# Freshworks MCP for AI Agents AI Agent Connect > Freshworks lets you manage your unified CRM and customer support workflows directly through your AI agent. Track sales deals, handle helpdesk tickets, and manage contacts without switching tabs. It bridges the gap between your customer data and your daily conversations. You can pull ticket details, scan sales pipelines for revenue forecasts, and manage account records in one place. It's the fastest way to keep your team updated on customer interactions without the manual overhead. ## Overview - **Category:** customer-support - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_ulMj5ZxlJAKwWXFIHqQ58E0v87orBfw8D8sXfeo7/ai-agent-connect - **Tags:** unified-crm, ticketing-system, sales-pipeline, customer-data-management, business-intelligence ## Description This Freshworks MCP lets you manage your unified sales CRM and customer support workflows through natural conversation. Instead of jumping between tabs to check a customer's history or look for a specific sales lead, you just ask. It bridges the gap between your customer data and your daily work by making information accessible instantly. You can pull ticket details, scan your sales pipeline for revenue forecasts, and find account records without any manual navigation. It's built to keep your data organized while you stay focused on the actual work. Whether you're looking for a specific contact's interaction history or checking which agents are assigned to which support queues, it's all reachable in one place. You can find this and thousands of other tools in the Vinkius catalog to keep your stack connected. It handles the heavy lifting of navigating complex CRM structures so you can get straight to the answers. You won't have to worry about the friction of multiple logins or the headache of searching through nested menus. Your agent becomes an extension of your team, ready to fetch the data you need the moment you need it. From monitoring business growth to resolving customer issues, this connection makes your workflow feel much smoother. ## Tools ### list_tickets This tool retrieves a global list of all active helpdesk tickets. It helps you see the total volume of support requests. ### list_helpdesk_contacts This tool shows every contact registered in your helpdesk partition. Use it to see who is reaching out for support. ### list_agents This tool lets you see all support agents currently connected to your system. It's great for checking team availability. ### list_groups This tool checks the configurations for all agent groups and support queues. Use it to audit how your team is organized. ### list_companies This tool shows all hierarchical organization records in your CRM. It helps you see the structure of your business accounts. ### list_crm_contacts This tool enumerates end-users in your Sales CRM partition. Use it to find specific people and their interaction metadata. ### list_deals This tool extracts all sales deal records to track ongoing cycles and forecasts. It gives you a clear view of your pipeline. ### get_ticket This tool pulls specific details for a helpdesk ticket to see the full customer interaction. It helps you understand the history of a single issue quickly. ### list_accounts This tool lets you view all sales accounts to monitor business growth. Use it to see your high-level customer base. ## Prompt Examples **Prompt:** ``` Show me my active sales deals ``` **Response:** ``` ### Active Sales Deals | Deal Name | Amount | Stage | | :--- | :--- | :--- | | **Enterprise Expansion** | $50,000 | Negotiation | | **Mid-Market License** | $12,000 | Discovery | I found these 2 active opportunities. Would you like the contact info for the Enterprise deal? ``` **Prompt:** ``` List the last 3 support tickets ``` **Response:** ``` ### Recent Support Tickets * **Cannot reset password** (ID: 101) - *Status: Open* * **Question about API** (ID: 102) - *Status: Pending* * **Feature Request** (ID: 103) - *Status: Resolved* Which one would you like more details on? ``` **Prompt:** ``` Find CRM contact John Smith ``` **Response:** ``` ### Contact Found: John Smith * **Role:** Decision Maker * **Company:** Acme Corp * **Active Deals:** 2 * **Closed Tickets:** 1 I can retrieve his full profile or communication history for you. Just let me know what you need. ``` ## Capabilities ### Pull active helpdesk tickets Get a full list of current support requests and their status in one view. ### Audit sales pipeline records Extract details on ongoing sales cycles and revenue forecasts from your CRM. ### Manage company hierarchies Identify and organize organization records and their associated contacts. ### View CRM contact profiles Retrieve profiles and historical interaction metadata for specific end-users. ### List support contacts See all official contacts registered in your helpdesk partition. ### Audit agent group configs Check which agents are assigned to specific support queues and configurations. ### Get sales account metrics Monitor business growth and customer lifecycle stages with detailed account data. ## Use Cases ### Checking team coverage during a ticket spike A support lead notices a queue backup and asks the agent to use `list_agents` and `list_groups` to see who is available and how many people are assigned to the active queues. ### Summarizing a sales pipeline for a weekly meeting A sales manager asks for a summary of all active deals. The agent uses `list_deals` to pull the latest revenue forecasts and deal stages into a clean list. ### Researching a high-value customer's history A customer success rep needs to know a user's past issues. They ask the agent to use `list_crm_contacts` to pull the interaction metadata for a specific person. ### Auditing company structures for data cleanup An ops manager wants to see how accounts are nested. They use `list_companies` to get a full view of the hierarchical organization records. ## Benefits - Stop switching tabs by using `list_tickets` to see your entire support queue in your chat. - Track revenue more accurately by pulling all deal records with `list_deals`. - Find customer data faster using `list_crm_contacts` to see profiles and histories. - Manage your team better by auditing agent groups and configurations with `list_groups`. - Simplify account management by using `list_companies` to see your organization hierarchy. - Get instant context on support issues by pulling specific details with `get_ticket`. ## How It Works The bottom line is you get a direct line into your Freshworks data without the manual navigation. 1. Subscribe to the Freshworks MCP on Vinkius. 2. Add your Freshworks Domain prefix and API Key from your Profile Settings. 3. Ask your AI client to pull tickets, list deals, or find contacts. ## Frequently Asked Questions **Can I use Freshworks MCP to see my sales deals?** Yes, you can. The Connector allows your AI agent to pull all sales deal records directly, so you can ask for summaries of your pipeline or specific deal statuses in real time. **Does Freshworks MCP work for helpdesk tickets?** Yes, it connects to your helpdesk partition. You can ask your agent to list all active tickets or get specific details on a single customer interaction. **How do I see my support agents with Freshworks MCP?** You can simply ask your agent to list the connected agents. It will show you who is online and available to handle support queues. **Can I pull company records using the Freshworks MCP?** Yes, it can identify and list all hierarchical organization records. This is great for auditing your company structure or finding specific account data. **Is Freshworks MCP good for customer success teams?** It's a great fit. It allows you to pull combined sales and support histories for specific contacts, helping you resolve inquiries much faster. **Can I manage agent groups with the Freshworks MCP?** Yes, you can audit agent group configurations and see how your team is organized into different support queues using natural language. **Can my agent list both sales deals and support tickets via Freshworks?** Yes. This server provides tools for both. Use 'list_deals' to see your sales pipeline and 'list_tickets' to see helpdesk activity. The agent fetches data from both partitions within your unified Freshworks instance. **How do I check the health of a specific sales account via chat?** Use the 'list_accounts' tool to find the account and then ask for its detailed metrics. Your agent can retrieve hierarchical account limits and associated contact data to help you verify its status natively. **Can I audit agent groups and their queues through the agent?** Absolutely. Use the 'list_groups' tool. Your agent will execute bulk iterations tracking explicitly registered agent grouping configurations, allowing you to monitor how support queues are handled securely.