How to connect your agents to a HubSpot MCP via Claude Code

Merge provides a comprehensive guide to connecting AI agents to HubSpot's CRM via Merge Agent Handler using Claude Code, enabling seamless integration without exposing raw credentials. This setup allows agents to perform a variety of tasks, such as reading and updating contacts, managing deals, and logging activities directly through the terminal. The guide outlines prerequisites including a Merge Agent Handler account, Claude Code installation, and a HubSpot account with the necessary access, along with a step-by-step process to configure the integration. The Merge platform handles complexities like authentication, API changes, and tool-level permissions, thereby simplifying the integration process and enhancing CRM automation capabilities for sales engineers and RevOps teams. By leveraging Merge's production-grade MCP interface and Claude Code's terminal-native workflows, users can efficiently manage CRM-related operations within their command-line environment, ensuring powerful and secure interactions with HubSpot tools.

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