Reportei MCP for HubSpot CRM
Analyze HubSpot CRM data with AI
Connect HubSpot CRM to Reportei MCP and use tools like ChatGPT, Claude, Gemini, Cursor, Manus or any compatible AI tool to analyze deal, sales pipeline, contact and commercial performance metrics, automate reports and identify optimization opportunities on HubSpot CRM.
Connect with 40+ marketing platforms
Start using Reportei MCP right now
Set up and start benefiting in under 2 minutes
Add the MCP server
In your MCP client settings (Claude, Cursor, etc.), add a new server with the URL: https://app.reportei.com/mcp
Automatic discovery
Your client automatically discovers the OAuth endpoints. No manual configuration needed.
Authorize access
Log in with your Reportei email and password and approve the requested permissions.
Start using it
Ask your assistant: "List my projects" or "Show me last month's Instagram metrics."
Compatible with Claude Desktop, Cursor, Manus and any MCP client that supports Streamable HTTP + OAuth 2.1.
Your AI assistant connected to your marketing data
With Reportei MCP, you turn your AI into a true marketing analyst.
Ask questions and get answers based on real HubSpot CRM data, such as open deals, pipeline value, close rate, and sales rep performance. The assistant interprets metrics, compares periods, and generates actionable insights to support your decisions.
You stop navigating between platforms and manually cross-referencing data. Everything happens in a single flow, right through the chat.
You can also include spreadsheets, goals, and offline data, creating a complete view of your operations.
Show me Cotta Studio's HubSpot CRM performance last month
HubSpot CRM · Mar 2025
Open deals: 312
Pipeline value: R$ 520K
Close rate: 24%
Revenue: R$ 124,800
Great!
Now generate a report and send me the link
Generating report...
Everything you can do with Reportei MCP
The MCP centralizes analysis, automation, and management in a single environment, powered by artificial intelligence.
Unified access to marketing metrics
Analyze HubSpot CRM data such as open deals, pipeline value, close rate, and sales rep performance in a single interface. Get a centralized view of your sales metrics without switching between platforms.
Automated report and dashboard creation
Create, view, and manage marketing reports and dashboards in real time. Share links with clients and export reports quickly and easily.
Goal and KPI monitoring
Define and monitor KPI goals based on your marketing metrics, track progress, and receive automatic alerts to keep your strategy on track.
Report and delivery automation
Schedule marketing report delivery via email, WhatsApp, or in-app notifications, reducing operational tasks.
Campaign timeline and key milestones
Log important events such as launches and strategic changes, and keep an organized history.
Integrations and real-time events
Receive automatic notifications about actions and results, maintaining continuous control of operations.
Cross-channel data analysis
Compare HubSpot CRM performance with Pipedrive, RD CRM, and other CRMs and identify which sales strategies drive the best results.
AI-powered data analysis with ready-made prompts
Use built-in prompts to generate monthly reports, analyze campaigns, perform social media audits, and identify SEO opportunities.
You ask:
Show me Cotta Studio's HubSpot CRM performance last month
The assistant delivers:
Your assistant presents open deals, pipeline value, close rate, and revenue, with comparison to the previous period.
You ask:
Which HubSpot CRM sales reps at Cotta Studio had the most closings in March 2026?
The assistant delivers:
A detailed analysis of performance by sales rep, including deals, revenue, average ticket, and conversion rate for each.
You ask:
Compare the HubSpot CRM vs Pipedrive pipeline at Cotta Studio in Q1 2026
The assistant delivers:
Detailed comparison with deals, pipeline values, close rates, and recommendations for optimizing the sales process.
Real-world use cases
Start using Reportei MCP to analyze your marketing data
The Reportei MCP (Model Context Protocol) lets you connect your marketing data with artificial intelligence to analyze metrics, generate reports, and track results in a simple, fast, and centralized way.
Centralized data
Have all your HubSpot CRM metrics organized in one place.
Analysis in seconds
Compare periods, identify top deals, and discover sales trends in HubSpot CRM quickly.
Security and reliability
Connection via OAuth 2.1 and PKCE, with no manual API configuration needed.
Automatic reports
Generate complete analyses directly through chat and automate delivery.
Goal management
Track KPIs in real time and check results whenever you need.
Ready-made analysis workflows
Use structured prompts for audits, reports, and optimizations.
Who is Reportei MCP for?
Digital marketing agencies
generate HubSpot CRM reports for all your clients with AI support. Scale data analysis, automate deliveries, and optimize your team's time.
Paid traffic managers
track deal metrics, pipeline, and sales performance in HubSpot CRM with simple commands. Analyze results and identify optimization opportunities faster.
Social media managers and analysts
analyze sales rep performance, funnel stages, and deals in seconds. Understand what's driving revenue, generate insights, and make faster decisions based on your HubSpot CRM data.
Frequently asked questions
Do I need to know how to code to use MCP?
No. Reportei MCP was designed to be simple and accessible, even for those without technical knowledge. You can use natural language commands to query data, generate reports, and analyze results.
Can I create a report for my client directly through the AI chat?
Yes! Just ask something like "Create a February report for [client name] with Instagram and Google Ads" and the AI generates the complete report with a shareable link — no need to open the Reportei dashboard.
Can I track whether I'm meeting my client's goals?
Yes. You can create goals for any metric (followers, conversions, site sessions...) and ask the AI at any time: "Are we on track to hit the followers goal?". It shows current progress, projected results, and whether the goal is on schedule.
Can I set up automatic reports through the chat?
Yes. You can create, pause, activate, and edit report automations without opening Reportei. For example: "Create a weekly automation every Monday at 9am and send by email to [email protected]". Reports arrive via email, WhatsApp, or directly on the platform.
Can the AI compare across platforms at the same time?
Yes. In a single question you get a cross-channel comparison with the key metrics from each platform, grouped by type (social media, paid ads, analytics, e-commerce, etc.), without manually cross-referencing data.
Can I log campaign milestones and notes through the AI?
Yes. You can ask the AI to log important events on the project timeline — campaign launches, strategy changes, audits — linking them to reports with a specific date.
How does the AI know which platforms my client has connected?
It automatically checks the project's active integrations before responding. If you have Instagram, Google Ads, and TikTok Ads connected, it uses exactly that data — no need to configure anything for each question.
Ready to connect HubSpot CRM to the power of AI?
Start now and transform the way you analyze marketing data. Try free for 3 days.