🚀 Quick Start Guide

Welcome to the HubSpot MCP Server! This guide will get you up and running in just a few minutes.

📋 Prerequisites

• Python 3.8+ installed on your system
• Claude Desktop application installed
• HubSpot Developer Account (free)
• Nango Integration configured (for secure authentication)

⚡ 5-Minute Setup

Step 1: Get HubSpot Access Token

1. Visit HubSpot Developer Portal
2. Sign in with your HubSpot account
3. Create a new app or select existing one
4. Go to the "Auth" tab → "Scopes"
5. Enable these scopes:

   ✅ crm.objects.companies.read
   ✅ crm.objects.companies.write  
   ✅ crm.objects.contacts.read
   ✅ crm.objects.contacts.write
   ✅ crm.lists.read
   ✅ crm.lists.write
   

6. Copy your access token from the "Auth" tab

Step 2: Configure Nango Integration

Obtain your Nango credentials:

• NANGO_BASE_URL: Your Nango instance base URL
• NANGO_SECRET_KEY: Your Nango secret key
• NANGO_CONNECTION_ID: Your connection identifier
• NANGO_INTEGRATION_ID: Your integration identifier

Step 3: Configure Claude Desktop

Add this configuration to your Claude Desktop config file:

macOS:

Location: ~/Library/Application Support/Claude/claude_desktop_config.json

Windows:

Location: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "hubspot": {
      "command": "uvx",
      "args": ["git+https://github.com/Shameerpc5029/hubspot-mcp.git"],
      "env": {
        "NANGO_BASE_URL": "enter_your_nango_base_url_here",
        "NANGO_SECRET_KEY": "enter_your_nango_secret_key_here",
        "NANGO_CONNECTION_ID": "enter_your_nango_connection_id_here",
        "NANGO_INTEGRATION_ID": "enter_your_nango_integration_id_here"
      }
    }
  }
}

Important: Replace the placeholder values with your actual Nango credentials:

• Replace enter_your_nango_base_url_here with your Nango base URL
• Replace enter_your_nango_secret_key_here with your secret key
• Replace enter_your_nango_connection_id_here with your connection ID
• Replace enter_your_nango_integration_id_here with your integration ID

Step 4: Restart Claude Desktop

Close and reopen Claude Desktop to load the new configuration.

✅ Testing Your Setup

In Claude, try these commands:

1. Test connection: "List all companies in my HubSpot"
2. Create a test company: "Create a company called Test Corp with domain test.com"
3. Search for contacts: "Find all contacts with gmail email addresses"

🎯 What You Can Do Now

Company Management

• Create, update, delete companies
• Search by domain or other criteria
• Get recent company activity
• Bulk operations with filters

Contact Management

• Create, update, delete contacts
• Search by email, name, phone
• Manage list memberships
• Track recent contact activity

Natural Language Examples

• "Create a company for Acme Corp with their website acme.com"
• "Find the contact john@example.com and update their phone number"
• "Show me all companies created this month"
• "Add contact ID 12345 to my VIP customers list"

🔧 Troubleshooting

Common Issues

❌ "Tool not found" errors

• Restart Claude Desktop after configuration changes
• Verify your Nango credentials are correct
• Check that uvx is installed on your system

❌ Authentication failures

• Double-check your Nango credentials in the config
• Ensure all required scopes are enabled in your HubSpot app
• Verify your Nango integration is properly configured

❌ uvx command not found

• Install uvx: pip install uvx or pipx install uvx
• Ensure uvx is in your system PATH

Test Connection

You can test your setup by asking Claude simple questions like:

"Can you connect to my HubSpot account?"
"Show me my recent contacts"
"List my companies"

Debug Mode

If you encounter issues, check the Claude Desktop logs or console for error messages.

📞 Getting Help

• Documentation: See the main README.md for detailed info
• Issues: Report problems on GitHub Issues
• HubSpot API: Check HubSpot Developer Docs

🎉 You're Ready!

You now have HubSpot CRM integrated with Claude! Start with simple commands and explore the powerful automation possibilities.

Key Features Available:

• 🏢 Complete company management
• 👥 Contact creation and updates
• 📋 List management
• 🔍 Advanced search capabilities
• 📊 Recent activity tracking

Happy automating! 🚀