Freshsales (Sales CRM & Lead Scoring API) Connector for AI agents.

21 live capabilities

Manage your sales pipeline and lead scoring through a conversational CRM interface.

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Why people use Freshsales (Sales CRM & Lead Scoring API)

Freshsales CRM Lead Scoring for Faster Sales Cycles

With this Connector, that friction disappears. You can just tell your AI agent to log that note or create the next task immediately after you hang up. You get a clean, updated pipeline without ever having to navigate a complex menu system again.

What Vinkius changes

You get a conversational interface for your entire sales funnel.

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

One account · 5,900+ Connectors

Real-world use case 01

Logging a call immediately

A rep just finished a call and needs to log notes.
Real-world use case 02

Analyzing lead sources

A manager wants to see why leads are dropping off.
Real-world use case 03

Adding a new web lead

A new lead comes in from a website.

Complete set · 21capabilities

The complete Freshsales (Sales CRM & Lead Scoring API) capability set.

These are the exact actions your AI can choose when you ask it to work with Freshsales (Sales CRM & Lead Scoring API).

Capability set01 / 06

01—04

4 capabilities in this set.

Part of 21 available through Freshsales (Sales CRM & Lead Scoring API).

01 Capability
Convert lead
Turn a qualified lead into a formal contact. This moves them from the prospect stage to the customer stage.
02 Capability
Create account
Build a new organization profile. This is the first step for tracking B2B relationships.
03 Capability
Create appointment
Schedule a new meeting in your CRM. It ensures your calendar and sales records stay in sync.
04 Capability
Create contact
Add a new individual to your database. This ensures you have a dedicated record for every person you talk to.

Capability set02 / 06

05—08

4 capabilities in this set.

Part of 21 available through Freshsales (Sales CRM & Lead Scoring API).

05 Capability
Create deal
Open a new sales opportunity. This helps you track potential revenue from the start.
06 Capability
Create lead
Add a new prospect to your pipeline. You just need to provide a name or email to get them started.
07 Capability
Create note
Attach a comment to a specific record. Use this to keep a history of every interaction with a customer.
08 Capability
Create task
Set a reminder for a future action. It helps your team stay on top of follow-ups.

Capability set03 / 06

09—12

4 capabilities in this set.

Part of 21 available through Freshsales (Sales CRM & Lead Scoring API).

09 Capability
Get account
View the details of a specific company. This gives you a quick snapshot of your B2B relationships.
10 Capability
Get contact
Pull up a specific person's profile. It lets you see their history and current status instantly.
11 Capability
Get deal
Look up a specific sales opportunity. You can check the current status and value of any deal.
12 Capability
Get lead
Fetch the details of a specific prospect. This is useful for reviewing a lead's info before a call.

Capability set04 / 06

13—15

3 capabilities in this set.

Part of 21 available through Freshsales (Sales CRM & Lead Scoring API).

13 Capability
List deal stages
See all the steps in your sales funnel. It helps you understand the path a deal takes from start to finish.
14 Capability
List lead sources
See where your prospects are coming from. This helps you identify which marketing channels work best.
15 Capability
Search global
Find any record across your entire CRM. It works like a universal search bar for your sales data.

Capability set05 / 06

16—18

3 capabilities in this set.

Part of 21 available through Freshsales (Sales CRM & Lead Scoring API).

16 Capability
Search lookup
Search for specific fields like phone numbers or emails. This is great for finding specific contact info.
17 Capability
Update contact
Edit the information on an existing contact. Keep your records accurate as customer details change.
18 Capability
Update lead
Modify a lead's status or details. Use this to move prospects through your sales pipeline.

Capability set06 / 06

19—21

3 capabilities in this set.

Part of 21 available through Freshsales (Sales CRM & Lead Scoring API).

19 Capability
List industry types
Get a list of industries you work with. Use this to categorize your accounts correctly.
20 Capability
List leads
View all leads within a specific category or view. It's the fastest way to see your entire prospect list.
21 Capability
List owners
See who owns which records in your CRM. This helps with internal team organization.

Set up in minutes

One URL. Then ask Freshsales (Sales CRM & Lead Scoring API) to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Freshsales (Sales CRM & Lead Scoring API) 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_lNIxhRpxCF9DBuKiEkjQF3avIjlA8qRyKDpODQjh/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 (Sales CRM & Lead Scoring API), and paste the URL above.
Step 03

Turn it on in chat

Select +, open Connectors, and enable Freshsales (Sales CRM & Lead Scoring API) for the conversation.

ChatGPT · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_lNIxhRpxCF9DBuKiEkjQF3avIjlA8qRyKDpODQjh/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 (Sales CRM & Lead Scoring API) URL.
Step 03

Save and start

Save the connection and enable Freshsales (Sales CRM & Lead Scoring API) in your conversation. Desktop may ask you to restart once.

Cursor · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "freshsales-sales-crm-lead-scoring-api": {
      "url": "https://edge.vinkius.com/vk_preview_lNIxhRpxCF9DBuKiEkjQF3avIjlA8qRyKDpODQjh/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 (Sales CRM & Lead Scoring API)

Open Agent mode in chat and ask: "Using Freshsales (Sales CRM & Lead Scoring API), help me...". 21 tools available

VS Code Copilot · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "freshsales-sales-crm-lead-scoring-api": {
      "url": "https://edge.vinkius.com/vk_preview_lNIxhRpxCF9DBuKiEkjQF3avIjlA8qRyKDpODQjh/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 (Sales CRM & Lead Scoring API)

Ask Copilot: "Using Freshsales (Sales CRM & Lead Scoring API), help me...". 21 tools available

Windsurf · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "freshsales-sales-crm-lead-scoring-api": {
      "url": "https://edge.vinkius.com/vk_preview_lNIxhRpxCF9DBuKiEkjQF3avIjlA8qRyKDpODQjh/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 (Sales CRM & Lead Scoring API)

Open Cascade and ask: "Using Freshsales (Sales CRM & Lead Scoring API), help me...". 21 tools available

Cline · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "freshsales-sales-crm-lead-scoring-api": {
      "url": "https://edge.vinkius.com/vk_preview_lNIxhRpxCF9DBuKiEkjQF3avIjlA8qRyKDpODQjh/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 (Sales CRM & Lead Scoring API)

Ask Cline: "Using Freshsales (Sales CRM & Lead Scoring API), help me...". 21 tools available

Claude Code · Terminal command

Official guide ↗

Advanced setup

claude mcp add freshsales-sales-crm-lead-scoring-api --transport http "https://edge.vinkius.com/vk_preview_lNIxhRpxCF9DBuKiEkjQF3avIjlA8qRyKDpODQjh/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 (Sales CRM & Lead Scoring API)

Ask Claude: "Using Freshsales (Sales CRM & Lead Scoring API), show me...". 21 tools are ready

Where the request belongs

Work Freshsales can move forward.

Built around the request

This is for sales reps who hate manual data entry and sales managers who need to see the big picture without digging through filters.

01

Sales Representative

Updates lead statuses and logs meeting notes immediately after calls without opening a browser.

02

Sales Manager

Checks deal progress and lead sources across the team via quick chat prompts to monitor health.

03

Account Executive

Manages high-volume contact lists and schedules follow-up appointments while staying in their primary workspace.

Build the capability set

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

Browse Connectors

01 10 capabilities

Freshsales

Close deals faster with AI-powered lead scoring, visual deal pipelines, and built-in phone and email in one sales CRM.

02 12 capabilities

Salesmate

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

03 10 capabilities

Nutshell CRM

Manage sales and relationships via Nutshell CRM. track leads, contacts, and accounts directly from your AI agent.

04 12 capabilities

Funil de Vendas

Manage CRM opportunities, sales funnels, and activities via Funil de Vendas directly from your AI agent.

05 10 capabilities

Pipeliner

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

06 8 capabilities

Close

Manage sales and pipelines via Close CRM. track leads, monitor opportunities, and manage tasks directly from any AI agent.

Bring your own AI

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

Before you connect

Questions about Freshsales.

The practical details behind the request, access and result.

Can the Freshsales MCP help me manage my leads?

Yes, it lets you create and update leads directly through your AI agent. You can move them through your pipeline without opening the CRM dashboard.

How does the Freshsales MCP handle deal tracking?

It allows your agent to create new deals, view current deal stages, and update opportunity details instantly via chat.

Can I use the Freshsales MCP to log my meeting notes?

Yes, you can use it to create notes and tasks for any contact or lead. This keeps your interaction history organized and up to date.

Does the Freshsales MCP support searching for old customers?

It includes a global search capability that lets your agent find any record across your entire CRM using keywords like names or emails.

Can I convert leads into contacts with the Freshsales MCP?

Yes, once a lead is qualified, you can tell your agent to convert them into a formal contact record automatically.

Is the Freshsales MCP good for sales managers?

It is great for managers who need to see deal stages and lead sources quickly. You can ask your agent for a summary of your pipeline without digging through filters.

How can I find a lead if I only have their email address?

You can use the search_lookup capability. 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 capability. 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 capability. It will retrieve all the configured pipeline stages from your Freshsales account so you can categorize your deals correctly.

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