Your HubSpot AI Assistant Just Got Smarter: How MCP + Breeze AI Can Cut Your Workflow Time in Half

TLDR: If you want your HubSpot data to answer your questions like one of your colleagues and accelerate time-to-money, combine Breeze AI with the newly announced MCP Server.

What if your CRM could talk back—intelligently, instantly, and with answers that save hours?

That future is now live in beta with HubSpot’s Model Context Protocol (MCP) Server (announced on May 6^th), and it’s already transforming how everyday HubSpot users work. When combined with Breeze AI, HubSpot’s intelligent productivity suite, the MCP Server opens the door to powerful, secure, and seamless conversations between your CRM data and large language models like Anthropic's Claude LLM. Note that the initial beta version enables you to leverage Claude to update records or generate useful reports or leverage Cursor to understand your actual data structure and/or edit code. The MCP server will eventually enable you to utilize HubSpot data with many other MCP-connected AI tools.

If you’re tired of toggling tabs, exporting reports, or waiting for someone to “pull the numbers,” you’re going to love what this new combo can do.

🧠 What Is the MCP Server (in Human Terms)?

The MCP Server is like a universal translator that lets AI tools safely and directly interact with your live HubSpot CRM - reading data, asking questions, and even updating records - all while following your permissions and roles.

Before MCP, AI tools were limited to answering questions based on static documents or siloed snippets. Now, with MCP, tools like Claude can securely query real-time HubSpot data—and respond to your questions with precision and relevance.

📊 How it Works: The New Flow of Sales Intelligence

Here’s how it works under the hood using Anthropic's Claude (LLM):

1. Ask Claude a sales or marketing question or request an action to be completed in plain English.
2. Claude interprets the question (or action requested) and determines what HubSpot CRM data is needed.
3. The MCP Server securely retrieves the data from HubSpot or enables the HubSpot data record to be instantly updated.
4. Claude analyzes the data and provides a response within Claude while also showing any updates within HubSpot that may have been made to the HubSpot data record(s).

💡 No more toggling tools. No more stale data.

💶  3 Simple Sales Examples

1) 🔍 Get Info Without Clicking Around

Old way: You're on a sales call, scrambling through tabs to find the latest note on a prospect.

New way with Claude + MCP + HubSpot:

Just type or ask,
👉 "What’s the most recent interaction with Apex Corp?”
And the AI instantly shows you the right note, meeting, or email—right from HubSpot. No digging. No clicks.

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2) ✏️ Update CRM Records in Plain English

Old way: You finish a meeting, then spend 10–15 minutes finding the contact, editing fields, and saving notes.

New way with Claude + MCP + HubSpot: 

Just say,
👉 "Update Jane Smith’s email to [jane.smith@apex.com] and add that she’s now VP of Operations.”
And it’s done for you—instantly and accurately while you view the updated record in HubSpot and Claude confirms the record has been updated.


3) 🗓️  Create Follow-Ups Without Breaking Your Workflow

Old way: You’re trying to stay focused but have to pause your work to manually create follow-up tasks.

New way with Claude + MCP + Hubspot:

Just say,
👉 “Remind me to send Jane the proposal on Thursday and follow up next Tuesday.”
Your tasks show up in HubSpot, scheduled exactly as you asked—without leaving your screen.

🔮 What's Next

While HubSpot’s MCP Server is currently enabled to analyze and respond to text data, it will soon be able to identify insights from all data within the HubSpot ecosystem (numeric data and text data). When that is activated, it will change the way you can positively impact your sales organization, processes and results.

📈 A Sampling of Measurable Impact Across the Sales Org

When all the efficiencies are tallied up, your ability to use the MCP Server with Breeze AI is poised to cut your total workflow time by as much as 50%.

🎯 Why This Matters to CROs, Sales Managers, and Reps

When the MCP Server is fully enabled, you will not just be getting answers—you’re getting AI-generated actions that help your team win more, faster:

• Identify and act on deal slippage before it’s too late
• Accelerate deals with smart nudges and follow-up recommendations
• Improve forecast confidence without increasing manual effort.

🚀 Why Join the Beta Today

The MCP Server is now in public beta, and Breeze AI is built to capitalize on it immediately. If you want to stop guessing and start guiding your team with real-time, AI-powered CRM insights, now’s the time to get ahead.

🧠 Let ChatGPT do the heavy lifting. Let Breeze AI deliver the plan.
👉 Join the Breeze AI Beta Now
🧪 Let Periti help you Beta test Breeze AI with MCP today and be the first to experience a CRM that talks back - with answers that save hours and drive decisions. Contact us or schedule a meeting here.

The Bottom Line:

The MCP Server allows LLMs like ChatGPT, Gemini, and Copilot to finally act like intelligent assistants within HubSpot, for it combines the brains of generative AI with the precision of real-time CRM data—secure, seamless, and scaleable. The MCP Server is what makes asking your CRM a question - like you'd ask a colleague - actually possible.

And when you pair it with Breeze AI, you unlock a smarter, faster HubSpot experience that’s finally designed for how real users work.

Final Word to Jumpstart AI in Your Business: The Clock Is Ticking

This isn’t about tech—it’s about strategy. AI isn’t the future of marketing—it’s the now. And Periti is your trusted partner to unlock it.

📑 Download the PDF brief of this article here.

📧 Let’s Talk. If you're ready to transform your HubSpot investment into a true growth engine, let’s start a conversation: Contact Us

Stay tuned to Periti for more ways you can leverage Breeze AI for measurable business impact.