Choose the right setup
HubSpot MCP: official option or Adzviser?
HubSpot's server can read and change supported CRM records. Adzviser is the read-only reporting option for combining HubSpot outcomes with the channels that produced them.
Create and update HubSpot CRM records
- SetupConnect HubSpot directly through OAuth with the user's existing permissions
- PermissionsCan read marketing content and create or update supported CRM records
- Reporting scopeHubSpot only: work with its CRM and marketing data
Best for: sales and operations teams that want an agent to work inside HubSpot.
Read HubSpot's announcement →Report on HubSpot across channels
- SetupConnect HubSpot once in Adzviser; no MCP server setup is required
- PermissionsRead-only: analyze contacts, deals, lifecycle stages and campaigns without changing HubSpot
- Reporting scopeCross-channel: compare CRM outcomes with ads, analytics, email and commerce data
Best for: revenue and marketing teams focused on attribution and reporting.
Start with Adzviser →Prompt ideas
HubSpot prompts to try
Weekly Pipeline Summary
Get a weekly snapshot of your sales pipeline.
Pipeline Velocity Optimization
Identify bottlenecks slowing down your pipeline.
Sales Funnel Analysis
Analyze conversion rates across your sales funnel.
Setup
Connect HubSpot MCP in three steps
Connect HubSpot to Adzviser
Create a workspace. In Adzviser, sign in to HubSpot and allow Adzviser to read its reporting data.
Connect Adzviser to your AI assistant
For Claude, choose Adzviser in the connector directory. For ChatGPT, add the Adzviser plugin. For another supported AI tool, use https://mcp.adzviser.com/http.
Ask your first question
Open Adzviser in your AI assistant and ask what you want to know about HubSpot.
Quick connection check
List my connected HubSpot portals and show the Adzviser workspace for each. After I choose one, return "Deal recurring revenue amount" for the last 7 complete days.
Try a deeper analysis
Analyze HubSpot pipeline velocity for the workspace I choose during the last 30 complete days. For each stage: Average Days in Stage, Conversion Rate, and Deals Stalled. Which stages are bottlenecks? Compare stage velocity for won vs lost deals. Recommend specific actions to accelerate deal movement.
Reporting coverage
