HubSpot MCP for Insurance Agents

CRM records, engagements, and pipeline operations for insurance sales and retention workflows. Securely connect your AI agents (Claude, ChatGPT, Codex, Hermes, OpenClaw) with HubSpot via MCP to automate insurance workflows.

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Works with OpenAI Claude Codex Hermes OpenClaw

Supported Tools 3

hubspot.contact.search

Exposes the hubspot.contact.search capability via MCP over HTTPS (JSON-RPC). Requires OAuth 2.0 authorization.

hubspot.company.update

Exposes the hubspot.company.update capability via MCP over HTTPS (JSON-RPC). Requires OAuth 2.0 authorization.

hubspot.deal.create

Exposes the hubspot.deal.create capability via MCP over HTTPS (JSON-RPC). Requires OAuth 2.0 authorization.

Connect HubSpot via MCP

Add HubSpot to your MCP config. Auth: OAuth 2.0 · Transport: HTTPS (JSON-RPC)

MCP Definition JSON

{
    "id": "hubspot",
    "name": "HubSpot",
    "version": "1.0.0",
    "transport": "https",
    "auth": {
        "type": "oauth2"
    },
    "capabilities": {
        "tools": [
            "hubspot.contact.search",
            "hubspot.company.update",
            "hubspot.deal.create"
        ],
        "resources": [
            "hubspot://contact/{id}",
            "hubspot://deal/{id}"
        ],
        "prompts": [
            "hubspot.pipeline.next_action"
        ]
    }
}

Prudens Path Recommended

Authorize HubSpot in MCP Insurance Connect to align contacts, opportunities, and policy lifecycle events with Prudens automation.

Non-Prudens Alternative

If Prudens is unavailable, use direct HubSpot app auth and route records through your internal orchestrator before tool exposure.

Why use HubSpot?

Insurance-Native Integration

HubSpot is connected via MCP Insurance Connect — purpose-built for insurance agency workflows, not generic tools.

Managed Auth

Authentication via OAuth 2.0 is handled centrally. No hard-coded credentials, no token management in your agent code.

Agent-Optimized Tools

All 3 tools are structured for LLM consumption — clean schemas, reliable execution, full audit trail for every agent action.

Prudens + Fallback Paths

Every app includes a Prudens-native implementation and a standalone fallback so your agent stack stays portable and resilient.