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

Q: How do I search for specific accounts in Windsurf using this MCP Server?

Cascade runs searchglobal or searchlookup to locate specific records across your CRM. It finds the exact account, retrieves the details with getaccount, and displays the results in your workspace.

Q: What happens if a lead lacks a last name during conversion?

The convertlead tool requires both lastname and companyname to execute. Cascade will analyze your workspace files or ask you for the missing details before running the conversion tool.

Drive pipeline velocity directly inside Windsurf by letting Cascade autonomously convert leads and update deals.

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

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

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Autopilot Lead Qualification in Windsurf

The `create_lead` tool initiates new prospects in your CRM requiring only a first name or email. Cascade reads incoming support transcripts or webhook data in your workspace, extracts the contact details, and runs this tool without you typing a single line of code. If a prospect shows buying intent, Cascade chains `convert_lead` to turn them into a contact, automatically supplying the mandatory `last_name` and `company_name` fields. It then immediately triggers `create_deal` to place the opportunity in your pipeline, cutting out manual CRM data entry.

Context-Aware Deal Management via MCP Server

The `get_deal` tool pulls active opportunity data directly into your workspace context. Cascade matches these values against your local contract PDFs or project scopes. When it spots a mismatch, Cascade executes `update_lead` or `create_note` to log the update. You set the goal of aligning your CRM with your project files, and Windsurf handles the multi-step execution autonomously.

Instant Meeting and Task Scheduling

The `create_appointment` tool schedules sales calls directly from your chat context. Windsurf reads your current conversation thread, extracts the proposed date, and books the event in Freshsales. To keep your sales reps on track, the agent follows up by running `create_task` to assign follow-up items. Cascade links these tasks to the contact record retrieved via `get_contact` to ensure zero details fall through the cracks.

Setup guide

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

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
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

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Freshsales (Sales CRM & Lead Scoring API) payment history." If connected, Cascade will call the Freshsales (Sales CRM & Lead Scoring API) tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.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 Windsurf

You can configure the connection by opening your Settings, navigating to Cascade, and using the MCP Servers UI. Alternatively, paste the server configuration directly into your `~/.codeium/windsurf/mcp_config.json` file.

Yes, Cascade chains multiple tools to qualify and transition prospects. It uses `create_lead` to register a prospect and then calls `convert_lead` with the required `last_name` and `company_name` parameters when intent is detected.

Cascade runs `search_global` or `search_lookup` to locate specific records across your CRM. It finds the exact account, retrieves the details with `get_account`, and displays the results in your workspace.

The `convert_lead` tool requires both `last_name` and `company_name` to execute. Cascade will analyze your workspace files or ask you for the missing details before running the conversion tool.

This server runs inside a secure, sandboxed V8 Isolate on Vinkius, ensuring your leads, contacts, accounts, and deals are never stored or exposed. Your API token is handled securely, keeping your pipeline data strictly between Windsurf and your CRM endpoints.

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