Claude connector guide

HubSpot MCP: how to connect Claude to HubSpot

The HubSpot MCP is HubSpot’s official way to connect Claude to your CRM: a connector built by HubSpot and listed in Claude’s connector directory. In Claude, open Connectors, find HubSpot, click Connect, and sign in. A Super Admin or a user with App Marketplace access connects first. Claude can then read and update contacts, companies, deals, and activities. It can’t delete anything.

Updated . Part of our guide to Claude connectors for sales.

Set it up in six steps

About five minutes, once the right person in HubSpot has approved the connector. It works in Claude on the web, desktop, and mobile.

  1. Check who can connect

    Super Admins and users with App Marketplace access can connect right away. Anyone else needs a Super Admin to approve it first. On Claude Team or Enterprise, an Owner also adds HubSpot in Organization settings, then Connectors.

  2. Open connectors in Claude

    Go to Customize, then Connectors. Click the plus sign and search for HubSpot.

  3. Connect and sign in

    Click Connect and log in to the HubSpot account you want Claude to use. A Claude account connects to one HubSpot account at a time.

  4. Choose what Claude can access

    HubSpot shows a permissions page. Pick what to allow and click Connect app. Claude only sees what your own HubSpot user can see.

  5. Set write tools to Needs approval

    In Claude, open HubSpot’s tool permissions and set the write tools to Needs approval, as HubSpot recommends. Claude then asks before it changes a record. Want to start read-only? Set the write tools to Blocked instead, and switch them to Needs approval once your team trusts the answers.

  6. Turn it on in a chat

    In a conversation, click the plus sign, then Connectors, and toggle HubSpot on. Then ask your first question.

What Claude can do in HubSpot

From HubSpot’s and Anthropic’s own docs, as of October 20, 2026.

Reads

  • Contacts, leads, companies, deals, tickets, and custom objects
  • Calls, meetings, notes, tasks, and emails logged on records
  • Pipelines, properties, products, line items, and quotes
  • Inbox and help desk conversations, users, teams, and saved reports

Changes

  • Create and update contacts, leads, companies, deals, tickets, and custom objects
  • Log and update calls, meetings, notes, tasks, and emails
  • Create and update line items, products, and quotes (in beta)
  • Create properties and update pipelines

Can’t do

  • It can’t delete records. Deleting still happens in HubSpot.
  • It can’t read custom Sensitive Data properties. With Sensitive Data turned on for the account, it can’t read engagement data at all.
  • Bulk creates and updates are capped at 10 records at a time, and HubSpot’s API limits apply.

Four prompts to try with HubSpot

Copy one, swap in your own deal, and run it with HubSpot turned on. The replies are examples with a made-up company, Acme.

  1. Prompt 1

    Pipeline review before your 1:1

    Claude pulls open deals by stage and close date and flags the ones going quiet. A Monday check that takes one prompt instead of three reports.

    You

    Pull my open HubSpot deals closing this quarter. Group them by stage with amount and close date, and flag any deal with no logged activity in the last 14 days.

    ClaudeExample

    Open deals closing this quarter

    • Proposal: Acme, $48,000, closes Nov 14
    • Discovery: Globex, $22,000, closes Dec 2
    • Flagged: Globex has no logged activity in 19 days
  2. Prompt 2

    Update the deal after a call

    Tell Claude what changed in plain words. With write tools on Needs approval, you see every field change before it lands.

    You

    Update the Acme deal in HubSpot: move it to Proposal, set the close date to the end of next month, and log a note with the next step: security review with their IT lead on Thursday. Show me the changes first.

    ClaudeExample

    Proposed changes to Acme

    • Stage: Discovery to Proposal
    • Close date: Nov 28
    • Note: security review with their IT lead, Thursday
    • Waiting for your approval
  3. Prompt 3

    Prep for a call in one read

    Claude reads the record, the logged emails and meetings, and the open tasks, then gives you what matters for the next conversation.

    You

    Before my call with Acme, summarize the deal from HubSpot: contacts and their roles, the last three logged emails and meetings, open tasks, and anything we still owe them.

    ClaudeExample

    Acme call brief

    • Jordan Lee, VP Sales: champion
    • Priya Shah, IT lead: joins Thursday
    • Still owed: the security questionnaire
  4. Prompt 4

    Log your last call to the deal

    With your call recorder connected too, Claude turns the transcript into a logged call and a note on the record. You review it before it lands.

    You

    Find my last call with Acme in Granola, then log it on the Acme deal in HubSpot: a call with today’s date and a short note covering decisions, objections, and next steps. Show me the changes first.

    ClaudeExample

    Proposed changes to Acme

    • Call logged: Acme pricing review
    • Note: pricing approved, security review is next
    • Next step: send the security questionnaire by Friday
    • Waiting for your approval

Claude with HubSpot vs Arrows

Claude can drive one tool when one rep asks. Arrows drives the whole team’s stack on every deal, with no prompt. Arrows runs as a HubSpot app. It works from the calls, notes, and emails already on the record, and writes approved changes back.

Claudewith the HubSpot connectorArrows
Who starts the workA rep types a prompt.Arrows starts on its own when something happens on a deal. No prompt.
How many dealsThe one the rep is asking about.Every deal in the pipeline.
What it followsThat rep’s prompt.Your team’s playbook and each deal’s gameplan.
Which toolsHubSpot, plus whatever else that rep has connected.Your team’s CRM, email, call recorder, and docs, through MCP.
Who decides what can happenEach person’s tool permissions: Always allow, Needs approval, or Blocked.Leaders set Off, Ask first, or Allow for every tool, for the whole team.
A new name comes up on a callThe rep notices, then asks Claude to add the contact.Arrows enriches the person and updates HubSpot.
QuotesClaude can create a quote (in beta) when a rep asks for one.Arrows prepares quotes with line items in HubSpot as part of the deal’s gameplan.

Arrows is its own product, not part of Claude. Your reps can keep using Claude alongside it.

Agent kickoff

Every tool. Every deal. No prompts.

An Agent Architect connects your stack and sets what Arrows can do in each tool. Then Arrows does the follow-through on every deal, and your reps approve what matters.

Book an agent kickoff
Tool permissionsExample settings
  • HubSpot
  • Salesforce
  • Gmail
  • Gong
  • Granola

HubSpot and Claude: common questions

Does HubSpot have an MCP server?

Yes. HubSpot runs a remote MCP server, and its Claude connector, built by HubSpot, is in Claude’s connector directory. Reps should use the directory connector. Developers can reach the server at mcp.hubspot.com through a user-level app on HubSpot’s developer platform.

How do I connect Claude to HubSpot?

In Claude, go to Customize, then Connectors, and add HubSpot from the directory. Click Connect, log in to HubSpot, choose the permissions to allow, and click Connect app. Then toggle HubSpot on in a chat. A Super Admin or a user with App Marketplace access has to connect first.

Is the HubSpot Claude connector free?

HubSpot makes it available on all HubSpot products and plans. On the Claude side, HubSpot’s setup guide lists a paid plan: Pro, Max, Team, or Enterprise. Usage counts against HubSpot’s normal API limits.

Can Claude update deals in HubSpot?

Yes. Claude can create and update deals, contacts, companies, tickets, and activities, and create quotes in beta. It can’t delete records. HubSpot recommends setting write tools to Needs approval so Claude asks before each change.

Can I connect more than one HubSpot account to Claude?

No. A Claude account connects to one HubSpot account at a time. To switch, disconnect HubSpot in Claude and connect again with the other account.

How is Arrows different from the HubSpot connector?

The connector lets Claude work HubSpot when one rep asks. Arrows works every deal without a prompt: it reads HubSpot alongside email and calls, follows your team’s playbook and each deal’s gameplan, and writes changes back once a rep approves. Leaders set Off, Ask first, or Allow for every tool.

More Claude connector guides

All sales tools that connect to Claude →Arrows CRM integrations →

Sources