Skip to content
Vinkius

Freshsales Connector for AI agents.

12 live capabilities

Manage your sales pipeline and track leads through a conversational CRM interface.

Live agent request Freshsales / Connector

Waiting for input…

AI Agent

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.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

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

  1. Real-world use case 01

    Quick Prospect Check

    An SDR asks, 'What's the history with Jane Smith?

  2. 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.

  3. 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.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 12 available through Freshsales.

  1. 01 Capability

    Get account details

    Get metadata for a specific account. Use this to see company-level details during a call.

  2. 02 Capability

    Get contact metadata

    Get specific contact details. This lets your agent pull up phone numbers or emails instantly.

  3. 03 Capability

    Get deal details

    Get metadata for a specific deal. Use this to see the current status and value of an opportunity.

  4. 04 Capability

    List appointments

    List all scheduled appointments. This keeps your calendar visible to your agent for better scheduling.

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 12 available through Freshsales.

  1. 05 Capability

    Get lead details

    Get metadata for a specific lead. This provides the deep context needed to personalize your outreach.

  2. 06 Capability

    List sales accounts

    List all CRM accounts. Use this to see your full B2B relationship landscape at once.

  3. 07 Capability

    Create crm lead

    Create a new lead in your CRM. This helps you add prospects quickly without manual form filling.

  4. 08 Capability

    List crm contacts

    List all CRM contacts. Use this to search for specific people across your entire database.

Capability set03 / 03

09—12

4 capabilities in this set.

Part of 12 available through Freshsales.

  1. 09 Capability

    List crm deals

    List all sales deals. This gives you a bird's eye view of your entire revenue pipeline.

  2. 10 Capability

    List crm leads

    List CRM leads

  3. 11 Capability

    List crm tasks

    List all pending tasks. Use this to ensure no follow-ups fall through the cracks.

  4. 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 preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_yJCENcQWUO8ecWxvPvGrrwGasAmphz3YwuDrebpU/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Freshsales, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Freshsales for the conversation.

Where the request belongs

Work Freshsales can move forward.

Built around the request

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.

01

SDR / BDR

Creates new leads from chat and verifies contact details during outreach calls.

02

Account Executive

Reviews deal metadata and appointment schedules during pre-call research.

03

Sales Manager

Checks deal stages and rep workloads across the team without opening multiple dashboards.

Bring your own AI

Change the model, client or framework. Keep Freshsales connected.

  • 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