Freshsales Connector for AI agents.
12 live capabilities
Manage your sales pipeline and track leads through a conversational CRM interface.
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Why people use Freshsales
Freshsales CRM Automation for Sales Teams
With this Connector, you just tell your agent what to do. You can create a lead, fetch contact history, or check deal statuses without ever leaving your chat window. You get a conversational bridge to your data, which means less time clicking and more time selling.
What Vinkius changes
You get a conversational interface for your entire sales pipeline without leaving your workspace.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Quick Prospect Check
An SDR asks, 'What's the history with Jane Smith?
- Real-world use case 02
Pipeline Audit
A manager asks for a list of all deals over $10k and the agent pulls the metadata for every relevant opportunity.
- Real-world use case 03
Lead Creation
An AE finds a new lead in a LinkedIn message and tells the agent to create a new lead, saving them from opening a new tab.
Complete set · 12capabilities
The complete Freshsales capability set.
These are the exact actions your AI can choose when you ask it to work with Freshsales.
01—04
4 capabilities in this set.
Part of 12 available through Freshsales.
- 01 Capability
Get account details
Get metadata for a specific account. Use this to see company-level details during a call.
- 02 Capability
Get contact metadata
Get specific contact details. This lets your agent pull up phone numbers or emails instantly.
- 03 Capability
Get deal details
Get metadata for a specific deal. Use this to see the current status and value of an opportunity.
- 04 Capability
List appointments
List all scheduled appointments. This keeps your calendar visible to your agent for better scheduling.
05—08
4 capabilities in this set.
Part of 12 available through Freshsales.
- 05 Capability
Get lead details
Get metadata for a specific lead. This provides the deep context needed to personalize your outreach.
- 06 Capability
List sales accounts
List all CRM accounts. Use this to see your full B2B relationship landscape at once.
- 07 Capability
Create crm lead
Create a new lead in your CRM. This helps you add prospects quickly without manual form filling.
- 08 Capability
List crm contacts
List all CRM contacts. Use this to search for specific people across your entire database.
09—12
4 capabilities in this set.
Part of 12 available through Freshsales.
- 09 Capability
List crm deals
List all sales deals. This gives you a bird's eye view of your entire revenue pipeline.
- 10 Capability
List crm leads
List CRM leads
- 11 Capability
List crm tasks
List all pending tasks. Use this to ensure no follow-ups fall through the cracks.
- 12 Capability
List crm users
List all CRM users. This helps managers see territory assignments and team activity.
Set up in minutes
One URL. Then ask Freshsales to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Freshsales from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_yJCENcQWUO8ecWxvPvGrrwGasAmphz3YwuDrebpU/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Freshsales, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Freshsales for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_yJCENcQWUO8ecWxvPvGrrwGasAmphz3YwuDrebpU/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Freshsales URL.
- Step 03
Save and start
Save the connection and enable Freshsales in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"freshsales": {
"url": "https://edge.vinkius.com/vk_preview_yJCENcQWUO8ecWxvPvGrrwGasAmphz3YwuDrebpU/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Freshsales
Open Agent mode in chat and ask: "Using Freshsales, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"freshsales": {
"url": "https://edge.vinkius.com/vk_preview_yJCENcQWUO8ecWxvPvGrrwGasAmphz3YwuDrebpU/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Freshsales
Ask Copilot: "Using Freshsales, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"freshsales": {
"url": "https://edge.vinkius.com/vk_preview_yJCENcQWUO8ecWxvPvGrrwGasAmphz3YwuDrebpU/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Freshsales
Open Cascade and ask: "Using Freshsales, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"freshsales": {
"url": "https://edge.vinkius.com/vk_preview_yJCENcQWUO8ecWxvPvGrrwGasAmphz3YwuDrebpU/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Freshsales
Ask Cline: "Using Freshsales, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add freshsales --transport http "https://edge.vinkius.com/vk_preview_yJCENcQWUO8ecWxvPvGrrwGasAmphz3YwuDrebpU/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Freshsales
Ask Claude: "Using Freshsales, show me...". 12 tools are ready
Where the request belongs
Work Freshsales can move forward.
This is for sales teams who spend too much time manual-entry-ing data or hunting for info in a CRM. It's for the high-velocity rep who needs to move fast and stay focused on closing.
SDR / BDR
Creates new leads from chat and verifies contact details during outreach calls.
Account Executive
Reviews deal metadata and appointment schedules during pre-call research.
Sales Manager
Checks deal stages and rep workloads across the team without opening multiple dashboards.
When one Connector is not enough
Carry the request into a workflow.
Combine Freshsales with the systems that finish the task.
View all recipesMCP Recipe for Auto-Qualifying Sales Leads
Your SDR spent 20 minutes researching a lead who turned out to be a student using a university email , the agent would have disqualified them in 3 seconds
MCP Recipe for Community-Based Lead Scoring
Active community members identified, CRM leads scored, sales team alerted , your community becomes a pipeline
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsPipeliner
Manage sales pipelines and opportunities via Pipeliner CRM. list leads, track deals, and monitor activities directly from any AI agent.
Pipeline CRM
Manage sales and contacts via Pipeline CRM. list deals, track people, and monitor tasks directly from any AI agent.
Sellsy
Equip your AI agent with full read access to your Sellsy CRM to audit deals, generate invoices overviews, and prospect natively.
Outreach
Equip your AI agent with direct access to Outreach. manage prospects, track sequences, and analyze sales engagement without opening the Outreach platform.
Freshsales (Sales CRM & Lead Scoring API)
Manage your sales pipeline via Freshsales. create leads, track contacts, manage deals, and automate CRM workflows directly from any AI agent.
Freshsales
Close deals faster with AI-powered lead scoring, visual deal pipelines, and built-in phone and email in one sales CRM.
Bring your own AI
Change the model, client or framework. Keep Freshsales connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Freshsales.
The practical details behind the request, access and result.
Can I use the Freshsales MCP to see my current sales deals?
Yes, you can ask your agent to list all active deals or get specific metadata for any opportunity in your pipeline. It gives you a quick way to see what's moving without opening the dashboard.
How does the Freshsales MCP help with lead management?
It lets you create new leads and fetch contact details through natural conversation. This means you don't have to manually fill out CRM forms every time you find a new prospect.
Can my AI agent see my scheduled appointments?
Yes, the Connector allows your agent to pull your list of upcoming appointments and pending tasks. This helps you stay on top of your schedule and ensure no follow-ups fall through the cracks.
Is the Freshsales MCP good for SDRs?
It's built for high-velocity roles like SDRs who need to quickly verify contact details and create leads without leaving their primary workspace. It removes the friction of manual data entry.
Can I see my sales team's workload with this?
Yes, you can use it to list all CRM users to get a clear picture of territory assignments and representative workloads across your entire organization.
How do I connect Freshsales to my AI client?
You just need your Freshsales Domain prefix and API Token from your profile settings to get started through the Vinkius Marketplace. Once connected, your agent can access your CRM data immediately.
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.
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').
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.
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.
One connection away
Give your agent a direct line to Freshsales.
Connect Freshsales once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available