Freshsales MCP. Manage leads, accounts, and deals from natural conversation.
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Freshsales MCP Server connects your AI agent directly to your CRM data. Use this to track leads, manage active deals, and get a 360-degree view of any contact or account.
Your agent can list all leads, fetch contact profiles, or create new records—all through natural conversation.
What your AI agents can do
Create crm lead
Creates a new lead record in your Freshsales CRM.
Get account details
Retrieves the metadata for a specific company account.
Get contact metadata
Fetches detailed information about a specific contact person.
The agent retrieves or updates detailed metadata for specific sales opportunities using get_deal_details and list_crm_deals.
You fetch a complete contact record, including job title and associated deals, using get_contact_metadata.
The agent lists existing leads with list_crm_leads or creates a brand-new lead record instantly via create_crm_lead.
You list or search for company records to establish the full organizational context with list_sales_accounts.
The agent lists all scheduled appointments (list_appointments) or outstanding tasks (list_crm_tasks) for the team.
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Freshsales MCP Server: 12 Tools for CRM Management
These tools let your AI agent interact with all aspects of your CRM, from creating new leads to pulling historical deal metadata.
019d75a0create crm lead
Creates a new lead record in your Freshsales CRM.
019d75a0get account details
Retrieves the metadata for a specific company account.
019d75a0get contact metadata
Fetches detailed information about a specific contact person.
019d75a0get deal details
Gets all the metadata for a specific sales deal.
019d75a0get lead details
Retrieves the metadata for a specific lead record.
019d75a0list appointments
Lists all scheduled meetings and appointments for the account.
019d75a0list crm contacts
Lists all contact records within the CRM.
019d75a0list crm deals
Lists all current and closed sales deals in the CRM.
019d75a0list crm leads
Lists all active and inactive lead records.
019d75a0list crm tasks
Lists all pending follow-up tasks assigned to the team.
019d75a0list crm users
Lists all users and sales representatives who use the CRM.
019d75a0list sales accounts
Lists all company accounts tracked in the CRM.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Freshsales, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Freshsales MCP Server connects your AI agent right into your CRM data. You can use it to track leads, manage deals, and get a full picture of any contact or account. Your agent can list everything, fetch profiles, or create new records—all just by chatting with it.
list_crm_leads lets you pull a list of all active and inactive leads. list_crm_contacts shows every contact record in the system. list_sales_accounts gives you a rundown of all the company accounts you track. list_crm_deals lists every current and closed deal in the CRM. list_crm_leads also lets you see all the leads. list_crm_tasks pulls up every outstanding task assigned to the team. list_appointments shows all the scheduled meetings for the account. list_crm_users lists every user and sales rep who uses the CRM.
Need to create something? You can use create_crm_lead to instantly make a brand-new lead record. Want to dig into an account? get_account_details retrieves the metadata for a specific company account. You can get detailed info on a person using get_contact_metadata for a specific contact. For a specific sales deal, get_deal_details gets all the metadata.
And if you're working with a specific lead, get_lead_details retrieves that lead's metadata. You can check out all the leads with list_crm_leads.
How Freshsales MCP Works
- 1 Subscribe to the Freshsales server on the Vinkius Marketplace.
- 2 Enter your Freshsales Domain prefix and API Token into the agent settings.
- 3 Direct your AI client to run a query, like 'List all active deals for Acme Corp' to get the data.
The bottom line is you manage your entire CRM—from initial lead to final deal—using only natural language prompts.
Who Is Freshsales MCP For?
This is for sales managers and account executives who hate manual dashboard navigation. If your job involves knowing exactly where a lead stands, or tracking which follow-up is overdue, this is for you. You get a full view of the pipeline without opening multiple tabs.
Retrieves real-time lead profiles and checks scheduled appointments via simple commands, so you always know who you're talking to and when.
Automates the creation of new leads and verifies contact details by asking the agent to run create_crm_lead.
Checks the workload and deal stages for the whole team by running list_crm_users or list_crm_deals.
What Changes When You Connect
- See the full scope of a deal without switching tabs. You can run
get_deal_detailsto pull all metadata for a single opportunity, giving you the full context needed for the next sales step. - Never lose track of a follow-up. Use
list_crm_tasksto get an immediate list of all pending tasks, ensuring no sales rep misses a deadline. - Get a full picture of a person's professional history. Running
get_contact_metadatagives you a complete profile, showing their role and all associated deals in one go. - Keep the pipeline full. You can run
create_crm_leadto instantly add a new lead to the CRM after a quick call, logging the data without manual entry. - Understand the whole company structure.
list_sales_accountslists all company accounts, letting you see the B2B relationship map before you even talk to the contact. - Monitor team capacity.
list_crm_userslists every team member, helping you understand territory assignments and who is responsible for which accounts.
Real-World Use Cases
Need to qualify a new contact immediately
A rep just got a card from a trade show. Instead of logging into the CRM, they ask the agent: 'What are the details for Jane Smith?' The agent runs get_contact_metadata, immediately giving the rep her title, company, and existing deal count. The problem is solved in chat.
Client needs a full deal history review
The account manager needs to review all past interactions for a major client. They ask the agent to list_crm_deals and then use get_deal_details on a specific deal. This provides a clean, chronological view of the deal's metadata for the client review.
Filling the pipeline after a successful meeting
The SDR finishes a discovery call. Instead of manually navigating to the CRM, they simply tell the agent: 'Create a new lead for John Doe (johndoe@email.com).' The agent runs create_crm_lead and logs the record instantly.
Checking team workload before a call
A manager needs to know if their team is overloaded. They ask the agent to list_crm_users and list_crm_tasks. The agent compiles a list of who has the most pending tasks, allowing the manager to reassign work before the team meeting.
The Tradeoffs
Using the CRM as a data dump
Trying to get a full client picture by calling get_account_details and then manually cross-referencing the results with an external spreadsheet. This is slow and misses the link between contacts and deals.
→
Ask the agent to combine the data. Start by listing the account (list_sales_accounts), then ask the agent to fetch the related contacts and deals in one query. This links the data automatically.
Forgetting to update the deal status
A deal moves from 'Proposal Sent' to 'Negotiation' in the actual CRM, but the rep forgets to manually update the record, leaving the data inaccurate.
→
Use the agent to retrieve the deal details (get_deal_details) and then instruct it to update the status. This ensures the record is accurate immediately after the meeting.
Listing data without context
Running list_crm_leads and getting a massive list of names, but having no idea which ones are hot or which ones are associated with an active deal.
→
Filter the list by asking the agent to only show leads linked to accounts that have pending tasks (list_crm_tasks). This narrows the focus to actionable, high-priority records.
When It Fits, When It Doesn't
Use this if your job requires stitching together data from multiple CRM modules—Account, Contact, Deal, and Task—in a single conversation. This is perfect for Account Executives and Sales Managers who need to synthesize a 360-degree view quickly.
Don't use this if you just need to generate simple reports or bulk data exports. For pure reporting, use a dedicated BI tool. If you only need to track basic contact info without deal context, a simpler contact-only tool might suffice. This server is for operational decisions based on interconnected data.
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.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manual CRM navigation is a time sink.
Right now, checking a client's status means opening the CRM dashboard, finding the account, clicking the 'Contacts' tab, then switching to 'Deals' to see the opportunity, and finally checking the 'Tasks' log. It's a dozen clicks and three different screens just to answer, 'How are we doing?'
With the Freshsales MCP Server, you just ask your agent: 'Give me the status of Acme Corp.' The agent runs the necessary tools and compiles the account details, contact list, deal status, and pending tasks—all in one reply.
Freshsales MCP Server: Get the full client picture.
You eliminate the need to jump between the Account view, the Contact view, and the Deal view. You don't have to remember which tab holds the task list or which record is the primary source of truth.
It turns complex, multi-tab CRM operations into a simple conversational query. Your agent handles the data mapping, giving you the actionable insights immediately.
Common Questions About Freshsales MCP
How do I use the `create_crm_lead` tool with Freshsales MCP Server? +
You simply ask your agent to create the lead, providing the name, email, and company. The agent executes create_crm_lead and logs the new record ID in the chat.
What kind of data can `get_account_details` retrieve? +
get_account_details pulls the core metadata for a company account. It gives you the organizational details needed to understand the client's size and industry.
Can I list all deals using `list_crm_deals`? +
Yes. list_crm_deals retrieves a list of all sales deals. You can then ask the agent to use get_deal_details on any specific deal ID for more information.
Do I need to know the ID for `get_contact_metadata`? +
Yes, generally. You need a unique identifier for the contact. However, if you ask the agent to search for the contact by name or email, it will run get_contact_metadata for you.
What is the difference between `list_crm_leads` and `list_sales_accounts`? +
Leads are potential contacts that haven't been vetted. Accounts are established companies linked to multiple people and deals. Use list_crm_leads for raw contacts, and list_sales_accounts for the parent company context.
How do I check for pending tasks using the `list_crm_tasks` tool? +
The list_crm_tasks tool shows all pending tasks assigned to your CRM users. You can filter the results by date range or assignees to prioritize follow-ups.
What happens if I try to `create_crm_lead` with invalid contact data? +
The server validates the input data before creation. If the information is incomplete or malformed, the tool will return a specific error code detailing what needs fixing.
Can I list all CRM contacts using the `list_crm_contacts` tool? +
Yes, list_crm_contacts pulls a full list of contacts associated with your Freshsales account. This list includes basic details like names and email addresses.
How do I get an API Key for Freshsales? +
Log in to your Freshsales account, click on your Profile picture in the top-right corner, go to 'Profile Settings', and navigate to the 'API Settings' tab to find your Token.
What is my 'Domain prefix'? +
Your domain prefix is the first part of your Freshsales or Freshworks CRM URL (e.g. if your URL is 'acme.myfreshworks.com/crm/sales' or 'acme.freshsales.io', the prefix is 'acme').
Can I create a new lead through the agent? +
Yes! Use the 'create_crm_lead' tool and provide the first name, last name, and optionally an email address to instantly add them to your CRM.
Are custom fields supported? +
When you retrieve a record (like a deal or contact) using tools like 'get_deal_details', the agent fetches the complete metadata payload, which includes all configured custom fields.
Multi-server workflows that include Freshsales MCP
MCP Recipe for Auto-Qualifying Sales Leads
Your SDR spent 20 minutes researching a lead who turned out to be a student using a university email , the agent would have disqualified them in 3 seconds
MCP Recipe for Community-Based Lead Scoring
Active community members identified, CRM leads scored, sales team alerted , your community becomes a pipeline
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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