HubSpot Summary

소개

This Model Context Protocol (MCP) server provides a streamlined interface for interacting with HubSpot CRM, specifically for managing summary records. It enables users to create, update, delete, and fetch summary records, which are stored as Note engagements within HubSpot. The server offers role-based access control and integrates seamlessly with HubSpot's API, providing a unified approach to summary management.

주요 기능

• Create summary records as Note engagements in HubSpot.
• Fetch and filter summary records by date.
• Update existing summary records.
• Delete summary records.
• Role-based access control.
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사용 사례

• Automated creation and updating of summary notes based on user roles.
• Centralized management of HubSpot CRM summary records.
• Integration with chat or email for sending summary records.