HubSpot remote MCP connector
The HubSpot remote Model Context Protocol (MCP) connector in Optimizely Agent Platform brings HubSpot customer relationship management (CRM) data, marketing content, and campaign analytics into Agent Platform. Use Mark chat, agents, and workflows to search contacts, companies, deals, and tickets, manage CRM records, and retrieve campaign performance metrics.
Note
The HubSpot remote MCP connector is managed by HubSpot. For details, see Integrate AI tools with the HubSpot MCP server in the HubSpot documentation for available tools and data.
First, an Agent Platform administrator must connect the HubSpot Remote MCP to Agent Platform. After adding the MCP server, individual Agent Platform users and agent builders log in to HubSpot to access their information from Agent Platform. Administrators only need to add the HubSpot Remote MCP once.
Connect the HubSpot Remote MCP to Agent Platform
Note
The first person to connect a third-party service to Agent Platform should be an administrator of that service. Administrator access installs the complete set of tools, so Agent Platform adds every available tool. If a non-administrator connects the service first, Agent Platform installs only the tools that account can access.
Agent Platform administrators connect and grant access to HubSpot from Agent Platform. After granting access, administrators select which tools to enable in Agent Platform and optionally customize their display names.
Add HubSpot connection
As an Agent Platform administrator, complete the following steps:
- Go to Connectors in Agent Platform.
- (Optional) Enter HubSpot in the search bar to filter the connectors list.
- Click Connect on the HubSpot tile.
- Log in to your HubSpot account.
- Configure the connector.
- Enter I accept the risk.
- Click Connect.
A confirmation message displays and you can close the pop-up window.
Configure Agent Platform tools
After adding the HubSpot connection, Mark prompts you to select which tools to enable and optionally customize their display names.
As an Agent Platform administrator, complete the following steps:
- Deselect any tools you do not want to add to Agent Platform.
- (Optional) Update any tool's display name.
- Click Finish.
The HubSpot tile displays Connect on the Connectors tab for Agent Platform users to authenticate with their personal accounts.
To update the available tools or names, see Update tools.
Authenticate with HubSpot
Each Agent Platform user and agent builder logs in to HubSpot individually to access their HubSpot data from Agent Platform. User-level authentication ensures you access only the data your HubSpot account is authorized to view.
Note
Before you begin, confirm that an Agent Platform administrator has connected the HubSpot remote MCP to Agent Platform. Until an administrator connects it, the HubSpot tile displays Contact admin instead of Connect and you cannot select it.
To authenticate, complete the following steps in Agent Platform:
- Go to Connectors.
- (Optional) Enter HubSpot in the search bar to filter the connectors list.
- Click Connect on the HubSpot tile.
- Log in to HubSpot.
After you log in to HubSpot, the HubSpot connector tools are available in Mark chat, agents, and workflows.
HubSpot connector tools
The HubSpot connector tools are available after an administrator adds HubSpot Remote MCP to Agent Platform and you authenticate with HubSpot. The available tools depend on which tools your administrator enabled. For a full list of available tools and actions, see Integrate AI tools with the HubSpot MCP server for available tools and data.
Update tools
To rename, add, or remove tools, an Agent Platform administrator must delete the HubSpot tools registry and re-add it. To do so, complete the following steps:
- Follow the steps in Delete a tool registry.
Note
If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See Turn generative AI off across Optimizely applicationsTurn generative AI off across Optimizely applications.