
  • 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.

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.

Attribution and ad spend

  • Ad spend next to deals: pull Meta Ads MCP spend and the Google Ads connector for Claude into the same answer as HubSpot deals.
  • Revenue that reached the CRM: judge campaigns by Deal amount won, not by platform conversions.
  • Funnel and cohorts: contacts by lifecycle stage from lead to customer, grouped by the month or source they came from.
  • Marketing ROI: closed-won revenue next to Google Ads and Meta Ads spend, for CAC and ROAS by channel.

Audits

  • 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.
  • Weekly pipeline reports: new, won and lost deals in ten lines.
  • Contacts lost: unsubscribes, spam reports and hard bounces per email.

Management

  • Deals: create deals in the right pipeline and stage, then move them.
  • 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.
  • Sessions next to contacts: add the Google Analytics 4 connector for Claude to compare site sessions with new contacts.

Example answer

Demo data, from a fictional portal. Prompt: “Show this quarter’s deals by Deal owner: Total deals, Deal closed won, Deal closed lost and Deal amount won, with the win rate of closed deals.”

Deal ownerTotal dealsDeal closed wonDeal closed lostWin rateDeal amount wonAverage value of deals won
Dana Ruiz2411473.3%$148,500$13,500
Marcus Lee196554.5%$96,200$16,033
Priya Shah3113381.2%$201,750$15,519
Tom Becker143633.3%$38,400$12,800

Tom Becker lost twice as many deals as he won, so Claude lists his lost deals by stage for the pipeline review.

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

  1. Open claude.ai and go to Settings → Connectors.
  2. Click Add custom connector.
  3. Name it Porter and paste https://mcp.portermetrics.com/mcp.
  4. Click Add, then sign in with your Porter account and approve access.
  5. Connect HubSpot when Porter asks: sign in to HubSpot.
  6. Ask a HubSpot question, like “Show open deals by Deal stage and Deal owner.”

On Team and Enterprise plans, an owner adds the connector first. Anthropic’s custom connector guide covers the same steps. 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 setup demo

How to install HubSpot MCP in ChatGPT

ChatGPT has two routes to the same data. The Porter Metrics app in ChatGPT’s app directory works on any plan with apps. The Porter MCP gets every new tool the day Porter ships it, on Business, Enterprise and Edu workspaces.

Porter Metrics app: in ChatGPT, open Apps, search “Porter Metrics”, click Connect and sign in with your Porter account, then connect HubSpot: sign in to HubSpot.

Porter MCP:

  1. Open ChatGPT on the web and go to Plugins.
  2. Click +, then Add custom MCP server.
  3. Name it Porter and paste https://mcp.portermetrics.com/mcp under Connection.
  4. Choose OAuth, tick “I understand and want to continue” and click Create as a plugin.
  5. Sign in with your Porter account.

Pro accounts can add it with read access only, per OpenAI’s custom MCP server guide.

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 setup demo

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. Add Porter’s plugin in Claude Code. It installs the Porter connector and Porter’s skill in one step.
    /plugin marketplace add portermetrics/porter /plugin install porter-metrics@portermetrics
  2. Ask for your data. The first time, your browser opens: sign in with the Google account you use in Porter.
  3. No plugins? Add the server directly instead:
    claude mcp add --transport http porter https://mcp.portermetrics.com/mcp
  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.

Add Porter’s skill

Porter’s skill teaches Claude which Porter tools to call for each HubSpot task, so answers need fewer retries. In claude.ai, download https://mcp.portermetrics.com/skill.zip and upload it in Settings → Capabilities → Skills. In Claude Code, Porter’s plugin adds it for you, and other agents can run npx skills add portermetrics/porter.

Test the connection

Paste this into a new chat. It only reads data.

Use Porter only. List every HubSpot portal I've connected, then show Total deals and Deal amount for deals created this quarter by Deal pipeline. Say so if an account returns no data.

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

Copy a prompt into Claude or ChatGPT, then change the dates or thresholds to fit your account. Every change waits for your approval.

Reporting prompts

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.

Research and audit prompts

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.

Management prompts

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 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.

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.

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.

Porter vs other hosted HubSpot MCPs

Other hosted HubSpot MCPs also skip the setup. Porter is built for teams that report on several accounts and channels:

1

Every account at once

One prompt answers for all your HubSpot accounts and clients, not one account per setup.

2

HubSpot next to 30+ sources

GA4, Google Tag Manager, Google Ads, Meta Ads and LinkedIn Ads, blended in one answer.

3

Competitor research

Competitor ads, keywords and search results, next to your own HubSpot numbers.

4

Reports outside the chat

Live dashboards, scheduled email reports, and the same data in Data Studio, BigQuery and Google Sheets.

5

Changes with approval

Every HubSpot change is shown first and waits for your yes.

6

Claude and ChatGPT both covered

A remote MCP URL, plus an approved app in ChatGPT’s app directory.

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 a HubSpot MCP on GitHub?

Yes, community servers such as baryhuang/mcp-hubspot. Each runs on your machine with your own HubSpot credentials. Porter's is hosted, so there's nothing to install.

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.

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.

Can Claude update HubSpot records?

Yes. Porter can create and update contacts, companies, deals, notes and associations, and each change waits for your approval first. Deletes go to HubSpot's recycling bin, so you can restore them.

Can I connect several HubSpot portals?

Yes. Connect every portal you can open once in Porter, and one prompt answers for all of them, with the portal as a column. Agencies compare client pipelines this way without switching logins.

Why don't Claude's numbers match HubSpot reports?

Porter dates each record by its create date, while some HubSpot reports use close date or last activity. Ask for the same date property your report uses, and keep one CRM object per question.

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.