FreshsalesをChatGPT、Claude、Geminiに接続

• 01 / 01連絡先情報の取得方法

最速日

710ms

最遅日

1167ms

14日間の傾向

改善傾向-9%

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_yJCENcQWUO8ecWxvPvGrrwGasAmphz3YwuDrebpU/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_yJCENcQWUO8ecWxvPvGrrwGasAmphz3YwuDrebpU/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

  セールスマネージャー

  ダッシュボードを操作することなく、案件の進捗状況や営業担当者の負荷を迅速に把握できます。

• 02

  アカウントエグゼクティブ

  AIへの簡単な指示だけで、リードのプロフィールや予定されているアポイントメントをリアルタイムで確認できます。

• 03

  SDR / BDR

  新しいリードの作成や連絡先情報の確認を、AIを通じてシームレスに自動化できます。

• 01

  How do I connect my Freshsales account?

  You subscribe through Vinkius and then enter your Freshsales Domain prefix and API Token from your Profile Settings.

• 02

  Which AI clients can I use with this MCP?

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

• 03

  Can I create new leads using my AI agent?

  Yes, you can use the create_crm_lead capability to add new leads directly through your conversation.

• 04

  Does this MCP work with my existing Freshsales data?

  Yes, it connects to your existing account to retrieve and manage your current leads, deals, and contacts.

• 05

  Where do I find my Freshsales API Token?

  Your API Token is located within your Freshsales Profile Settings.

• 06

  How do I get an API Key for Freshsales?

  Log in to your Freshsales account, click on your Profile picture in the top-right corner, go to 'Profile Settings', and navigate to the 'API Settings' tab to find your Token.

• 07

  What is my 'Domain prefix'?

  Your domain prefix is the first part of your Freshsales or Freshworks CRM URL (e.g. if your URL is 'acme.myfreshworks.com/crm/sales' or 'acme.freshsales.io', the prefix is 'acme').

• 08

  Can I create a new lead through the agent?

  Yes! Use the 'create_crm_lead' capability and provide the first name, last name, and optionally an email address to instantly add them to your CRM.

• 09

  Are custom fields supported?

  When you retrieve a record (like a deal or contact) using capabilities like 'get_deal_details', the agent fetches the complete metadata payload, which includes all configured custom fields.

• 

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  Pipedrive Products AIコネクタ

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  Pipeline CRM AIコネクタ

  Manage sales and contacts via Pipeline CRM — list deals, track people, and monitor tasks directly from any AI

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  Freshsales (Sales CRM & Lead Scoring API) AIコネクタ

  Manage your sales pipeline via Freshsales — create leads, track contacts, manage deals, and automate CRM workf

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