HubSpot Deal & Pipeline Management

Overview

Deals in HubSpot represent sales opportunities -- potential or active revenue from clients. For MSPs, deals track managed services agreements, project engagements, hardware sales, or any revenue opportunity moving through the sales process. Each deal belongs to a pipeline (e.g., "Sales Pipeline" or "Renewals") and progresses through stages (e.g., "Discovery", "Proposal", "Closed Won"). Deals are associated with contacts and companies to provide full context on who is involved and which client the revenue belongs to.

MCP Tools

Available Tools

Search Deals

Call hubspot_search_deals with filter groups to find deals:

Search by deal name:

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "dealname",
          "operator": "CONTAINS_TOKEN",
          "value": "Managed Services"
        }
      ]
    }
  ],
  "limit": 100
}

Search by deal stage:

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "dealstage",
          "operator": "EQ",
          "value": "proposalpendinng"
        }
      ]
    }
  ],
  "sorts": [
    {
      "propertyName": "amount",
      "direction": "DESCENDING"
    }
  ],
  "limit": 100
}

Search by close date range (upcoming closings):

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "closedate",
          "operator": "GTE",
          "value": "2026-02-01"
        },
        {
          "propertyName": "closedate",
          "operator": "LTE",
          "value": "2026-03-31"
        }
      ]
    }
  ],
  "limit": 100
}

Search for high-value open deals:

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "amount",
          "operator": "GT",
          "value": "10000"
        },
        {
          "propertyName": "dealstage",
          "operator": "NOT_IN",
          "values": ["closedwon", "closedlost"]
        }
      ]
    }
  ],
  "sorts": [
    {
      "propertyName": "amount",
      "direction": "DESCENDING"
    }
  ],
  "limit": 100
}

Create a Deal

Call hubspot_create_deal with the deal's properties:

Example: Create a managed services deal:

• dealname: Acme Corp - Managed IT Services
• amount: 5000
• dealstage: appointmentscheduled
• pipeline: default
• closedate: 2026-04-15
• hubspot_owner_id: 67890

Update a Deal

Call hubspot_update_deal with the dealId and the properties to change:

Example: Move deal to next stage:

• dealId: 54321
• dealstage: proposalpending
• amount: 6000

Retrieve a Deal

Call hubspot_retrieve_deal with the dealId:

Example:

• hubspot_retrieve_deal with dealId=54321

Key Concepts

Default Pipeline Stages

HubSpot's default sales pipeline includes these stages (your account may have custom stages):

Multiple Pipelines

HubSpot supports multiple pipelines for different deal types. Common MSP pipelines:

Deal Amount

The amount field represents the deal's monetary value. For MSPs:

• Monthly recurring deals - Set amount to the monthly recurring revenue (MRR)
• Annual contracts - Set amount to the total contract value (TCV)
• One-time projects - Set amount to the project fee
• Be consistent within each pipeline to enable accurate forecasting

Forecast Categories

Deals can be categorized for forecasting:

Field Reference

Core Fields

Common Workflows

Search Deals by Stage

1. Call hubspot_search_deals with a filter on dealstage
2. Sort by amount descending to see highest-value deals first
3. Review associated companies and contacts for context

Update Deal Stage

1. Call hubspot_retrieve_deal to confirm current stage and details
2. Call hubspot_update_deal with the new dealstage value
3. Optionally update amount if the deal value has changed
4. Call hubspot_create_note to document why the stage changed

Pipeline Overview

1. Call hubspot_search_deals with a filter excluding closedwon and closedlost stages
2. Group results by dealstage
3. For each stage, calculate:
   • Number of deals
   • Total value
   • Average deal size
   • Weighted value (total * stage probability)
4. Sum weighted values for pipeline forecast

Revenue Forecast

1. Call hubspot_search_deals with filters:
   • dealstage NOT IN closedlost
   • closedate within the forecast period
2. For closed-won deals, use actual amount
3. For open deals, calculate weighted amount: amount * hs_deal_stage_probability
4. Sum for total forecasted revenue

Create a Deal with Company Association

1. Find the company - Call hubspot_search_companies with the company name
2. Find the contact - Call hubspot_search_contacts for the decision-maker
3. Create the deal - Call hubspot_create_deal with deal name, amount, stage, and close date
4. Associate with company - Call hubspot_create_association from deal to company
5. Associate with contact - Call hubspot_create_association from deal to contact
6. Log creation note - Call