How to Connect HubSpot to Windsurf

Query your HubSpot data directly from Windsurf using Sequel’s MCP server. Ask questions in plain English, with no SQL, no dashboards, and no context switching.

Short answer

Connect HubSpot to Sequel, then add Sequel's MCP server to Windsurf using the config on this page. Windsurf can then query your live HubSpot data in plain English, with no connector code and no CSV exports. Both steps take a few minutes.

Example prompts

Everything you can ask Windsurf about your HubSpot data.

Ask in plain English — Sequel translates it into a HubSpot query, runs it, and Windsurf hands back the answer. No SQL, no dashboards, no CSV exports.

What you can ask Windsurf
  • How many open deals do we have, broken down by stage and owner?
  • What's the win rate by lead source for deals closed this quarter?
  • Show me deals over $50k that have been in 'Proposal Sent' for more than 30 days.
  • Average time-to-close for deals in the Enterprise pipeline this year.
  • Which companies in the Healthcare industry have no contacts in 'Lifecycle: Customer'?

How it works

Three steps to get started

1

Connect HubSpot to Sequel

In your Sequel dashboard, go to Connections and add HubSpot. Sequel handles authentication and schema discovery automatically.

2

Add Sequel to the agent

Copy the Sequel MCP configuration into Windsurf's settings file (shown below). Swap in your API key from Settings → API Keys.

3

Ask Windsurf about your data

Restart Windsurf and start asking questions. "How many open deals do we have, broken down by stage and owner?" — and get a real answer backed by live HubSpot data.

Why Windsurf

What Windsurf does with your HubSpot data

Cascade with real data access

Windsurf's Cascade agent can now include database queries in its multi-step workflows. Ask it to check your schema, pull production data, and use it to guide code generation — all in one flow.

Data-informed development

Stop context-switching to a SQL client when you need to understand your data. Ask Cascade to query your database directly and use the results to write more accurate code and migrations.

Python analysis alongside your code

When you need statistical analysis or visualizations, Cascade can run Python through Sequel's sandbox — pandas, matplotlib, seaborn — and show results inline in the editor.

Configuration

Add Sequel to Windsurf

Place this in ~/.codeium/windsurf/mcp_config.json and replace sql_your_api_key with a key from Settings → API Keys.

~/.codeium/windsurf/mcp_config.json

{
  "mcpServers": {
    "sequel": {
      "serverUrl": "https://api.sequel.sh/mcp",
      "headers": {
        "Authorization": "Bearer sql_your_api_key"
      }
    }
  }
}

Install

Install HubSpot MCP in Windsurf

Pick your app and Sequel installs itself: a one-click link where the client supports it, that client’s own few steps where it doesn’t. Every route signs in with your Sequel account over OAuth, so there is no API key to copy and nothing to keep in sync.

Claude, ChatGPT, Cursor, VS Code, Claude Code, Codex, Grok, Muse, dots and any other MCP app

Already have an MCP client?

https://api.sequel.sh/mcp

Add it as a remote (streamable HTTP) server and sign in when prompted. Skills come with it; nothing else to install. Manual setup per client

Choose your app

  • Claude

    One click, opens in the app

  • Cursor

    One click, opens in the app

  • VS Code

    One click, opens in the app

  • ChatGPT

    Turn on developer mode, then add Sequel. About two minutes.

  • Claude Code

    Run one command, then sign in with /mcp.

  • Codex

    Run one command, then sign in.

  • Gemini CLI

    Run one command, then sign in with /mcp auth.

  • Grok

    Add Sequel as a connector and sign in.

  • Grok Bot

    Paste this to the bot. It registers Sequel and asks you to sign in.

  • Muse

    Muse writes its own connector. One message is the whole setup.

  • dots

    Add Sequel in ChatGPT; your dot picks it up with no extra step.

  • OpenCode

    Add Sequel as a remote server from the OpenCode CLI.

  • Other MCP app

    Any client that speaks remote MCP can connect with this URL.

Frequently asked questions

How do I connect HubSpot to Windsurf?

You need two things: (1) connect HubSpot to Sequel in your Sequel dashboard under Connections, and (2) add the Sequel MCP config to Windsurf using the setup shown above. Once both are done, Windsurf can query your HubSpot data directly.

What HubSpot data can Windsurf access?

Windsurf can access any data available through your HubSpot connection in Sequel. Use Sequel's search tool to discover available metrics and dimensions, then execute queries to pull the data you need.

Is my HubSpot data sent to Windsurf's servers?

Query results are returned to Windsurf as context within your conversation. Only the data you explicitly ask about is retrieved. Sequel never stores your query results permanently — they exist only for the duration of the tool call.

Do I need a Sequel account?

Yes. You need a Sequel account to connect HubSpot and generate an API key. Sign up free at sequel.sh — no credit card required. Then create a connection to HubSpot and generate an API key from Settings → API Keys.

Can I connect multiple HubSpot accounts?

Yes. Sequel supports multiple connections of the same type. If you have multiple HubSpot accounts or properties, add each as a separate connection in Sequel. Windsurf will be able to query all of them.

Where does the Windsurf MCP config file go?

Place your MCP configuration at ~/.codeium/windsurf/mcp_config.json. Use the `serverUrl` key (not `url`) as shown in the config above — Windsurf uses a slightly different field name than other clients.

Does this work with both Cascade and Windsurf Chat?

Yes. Sequel tools are available in both Windsurf Chat (single-turn) and Cascade (multi-step agentic flows). Cascade is especially powerful because it can chain multiple Sequel tool calls together.

How do I verify Sequel is connected in Windsurf?

Open Windsurf settings and navigate to the MCP section. You should see 'sequel' listed as a connected server with a green status indicator. If it's red, check that your API key is correct and the URL is reachable.

Can my whole team use this setup?

Each team member should have their own Sequel API key (create them in Settings → API Keys). The MCP config file is personal (in the home directory), so each developer configures it independently.

How do I connect HubSpot to Sequel?

Click 'New Connection' → HubSpot, name it, and click 'Connect with HubSpot'. HubSpot's OAuth screen will ask you to choose a portal and confirm the read-only CRM scopes Sequel needs. The whole flow takes under a minute.

What HubSpot permissions does Sequel ask for?

Read-only access to contacts, companies, deals, tickets, and their schemas: crm.objects.{contacts,companies,deals,tickets}.read plus crm.schemas.{contacts,companies,deals,tickets}.read. No write scopes are requested, so Sequel cannot create, update, or delete CRM records.

Does Sequel support custom properties?

Yes. The connector pulls the property schema for each object type at query time and uses your real custom property names — so 'ACV', 'Onboarding Status', or whatever you've built shows up in answers without manual configuration.

Can Sequel see Marketing Hub data — emails, forms, workflows?

Out of the box the connector ships read tools for CRM objects (contacts, companies, deals, tickets) and pipelines. Marketing assets like emails and workflows are not currently exposed; ping us if you need them and we'll prioritize.

Connect HubSpot to Windsurf today

Sign up free, connect your data sources, and start querying in minutes.