/deals

name: "HubSpot Deals"
description: >
  HubSpot deal records and sales pipelines: deal fields, default and custom
  pipeline stages, deal amount conventions (MRR vs. TCV), forecast categories
  and weighted forecasting, and associating deals with contacts and companies.
when_to_use: >-
  When searching, creating, updating, or reporting on deal records and pipelines in HubSpot CRM. Use
  when: hubspot deal, hubspot pipeline, hubspot opportunity, hubspot sale, hubspot revenue, deal
  search hubspot, deal management hubspot, hubspot forecast, hubspot deal stage, sales pipeline
  hubspot, or hubspot close date.

HubSpot Deal & Pipeline Management

Overview

Deals in HubSpot represent sales opportunities -- potential or active revenue from clients. For MSPs, deals track managed services agreements, project engagements, hardware sales, or any revenue opportunity moving through the sales process. Each deal belongs to a pipeline (e.g., "Sales Pipeline" or "Renewals") and progresses through stages (e.g., "Discovery", "Proposal", "Closed Won"). Deals are associated with contacts and companies to provide full context on who is involved and which client the revenue belongs to.

Conduit connector

Conduit's `hubspot` connector is HubSpot's own hosted MCP server (`https://mcp.hubspot.com/anthropic/v1/mcp`, OAuth). Its CRM tools are generic over object type, so every call names the `objectType`:

| Tool | Call shape | |------|-----------| | `search_crm_objects` | `objectType`, optional `query` (free text), `filterGroups` (property `filters` and `associatedWith` association filters), `properties`, `sorts`, `limit` (max 200), `offset` | | `get_crm_objects` | `objectType`, `objectIds` (1-100), `properties` | | `manage_crm_objects` | `createRequest.objects[]` or `updateRequest.objects[]` (each with `objectType`, `properties`, optional `associations`, and `objectId` for updates), plus `confirmationStatus` (`CONFIRMED` only after the user approved the exact change) | | `search_properties` / `get_properties` | Discover property names and enumeration values for an `objectType` | | `search_owners` | Resolve `hubspot_owner_id` values to people |

Parameter names in the tables below (such as `contactId`) describe the HubSpot fields involved; send them in the call shapes above. See `hubspot-api-patterns` for the full tool list.

Anti-triggers

• **Building or pricing the quote behind the deal** — a deal records *that* an

opportunity exists and what it is worth; the line items, catalog, and margin live in `salesbuildr-quotes` or `connectwise-cpq-quotes`.

• **Sending the customer something to sign** — use `pandadoc-documents`.
• **Billing a won deal** — moving a deal to Closed Won invoices nobody; use

`xero-invoices` or `qbo-invoices`.

• **Salesbuildr opportunities** — a different vendor's pipeline object with

identical vocabulary; use `salesbuildr-opportunities`.

MCP Tools

Available Tools

| Tool | Description | Key Parameters | |------|-------------|----------------| | `get_crm_objects` (`objectType: "deals"`) | Get deals by ID | `objectIds` (required, 1-100) | | `manage_crm_objects` (`createRequest`, `objectType: "deals"`) | Create a new deal | `dealname` (required), `amount`, `dealstage`, `pipeline` | | `manage_crm_objects` (`updateRequest`, `objectType: "deals"`) | Update an existing deal | `objectId` (required), property fields to update | | `search_properties` (`objectType: "deals"`) | List all available deal properties | None | | `search_crm_objects` (`objectType: "deals"`) | Search deals by criteria | `filterGroups`, `sorts`, `limit`, `offset` |

Search Deals

Call `search_crm_objects` (`objectType: "deals"`) with filter groups to find deals:

**Search by deal name:**

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "dealname",
          "operator": "CONTAINS_TOKEN",
          "value": "Managed Services"
        }
      ]
    }
  ],
  "limit": 100
}

**Search by deal stage:**

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "dealstage",
          "operator": "EQ",
          "value": "proposalpendinng"
        }
      ]
    }
  ],
  "sorts": [
    {
      "propertyName": "amount",
      "direction": "DESCENDING"
    }
  ],
  "limit": 100
}

**Search by close date range (upcoming closings):**

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "closedate",
          "operator": "GTE",
          "value": "2026-02-01"
        },
        {
          "propertyName": "closedate",
          "operator": "LTE",
          "value": "2026-03-31"
        }
      ]
    }
  ],
  "limit": 100
}

**Search for high-value open deals:**

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "amount",
          "operator": "GT",
          "value": "10000"
        },
        {
          "propertyName": "dealstage",
          "operator": "NOT_IN",
          "values": ["closedwon", "closedlost"]
        }
      ]
    }
  ],
  "sorts": [
    {
      "propertyName": "amount",
      "direction": "DESCENDING"
    }
  ],
  "limit": 100
}

Create a Deal

Call `manage_crm_objects` (`createRequest`, `objectType: "deals"`) with the deal's properties:

**Example: Create a managed services deal:**

• `dealname`: `Acme Corp - Managed IT Services`
• `amount`: `5000`
• `dealstage`: `appointmentscheduled`
• `pipeline`: `default`
• `closedate`: `2026-04-15`
• `hubspot_owner_id`: `67890`

Update a Deal

Call `manage_crm_objects` (`updateRequest`, `objectType: "deals"`) with the deal's `objectId` and the properties to change:

**Example: Move deal to next stage:**

• `objectId`: `54321`
• `dealstage`: `proposalpending`
• `amount`: `6000`

Retrieve a Deal

Call `get_crm_objects` (`objectType: "deals"`) with the deal ID in `objectIds`:

**Example:**

• `get_crm_objects` (`objectType: "deals"`) with `objectIds: [54321]`

Key C