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Freshsales MCP. Manage your entire sales pipeline through chat.

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Just plug in your AI agents and start using Vinkius.

Freshsales (Sales CRM & Lead Scoring API) lets your AI agent manage the entire sales pipeline. Use it to create leads, track contacts, update deals, and log tasks directly from natural conversation.

You can convert raw leads to qualified contacts, search records globally, and keep every sales activity—notes, appointments, and deals—up-to-date without leaving your workflow.

What your AI agents can do

Convert lead

Upgrades a lead to a contact record, requiring a last name and company name.

Create account

Builds a new organization profile in the CRM.

Create appointment

Schedules a new meeting appointment record.

+ 18 more capabilities included
Find any record across the CRM

Use search_global or search_lookup to pull up details for any lead, contact, or account in one search.

Advance a lead to a full contact

The convert_lead tool takes a qualified lead and upgrades it to a permanent contact record.

Build and update the sales pipeline

Create new deals with create_deal and track their current status using list_deal_stages.

Maintain detailed records for people and companies

Create and view specific profiles for people (create_contact, get_contact) or organizations (create_account, get_account).

Log all sales interactions

Create tasks (create_task), appointments (create_appointment), or internal notes (create_note) on any record.

Supported MCP Clients

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
+ other MCP clients
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AI Agent

Freshsales (Sales CRM & Lead Scoring API): 21 Tools for Sales Automation

Use these 21 tools to create, read, update, and search every record in your Freshsales CRM via your AI client.

convert019e5d1c

convert lead

Upgrades a lead to a contact record, requiring a last name and company name.

create019e5d1c

create account

Builds a new organization profile in the CRM.

create019e5d1c

create appointment

Schedules a new meeting appointment record.

create019e5d1c

create contact

Creates a brand new individual contact record.

create019e5d1c

create deal

Sets up a new sales opportunity within the pipeline.

create019e5d1c

create lead

Creates a basic new lead record using at least a first name or email.

create019e5d1c

create note

Adds a text note or memo to any existing record.

create019e5d1c

create task

Generates a follow-up task for a specific user.

get019e5d1c

get account

Retrieves all details for a specific organization account.

get019e5d1c

get contact

Pulls the full record details for a specific person.

get019e5d1c

get deal

Views the complete information for a single deal.

get019e5d1c

get lead

Retrieves all details for a specific lead.

list019e5d1c

list deal stages

Fetches a list of all possible deal stages in the pipeline.

list019e5d1c

list industry types

Retrieves the predefined list of industry types.

list019e5d1c

list lead sources

Gets the list of sources used to generate leads.

list019e5d1c

list leads

Lists all leads visible in a specific CRM view using filters.

list019e5d1c

list owners

Finds a list of all user accounts who own records.

search019e5d1c

search global

Searches across all CRM entities (leads, contacts, accounts) using keywords.

search019e5d1c

search lookup

Performs a targeted search for specific data fields within the CRM.

update019e5d1c

update contact

Changes details on an existing individual contact record.

update019e5d1c

update lead

Updates the information on an existing lead record.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

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Start building

Make Your AI Do More

Start with Freshsales (Sales CRM & Lead Scoring API), then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 4,700+ others, all in one place
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  • Works with Claude, ChatGPT, Cursor, and more
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What you can do with this MCP connector

Freshsales CRM API lets your agent run your entire sales pipeline through natural conversation. You'll use 21 tools to handle every part of the customer journey. You can find any record across the CRM using search_global or search_lookup. You can build and update the sales pipeline by using create_deal and checking available stages with list_deal_stages.

To manage people and companies, you'll use create_contact and get_contact for individuals, or create_account and get_account for organizations. You'll upgrade a raw lead to a permanent contact using convert_lead after you qualify them. You can create a new basic lead with create_lead. You can log all sales interactions by creating a task with create_task, scheduling a meeting with create_appointment, or adding an internal note with create_note to any record.

You can find all leads in a specific view using list_leads, and you can list all user accounts who own records by calling list_owners. To keep records current, you can update details on existing leads using update_lead or change details on an existing contact using update_contact. You can pull up all details for a specific lead using get_lead, or get the full record details for a specific person using get_contact.

You can view the complete information for a single deal by calling get_deal. You can list all possible deal stages in the pipeline using list_deal_stages, or get the list of sources used to generate leads by calling list_lead_sources. You can also find a list of all possible industry types using list_industry_types, or build a new organization profile using create_account.

You can set up a new sales opportunity with create_deal, or create a brand new individual contact with create_contact. You'll also be able to create a memo with create_note or generate a follow-up task with create_task on any record. You'll also be able to list all possible deal stages in the pipeline using list_deal_stages.**

How Freshsales MCP Works

  1. 1 Subscribe to the server and provide your Freshsales Domain and API Key.
  2. 2 Your AI client sends a request (e.g., 'Create a new deal for Acme Corp').
  3. 3 The server executes the appropriate tool (create_deal), updating your CRM in real time and confirming the action.

The bottom line is that your AI agent interacts with your CRM using explicit tools, running the full sales process through chat.

Who Is Freshsales MCP For?

Sales reps, account executives, and sales managers who hate context switching. If you spend your day clicking between CRM tabs, updating status fields, and manually logging notes, this is for you. It lets you run complex, multi-step workflows using only conversation.

Sales Representative

Logs notes, updates lead status, and schedules follow-up tasks without opening the CRM interface.

Account Executive

Manages the lifecycle of contacts and accounts, finding related records and prepping data for client meetings.

Sales Manager

Gets instant, summarized reports on deal stages and lead sources just by asking a question in the chat.

What Changes When You Connect

  • Create and manage the full lifecycle of a lead. Need to turn a raw lead into a contact? Just use convert_lead and your agent handles the upgrade. You can also create a fresh lead with create_lead when a new opportunity pops up.
  • Keep the sales pipeline accurate and current. When a deal moves forward, use create_deal to log the opportunity, and then check its status using list_deal_stages to ensure you know where it stands.
  • Never lose track of who you talked to. Use create_note or create_task to log every conversation or follow-up action right on the record. You can also set a meeting date with create_appointment.
  • Search for anything instantly. Instead of clicking through five different tabs to find a person, use search_global to find a contact, lead, or account by name or email. It pulls it all together.
  • Maintain data integrity across entities. If you find a person, use get_contact to view their profile. Then, use update_contact to correct their phone number or job title, all without leaving your chat window.

Real-World Use Cases

01

A rep needs to follow up on a new prospect.

A sales rep finds a new lead's email. They ask their agent: 'Create a lead for Jane Doe (jane@example.com) and set a task for next week.' The agent runs create_lead and create_task, logging the immediate follow-up action while the rep stays in their workflow.

02

An AE needs to prepare for a client meeting.

An AE needs the 360-degree view of a client. They prompt their agent to 'Show me everything on Acme Corp.' The agent runs search_global and pulls up the associated account, contacts, and the most recent deal using get_account and get_deal.

03

A manager needs a status report on all deals.

A manager asks: 'What is the status of all deals from Q1?' The agent runs list_leads and list_deal_stages to aggregate the data, giving the manager an instant, comprehensive overview without manual report building.

04

A team member qualifies a new lead.

A team member qualifies a raw lead and needs to move them to the active pipeline. They instruct the agent: 'Convert the lead for John Smith and create a new deal for his company.' The agent runs convert_lead and then create_deal, moving the data through the sales funnel.

The Tradeoffs

Copying data between tabs

The user manually copies a contact's email from the 'Contacts' tab and pastes it into the 'Leads' tab to create a new record, risking typos and missing context.

Instead, ask your agent to handle the whole sequence. Use create_lead or create_contact directly, passing all necessary data points to the tool in one go.

Missing follow-up steps

A deal is created, but the user forgets to set a task or appointment, letting the opportunity stall because no one was assigned accountability.

Always tell your agent to complete the action chain. After create_deal, follow up with 'Set a task for the AE to follow up next Friday' to ensure accountability using create_task.

Calling tools out of order

Trying to update_contact with an ID that doesn't exist, or attempting to create_deal without first establishing the parent account.

Start by checking the record first. Use get_contact or get_account to verify the IDs and data structure before running any update or creation tool.

When It Fits, When It Doesn't

Use this server if your process involves a mandatory, multi-step sequence: Lead -> Contact -> Account -> Deal. It's built for full lifecycle management. Don't use it if you only need to view a list of records (other category list tools work fine). If you need to calculate a score or run external marketing automation, this won't help; you need a dedicated scoring engine. If you just need simple data storage, other basic record management tools are enough. This server handles the full process flow.

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.

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Works with Claude, ChatGPT, Cursor, and more

The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.

This server provides 21 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.

Available Capabilities

convert_lead create_account create_appointment create_contact create_deal create_lead create_note create_task get_account get_contact get_deal get_lead list_deal_stages list_industry_types list_lead_sources list_leads list_owners search_global search_lookup update_contact update_lead

Managing the sales funnel used to feel like jumping between five different tabs.

Today, logging a simple follow-up requires switching from the 'Deals' tab to the 'Notes' tab, copying the client's name, pasting it into the task description, and then clicking 'Save'. It's slow, and you often lose the link between the note and the specific deal.

With the Freshsales API, your agent handles this. You just tell it: 'Log a note on the Acme deal about the pricing discussion.' The server runs `create_note` and pins that note directly to the deal record. The whole thing happens in chat.

Freshsales (Sales CRM & Lead Scoring API): Get the 360-degree view instantly

Before, finding a prospect's full history meant checking the 'Leads' view, then manually searching for their contact record, and finally cross-referencing the 'Accounts' tab for company details. It was a three-part lookup that took minutes of clicking and searching.

Now, you ask your agent to 'Get all details for Mike Ross.' The server runs `search_global`, aggregates the data from the lead, contact, and account tools, and delivers one unified, complete profile right back to you.

Common Questions About Freshsales MCP

How do I use the `convert_lead` tool in Freshsales? +

You must provide the lead's last name and company name. This tool upgrades a raw lead into a fully trackable contact record in your CRM.

What is the difference between `create_contact` and `create_lead`? +

A lead is a raw, unverified prospect. Use create_lead first. Once you verify their details, use create_contact or convert_lead to make them a permanent, trackable person in the CRM.

Can I search for any record using `search_global`? +

Yes. search_global searches across all major entities—leads, contacts, and accounts—using keywords, giving you a single point of access to your entire dataset.

How do I manage deal stages using `list_deal_stages`? +

You run list_deal_stages to fetch the exact, predefined list of stages your company uses, ensuring you use the correct terminology when creating or updating a deal.

Do I need to use `update_contact` if I just change a detail in the UI? +

If you use your AI client, you must explicitly call update_contact and provide the new data. Relying on UI changes won't update the data through the MCP server.

How do I use `get_contact` to view a specific contact's details? +

You pass the contact's ID to get_contact. This tool retrieves the full profile, including notes, tasks, and associated accounts. You can use this data to inform your agent's next steps.

What is the purpose of `create_note` versus `create_task`? +

They track different types of activity. Use create_note for logging unstructured details, like meeting summaries. Use create_task for actionable items that need a due date.

When should I use `search_lookup` instead of `search_global`? +

search_lookup is for finding records based on specific, known fields (like an email or phone number). search_global finds anything across the entire CRM, which is better when you don't know what data point to search.

How can I find a lead if I only have their email address? +

You can use the search_lookup tool. It allows you to search for records like leads or contacts specifically by fields such as email, ensuring you find the exact record you need.

Can I convert a lead to a contact directly through the AI? +

Yes! Use the convert_lead tool. You will need to provide the Lead ID, and ensure you have the mandatory last name and company name to complete the conversion.

How do I see what stages are available for my sales deals? +

Simply use the list_deal_stages tool. It will retrieve all the configured pipeline stages from your Freshsales account so you can categorize your deals correctly.

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Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
+ other MCP clients

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