Claude Desktop connects to HubSpot through the CData MCP Server for HubSpot using the Model Context Protocol (MCP).

When you launch Claude, it automatically detects MCP connections registered during setup. These connections are created and saved using the MCP Configuration Tool, which is installed with the MCP Server.

Each saved connection is recognized by Claude and can be referenced by name when asking questions.

Installing Claude

Claude Desktop is a standalone application that enables natural language querying across supported data sources using the Model Context Protocol (MCP).

To connect to HubSpot via MCP, you first need to install the Claude Desktop application.

You can download the latest version from the official Claude Download Page.

After installing Claude Desktop, you can configure your MCP connection using the CData MCP Driver for HubSpot.

How Claude Uses the Server

When you ask Claude a question, it launches the corresponding MCP Server connection, reads the available tool descriptions provided by the connector, and generates a secure query in the background.

There is no need to write SQL or teach Claude how to query your data. Each tool is self-describing, and Claude consumes those descriptions to determine how to retrieve the right information.

Example Prompts

After setup, you can ask Claude natural-language questions like:

• Which contacts were added in the last 30 days?
• What companies are associated with contacts from New York?
• Who are my most recently contacted leads?
• Which contacts don't have a lifecycle stage assigned?
• Show me all deals in the "Contract Sent" stage for the past week.
• Which companies have more than 3 active deals?
• List all deals that are closing this month along with their owners.
• Which deals were marked as "Closed Won" in Q1?
• What's the win rate for deals created in the last 6 months?
• What's the average deal amount by pipeline stage?

Claude securely executes the query using the MCP Server and responds using the live results from HubSpot.