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Freshsales MCP Server for WindsurfGive Windsurf instant access to 10 tools to Create Lead, Get Contact, Get Lead, and more

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Windsurf brings agentic AI coding to a purpose-built IDE. Connect Freshsales through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

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The Freshsales app connector for Windsurf is a standout in the Sales Automation category — giving your AI agent 10 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

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Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Freshsales and 3,400+ MCP Servers from a single visual interface.

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Download Free Open SourceNo signup required
Classic Setup·json
{
  "mcpServers": {
    "freshsales-alternative": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
Freshsales
Fully ManagedVinkius Servers
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High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Freshsales MCP Server

Connect your Freshsales (Freshworks CRM) account to any AI agent and take full control of your sales pipeline and customer relationship workflows through natural conversation.

Windsurf's Cascade agent chains multiple Freshsales tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

  • Lead Orchestration — List and manage new leads programmatically, including retrieving detailed metadata and performing search lookups
  • Pipeline Intelligence — Monitor sales deals and their current pipeline stages to track revenue and deal velocity in real-time
  • Relationship Management — Access complete profiles for contacts and sales accounts (companies) to maintain a high-fidelity customer database
  • Task & Activity Tracking — Monitor pending tasks, appointments, and meetings directly through your agent to coordinate team efforts
  • Note Retrieval — Access and retrieve contextual notes associated with any CRM record to provide your agent with the latest background info

The Freshsales MCP Server exposes 10 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 10 Freshsales tools available for Windsurf

When Windsurf connects to Freshsales through Vinkius, your AI agent gets direct access to every tool listed below — spanning pipeline-management, lead-scoring, crm, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

create_lead

Requires last_name and optionally email. Create a new lead

get_contact

Get details for a specific contact

get_lead

Get details for a specific lead

list_appointments

List scheduled appointments

list_contacts

List all Freshsales contacts

list_deals

List all sales deals

list_leads

List all Freshsales leads

list_notes

List CRM notes

list_sales_accounts

List all sales accounts (companies)

list_tasks

List CRM tasks

Connect Freshsales to Windsurf via MCP

Follow these steps to wire Freshsales into Windsurf. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
02

Add the server

Paste the JSON configuration above into mcp_config.json
03

Save and reload

Windsurf will detect the new server automatically
04

Start using Freshsales

Open Cascade and ask: "Using Freshsales, help me...". 10 tools available

Why Use Windsurf with the Freshsales MCP Server

Windsurf provides unique advantages when paired with Freshsales through the Model Context Protocol.

01

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

02

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

03

JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available

04

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Freshsales + Windsurf Use Cases

Practical scenarios where Windsurf combined with the Freshsales MCP Server delivers measurable value.

01

Automated code generation: ask Cascade to fetch data from Freshsales and generate models, types, or handlers based on real API responses

02

Live debugging: query Freshsales tools mid-session to inspect production data while debugging without leaving the editor

03

Documentation generation: pull schema information from Freshsales and have Cascade generate comprehensive API docs automatically

04

Rapid prototyping: combine Freshsales data with Cascade's code generation to scaffold entire features in minutes

Example Prompts for Freshsales in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with Freshsales immediately.

01

"List all my new leads in Freshsales."

02

"Show me the last 5 sales deals and their stages."

03

"Get details for contact ID '12345'."

Troubleshooting Freshsales MCP Server with Windsurf

Common issues when connecting Freshsales to Windsurf through the Vinkius, and how to resolve them.

01

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Freshsales + Windsurf FAQ

Common questions about integrating Freshsales MCP Server with Windsurf.

01

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
02

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
03

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.