MCP Pro Actions Examples

Real-world workflows using HubSpot, Zapier, and more.

These examples show how an AVCodex agent uses MCP Pro Actions in real AV workflows. Tool capabilities are pulled live when you connect a service.

Note: Tool discovery. MCP tools are discovered dynamically when you connect a service. Actual tool names and capabilities can vary by provider. Use the Test & List Tools feature to see what is available for your integration.

HubSpot CRM workflows#

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

Example 1: lead lookup#

Use case: search the CRM for contact information.

System prompt

code

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

User interaction

code

User: "Look up sarah@techcorp-av.com in our CRM"

Agent: Let me search HubSpot for that contact.

[Calls: HubSpot search contacts]

Contact Found:

Name: Sarah Johnson
Email: sarah@techcorp-av.com
Company: TechCorp AV Services
Status: Opportunity

Recent Activity:
- Downloaded our managed-services AV brochure (3 days ago)
- Attended webinar "Q-SYS Reflect for dealers" (1 week ago)

Deal History:
- Previous deal: "10-room corporate refresh trial" - Closed Lost (6 months ago)

Notes: Previous objection was timing on a pending merger. 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, for example active RFPs and dealer-program renewals.

System prompt

code

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

User interaction

code

User: "What deals are in our pipeline this quarter?"

Agent: 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)
- Site Walk Scheduled: 4 deals ($285K)
- Proposal Sent: 3 deals ($327.5K)
- Negotiation: 2 deals ($110K)

Top 3 Opportunities:
1. Acme Corp - 1200 Market 40-room refresh - $150K
2. Mercer University - lecture-hall AV - $95K
3. Global Systems HQ - command-and-control build - $82.5K

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 a client relationship history, for example before a renewal call with a hospitality AV client.

System prompt

code

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

User interaction

code

User: "Give me the history of our relationship with Acme Corp"

Agent: 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: Corporate AV / Real Estate Services
- Size: 50-200 employees
- Location: San Francisco, CA

Primary Contacts:
- John Smith (Director of Workplace Tech) - john@acme.com
- Jane Doe (Facilities Manager) - 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 - 14F boardroom refresh"
- Value: $50K
- Stage: Negotiation
- Close Date: December 15, 2025

Recent Activity:
- Last meeting: October 15, 2025 (room walk)
- Last email: October 20, 2025 (proposal sent)

HubSpot MCP capabilities