# Freshsales MCP for AI Agents AI Agent Connect > Freshsales MCP connects your CRM to your AI agent so you can manage leads, track deals, and organize customer notes without switching tabs. It gives your agent the ability to pull real-time sales data, update pipelines, and keep your team's tasks organized in one place. ## Overview - **Category:** sales-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_imcV2PITucBSqK6J9eonpdqnHBZiWM5thOpb3fmu/ai-agent-connect - **Tags:** pipeline-management, lead-scoring, crm, deal-tracking, sales-intelligence, contact-management ## Description Freshsales connects your CRM account to any AI agent so you can manage your sales pipeline through natural conversation. You're tired of jumping between your CRM and your chat window just to see if a lead is ready for a follow-up. This Connector fixes that by giving your AI agent direct eyes into your Freshsales account. Instead of manually copying notes or hunting for contact details, you can just ask your agent to pull up a specific customer's history or summarize recent meeting notes. It handles the heavy lifting of navigating menus. You can have your agent create new leads on the fly, check the status of active deals, or see what's on the calendar for next week. By connecting through the Vinkius catalog, you're essentially giving your agent a seat in the sales office. It keeps your CRM updated and your pipeline moving while you focus on actually closing deals. This means you don't have to worry about missing a follow-up or losing track of a deal's stage. Your agent becomes a functional part of your sales stack, pulling the data you need exactly when you need it. It cuts out the friction of manual entry and lets you spend more time on actual conversations. You get a clear view of your sales floor without ever having to leave your workspace. ## Tools ### list_deals List all sales deals. Use this to monitor your pipeline and revenue. ### list_leads List all Freshsales leads. This helps you see every potential opportunity in your system. ### list_notes List CRM notes. Pull context from past interactions without digging through folders. ### list_tasks List CRM tasks. See what needs to be done today across all accounts. ### create_lead Create a new lead. Just provide a last name and an email to get them into the system. ### get_contact Get details for a specific contact. Use this to pull up customer info quickly. ### list_sales_accounts List all sales accounts. This gives you a bird's eye view of all companies in your CRM. ### list_appointments List scheduled appointments. Keep track of your meetings and calls in one place. ### list_contacts List all Freshsales contacts. This lets you browse your entire customer base. ### get_lead Get details for a specific lead. This helps you see the full history of a potential customer. ## Prompt Examples **Prompt:** ``` Who is our newest lead? ``` **Response:** ``` Here are your recent leads from your CRM: - **John Doe** (ID: 101) - **Sarah Smith** (ID: 102) - **Mike Ross** (ID: 103) Would you like me to pull the specific metadata for any of these? ``` **Prompt:** ``` What's my schedule for tomorrow? ``` **Response:** ``` You have 3 appointments scheduled for tomorrow: - **10:00 AM**: Discovery Call with Acme Corp - **1:30 PM**: Follow-up with Global Tech - **4:00 PM**: Internal Sync with Sales Team I can also show you any pending tasks for those accounts. ``` **Prompt:** ``` Give me a summary of the Acme Corp account. ``` **Response:** ``` I've pulled the records for Acme Corp. Here is the summary: - **Recent Activity**: They requested a demo last Tuesday. - **Key Notes**: - Oct 12: Customer expressed interest in the enterprise tier. - Oct 15: Pricing discussed; they are looking for a 15% discount. - **Status**: Currently in the Negotiation stage. - **Tasks**: You have one pending task to send the final quote by Friday. ``` ## Capabilities ### Create new leads Add new prospects to your CRM by providing just a name and email through your agent. ### Fetch full contact profiles Pull up complete customer records and history instantly with a simple request. ### List all sales accounts See a bird's eye view of every company and account in your CRM database. ### View scheduled appointments Access your full calendar of meetings and calls without leaving your chat. ### Track all active deals Monitor your entire sales pipeline and revenue status in real time. ### Retrieve CRM notes Pull contextual notes from past interactions to get the full story on any record. ### View pending tasks Keep track of every follow-up and to-do item across your entire sales team. ## Use Cases ### The Quick Prep An account manager asks for the last 3 notes on a client before a call. The agent uses list_notes and get_contact to give a summary. ### The Lead Dump A sales rep gets a pile of new emails. They tell the agent to create leads for all of them using create_lead. ### The Pipeline Check A manager wants to see what's stuck. They ask the agent to list all deals using list_deals to find low-velocity items. ### The Daily Standup A rep asks what's on their plate today. The agent uses list_appointments and list_tasks to give a full schedule. ## Benefits - Stop manual data entry by using create_lead to add new prospects via natural language commands. - Get instant context for every call by pulling records with get_contact and list_notes. - Stay on top of your schedule by asking your agent to list_appointments for the week. - Track your revenue more accurately by pulling all active deals with list_deals. - Keep your pipeline organized by using list_tasks to see what's pending across the team. ## How It Works The bottom line is you get a CRM that talks directly to your AI agent. 1. Subscribe to the Freshsales MCP on the Vinkius marketplace. 2. Grab your API Key from your Freshsales settings page. 3. Connect your account using your subdomain and key in your AI client. ## Frequently Asked Questions **Can Freshsales MCP help me manage my leads?** Yes. It allows your AI agent to create new leads, list your current leads, and fetch specific details for any lead in your CRM. **How does the Freshsales CRM AI integration work?** It connects your Freshsales account to your AI client. Once connected, you can use natural language to perform any of the actions supported by the Connector. **Can I see my sales deals with Freshsales MCP?** Absolutely. Your agent can list all your sales deals and provide information on their current stages and status. **Does Freshsales MCP support appointment tracking?** Yes. You can ask your agent to list your scheduled appointments to see what's on your calendar. **Can I use Freshsales MCP to summarize customer notes?** Yes. Your agent can retrieve notes associated with any CRM record, allowing it to provide you with a summary of past interactions. **How do I connect my Freshsales account to an AI agent?** You'll need to subscribe to the Connector on Vinkius, get your API key from your Freshsales settings, and provide your subdomain to your AI client. **Does Freshsales MCP work with my existing sales pipeline?** Yes. It's designed to work with your existing data, allowing your agent to monitor and interact with your current pipeline and accounts. **How do I find my Freshsales API Key?** Log in to Freshsales, click on your profile icon (top right), go to **Settings** > **API Settings**, and copy your unique key. **Can I search for leads by email?** The `list_leads` tool retrieves the directory of leads. You can ask your agent to filter or find specific records by email within the returned data. **Does it support listing individual sales accounts?** Yes! Use the `list_sales_accounts` tool to retrieve a comprehensive list of all company/account records in your Freshsales CRM.