How to Use the Freshsales MCP in Claude

Q: Can Freshsales show my deals in Claude Desktop?

Yes. You can use the listcrmdeals tool to pull your active pipeline directly into your chat interface.

Q: Does Claude Desktop allow me to create Freshsales leads?

Yes. The createcrmlead tool lets you add new prospects to your account without leaving the chat.

Q: How do I update my Freshsales data from Claude Desktop?

You use the provided tools like createcrmlead to write data back to the CRM. The server handles the API connection securely.

Stop hunting for deal data. Use the Freshsales MCP Server directly inside Claude Desktop to push your pipeline forward.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

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.

GDPR Free for Subscribers

Setup Freshsales with Claude Desktop

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Manage your pipeline from Claude Desktop

Stop tabbing between your browser and your AI client. Use `list_crm_deals` to pull active opportunities directly into your chat, letting you see exactly where a deal stands without leaving the interface. When you need to act, trigger `create_crm_lead` to log new prospects instantly. It keeps your CRM updated while you handle the conversation.

Review account history with Claude Desktop

Gain context on any client before your next meeting. Use `get_account_details` and `get_contact_metadata` to see who you are talking to and what they bought previously. Your AI agent parses this data to draft relevant follow-ups. It saves you from digging through old emails to find a single point of reference.

Track daily tasks in Claude Desktop

Never miss a follow-up or a scheduled call. Use `list_crm_tasks` to pull your pending to-do list into the chat. You can also verify your upcoming schedule with `list_appointments`. It ensures your day is planned around real, time-sensitive commitments.

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-mcp.

json

{
  "mcpServers": {
    "freshsales-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.

Connect Freshsales now

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

Open your Claude Desktop config file and add the server under the mcpServers key. Use your API token to authenticate, then restart the app to see the hammer icon.

Yes. You can use the `list_crm_deals` tool to pull your active pipeline directly into your chat interface.

Yes. The `create_crm_lead` tool lets you add new prospects to your account without leaving the chat.

Vinkius hosts these servers in a sandboxed environment. Your data, such as lead contact info and deal values, is only accessed via the specific tools you authorize.

You use the provided tools like `create_crm_lead` to write data back to the CRM. The server handles the API connection securely.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python