Freshsales Connector for AI agents.

10 live capabilities

Manage your sales pipeline and lead data without leaving your chat window.

Live agent request Freshsales / Connector

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AI Agent

Why people use Freshsales

Freshsales CRM Integration for Sales Teams

With this Connector, your AI agent becomes your dedicated sales assistant. You can just ask for a summary of a customer's history or see what's on your calendar for the day. It handles the navigation for you, so you can stay focused on the actual conversation.

What Vinkius changes

You get a CRM that talks directly to your AI agent.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

Real-world use case 01

The Quick Prep

An account manager asks for the last 3 notes on a client before a call.
Real-world use case 02

The Lead Dump

A sales rep gets a pile of new emails.
Real-world use case 03

The Pipeline Check

A manager wants to see what's stuck.

Complete set · 10capabilities

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 10 available through Freshsales.

01 Capability
List deals
List all sales deals. Use this to monitor your pipeline and revenue.
02 Capability
List leads
List all Freshsales leads. This helps you see every potential opportunity in your system.
03 Capability
List notes
List CRM notes. Pull context from past interactions without digging through folders.
04 Capability
List tasks
List CRM tasks. See what needs to be done today across all accounts.

Capability set02 / 03

05—07

3 capabilities in this set.

Part of 10 available through Freshsales.

05 Capability
Create lead
Create a new lead. Just provide a last name and an email to get them into the system.
06 Capability
Get contact
Get details for a specific contact. Use this to pull up customer info quickly.
07 Capability
List sales accounts
List all sales accounts. This gives you a bird's eye view of all companies in your CRM.

Capability set03 / 03

08—10

3 capabilities in this set.

Part of 10 available through Freshsales.

08 Capability
List appointments
List scheduled appointments. Keep track of your meetings and calls in one place.
09 Capability
List contacts
List all Freshsales contacts. This lets you browse your entire customer base.
10 Capability
Get lead
Get details for a specific lead. This helps you see the full history of a potential customer.

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_imcV2PITucBSqK6J9eonpdqnHBZiWM5thOpb3fmu/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

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_imcV2PITucBSqK6J9eonpdqnHBZiWM5thOpb3fmu/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

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "freshsales-alternative": {
      "url": "https://edge.vinkius.com/vk_preview_imcV2PITucBSqK6J9eonpdqnHBZiWM5thOpb3fmu/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...". 10 tools available

VS Code Copilot · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "freshsales-alternative": {
      "url": "https://edge.vinkius.com/vk_preview_imcV2PITucBSqK6J9eonpdqnHBZiWM5thOpb3fmu/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...". 10 tools available

Windsurf · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "freshsales-alternative": {
      "url": "https://edge.vinkius.com/vk_preview_imcV2PITucBSqK6J9eonpdqnHBZiWM5thOpb3fmu/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...". 10 tools available

Cline · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "freshsales-alternative": {
      "url": "https://edge.vinkius.com/vk_preview_imcV2PITucBSqK6J9eonpdqnHBZiWM5thOpb3fmu/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...". 10 tools available

Claude Code · Terminal command

Official guide ↗

Advanced setup

claude mcp add freshsales-alternative --transport http "https://edge.vinkius.com/vk_preview_imcV2PITucBSqK6J9eonpdqnHBZiWM5thOpb3fmu/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...". 10 tools are ready

Where the request belongs

Work Freshsales can move forward.

Built around the request

This is for sales reps and managers who spend half their day copy-pasting data between a CRM and their communication capabilities. It's for the person who wants to stay in their flow without constant tab-switching.

Sales Development Rep

Creates new leads and checks follow-up tasks instantly during high-volume outreach.

Account Manager

Pulls up customer notes and history to prep for client calls in seconds.

Sales Ops Lead

Monitors pipeline velocity and deal health across the whole team using simple queries.

Build the capability set

Each Connector adds new actions and data without changing how you work.

Browse Connectors

01 6 capabilities

Close

Close more deals with a CRM that puts calling, emailing, and pipeline management in one fast interface built for inside sales.

View Connector

02 21 capabilities

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.

View Connector

03 12 capabilities

Salesmate

Automate sales CRM via Salesmate. manage contacts, track deals, and log activities directly with AI.

View Connector

04 12 capabilities

Freshsales

Manage your CRM pipelines, track leads, and oversee sales deals via AI agents with Freshsales.

View Connector

05 11 capabilities

Onpipeline

Track deals through your sales pipeline with a visual CRM that focuses on activity-based selling and revenue forecasting.

View Connector

06 10 capabilities

Pipeliner

Manage sales pipelines and opportunities via Pipeliner CRM. list leads, track deals, and monitor activities directly from any AI agent.

View Connector

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 Freshsales MCP help me manage my leads?

Yes. It allows your AI agent to create new leads, list your current leads, and fetch specific details for any lead in your CRM.

How does the Freshsales CRM AI integration work?

It connects your Freshsales account to your AI client. Once connected, you can use natural language to perform any of the actions supported by the Connector.

Can I see my sales deals with Freshsales MCP?

Absolutely. Your agent can list all your sales deals and provide information on their current stages and status.

Does Freshsales MCP support appointment tracking?

Yes. You can ask your agent to list your scheduled appointments to see what's on your calendar.

Can I use Freshsales MCP to summarize customer notes?

Yes. Your agent can retrieve notes associated with any CRM record, allowing it to provide you with a summary of past interactions.

How do I connect my Freshsales account to an AI agent?

You'll need to subscribe to the Connector on Vinkius, get your API key from your Freshsales settings, and provide your subdomain to your AI client.

Does Freshsales MCP work with my existing sales pipeline?

Yes. It's designed to work with your existing data, allowing your agent to monitor and interact with your current pipeline and accounts.

How do I find my Freshsales API Key?

Log in to Freshsales, click on your profile icon (top right), go to Settings > API Settings, and copy your unique key.

Can I search for leads by email?

The list_leads capability retrieves the directory of leads. You can ask your agent to filter or find specific records by email within the returned data.

Does it support listing individual sales accounts?

Yes! Use the list_sales_accounts capability to retrieve a comprehensive list of all company/account records in your Freshsales CRM.

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

Freshsales CRM Integration for Sales Teams

You get a CRM that talks directly to your AI agent.

The Quick Prep

The Lead Dump

The Pipeline Check

List deals

List leads

List notes

List tasks

Create lead

Get contact

List sales accounts

List appointments

List contacts

Get lead

Open Connectors

Add the URL

Turn it on in chat

Open MCP settings

Add the URL

Save and start

Open MCP Settings

Add the server config

Save the file

Start using Freshsales

Create MCP config

Add the server config

Enable Agent mode

Start using Freshsales

Open MCP Settings

Add the server

Save and reload

Start using Freshsales

Open Cline MCP Settings

Add remote server

Enable the server

Start using Freshsales

Install Claude Code

Add the Connector

Verify the connection

Start using Freshsales

Sales Development Rep

Account Manager

Sales Ops Lead

Close

Freshsales (Sales CRM & Lead Scoring API)

Salesmate

Freshsales

Onpipeline

Pipeliner

Give your agent a direct line to Freshsales.