HubSpot RevOps MCP Server

Returns a high-level summary of the HubSpot account: total contacts, companies, deals, pipelines, owners, and (if accessible) workflow count. Good starting point for any diagnostic session.

Lists all properties for a given object type (contacts, companies, or deals). Flags missing critical properties and identifies properties that may be redundant or unused.

Lists all deal pipelines with their stages, win probabilities, and display order. Flags issues such as missing probability weights or too many pipelines for the same sales motion.

Analyses all open deals and flags data quality issues: missing amount, missing close date, stale deals (no activity or modification > 21 days), and past-due close dates. Provides a stage distribution summary.

Returns open deals that are at risk: past their close date, or with no activity in the last 21 days. Includes deal name, owner, stage, amount, close date, and last activity date.

Returns the count of contacts in each HubSpot lifecycle stage (Subscriber → Lead → MQL → SQL → Opportunity → Customer → Evangelist). Identifies bottlenecks in the conversion funnel.

Lists all active workflows in the account (requires Sales Hub Professional + automation scope). Shows name, type, enabled status, and last updated date.

Compares active workflow names against a checklist of 12 critical workflows every HubSpot account should have (MQL assignment, SLA alerts, deal automation, etc.). Returns a gap analysis showing which critical workflows are missing.

Calculates key sales metrics from deal data: win rate, average deal size, average sales cycle length, and pipeline velocity. Compares against RevOps benchmarks.

Returns a breakdown of open and recently closed deals by sales rep (owner). Shows deal count, total pipeline value, and closed-won value per owner.

Runs a comprehensive RevOps maturity assessment based on what is configured in the HubSpot account. Returns a maturity level (1–4), supporting evidence, identified gaps, and prioritised next actions.

Returns step-by-step HubSpot instructions for a given topic. Useful when you know WHAT to fix and need to know HOW to do it manually in HubSpot. Topics include: workflows, properties, pipeline setup, lead scoring, lifecycle stages, sequences, templates, reports, deduplication, lead rotation, forecas…

Searches for contacts by name, email, or company name. Returns contact details including lifecycle stage, owner, job title, and last activity.

Lists all HubSpot users (sales reps, managers, admins) in the account with their email addresses and team assignments.

Returns a list of the most common HubSpot and RevOps pitfalls with symptoms and recommended fixes. Useful for diagnosing systemic problems.