Connect HubSpot to AI agents over MCP (with Stepper Skill Sets)

What you can let an agent do in HubSpot

These are the HubSpot actions you can add to a Skill Set. They're the same actions Stepper workflows use, listed on Stepper's HubSpot page. You choose which ones the agent gets.

For example, you could ask

• Find the contact for [email protected] and update her lifecycle stage to customer.
• Create a deal for Tidewater Clay's wholesale order and log a note on the contact.

• Create Contact Creates a Contact in HubSpot.
• Update Contact Update a Contact in HubSpot.
• Create Company Creates a Company in HubSpot.
• Update Company Update a Company in HubSpot.
• Create Deal Creates a Deal in HubSpot.
• Update Deal Update a Deal in HubSpot.
• Find Contact Finds a contact by searching.
• Find Company Finds a company by searching.
• Find Deal Finds a deal by searching.
• Create Engagement Creates a new Engagement for a contact, in HubSpot.
• Make HTTP Request Make an HTTP request to any URL with full control over method, headers, and body.

Set it up in 5 steps

You need a Stepper account, a HubSpot account, and an AI client that supports remote MCP servers, such as ChatGPT, Claude, Cursor or VS Code. Your own agent works too, using a Skill Set token.

1. Connect HubSpot to Stepper

   In Stepper, connect your HubSpot account. Use an account that can do what you want the agent to do, and no more.

2. Create a Skill Set

   Go to Skill Sets in Stepper, create a Skill Set for this agent, and use Add Entry to add your HubSpot connection.

3. Restrict the actions

   Choose only the HubSpot actions the agent needs. An entry with no actions chosen allows every HubSpot action, so a short list is safer. To pin a value, such as one channel, table or calendar, hardcode that parameter so the agent can't change it.

4. Add the Skill Sets server to your AI client

   Add this URL as a remote MCP server:

   https://mcp.stepper.io/skill-sets/mcp Copy

   Then sign in to Stepper when your client asks. On the Stepper screen that follows, pick the Skill Set this agent should use. To switch to a different Skill Set later, remove the server and connect again.

   Chat apps (ChatGPT, Claude and others): add it as a custom connector or app, wherever your client lists remote MCP servers.

   Code editors (Cursor, Windsurf and others that use an mcpServers config):

   {
     "mcpServers": {
       "stepper": {
         "url": "https://mcp.stepper.io/skill-sets/mcp"
       }
     }
   }

   Your own agent or script: generate a Skill Set token in Stepper and send it as Authorization: Bearer sst_….

5. Test it

   Ask the agent what it can do (it checks the Skill Set's list of skills) and make sure only the HubSpot actions you chose appear. Then run one request using the lowest-risk action you allowed, such as a lookup or a draft, and check the call in the Skill Set's call log in Stepper.

HubSpot's own MCP server, and when to use it instead

Guardrails

An agent can misread a request, and some HubSpot actions change or remove real data. Set these up before you rely on it.

Add with care: Make HTTP Request. Make HTTP Request can call any URL with your connection, so it gives the agent far more reach than the other actions.