/lookup-company

description: Find a HubSpot company by name or domain and show associated contacts and deals
argument-hint: "<query> [show_contacts] [show_deals] [show_tickets]"
arguments: [query, show_contacts, show_deals, show_tickets]

Look Up HubSpot Company

Find a company in HubSpot CRM by name or domain and display a complete profile including associated contacts, deals, and optionally tickets. Provides a single-view summary of the client relationship.

Prerequisites

• HubSpot MCP server connected with valid OAuth credentials
• MCP tools `search_crm_objects` (`objectType: "companies"`), `get_crm_objects` (`objectType: "companies"`), `search_crm_objects` (`associatedWith` filter), `get_crm_objects` (`objectType: "contacts"`), and `get_crm_objects` (`objectType: "deals"`) available

Steps

1. **Search for the company** by name or domain

• If the query contains a dot (e.g., `acmecorp.com`), search by `domain` using `EQ`
• Otherwise, search by `name` using `CONTAINS_TOKEN`
• Call `search_crm_objects` (`objectType: "companies"`) with the constructed filter

2. **Retrieve full company details**

Call `get_crm_objects` (`objectType: "companies"`) with the matched `companyId` to get all properties.

3. **Fetch associated contacts** (if show_contacts is true)

• Call `search_crm_objects` with `objectType: "contacts"` and an `associatedWith` filter `{ objectType: "companies", operator: "EQUAL", objectIdValues: [<companyId>] }`
• Fetch the contacts with `get_crm_objects` (`objectType: "contacts"`, up to 100 `objectIds` per call) to get name, email, job title, and phone

4. **Fetch associated deals** (if show_deals is true)

• Call `search_crm_objects` with `objectType: "deals"` and an `associatedWith` filter on the same record
• Fetch the deals with `get_crm_objects` (`objectType: "deals"`, up to 100 `objectIds` per call) to get deal name, amount, stage, and close date

5. **Fetch associated tickets** (if show_tickets is true)

• Call `search_crm_objects` with `objectType: "tickets"` and an `associatedWith` filter on the same record
• Fetch the tickets with `get_crm_objects` (`objectType: "tickets"`, up to 100 `objectIds` per call) to get subject, status, and priority

Each association search returns one page. Pass the returned `offset` and repeat until there are no more results, so the profile and deal total cover every record.

6. **Format and present the complete company profile**

Parameters

| Parameter | Type | Required | Default | Description | |-----------|------|----------|---------|-------------| | query | string | Yes | - | Company name or domain | | show_contacts | boolean | No | true | Include associated contacts | | show_deals | boolean | No | true | Include associated deals | | show_tickets | boolean | No | false | Include associated open tickets |

Examples

Look Up by Name

/lookup-company "Acme Corp"

Look Up by Domain

/lookup-company "acmecorp.com"

Full Profile with Tickets

/lookup-company "Acme Corp" --show_tickets true

Company Only (No Associations)

/lookup-company "Acme Corp" --show_contacts false --show_deals false

Output

Full Company Profile

Company: Acme Corporation
================================================================

ID:              98765
Domain:          acmecorp.com
Industry:        Information Technology and Services
Phone:           555-123-4567
Address:         123 Main St, Springfield, IL 62704, US
Employees:       150
Annual Revenue:  $25,000,000
Lifecycle Stage: Customer
Company Type:    Client
Owner:           Sarah Johnson
Created:         2025-03-10
Last Modified:   2026-02-15

Contacts (4):
+------------------+---------------------------+---------------+--------------+
| Name             | Email                     | Phone         | Title        |
+------------------+---------------------------+---------------+--------------+
| John Smith       | john.smith@acmecorp.com   | 555-123-4567  | IT Director  |
| Jane Doe         | jane.doe@acmecorp.com     | 555-987-6543  | CFO          |
| Bob Johnson      | bob.j@acmecorp.com        | 555-456-7890  | CEO          |
| Alice Brown      | alice.b@acmecorp.com      | 555-222-3333  | Office Mgr   |
+------------------+---------------------------+---------------+--------------+

Deals (3):
+--------------------------------------------+--------+-----------+------------+
| Deal Name                                  | Amount | Stage     | Close Date |
+--------------------------------------------+--------+-----------+------------+
| Acme Corp - Managed IT Services            | $5,000 | Proposal  | 2026-04-15 |
| Acme Corp - Network Upgrade                | $12,000| Contract  | 2026-03-01 |
| Acme Corp - Annual Renewal 2026            | $48,000| Qualified | 2026-06-01 |
+--------------------------------------------+--------+-----------+------------+

Total Deal Value: $65,000

Quick Actions:
  - Search contacts: /search-contacts "@acmecorp.com"
  - Create deal: /create-deal --company "Acme Corporation"
  - Log activity: /log-activity --company "Acme Corporation" --type note
  - View pipeline: /pipeline-summary
================================================================

Full Profile with Tickets

Company: Acme Corporation
================================================================

[...company details and contacts as above...]

Open Tickets (2):
+--------------------------------------------+----------+--------+----------+
| Subject                                    | Status   | Priority| Created  |
+--------------------------------------------+----------+--------+----------+
| Email delivery issues                      | In Prog  | HIGH   | 2026-02-20|
| VPN connectivity for remote users          | New      | MEDIUM | 2026-02-23|
+--------------------------------------------+----------+--------+----------+

================================================================