HubSpot remote MCP connector
The HubSpot remote Model Context Protocol (MCP) connector in Mark (Optimizely Agent Platform) brings HubSpot customer relationship management (CRM) data, marketing content, and campaign analytics into Mark. 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, a Mark administrator must connect the HubSpot Remote MCP to Mark. After adding the MCP server, individual Mark users and agent builders log in to HubSpot to access their information from Mark. Administrators only need to add the HubSpot Remote MCP once.
Connect the HubSpot Remote MCP to Mark
Note
The first person to connect a third-party service to Mark should be an administrator of that service. Administrator access installs the complete set of tools, so Mark adds every available tool. If a non-administrator connects the service first, Mark installs only the tools that account can access.
Mark administrators connect and grant access to HubSpot from Mark. After granting access, administrators select which tools to enable in Mark and optionally customize their display names.
Add HubSpot connection
As a Mark administrator, complete the following steps:
- Go to Connectors in Mark.
- (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 Mark tools
After adding the HubSpot connection, Mark prompts you to select which tools to enable and optionally customize their display names.
As a Mark administrator, complete the following steps:
- Deselect any tools you do not want to add to Mark.
- (Optional) Update any tool's display name.
- Click Finish.
The HubSpot tile displays Connect on the Connectors tab for Mark users to authenticate with their personal accounts.
To update the available tools or names, see Update tools.
Authenticate with HubSpot
Each Mark user and agent builder logs in to HubSpot individually to access their HubSpot data from Mark. User-level authentication ensures you access only the data your HubSpot account is authorized to view.
Note
Before you begin, confirm that a Mark administrator has connected the HubSpot remote MCP to Mark. 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 Mark:
- 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 Mark 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, a Mark 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 applications.