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Exported copy
Password login, with SSO on the roadmap.
Sales context should travel with the opportunity. The HubSpot MCP connection lets the Project Agent retrieve current CRM details while your response team works, within the access HubSpot grants to the signed-in user.
Opportunity-aware responses
Bring the account and deal details held in HubSpot into the project where the RFP is being answered.
User-scoped CRM access
HubSpot applies the authorized user's permissions and the read scopes configured for the connection.
Live retrieval
The agent queries HubSpot when context is needed, avoiding a second exported copy of CRM records.
Connect HubSpot through MCP
- [01]
Create the HubSpot MCP connection
Configure a HubSpot MCP auth app with the read scopes your response team needs.
- [02]
Authorize your account
Sign in through HubSpot's OAuth flow so existing CRM permissions continue to apply.
- [03]
Use deal context in a project
Ask the Project Agent to retrieve relevant company, contact, or deal information while you work.
Frequently asked questions
Something else on your list? Bring it to a demo and we will answer it on one of your own questionnaires.
Is this the same as native RFP intake from HubSpot?
This page covers the HubSpot MCP connection for retrieving CRM context. Native intake and two-way project status sync are a separate integration pattern.
Which system runs the MCP server?
HubSpot runs the remote MCP server and AutoRFP.ai connects to it as the client.
More MCP integrations
Gong
AutoRFP.ai connects to the Gong MCP server to pull call and deal insights into responses.
Vanta
Retrieve governed compliance and risk context from Vanta while answering buyer questions.
Drata
Bring authorized Drata controls, policies, risks, and evidence into questionnaire projects.
Highspot
Search trusted Highspot content and deal guidance from inside an AutoRFP.ai project.
Product demo
See HubSpot and AutoRFP.ai in action
Every draft carries a Trust Score for its sources and a Feedback Score for how fully it answers. Quality is measured by how little your team changes, and every approval records it. In a recent RFP, Red Rover had 95% of responses automated (83 out of 87 requirements). Measure it on your own RFPs in a two-week proof of concept.