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

Q: Can I search for specific contacts using Freshsales (Sales CRM & Lead Scoring API) in Claude Desktop?

Yes. Use the searchglobal or searchlookup tools to pull up any record by name or email. It returns the data directly into your chat session.

Q: Does Claude Desktop allow me to view deal stages in Freshsales (Sales CRM & Lead Scoring API)?

Absolutely. Call listdealstages to see your current pipeline structure. This helps you track progress without opening the web dashboard.

Q: Does this MCP server work with the Claude Desktop app?

Yes. You just need to add the server configuration to your claudedesktopconfig.json file. Once saved, the tools appear in your chat.

Stop tabbing to your CRM. Let Claude Desktop handle lead conversion and deal updates directly within your chat interface.

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

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

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Manage your entire sales pipeline in Claude Desktop

Stop jumping between your browser and your AI client. Use `create_lead` or `update_lead` to keep records current without ever leaving the chat window. Your CRM stays in sync while you focus on the conversation. When a lead is ready to move, call `convert_lead` to push them into your active pipeline instantly.

Schedule meetings and track tasks inside Claude Desktop

Keep your sales momentum high by using `create_appointment` to set up calls based on recent email threads. It puts the action exactly where you need it. Don't let follow-ups slip through the cracks. Use `create_task` to assign yourself reminders that show up right where you are working.

Query Freshsales data with Claude Desktop

Get the full picture on any prospect by calling `get_lead` or `get_contact`. You see exactly what you need to know before you start your next outreach. Stop guessing about deal status. Use `list_deal_stages` to see exactly where your opportunities sit in the funnel.

Setup guide

Set up Freshsales (Sales CRM & Lead Scoring API) MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Freshsales (Sales CRM & Lead Scoring API) MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Freshsales (Sales CRM & Lead Scoring API) MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under freshsales-sales-crm-lead-scoring-api-mcp.

json

{
  "mcpServers": {
    "freshsales-sales-crm-lead-scoring-api-mcp": {
      "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 Desktop

Yes. Use the `search_global` or `search_lookup` tools to pull up any record by name or email. It returns the data directly into your chat session.

Just ask your agent to create a lead. The server triggers the `create_lead` tool, which only requires a first name or email to save the entry.

Absolutely. Call `list_deal_stages` to see your current pipeline structure. This helps you track progress without opening the web dashboard.

Your data stays between your agent and the API. Vinkius handles the connection using secure tokens, ensuring no third parties touch your lead or contact information.

Yes. You just need to add the server configuration to your `claude_desktop_config.json` file. Once saved, the tools appear in your chat.

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