HubSpot Companies

HubSpot Company Management

Overview

Companies in HubSpot represent organizations -- MSP clients, prospects, vendors, or partners. Companies are a central entity in the CRM that ties together contacts (the people who work there), deals (sales opportunities), and tickets (support requests). For MSPs, companies typically represent managed clients, each with associated contacts, service agreements, and support history. HubSpot can automatically associate contacts with companies based on email domain matching.

MCP Tools

Available Tools

Tool	Description	Key Parameters
hubspot_retrieve_company	Get a single company by ID	companyId (required)
hubspot_create_company	Create a new company	name (required), domain, industry, phone
hubspot_update_company	Update an existing company	companyId (required), property fields to update
hubspot_list_company_properties	List all available company properties	None
hubspot_search_companies	Search companies by criteria	filterGroups, sorts, limit, after

Search Companies

Call hubspot_search_companies with filter groups to find companies:

Search by name:

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "name",
          "operator": "CONTAINS_TOKEN",
          "value": "Acme"
        }
      ]
    }
  ],
  "limit": 100
}

Search by domain:

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "domain",
          "operator": "EQ",
          "value": "acmecorp.com"
        }
      ]
    }
  ]
}

Search by industry:

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "industry",
          "operator": "EQ",
          "value": "INFORMATION_TECHNOLOGY_AND_SERVICES"
        }
      ]
    }
  ],
  "sorts": [
    {
      "propertyName": "name",
      "direction": "ASCENDING"
    }
  ],
  "limit": 100
}

Search by lifecycle stage (find all customers):

{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "lifecyclestage",
          "operator": "EQ",
          "value": "customer"
        }
      ]
    }
  ],
  "limit": 100
}

Create a Company

Call hubspot_create_company with the company's properties:

Example: Create a new managed client:

• name: Acme Corporation
• domain: acmecorp.com
• industry: INFORMATION_TECHNOLOGY_AND_SERVICES
• phone: 555-123-4567
• city: Springfield
• state: Illinois
• country: United States
• numberofemployees: 150
• annualrevenue: 25000000
• lifecyclestage: customer

Update a Company

Call hubspot_update_company with the companyId and the properties to change:

Example: Update lifecycle stage and employee count:

• companyId: 98765
• lifecyclestage: customer
• numberofemployees: 175

Retrieve a Company

Call hubspot_retrieve_company with the companyId:

Example:

• hubspot_retrieve_company with companyId=98765

Key Concepts

Company vs. Contact

In HubSpot's model:

• Company - The organization (e.g., "Acme Corporation")
• Contact - Individual people at the organization (e.g., "John Smith, IT Director")

A company can have many contacts. HubSpot automatically associates contacts with companies based on email domain (e.g., anyone with @acmecorp.com is associated with the company that has domain=acmecorp.com).

Company Lifecycle Stages

Companies share lifecycle stages with contacts:

Stage	Description	MSP Context
subscriber	Signed up for updates	Company on mailing list
lead	Expressed interest	Requested an MSP consultation
marketingqualifiedlead	Marketing qualified	Meets ideal client profile
salesqualifiedlead	Sales qualified	Budget, authority, need confirmed
opportunity	Active opportunity	Proposal sent or in negotiation
customer	Paying customer	Under managed services agreement
evangelist	Advocate	Actively refers new business
other	Custom stage	Does not fit standard stages

Domain-Based Deduplication

HubSpot uses the domain property to prevent duplicate company records. When creating a company, always set the domain -- HubSpot will warn if a company with that domain already exists.

Field Reference

Core Fields

Field	Type	Description
name	string	Company name
domain	string	Primary website domain (e.g., acmecorp.com)
industry	enumeration	Industry classification
phone	string	Phone number
address	string	Street address
address2	string	Address line 2
city	string	City
state	string	State or region
zip	string	Postal code
country	string	Country
website	string	Company website URL
numberofemployees	number	Employee count
annualrevenue	number	Annual revenue
lifecyclestage	enumeration	Lifecycle stage
hubspot_owner_id	number	Assigned owner (user ID)
description	string	Company description
founded_year	string	Year founded
type	enumeration	Company type (Prospect, Partner, Reseller, Vendor, Other)
createdate	datetime	Record creation date
lastmodifieddate	datetime	Last modification date
notes_last_updated	datetime	Last note timestamp
num_associated_contacts	number	Number of associated contacts
num_associated_deals	number	Number of associated deals
hs_num_open_deals	number	Number of open deals
total_revenue	number	Total revenue from closed deals

Industry Values

Common industry values for MSP clients:

Value	Display Name
ACCOUNTING	Accounting
CONSTRUCTION	Construction
EDUCATION_MANAGEMENT	Education Management
FINANCIAL_SERVICES	Financial Services
HEALTH_WELLNESS_AND_FITNESS	Health, Wellness and Fitness
HOSPITAL_HEALTH_CARE	Hospital & Health Care
INFORMATION_TECHNOLOGY_AND_SERVICES	Information Technology and Services
INSURANCE	Insurance
LAW_PRACTICE	Law Practice
MANUFACTURING	Manufacturing
NONPROFIT_ORGANIZATION_MANAGEMENT	Nonprofit Organization Management
REAL_ESTATE	Real Estate
RETAIL	Retail

Common Workflows

Find a Company by Name or Domain

1. Call hubspot_search_companies with a filter on name using CONTAINS_TOKEN or on domain using EQ
2. Review the results and note the id for further operations
3. If not found by name, try searching by domain

Create a New Managed Client

1. Check for duplicates - Search by domain first using hubspot_search_companies
2. Create the company - Call hubspot_create_company with name, domain, industry, address, employee count, and lifecyclestage=customer
3. Create contacts - Add the primary contact using hubspot_create_contact
4. Associate contacts - Call hubspot_create_association to link contacts to the company
5. Log setup note - Call hubspot_create_note to document the onboarding

Company Audit Report

1. Call hubspot_search_companies with lifecyclestage=customer and limit=100
2. Paginate through all results using the after cursor
3. For each company, call hubspot_access_associations to get associated contacts and deals
4. Build a report with company name, domain, industry, employee count, contact count, open deal count, and last activity date
5. Flag companies with no contacts, no recent activity, or missing domain

Look Up Company with Associated Records

1. Search for the company by name or domain
2. Call hubspot_access_associations with objectType=company, objectId=<companyId>, toObjectType=contact to get contacts
3. Call hubspot_access_associations with toObjectType=deal to get deals
4. Call hubspot_access_associations with toObjectType=ticket to get tickets
5. Present a complete company profile with all associated records

Client Portfolio Review

1. Call hubspot_search_companies with lifecyclestage=customer, sorted by annualrevenue descending
2. For each company, note revenue, industry, and employee count
3. Calculate total portfolio revenue and average company size
4. Identify growth opportunities (companies with no open deals)

Response Examples

Single Company:

{
  "id": "98765",
  "properties": {
    "name": "Acme Corporation",
    "domain": "acmecorp.com",
    "industry": "INFORMATION_TECHNOLOGY_AND_SERVICES",
    "phone": "555-123-4567",
    "city": "Springfield",
    "state": "Illinois",
    "country": "United States",
    "numberofemployees": "150",
    "annualrevenue": "25000000",
    "lifecyclestage": "customer",
    "hubspot_owner_id": "67890",
    "createdate": "2025-03-10T08:00:00.000Z",
    "lastmodifieddate": "2026-02-15T16:30:00.000Z",
    "num_associated_contacts": "12",
    "num_associated_deals": "3"
  },
  "createdAt": "2025-03-10T08:00:00.000Z",
  "updatedAt": "2026-02-15T16:30:00.000Z"
}

Error Handling

Common Errors

Error	Cause	Resolution
Company not found	Invalid company ID	Verify the ID with hubspot_search_companies
Duplicate domain	Company with this domain already exists	Search by domain first to find the existing record
Invalid property	Property name not recognized	Use hubspot_list_company_properties to check available properties
Invalid industry	Industry value not valid	Use hubspot_list_company_properties to see allowed industry values
Rate limited	Too many requests	Wait 10 seconds and retry

Best Practices

1. Always set domain - The domain field enables automatic contact-company association and deduplication
2. Search before creating - Check by domain to avoid duplicate company records
3. Use lifecycle stages - Track companies through your MSP's sales pipeline
4. Set industry - Categorize companies by industry for better segmentation and reporting
5. Assign owners - Set hubspot_owner_id to assign an account manager to each client
6. Track employee count and revenue - Keep these fields updated for client sizing and prioritization
7. Associate all contacts - Ensure every contact at a client company is linked to the company record
8. Audit quarterly - Review company records for completeness and accuracy
9. Use company type - Set the type field (Prospect, Partner, Vendor, etc.) for clear categorization
10. Standardize naming - Use consistent company naming conventions across HubSpot and your PSA

Related Skills

• HubSpot API Patterns - MCP tools reference and connection info
• HubSpot Contacts - Contacts associated with companies
• HubSpot Deals - Deals associated with companies
• HubSpot Tickets - Support tickets for companies
• HubSpot Activities - Notes, tasks, and engagement tracking