Hby HubSpot
Search CRM records
Returns contacts, companies, deals or other CRM records that match property filters or a text query.
Updated Oct 28, 2026
search-crm-records.md
Search CRM records
Returns contacts, companies, deals or other CRM records that match property filters or a text query.
Note: The MCP tool takes up to five groups of six filters and returns up to 200 records per page.
Set up
Use the first option your agent supports.
MCP (official, remote)
Add this server to your agent's MCP settings, then sign in when asked.
{ "mcpServers": { "hubspot": { "url": "https://mcp.hubspot.com" } } }
Call the MCP tool search_crm_objects.
Server URL: https://mcp.hubspot.com
API (official)
- Base URL: https://api.hubapi.com
- Endpoint:
POST /crm/objects/2026-09/{objectType}/search - Auth: send the header
Authorization: Bearer $HUBSPOT_API_KEY - Docs: https://developers.hubspot.com/docs/api-reference/latest/overview
Note: Use a service key or an app's static access token with the CRM scopes the calls need; paths carry a dated version such as 2026-09.
Before anything else, confirm access with the cheapest read-only call, like a list or a search. Never send or change anything to test access.
Rules
- Ask the user before anything that sends messages, costs money, or changes data, and say how many records it touches. One approval covers a batch the user has seen.
- Never print API keys.
Ways in
Workflows using Search CRM records
TContributed by thedogwiththedataonitFollow up on downloads with the section they needFinds recent downloads of your asset in HubSpot, queues each person the section that fits their role with Brew, and logs it in Notion.
FH
B+1- TContributed by thedogwiththedataonitAlert sales when a company keeps viewing your pricing page
Counts pricing-page views by company in PostHog, sizes each company with Apollo, and posts it to Slack with its HubSpot owner.
P
AH+1 
SContributed by Shahzaib0217Log sales meetings and next steps in the CRMReads sales meetings since the last run in Bridge, updates each buyer in HubSpot, and logs a note with needs, next steps and owners.
BH
SContributed by shipgtmAnswer a GTM question from Notion, Slack and HubSpotSearches your docs, past conversations and CRM for the answer, drafts a cited response with Claude, and posts it back in Slack.
N
SH+1- TContributed by thedogwiththedataonitSort contacts into buyer personas from their job titles
Finds HubSpot contacts with no persona, maps each job title to a persona and seniority with Jev, and adds them to a list per persona.
H
T - TContributed by thedogwiththedataonitFlag expansion asks in support tickets for account owners
Finds new Zendesk tickets that ask for seats, SSO, higher limits or another team with Jev, and notes each in HubSpot for its owner.
ZTH+1 - TContributed by thedogwiththedataonitFlag churn risk in new support tickets for customer success
Reads new Zendesk tickets, scores churn risk and urgency with Jev, tags and prioritizes the risky ones, and alerts each owner in Slack.
ZTH+1 - TContributed by thedogwiththedataonitAlert sales when an ideal-fit company browses your site
Resolves anonymous PostHog visitors to companies with People Data Labs, judges fit and buying stage with Jev, and alerts sales in Slack.
P
PT+2 - TContributed by thedogwiththedataonitFollow up on low NPS scores while they are fresh
Pulls low scores from your Typeform NPS survey, posts each with its comment and HubSpot owner to Slack, and drafts a reply.
THS