HubSpot remote MCP connector

  • Updated

The HubSpot remote Model Context Protocol (MCP) connector in Optimizely Opal brings HubSpot customer relationship management (CRM) data, marketing content, and campaign analytics into Opal. Use Opal Chat, agents, and workflows to search contacts, companies, deals, and tickets, manage CRM records, and retrieve campaign performance metrics.

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 Opal administrator must connect the HubSpot Remote MCP to Opal. After adding the MCP server, individual Opal users and agent builders log in to HubSpot to access their information from Opal. Administrators only need to add the HubSpot Remote MCP once.

Connect the HubSpot Remote MCP to Opal

The first person to connect a third-party service to Opal should be an administrator of that service. Administrator access installs the complete set of tools, so Opal adds every available tool. If a non-administrator connects the service first, Opal installs only the tools that account can access.

Opal administrators connect and grant access to Contentful from Opal. After granting access, administrators select which tools to enable in Opal and optionally customize their display names.

Add HubSpot connection

As an Opal administrator, complete the following steps:

  1. Go to Tools > Connectors in Opal.
  2. (Optional) Enter HubSpot in the search bar to filter the connectors list.

  3. Click Connect on the HubSpot tile.

  4. Log in to your HubSpot account. 

  5. Configure the connector.

  6. Enter I accept the risk. 

  7. Click Connect.

A confirmation message displays and you can close the pop-up window.

Configure Opal tools

After adding the HubSpot connection, Opal prompts you to select which tools to enable and optionally customize their display names.

As an Opal administrator, complete the following steps:

  1. Deselect any tools you do not want to add to Opal.

  2. (Optional) Update any tool's display name.

  3. Click Finish. 

The HubSpot tile displays Connect on the Connectors tab for Opal users to authenticate with their personal accounts.

To update the available tools or names, see Update tools.

Authenticate with HubSpot

Each Opal user and agent builder logs in to HubSpot individually to access their HubSpot data from Opal. User-level authentication ensures you access only the data your HubSpot account is authorized to view.

Before you begin, confirm that an Opal administrator has connected the HubSpot remote MCP to Opal. 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 Opal:

  1. Go to Connectors.
  2. (Optional) Enter HubSpot in the search bar to filter the connectors list.
  3. Click Connect on the HubSpot tile.
  4. Log in to HubSpot.

After you log in to HubSpot, the HubSpot connector tools are available in Opal Chat, agents, and workflows.

HubSpot connector tools

The HubSpot connector tools are available after an administrator adds HubSpot Remote MCP to Opal 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 Opal administrator must delete the HubSpot tools registry and re-add it. To do so, complete the following steps:

  1. Follow the steps in Delete a tool registry.
  2. Add HubSpot connection.
  3. Configure Opal tools.

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.