HubSpot MCP: Two Official Servers and Their Limits
HubSpot ships two official MCP servers: one for your CRM records, one for developers. What each reads and writes, how to connect them, and where they stop.
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HubSpot ships two official MCP servers: one for your CRM records, one for developers. What each reads and writes, how to connect them, and where they stop.
HubSpot pricing and cost explained for 2026: free CRM, per-seat plans, marketing-contact tiers, and the mandatory onboarding fees that inflate year one.
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The best AI assistant that connects to Gmail and your CRM is Carly — it reads your inbox and updates HubSpot, Salesforce, Pipedrive, or Attio in one flow.
HubSpot stores up to 1,000,000 contacts on the free CRM. You only pay for marketing contacts, sold in tiers; non-marketing contacts don't count.
How to create a dashboard in HubSpot from a template or from scratch: adding reports, filtering, sharing and permissions, and dashboard limits by plan tier.
Step-by-step guide to building a form in HubSpot: embedded, standalone, and pop-up types, fields, follow-up email, embedding code, and free-tier limits.
How to create a task in HubSpot from a record or the Tasks tool: task types (call, email, to-do), due dates, reminders, queues, and associating to contacts and deals.
How to log a call in HubSpot: record call activity on a contact or deal, set call outcomes, call from HubSpot vs logging manually, associate records, and add notes.
How to send email in HubSpot: 1:1 sales emails from a contact record with a connected inbox, plus the Marketing Email tool for bulk sends, templates, and free vs paid.
HubSpot's free CRM caps marketing emails at 2,000/month, custom properties at 10, and users at 2. Here's every free-plan limit and how the contact cap really works.
Create deals in HubSpot from the Deals dashboard, a contact record, or a company record. Covers pipelines, stages, associations, and tier limits.
Step-by-step instructions for creating active and static segments (formerly lists) in HubSpot, covering filter logic, AND/OR criteria, common use cases, and tier limits.
Build HubSpot workflows with enrollment triggers, branches, and delays. Covers Breeze AI workflow creation, common templates, and plan tier gating.
Export contacts from HubSpot to CSV or Excel. Covers all properties vs. current view, segment filters, Activities exports, and per-account limits.
Import contacts into HubSpot from a CSV. Covers file prep, property mapping, deduplication by email, multi-object imports, and common errors.
Merge duplicate contacts in HubSpot using the duplicates tool or AI duplicate detection. Covers picking the primary record and what data merges.
Connect HubSpot to your Carly AI agent and automate contact creation, deal updates, and pipeline management — all through email or chat commands.