How to Use the Freshsales MCP in Claude

Q: How do I connect Freshsales to Claude Desktop?

You add the server configuration to your claudedesktopconfig.json file. Once you restart the app, the tools appear as a hammer icon in your input bar.

Q: Can I update my Freshsales tasks from Claude Desktop?

You can view your current workload using listtasks. While you can't push task edits directly, you can use the AI to draft updates based on the current state.

Stop switching tabs. Let Claude Desktop pull your Freshsales data directly into your conversation for faster deal cycles.

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Connect Freshsales MCP to Claude Desktop

Create your Vinkius account to connect Freshsales to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Freshsales with Claude Desktop

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Manage your pipeline inside Claude Desktop

Stop hunting for deal status in your browser. Use `list_deals` to pull active opportunities directly into your chat, letting you review progress without leaving your workspace. Your agent parses the raw JSON from `list_deals` to summarize your current blockers, giving you a clear view of your sales velocity in seconds.

Create leads with zero manual data entry

Stop copying and pasting contact details. Use `create_lead` to instantly push new prospects into Freshsales directly from your current chat session. You just provide the name and email, and the server handles the rest. This keeps your CRM clean while you stay in the flow of your research.

Get full context on every contact

Know who you are talking to before you send that email. The `get_contact` tool pulls detailed history, allowing you to see exactly what has been discussed previously. When you combine this with `list_notes`, you get a complete narrative of the relationship. It stops you from asking questions your client already answered.

Setup guide

Set up Freshsales MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Freshsales MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Freshsales MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under freshsales-alternative-mcp.

json

{
  "mcpServers": {
    "freshsales-alternative-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Freshsales. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Freshsales MCP in Claude Desktop

You add the server configuration to your claude_desktop_config.json file. Once you restart the app, the tools appear as a hammer icon in your input bar.

It doesn't sync data in the background. It fetches specific records on demand using tools like `list_leads` whenever you ask for them.

You can view your current workload using `list_tasks`. While you can't push task edits directly, you can use the AI to draft updates based on the current state.

Your key stays local to your machine. The Vinkius-hosted environment ensures your credentials are never exposed to third parties.

We only access the records you specifically request. This MCP Server transmits only the necessary contact and deal information to complete your prompt.

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