HubSpot Company Management

Overview

Companies in HubSpot represent organizations -- MSP clients, prospects, vendors, or partners. Companies are a central entity in the CRM that ties together contacts (the people who work there), deals (sales opportunities), and tickets (support requests). For MSPs, companies typically represent managed clients, each with associated contacts, service agreements, and support history. HubSpot can automatically associate contacts with companies based on email domain matching.

MCP Tools

Available Tools

Search Companies

Call hubspot_search_companies with filter groups to find companies:

Search by name:

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "name",
          "operator": "CONTAINS_TOKEN",
          "value": "Acme"
        }
      ]
    }
  ],
  "limit": 100
}

Search by domain:

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "domain",
          "operator": "EQ",
          "value": "acmecorp.com"
        }
      ]
    }
  ]
}

Search by industry:

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "industry",
          "operator": "EQ",
          "value": "INFORMATION_TECHNOLOGY_AND_SERVICES"
        }
      ]
    }
  ],
  "sorts": [
    {
      "propertyName": "name",
      "direction": "ASCENDING"
    }
  ],
  "limit": 100
}

Search by lifecycle stage (find all customers):

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "lifecyclestage",
          "operator": "EQ",
          "value": "customer"
        }
      ]
    }
  ],
  "limit": 100
}

Create a Company

Call hubspot_create_company with the company's properties:

Example: Create a new managed client:

• name: Acme Corporation
• domain: acmecorp.com
• industry: INFORMATION_TECHNOLOGY_AND_SERVICES
• phone: 555-123-4567
• city: Springfield
• state: Illinois
• country: United States
• numberofemployees: 150
• annualrevenue: 25000000
• lifecyclestage: customer

Update a Company

Call hubspot_update_company with the companyId and the properties to change:

Example: Update lifecycle stage and employee count:

• companyId: 98765
• lifecyclestage: customer
• numberofemployees: 175

Retrieve a Company

Call hubspot_retrieve_company with the companyId:

Example:

• hubspot_retrieve_company with companyId=98765

Key Concepts

Company vs. Contact

In HubSpot's model:

• Company - The organization (e.g., "Acme Corporation")
• Contact - Individual people at the organization (e.g., "John Smith, IT Director")

A company can have many contacts. HubSpot automatically associates contacts with companies based on email domain (e.g., anyone with @acmecorp.com is associated with the company that has domain=acmecorp.com).

Company Lifecycle Stages

Companies share lifecycle stages with contacts:

Domain-Based Deduplication

HubSpot uses the domain property to prevent duplicate company records. When creating a company, always set the domain -- HubSpot will warn if a company with that domain already exists.

Field Reference

Core Fields

Industry Values

Common industry values for MSP clients:

Common Workflows

Find a Company by Name or Domain

1. Call hubspot_search_companies with a filter on name using CONTAINS_TOKEN or on domain using EQ
2. Review the results and note the id for further operations
3. If not found by name, try searching by domain

Create a New Managed Client

1. Check for duplicates - Search by domain first using hubspot_search_companies
2. Create the company - Call hubspot_create_company with name, domain, industry, address, employee count, and lifecyclestage=customer
3. Create contacts - Add the primary contact using hubspot_create_contact
4. Associate contacts - Call hubspot_create_association to link contacts to the company
5. Log setup note - Call hubspot_create_note to document the onboarding

Company Audit Report

1. Call hubspot_search_companies with lifecyclestage=customer and limit=100
2. Paginate through all results using the after cursor
3. For each company, call hubspot_access_associations to get associated contacts and deals
4. Build a report with company name, domain, industry, employee count, contact count, open deal count, and last activity date
5. Flag companies with no contacts, no recent activity, or missing domain

Look Up Company with Associated Records

1. Search for the company by name or domain
2. Call hubspot_access_associations with objectType=company, objectId=<companyId>, toObjectType=contact to get contacts
3. Cal