Bring Unified Crm
to Windsurf
Create your Vinkius account to connect Freshworks to Windsurf and start using all 9 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Freshworks MCP Server?
Connect your Freshworks account to any AI agent and take full control of your unified sales CRM and customer support workflows through natural conversation.
What you can do
- Unified Ticket Orchestration — Retrieve the global array of all active helpdesk tickets and fetch sub-entry details to view full customer interactions natively
- Sales Pipeline Auditing — Extract explicit Deal pipeline records tracking ongoing sales cycles and revenue forecasts inside the Freshworks CRM
- Account & Company Management — Identify and manage hierarchical organization records, binding multiple contacts and verifying sales accounts limitlessly
- CRM Contact Oversight — Enumerate end-users recorded in the Sales CRM partition and retrieve their profiles and historical interaction metadata synchronousy
- Helpdesk Contact Navigation — List official support contacts registered in the Helpdesk partition, linking service histories and previous ticket profiles flawlessy
- Agent & Group Management — Identify connected support agents and audit agent grouping configurations handling specific support queues securely
- Sales Intelligence — Retrieve detailed metrics for sales accounts and deals to monitor your business growth and customer lifecycle stages natively
How it works
- Subscribe to this server
- Enter your Freshworks Domain prefix and API Key (found in Profile Settings > API Key)
- Start managing your unified CRM and support from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Sales Managers — monitor deals and sales account health without manual CRM navigation
- Support Leads — track ticket volumes and manage agent groups using natural language conversation
- Customer Success Teams — quickly look up combined sales and support histories to resolve inquiries in real-time
- Operations Teams — audit company organizational structures and verify contact records across the platform
Built-in capabilities (9)
Get ticket details
List all sales accounts
List all support agents
List all companies
List CRM contacts
List all sales deals
List all agent groups
List helpdesk contacts
List all helpdesk tickets
Why Windsurf?
Windsurf's Cascade agent chains multiple Freshworks tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 9 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 9 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Freshworks in Windsurf
Why run Freshworks with Vinkius?
The Freshworks connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 9 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Freshworks using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Freshworks and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Freshworks to Windsurf through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Freshworks for Windsurf
Every request between Windsurf and Freshworks is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
Can my agent list both sales deals and support tickets via Freshworks?
Yes. This server provides tools for both. Use 'list_deals' to see your sales pipeline and 'list_tickets' to see helpdesk activity. The agent fetches data from both partitions within your unified Freshworks instance.
How do I check the health of a specific sales account via chat?
Use the 'list_accounts' tool to find the account and then ask for its detailed metrics. Your agent can retrieve hierarchical account limits and associated contact data to help you verify its status natively.
Can I audit agent groups and their queues through the agent?
Absolutely. Use the 'list_groups' tool. Your agent will execute bulk iterations tracking explicitly registered agent grouping configurations, allowing you to monitor how support queues are handled securely.
How does Windsurf discover MCP tools?
Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
Can Cascade chain multiple MCP tool calls?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.
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