# Freshsales MCP > Freshsales MCP connects your sales pipeline and customer records directly to your AI client. Effortlessly manage leads, track deals, log tasks, and review notes using natural conversation. Stop clicking through menus; just talk to your CRM. ## Overview - **Category:** sales-automation - **Price:** Free - **Tags:** pipeline-management, lead-scoring, crm, deal-tracking, sales-intelligence, contact-management ## Description You can control your entire sales workflow without opening the Freshsales dashboard. Your agent uses this MCP as a direct portal into your customer data, letting you handle complex operations by simply asking questions or giving commands. Need to update a deal stage? Just tell your AI client to do it. Want to know what a contact was talking about last week? It pulls up the latest notes immediately. This means no more jumping between tabs or digging through menus just to get basic account information. The MCP lets you build out powerful workflows that manage everything from listing new prospects and creating initial leads, to monitoring every appointment scheduled for your team. If you're building a catalog of integrations in Vinkius, this is the one that handles core sales operations. Your AI client acts as a dedicated sales operations assistant that lives right inside your chat window. ## Tools ### create_lead This tool lets you create a brand new lead record by providing the last name and an optional email address. ### get_contact Retrieves all detailed information for a specific individual contact using their unique ID. ### get_lead Fetches the complete details and metadata associated with a single lead record. ### list_sales_accounts Retrieves an overview of every company account currently tracked in your Freshsales system. ### list_appointments Lists all scheduled appointments that are booked or pending across the team. ### list_contacts Gets a full list of every contact record stored in your CRM. ### list_deals Retrieves a comprehensive list of all open and closed sales deals in the pipeline. ### list_leads Generates an overview listing every single lead record maintained by Freshsales. ### list_notes Pulls up a chronological list of all notes and comments left on any given CRM record. ### list_tasks Lists every pending task, reminder, or follow-up action item assigned to the team. ## Prompt Examples **Prompt:** ``` List all my new leads in Freshsales. ``` **Response:** ``` I've retrieved your leads. You have 5 new entries, including 'John Doe' (ID: 101) and 'Sarah Smith' (ID: 102). Would you like to check the metadata for any of them? ``` **Prompt:** ``` Show me the last 5 sales deals and their stages. ``` **Response:** ``` Scanning deals... Here are the last 5: 'Cloud Migration' (Negotiation), 'License Renewal' (Closed Won), and 3 others. Shall I provide the deal value for the active ones? ``` **Prompt:** ``` Get details for contact ID '12345'. ``` **Response:** ``` Fetching contact 12345... This profile is for 'Mike Ross'. He is associated with 'Pearson Specter' and has 2 pending tasks. Would you like to read the latest notes for this contact? ``` ## Capabilities ### Manage Leads The agent can create new leads for you or look up detailed information on existing prospects. ### Track Accounts and Contacts Retrieve complete profiles for companies (accounts) and individual people (contacts), keeping a high-fidelity database of your customer base. ### Monitor Sales Deals List all current sales deals, checking their status in the pipeline to track progress and potential revenue. ### Coordinate Team Activity View pending tasks, scheduled appointments, or meetings across your team's records. ### Review Customer Context Access and retrieve contextual notes attached to any record so your agent has the latest background information for conversations. ## Use Cases ### A client asks for an update on their account status. Instead of having the Account Manager manually search records, they ask their agent to retrieve detailed metadata for the client's contact. The agent compiles a summary using get_contact and list_notes, giving the AM immediate talking points. ### The sales team needs a quick status report on deals. A manager asks the agent to list all deals in the 'Negotiation' stage. The tool runs list_deals and filters the results by stage, giving management an immediate count of high-value, active opportunities. ### A new prospect comes through a trade show. The rep doesn't have time to fill out forms. They just tell their agent to create_lead for the person and provide their email. The lead is entered instantly, keeping the sales cycle moving. ### Checking team follow-ups before a meeting. A manager needs to know what tasks are pending today. They ask the agent to list_tasks for the week, ensuring everyone knows who is responsible for which action item before the next team sync. ## Benefits - Centralized visibility: Instead of jumping between tabs, you can list all contacts and get a full picture of who's in your database using one prompt. This saves minutes on every single customer interaction. - Never miss a detail: The agent pulls up contextual notes associated with any record instantly. When you talk to a client, you have the full background without opening a history tab. - Pipeline oversight: You can list deals and immediately check their current stage or value. This gives sales ops leads real-time insight into revenue tracking without running reports. - Proactive task management: Need to know what needs doing next? Listing tasks shows you all pending action items for your team, ensuring nothing falls through the cracks. - Quick data entry: When a new prospect comes in, you can instantly create a lead record using just their name and email. It’s faster than opening the web form. - Team coordination: You get a clear view of all scheduled appointments across multiple people, helping managers quickly coordinate follow-up efforts. ## How It Works The bottom line is you never have to manually log into Freshsales or navigate its complex menus again. 1. Subscribe to this MCP on Vinkius, then pull your API Key from Freshsales settings. 2. Provide your account subdomain and key to your AI client. 3. Ask your agent a question like, 'List all pending tasks for the Acme account,' and it pulls the data directly. ## Frequently Asked Questions **How do I connect Freshsales MCP to my account?** You must subscribe to this MCP, then follow the steps: retrieve your API Key and identify your Account Subdomain from Freshsales settings. Your AI client uses these credentials for access. **Can I use Freshsales MCP to create leads? ** Yes. You can use the create_lead tool, simply providing a last name and an optional email address to register new prospects in your system. **Does Freshsales MCP only work for contacts?** No. This MCP covers multiple types of records, including general leads, full company accounts (list_sales_accounts), deals, and individual people. **What does list_notes do in the Freshsales MCP?** The list_notes tool retrieves a history of contextual notes attached to any CRM record. This gives you the full background story on accounts or contacts. **Can I check appointments using this MCP?** Yes, use list_appointments. It pulls up all scheduled meetings and appointments across your team's calendar records within Freshsales.