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 Windsurf 12 tools — connect in under 2 minutes

Name: Freshsales
Availability: InStock
Author: Vinkius

docs.windsurf.com/windsurf/mcp

Built by Vinkius GDPR 12 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Freshsales through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

Get MCP Server for AI Agents

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Vinkius supports streamable HTTP and SSE.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Freshsales and 2,500+ MCP Servers from a single visual interface.

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Classic Setup·json

{
  "mcpServers": {
    "freshsales": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

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.

Windsurf's Cascade agent chains multiple Freshsales tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

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 Windsurf 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 Windsurf via MCP

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

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

Add the server

Paste the JSON configuration above into mcp_config.json

Save and reload

Windsurf will detect the new server automatically

Start using Freshsales

Open Cascade and ask: "Using Freshsales, help me...". 12 tools available

Why Use Windsurf with the Freshsales MCP Server

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

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Freshsales + Windsurf Use Cases

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

Automated code generation: ask Cascade to fetch data from Freshsales and generate models, types, or handlers based on real API responses

Live debugging: query Freshsales tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from Freshsales and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine Freshsales data with Cascade's code generation to scaffold entire features in minutes

Freshsales MCP Tools for Windsurf (12)

These 12 tools become available when you connect Freshsales to Windsurf 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 Windsurf

Ready-to-use prompts you can give your Windsurf 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 Windsurf

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

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Freshsales + Windsurf FAQ

Common questions about integrating Freshsales MCP Server with Windsurf.

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.