How to Use the Freshsales MCP in Claude Code

Q: How do I install the Freshsales MCP Server in Claude Code?

Run the command claude mcp add --transport http freshsales -- in your terminal. This registers the server inside your local /.claude.json configuration.

Q: Does Claude Code support write operations in Freshsales?

Yes. You can execute tools like createcrmlead directly from your terminal prompt to add new records into your sales pipeline.

Q: How do I view the list of available CRM tools in the terminal?

Run claude mcp list to view all active tools, schemas, and configurations connected to your shell environment.

Control your Freshsales CRM directly from the terminal with Claude Code, piping MCP Server data into shell scripts and cron jobs.

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Create your Vinkius account to connect Freshsales to Claude Code 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 Code

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Pipe Freshsales MCP Server data into your terminal

The `list_crm_leads` tool outputs raw CRM data directly to your shell, letting you pipe prospects into grep, jq, or local text files. Claude Code executes these queries headlessly, allowing fast command-line filtering. You can combine this command-line execution with `get_lead_details` to inspect specific targets. This setup is built for developers who want to bypass heavy web interfaces entirely.

Scripted CRM task management and cron jobs

The `list_crm_tasks` tool lets you audit pending actions and schedule follow-ups via terminal commands. Claude Code runs these checks inside your CI/CD pipelines or local cron setups to keep your team on track. If a critical task is overdue, the CLI agent runs `list_crm_users` to find active team members and reassigns work. You manage team workloads without opening a browser.

Headless pipeline health checks

The `list_crm_deals` tool gives your terminal agent immediate visibility into your sales pipeline velocity. Claude Code analyzes active deal values, formats the metrics, and displays them as a clean CLI table. When a deal requires a deep dive, the agent executes `get_deal_details` to print the full history. This lets you run quick standups and pipeline reviews directly from your terminal session.

Setup guide

Set up Freshsales MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see freshsales-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Freshsales transactions." It will automatically discover and invoke the available Freshsales tools.

Terminal

claude mcp add --transport http freshsales-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Freshsales MCP

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

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "freshsales-mcp": {
      "type": "url",
      "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.

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Common questions about Freshsales MCP in Claude Code

Run the command `claude mcp add --transport http freshsales -- ` in your terminal. This registers the server inside your local `~/.claude.json` configuration.

Yes. Claude Code runs headlessly, letting you query tools like `list_crm_leads` and pipe the JSON output directly to utilities like jq or custom shell scripts.

Yes. You can execute tools like `create_crm_lead` directly from your terminal prompt to add new records into your sales pipeline.

Run `claude mcp list` to view all active tools, schemas, and configurations connected to your shell environment.

Vinkius executes this MCP Server in an ephemeral, isolated V8 sandbox. Your API keys are injected at runtime via secure environment variables, preventing local storage exposure or session hijacking.

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