How to Use the Freshsales (Sales CRM & Lead Scoring API) MCP in Claude Code

Q: How do I add the Freshsales (Sales CRM & Lead Scoring API) MCP Server to Claude Code?

Run the command claude mcp add --transport http freshsales -- in your terminal. Ensure all configuration flags are placed before the server name, and verify with claude mcp list.

Q: How does Claude Code handle global searches inside Freshsales (Sales CRM & Lead Scoring API)?

The CLI agent executes searchglobal to query your entire CRM database. It returns a clean text list of matching accounts, deals, and contacts directly to your terminal screen.

Q: What parameters does the lead creation tool require?

The createlead tool requires at least a first name or an email address. Claude Code will prompt you for these details if they are missing from your piped terminal input.

Run headless CRM workflows from your terminal by piping CLI commands straight to Claude Code.

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Connect Freshsales (Sales CRM & Lead Scoring API) MCP to Claude Code

Create your Vinkius account to connect Freshsales (Sales CRM & Lead Scoring API) to Claude Code 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 (Sales CRM & Lead Scoring API) with Claude Code

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Terminal-Driven Lead Ingestion and Qualification

The `create_lead` tool allows your terminal agent to ingest prospects from shell scripts, cron jobs, or server logs. You can pipe a curl output straight to Claude Code, which extracts the name or email and creates the lead record. For immediate promotion, the CLI agent runs `convert_lead` to turn the qualified lead into a permanent contact. It parses the command-line arguments to supply the mandatory `last_name` and `company_name` parameters required by the API.

Headless Pipeline Audits via MCP Server

The `list_leads` tool fetches active leads from a specific view using your CRM's view ID. Claude Code executes this tool in the background, filtering and sorting the records directly from your terminal session. When a lead requires an update, Claude Code runs `update_lead` to change status fields or assign owners. This MCP Server integration lets you automate bulk CRM modifications through simple bash commands.

Scripted Deal and Account Tracking

The `get_deal` tool retrieves specific deal structures directly into your terminal stdout. Claude Code pipes this JSON payload to local utility scripts to run custom forecasting calculations. If a deal status changes, the agent runs `create_note` to log the deployment hash or pull request link. It then calls `create_task` to trigger a reminder for the sales team to follow up on the contract.

Setup guide

Set up Freshsales (Sales CRM & Lead Scoring API) MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see freshsales-sales-crm-lead-scoring-api-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Freshsales (Sales CRM & Lead Scoring API) transactions." It will automatically discover and invoke the available Freshsales (Sales CRM & Lead Scoring API) tools.

Terminal

claude mcp add --transport http freshsales-sales-crm-lead-scoring-api-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Freshsales (Sales CRM & Lead Scoring API) MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "freshsales-sales-crm-lead-scoring-api-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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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Common questions about Freshsales (Sales CRM & Lead Scoring API) MCP in Claude Code

Run the command `claude mcp add --transport http freshsales -- ` in your terminal. Ensure all configuration flags are placed before the server name, and verify with `claude mcp list`.

Yes, you can pipe lists of IDs into Claude Code. The CLI agent will loop through the records, running `update_contact` or `update_lead` on each one without needing a graphical interface.

The CLI agent executes `search_global` to query your entire CRM database. It returns a clean text list of matching accounts, deals, and contacts directly to your terminal screen.

The `create_lead` tool requires at least a first name or an email address. Claude Code will prompt you for these details if they are missing from your piped terminal input.

The Vinkius runtime executes this server in an ephemeral sandbox with zero persistent storage. Your CRM credentials, leads, contacts, accounts, and deals are processed entirely in memory and transmitted directly via secure HTTP transport.

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