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

Q: Can Cline run a global CRM search using the Freshsales (Sales CRM & Lead Scoring API) integration?

Yes, Cline uses searchglobal to query all entities in your CRM. It searches across leads, contacts, and accounts, then uses getlead or getcontact to pull the matching records into VS Code.

Q: How does Cline handle lead conversion with Freshsales (Sales CRM & Lead Scoring API)?

Cline calls convertlead to transition a lead to a contact. It automatically extracts the mandatory lastname and companyname from your local files or conversation history to complete the transition.

Q: What tools are available to fetch metadata like industry types?

This server exposes helper tools like listindustrytypes and listleadsources. Cline queries these endpoints to ensure any new account or lead created matches your CRM's valid dropdown values.

Run end-to-end sales automation tasks inside VS Code by letting Cline manage your Freshsales pipeline.

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Setup Freshsales (Sales CRM & Lead Scoring API) with Cline

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End-to-End Deal Creation with Cline

The `create_deal` tool lets Cline generate opportunities in your pipeline based on code changes or client emails. Cline reads your local workspace, identifies a successful deployment, and automatically creates a new deal record. To ensure the deal is categorized correctly, the agent runs `list_deal_stages` to find the right pipeline stage. Cline then updates the record, writes a summary using `create_note`, and commits the transaction log to your git repo.

Automated Lead Sourcing via MCP Server

The `create_lead` tool registers new prospects using at least a first name or email. Cline scans your local debug logs, CSV exports, or signup files to extract this information and write it directly to your CRM. If Cline detects a high-value prospect, it runs `list_lead_sources` to categorize the origin of the lead. This MCP Server integration allows Cline to execute these complex data pipelines without leaving your editor.

Deep CRM Record Audits and Updates

The `get_contact` tool pulls detailed contact records directly into your editing pane. Cline analyzes the contact history, flags outdated phone numbers or emails, and applies corrections using `update_contact`. For accounts, Cline uses `get_account` to fetch company profiles and matches them against external API schemas. It updates empty fields and logs a confirmation task using `create_task` to notify your account executives.

Setup guide

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

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type freshsales-sales-crm-lead-scoring-api-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest Freshsales (Sales CRM & Lead Scoring API) refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

{
  "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 Cline

Open the Cline sidebar and click the MCP Servers icon. You can install it with one click from the Marketplace tab, or add it manually by editing your `cline_mcp_settings.json` file.

Yes, Cline uses `search_global` to query all entities in your CRM. It searches across leads, contacts, and accounts, then uses `get_lead` or `get_contact` to pull the matching records into VS Code.

Cline calls `convert_lead` to transition a lead to a contact. It automatically extracts the mandatory `last_name` and `company_name` from your local files or conversation history to complete the transition.

This server exposes helper tools like `list_industry_types` and `list_lead_sources`. Cline queries these endpoints to ensure any new account or lead created matches your CRM's valid dropdown values.

Yes, Vinkius runs this server in a zero-trust, ephemeral sandbox. Your sensitive sales accounts, leads, contacts, and deals are transmitted directly to your CRM via encrypted transport, leaving no persistent footprint on our platform.

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