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 OpenAI Agents SDK 12 tools — connect in under 2 minutes

Name: Freshsales
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 12 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Freshsales through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

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 agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Freshsales Assistant",
            instructions=(
                "You help users interact with Freshsales. "
                "You have access to 12 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Freshsales"
        )
        print(result.final_output)

asyncio.run(main())

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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.

The OpenAI Agents SDK auto-discovers all 12 tools from Freshsales through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Freshsales, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the Freshsales MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 12 tools from Freshsales

Why Use OpenAI Agents SDK with the Freshsales MCP Server

OpenAI Agents SDK provides unique advantages when paired with Freshsales through the Model Context Protocol.

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Freshsales + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Freshsales MCP Server delivers measurable value.

Automated workflows: build agents that query Freshsales, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents. one queries Freshsales, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Freshsales tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Freshsales to resolve tickets, look up records, and update statuses without human intervention

Freshsales MCP Tools for OpenAI Agents SDK (12)

These 12 tools become available when you connect Freshsales to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

Common issues when connecting Freshsales to OpenAI Agents SDK through the Vinkius, and how to resolve them.

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Freshsales + OpenAI Agents SDK FAQ

Common questions about integrating Freshsales MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.