Supported MCP servers

CRM

HubSpot MCP Server

Published by HubSpot

Official

Official HubSpot MCP server for contacts, companies, deals and engagements.

Hosting

Remote

Authentication

OAuth

Directory tier

Official

What this server supplies

Fields this server can cover in the valuation checklist, and the methods each one drives.

Client households

Drives: Client Value

Client retention score (0-100)

Drives: Quality multiplier

What you approve

  1. 1.Sign in as a HubSpot super admin.
  2. 2.Approve the CRM object read scopes on the OAuth screen.

How your agent connects it

  1. 1.Add the HubSpot MCP server to your assistant.
  2. 2.Ask the agent for active client contacts and churned contacts over twelve months.

Your data never leaves your platforms

Your agent reads HubSpot MCP Server directly and passes only what the calculation needs. ValuationMCP records the provenance of the source and the calculated outputs — never the underlying practice data. See the Privacy Policy.

Server details, tier and auth mode sourced from the WealthMCP directory.