HubSpot Summary
CreatedKaranThink41
Manages HubSpot CRM summary records through a unified, role-based interface.
About
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.
Key Features
- 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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Use Cases
- 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.