# MCP Pro Actions Examples
Real-world workflows using HubSpot, Zapier, and more
Real-world workflows using MCP Pro Actions. These examples use verified tool capabilities from HubSpot, Zapier, and other MCP providers.
**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}
**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]
📊 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.
📄 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]
📈 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]
📊 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
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- 💬 [Join Discord](https://discord.gg/chipp) - Share your workflows
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