Freshsales MCP for AI. Manage every stage of your sales pipeline, hands-free.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
How this MCP server connects to your AI agent
Freshsales gives your AI agent full access to your sales pipeline. Manage leads, track contacts, update accounts, and close deals—all from natural conversation.
It lets you create new records, log tasks, schedule appointments, and perform global searches across your entire CRM without ever leaving your chat client.
What AI agents can do with Freshsales (Sales CRM & Lead Scoring API) Automation
Convert lead
Turns an initial lead into a proper contact record, requiring the last name and company name.
Create account
Builds a brand new sales account within your CRM system.
Create appointment
Schedules and logs an appointment against a specific record.
Use global search or specific lookups to pull up a lead, contact, account, or deal by name, email, or ID.
Create brand-new leads from scratch or build out full organization profiles for both contacts and entire companies.
Create sales deals, monitor which stage they are in, and list all possible stages to keep your revenue targets on track.
Log specific notes from meetings, set up future tasks, or schedule appointments so you never miss a touchpoint.
Change existing contact information or update lead statuses on the fly without needing to open the record manually.
Ask an AI about this
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What AI agents can do with Freshsales (Sales CRM & Lead Scoring API) with 21 Tools
Use these tools to create, read, update, and search all core entities in your sales pipeline: leads, contacts, accounts, deals, tasks, and appointments.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Freshsales (Sales CRM & Lead Scoring API) on VinkiusConvert Lead
Turns an initial lead into a proper contact record, requiring the last name and company name.
Create Account
Builds a brand new sales account within your CRM system.
Create Appointment
Schedules and logs an appointment against a specific record.
Create Contact
Creates a new individual contact profile in the system.
Create Deal
Registers a brand new sales opportunity or deal for tracking revenue.
Create Lead
Creates a new prospect record, requiring at least a first name or email address.
Create Note
Adds a permanent note to any existing contact, account, or deal record.
Create Task
Sets up a follow-up action item for yourself or a teammate.
Get Account
Retrieves all details for a specific sales account ID.
Get Contact
Pulls up the complete profile of an individual contact by their unique ID.
Get Deal
Fetches all information related to a specific sales deal.
Get Lead
Retrieves the details of an initial lead record by its unique ID.
List Deal Stages
Fetches a list of all current sales deal stages available in your account.
List Industry Types
Retrieves the standard list of industries used for classifying accounts.
List Lead Sources
Lists all sources (e.g., website, trade show) from which leads originated.
List Leads
Uses filters to list multiple lead records within a defined view or segment.
List Owners
Pulls a comprehensive list of all users who own accounts or leads in the CRM.
Search Global
Performs a search across multiple record types (accounts, contacts, etc.) using keywords.
Search Lookup
Executes a targeted lookup search for specific fields like emails or phone numbers.
Update Contact
Changes existing details for an individual contact profile.
Update Lead
Modifies the status or details of a lead record that was created earlier.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp
Replace [YOUR_TOKEN_HERE] with your token
from cloud.vinkius.com. For OAuth-protected servers, expand
Advanced settings to add credentials.
Start a conversation
Open a new chat. The Freshsales integration is available immediately — no restart needed.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Freshsales (Sales CRM & Lead Scoring API), then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Freshsales. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Built on the Model Context Protocol (MCP) for Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 21 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The Headache of Context Switching, Solved with Vinkius AI Gateway
Today, to track one prospect's journey, you open the CRM. You check the 'Leads' tab for status updates. Then you switch to the 'Notes' section to log your meeting summary. If they become qualified, you have to manually click a button to convert them into a 'Contact,' and then maybe create an entirely new record in the 'Deals' view.
With this MCP, that entire process becomes one conversation with your agent. You simply tell it, 'Update Sarah Jenkins’ status from lead to contact, log these notes about our call, and set up a follow-up task for next Tuesday.' It handles every click and data transfer for you.
Create Lead Records
Before this MCP, creating a new lead meant finding the right form on your CRM's website. You’d have to manually type in the name, email, company, and source into specific fields. If you missed one field, the record was incomplete.
Now, just tell your agent: 'Create a new lead for Jane Doe at Apex Systems.' It takes the information you give it and populates every required field instantly. It’s that simple.
What your AI can actually do with this
Managing a sales funnel usually means jumping between tabs: the lead view, the contact profile, the deal tracker, and the task list. This MCP puts all of that data into one place for your agent to work with. You can tell it what you need—like 'Find me everything on Acme Corp' or 'Log notes about last week’s call.' Your agent will then pull up whatever record you're talking about.
If a prospect is ready, you can convert them from an initial lead into a full contact profile and even create the first deal record. It handles setting appointments and logging tasks automatically so nothing falls through the cracks. Vinkius hosts this MCP, giving your agent access to hundreds of other tools when it needs them.
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Here's how it actually works
The bottom line is, you talk to your AI client like talking to a teammate who already has full access to your sales software.
Subscribe to this MCP, then enter your Freshsales Domain and API Key.
Connect your preferred AI client (like Cursor or Claude) to Vinkius via the MCP connection settings.
Ask your agent a question—like 'Show me all leads for TechCorp'—and it performs the actions in your CRM.
Who is this actually for?
Sales reps who hate context switching. Account executives who need an immediate view of the entire customer history. Sales managers who want real-time reports on deal progression without logging into a dashboard.
Manages contacts and accounts, updating details or finding related deals instantly while prepping for client calls.
Logs notes after every call, creates tasks for follow-up, and updates the status of a lead without leaving their current workflow screen.
Asks the agent to list all deal stages or find all leads from a specific source to run a quick report.
What Changes When You Connect
You track progress instantly. Instead of manually checking deal stages, you can ask the agent to list them or view a specific deal using get_deal and get immediate status reports.
Data entry becomes conversation. When you talk about updating someone's details, your agent handles the API call for you using tools like update_contact or update_lead, saving clicks and time.
Never miss a follow-up again. You can have your agent automatically create tasks (create_task) or book appointments (create_appointment), logging everything against the right record.
The whole picture is visible. Need to find a client? Instead of opening five different tabs, you use search_global and get results for leads, contacts, and accounts all at once.
Client conversion happens fast. When a lead qualifies, your agent handles the transition using convert_lead, moving them into a full contact profile in one step.
See it in action
I just finished a big meeting and need to update everything.
Instead of opening the client's account, clicking 'Notes,' then typing up the summary, you just tell your agent: 'Log notes about today’s call with Acme Corp.' The agent uses create_note and logs it immediately.
I need to follow up on a prospect I found last week.
You ask the agent, 'What's the status of Sarah Jenkins?' Your agent runs a lookup using get_lead, checks the deal progress with list_deal_stages, and tells you exactly what the next step should be.
We just signed a contract; I need to start tracking it.
You tell your agent, 'Create a new $50k deal for Acme Corp.' The agent uses create_deal, setting up the record and ensuring it's ready to track toward revenue targets.
I need contact info for someone who worked at a company I already know.
You ask your agent, 'Find me the phone number for John Smith.' The agent runs a targeted lookup using search_lookup and provides the specific data point you needed.
The honest tradeoffs
Manually searching across multiple views
Jumping between 'Leads' list, then 'Contacts' view, trying to remember if the person is an account or just a single lead.
Use search_global. This tool searches all entities (leads, contacts, accounts) at once. Just ask your agent: 'Search for Mike Ross,' and it finds him no matter where he lives in the CRM.
Overwriting data by hand
Remembering to manually change a lead's status from 'New' to 'Qualified' every time you talk to them.
Tell your agent: 'Update this lead record.' The agent uses update_lead or, if they are ready for the next step, triggers convert_lead automatically.
Forgetting follow-up details
Leaving a meeting room and forgetting to write down who you promised to call back next week.
Tell your agent: 'Set a task for me tomorrow morning.' The agent uses create_task (or even better, logs it using create_note) so the follow-up is attached directly to the right account.
When It Fits, When It Doesn't
Use this MCP if you need your AI client to manage the full lifecycle of a prospect. That means creating records (create_lead, create_contact), updating statuses (update_lead), logging interactions (create_note), and setting up next steps (create_task). You'll use it constantly when moving someone from 'unknown' to 'client.' Don't use this if you only need to read simple, static lists of data. If all you want is a list of industries or deal stages without interacting with any records, then just calling the list_industry_types tool directly is simpler and faster. But for anything involving action—creating, reading, updating, or scheduling—this MCP is your only option.
Questions you might have
How do I find all deals associated with one contact using get_deal? +
You don't need to manually search for the deal; just tell your agent, 'Show me all active deals for this contact.' The tool uses get_deal to pull up every related opportunity tied to that specific individual.
Can I update an existing lead record using update_lead? +
Yes. If a lead changes status or you find new information, your agent can use update_lead. You just tell it what needs changing—like updating the company name—and it handles the modification.
What is the difference between create_contact and convert_lead? +
Using create_contact builds a brand new person record from scratch. However, if you already have an initial lead, you use convert_lead to transition that existing prospect into a full contact profile.
Do I need get_account to know about the company? +
No. While get_account lets you view a specific account's details, if you just need a quick overview of all potential clients, use the search_global tool instead.
When using `create_lead`, what credentials do I need to authenticate? +
You must provide a valid Freshsales API Key and Domain Name. These are required for your AI client to successfully authorize the connection and submit new lead data.
How can I filter results when calling `list_leads`? +
You use specific query parameters, such as view IDs or status fields, within the call. This lets your agent pull only the records that match precise criteria rather than retrieving the entire dataset.
What is the operational difference between `create_task` and `create_appointment`? +
A task represents a general to-do item with a deadline, while an appointment requires specific calendar details like start time, end time, and attendees. Use them for different types of follow-up actions.
What do I use `list_deal_stages` for before creating a deal? +
This tool fetches all the defined stages in your pipeline. You must run this first to get the exact stage names and IDs needed when you call create_deal.
How can I find a lead if I only have their email address? +
You can use the search_lookup tool. It allows you to search for records like leads or contacts specifically by fields such as email, ensuring you find the exact record you need.
Can I convert a lead to a contact directly through the AI? +
Yes! Use the convert_lead tool. You will need to provide the Lead ID, and ensure you have the mandatory last name and company name to complete the conversion.
How do I see what stages are available for my sales deals? +
Simply use the list_deal_stages tool. It will retrieve all the configured pipeline stages from your Freshsales account so you can categorize your deals correctly.
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