MCP Pro Actions Examples

Real-world workflows using HubSpot, Zapier, and more

MCP Pro Actions Examples

Real-world workflows using MCP Pro Actions. These examples use verified tool capabilities from HubSpot, Zapier, and other MCP providers.

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**Tool Discovery**: MCP tools are discovered dynamically when you connect a service. Actual tool names and capabilities may vary by provider. Use the "Test & List Tools" feature to see what's available for your integration.

HubSpot CRM Workflows {#hubspot}

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**HubSpot MCP is read-only**. You can search and view CRM data, but cannot create or update contacts, deals, or other records. For write operations, use HubSpot's native API or Zapier automation.

Example 1: Lead Lookup

Use case: Search CRM for contact information

System prompt:

You can query the HubSpot CRM to look up contact and company information. When users provide an email or company name, search HubSpot to retrieve their current status and history.

User interaction:

User: "Look up sarah@techcorp.com in our CRM" AI: Let me search HubSpot for that contact. [Calls: HubSpot search contacts] šŸ“Š Contact Found: **Name:** Sarah Johnson **Email:** sarah@techcorp.com **Company:** TechCorp Inc. **Status:** Opportunity **Recent Activity:** - Downloaded pricing guide (3 days ago) - Attended webinar "New Features 2025" (1 week ago) **Deal History:** - Previous deal: "Enterprise Trial" - Closed Lost (6 months ago) **Notes:** Previous objection was budget constraints. They're showing renewed interest based on recent downloads. šŸ“„ View in HubSpot: https://app.hubspot.com/contacts/sarah-123

HubSpot MCP capabilities:

  • Search and retrieve contacts
  • View company information
  • Access deal history
  • Read activity logs
  • View tickets and support history

Example 2: Pipeline Overview

Use case: Get current sales pipeline status

System prompt:

You can query HubSpot to retrieve deals, pipeline stages, and forecasting data. Provide summaries and insights based on current CRM data.

User interaction:

User: "What deals are in our pipeline this quarter?" AI: Let me pull the current pipeline from HubSpot. [Calls: HubSpot get deals] šŸ“ˆ Q4 2025 Pipeline Summary: **Total Pipeline Value:** $847,500 **Active Deals:** 12 **By Stage:** - Qualified Lead: 3 deals ($125K) - Demo Scheduled: 4 deals ($285K) - Proposal Sent: 3 deals ($327.5K) - Negotiation: 2 deals ($110K) **Top 3 Opportunities:** 1. Acme Corp - $150K - Demo Scheduled 2. TechStart Inc - $95K - Proposal Sent 3. Global Systems - $82.5K - Negotiation **Forecast:** Based on historical close rates, projected closed-won value for Q4 is approximately $382K.

HubSpot MCP capabilities:

  • Read-only access to deals
  • View pipeline stages
  • Access deal properties
  • Read forecasting data

Example 3: Contact History Review

Use case: Summarize customer relationship history

System prompt:

When asked about a specific customer or prospect, search HubSpot for all related records (contacts, companies, deals, tickets) and provide a comprehensive relationship summary.

User interaction:

User: "Give me the history of our relationship with Acme Corp" AI: Let me look up Acme Corp in HubSpot. [Calls: HubSpot search companies] [Calls: HubSpot get associated contacts] [Calls: HubSpot get associated deals] šŸ“Š Acme Corp Relationship Summary: **Company Info:** - Industry: Technology - Size: 50-200 employees - Location: San Francisco, CA **Primary Contacts:** - John Smith (CEO) - john@acme.com - Jane Doe (VP Engineering) - jane@acme.com **Engagement History:** - First contact: January 2024 - Total deals: 2 (1 won, 1 in progress) - Support tickets: 3 (all resolved) **Current Opportunity:** - Deal: "Acme Corp - Pro Plan Upgrade" - Value: $50K ARR - Stage: Negotiation - Close Date: December 15, 2025 **Recent Activity:** - Last meeting: October 15, 2025 (Product demo) - Last email: October 20, 2025 (Proposal sent)

HubSpot MCP capabilities:

  • Search companies by name
  • View associated contacts
  • Access deal history
  • Read support ticket records

Common Workflow Templates

Knowledge Management

  • Documentation search and retrieval
  • Meeting notes creation
  • Knowledge base queries
  • Cross-reference documentation

CRM & Sales (Read-Only)

  • Contact and company lookup
  • Deal pipeline reporting
  • Customer history review
  • Activity tracking
  • Lead research

Automation

  • Zapier workflow triggers
  • Cross-platform integrations
  • Event-driven actions
  • Process automation

Research & Reporting

  • Cross-system data aggregation
  • Status report generation
  • Activity summaries
  • Performance tracking

Limitations & Best Practices

Tool Discovery:

  • Each MCP provider exposes different tools
  • Use "Test & List Tools" to see what's available
  • Tool names and parameters vary by provider

Read vs Write Access:

  • Some providers (like HubSpot) are read-only
  • Check provider documentation for capabilities
  • Use automation tools (Zapier) for write operations where needed

Rate Limits:

  • Most MCP providers have rate limits
  • Large data requests may take time
  • Consider caching frequently accessed data

Error Handling:

  • MCP tools can fail (network, auth, rate limits)
  • Include error handling in system prompts
  • Provide fallback options for users

Security:

  • API keys are encrypted
  • Users control which data is accessible
  • Revoke access anytime in integration settings

Next Steps

Getting Started

Connect your first MCP service

MCP Overview

Learn about all available integrations

Custom Actions

For your own APIs

API Reference

Call Chipp programmatically

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