Freshsales Sales CRM Lead Scoring APをAIに接続

• 01 / 03リードの変換方法
• 02 / 03営業活動を記録する方法
• 03 / 03セールスパイプラインの管理方法

最速日

767ms

最遅日

1238ms

14日間の傾向

安定-1%

Freshsales Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_lNIxhRpxCF9DBuKiEkjQF3avIjlA8qRyKDpODQjh/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

1. 1In Claude Desktop, open Settings → Connectors.
2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3. 3Click Add and start a new chat — Freshsales capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "freshsales-sales-crm-lead-scoring-api-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_lNIxhRpxCF9DBuKiEkjQF3avIjlA8qRyKDpODQjh/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ FreshsalesをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  営業担当者

  ワークフローを中断することなく、リードのステータス更新やメモの記録を迅速に行えます。

• 02

  営業マネージャー

  チャットを通じて、案件の進捗状況やリードの流入元に関するレポートを即座に取得できます。

• 03

  アカウントエグゼクティブ

  会議の準備をしながら、コンタクトやアカウント情報をシームレスに管理できます。

• 01

  How do I connect my Freshsales account?

  You subscribe to the MCP on Vinkius and enter your Freshsales Domain and API Key. Once connected, it is ready to use in your AI client.

• 02

  Which AI clients can I use with this MCP?

  You can use this MCP with any compatible client, including Claude, Cursor, and Windsurf.

• 03

  Can I create new leads through the AI?

  Yes, you can create new leads by providing at least a first name or an email address to your agent.

• 04

  Is my CRM data secure?

  Vinkius manages your credentials and hosts the MCP to ensure a secure and stable connection to your Freshsales instance.

• 05

  Can I search for specific contacts?

  Yes, you can use the search capabilities to find contacts, leads, or accounts using email, names, or other identifiers.

• 06

  How can I find a lead if I only have their email address?

  You can use the search_lookup capability. It allows you to search for records like leads or contacts specifically by fields such as email, ensuring you find the exact record you need.

• 07

  Can I convert a lead to a contact directly through the AI?

  Yes! Use the convert_lead capability. You will need to provide the Lead ID, and ensure you have the mandatory last name and company name to complete the conversion.

• 08

  How do I see what stages are available for my sales deals?

  Simply use the list_deal_stages capability. It will retrieve all the configured pipeline stages from your Freshsales account so you can categorize your deals correctly.

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