How to Use the Freshsales MCP in Mastra AI

Build resilient, multi-step Freshsales automations with Mastra AI. Your workflows will just run without constant babysitting.

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Connect Freshsales MCP to Mastra AI

Create your Vinkius account to connect Freshsales to Mastra AI 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 Mastra AI

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Perplexity

Automate Lead Ingestion—Reliably

Tired of Zaps that break? Build a real workflow. Have your Mastra agent poll an inbox, then use the `create_crm_lead` tool to push new leads into Freshsales. It's not just a simple handoff; it's a durable process. If the Freshsales API is temporarily down, Mastra's engine automatically retries with backoff. You don't have to do anything. Your workflow will wait and get that lead created, ensuring nothing gets dropped.

Build Workflows for Deal Progression

Use Mastra's conditional logic to manage your sales pipeline. A workflow can run `list_crm_deals` nightly to find deals that haven't been updated in a week. For each stalled deal, it can use `get_deal_details` to check its value. If it's a high-value deal, the workflow can create a task for the sales director using `list_crm_tasks`. If it's a smaller deal, it can just notify the sales rep. This is complex logic that runs reliably every single time, powered by a real workflow engine connected to a stable MCP.

Keep Your CRM Data Clean

Bad data kills sales teams. Set up a Mastra workflow that acts as a data janitor. It can periodically run `list_sales_accounts` and `list_crm_contacts` to look for inconsistencies, like accounts with no primary contact or contacts with missing phone numbers. When it finds a problem, it doesn't just fail. It can create a task for a data steward or even attempt to fix the issue itself. This MCP server gives your agent the tools; Mastra gives it the persistence to see the job through.

Setup guide

Set up Freshsales MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Freshsales tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "freshsales-mcp-client",
  servers: {
    "freshsales-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Freshsales Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Freshsales tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Freshsales transactions"
);
console.log(result.text);

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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

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Common questions about Freshsales MCP in Mastra AI

It's handled by Vinkius. You get a single URL with an embedded token. You pass this URL to the `MCPClient` in your Mastra AI code, and it just works. No need to manage API keys for Freshsales itself.

Yes, this is a core feature. Before your agent executes a destructive tool like `create_crm_lead`, you can configure the Mastra client to require approval. This sends a notification and pauses the workflow until a human signs off.

Mastra's workflow engine has built-in timeout and retry mechanisms. If a call to a tool like `list_crm_deals` is slow, the engine will wait and retry automatically. You can configure the exact timing and number of retries.

You build your workflow in TypeScript, defining your agent and the tools it needs from this MCP. Then you can deploy it as a long-running process on any cloud provider. It's designed for headless, backend automation.

Your workflows process Freshsales lead, account, and deal information, but Vinkius never sees the content. The connection between your Mastra agent and the Freshsales API is proxied through our sandboxed MCP server. Data passes through but is never logged or stored.

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