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.

Freshsales MCP Server for AutoGen 12 tools — connect in under 2 minutes

Name: Freshsales
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 12 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Freshsales as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="freshsales_agent",
            tools=tools,
            system_message=(
                "You help users with Freshsales. "
                "12 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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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 account to any AI agent to automate your sales CRM operations through the Model Context Protocol (MCP). Freshsales is a powerful sales CRM that provides a 360-degree view of your customers. This MCP server enables you to track active deals, manage lead data, and retrieve detailed contact profiles directly through natural conversation.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Freshsales tools. Connect 12 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

Key Features

Lead & Contact Oversight — List all leads and contacts, fetch detailed profiles, and create new leads instantly to keep your pipeline full.
Deal Management — Access your sales opportunities, monitor deal stages, and retrieve detailed metadata to track revenue.
Account Discovery — List and search for company accounts to maintain full context of your B2B relationships.
Task & Appointment Tracking — Monitor scheduled meetings and pending sales tasks to ensure no follow-up is missed.
Sales Team Insights — List all CRM users and sales representatives to understand territory assignments and workloads.
Real-time Synchronization — Keep your sales data accessible to your AI assistant without leaving your primary workspace.

The Freshsales MCP Server exposes 12 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Freshsales to AutoGen via MCP

Follow these steps to integrate the Freshsales MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 12 tools from Freshsales automatically

Why Use AutoGen with the Freshsales MCP Server

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

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Freshsales tools to solve complex tasks

Role-based architecture lets you assign Freshsales tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Freshsales tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Freshsales tool responses in an isolated environment

Freshsales + AutoGen Use Cases

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

Collaborative analysis: one agent queries Freshsales while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Freshsales, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Freshsales data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Freshsales responses in a sandboxed execution environment

Freshsales MCP Tools for AutoGen (12)

These 12 tools become available when you connect Freshsales to AutoGen via MCP:

create_crm_lead

Create a new lead

get_account_details

Get account metadata

get_contact_metadata

Get contact details

get_deal_details

Get deal metadata

get_lead_details

Get lead metadata

list_appointments

List scheduled appointments

list_crm_contacts

List CRM contacts

list_crm_deals

List sales deals

list_crm_leads

List CRM leads

list_crm_tasks

List pending tasks

list_crm_users

List CRM users

list_sales_accounts

List CRM accounts

Example Prompts for Freshsales in AutoGen

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

"List my 5 most recent active sales deals."

"Show me the contact details for 'Jane Smith'."

"Create a new lead for 'John Doe' (johndoe@email.com)."

Troubleshooting Freshsales MCP Server with AutoGen

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

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Freshsales + AutoGen FAQ

Common questions about integrating Freshsales MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Freshsales tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.