# Freshsales MCP > Freshsales MCP connects your AI agent directly into your entire sales CRM pipeline. Instantly manage lead data, check detailed contact profiles, and track every sales deal right from a natural conversation. It gives you full visibility over accounts, appointments, tasks, and even the performance of your whole sales team. ## Overview - **Category:** business-operations - **Price:** Free - **Tags:** lead-management, pipeline-management, deal-tracking, sales-automation, contact-management ## Description Your AI client can now treat Freshsales like an extension of its own brain. Instead of logging into multiple dashboards to get context, you talk to your agent and it performs actions directly in the CRM. Need to know if 'Jane Smith' is still active? Your agent runs a search. Want to add a new prospect from a conference call? It executes a lead creation right away. This MCP gives you total visibility across every part of your sales process, letting you keep track of deals, appointments, and necessary follow-ups without ever leaving your chat window. You'll find connecting this powerful data layer through Vinkius makes running complex CRM tasks feel like just asking a colleague for information. ## Tools ### create_crm_lead Creates a brand new lead record in the system. ### get_account_details Retrieves detailed metadata about an entire company account. ### get_contact_metadata Fetches specific details for a given contact person. ### get_deal_details Provides detailed metadata and status information on a specific sales deal. ### get_lead_details Retrieves comprehensive metadata about an existing lead record. ### list_sales_accounts Provides a list of all company accounts in the CRM. ### list_appointments Shows all currently scheduled meetings and appointments. ### list_crm_contacts Lists all contact records within your CRM. ### list_crm_deals Retrieves a list of all active and closed sales deals. ### list_crm_leads Provides a comprehensive list of all leads in the CRM. ### list_crm_tasks Lists any pending tasks or follow-ups assigned to users. ### list_crm_users Shows a list of all user accounts and sales representatives on the team. ## Prompt Examples **Prompt:** ``` List my 5 most recent active sales deals. ``` **Response:** ``` Retrieving deals... I found 5 active opportunities, including 'Acme Corp Software Expansion' ($50,000) and 'Globex Renewal' ($15,000). Would you like to see their current stages? ``` **Prompt:** ``` Show me the contact details for 'Jane Smith'. ``` **Response:** ``` Searching contacts... I found Jane Smith (jane@example.com). She is the VP of Sales at Example Inc. and has 2 active deals associated with her profile. ``` **Prompt:** ``` Create a new lead for 'John Doe' (johndoe@email.com). ``` **Response:** ``` Lead created! I have successfully added 'John Doe' (johndoe@email.com) to your CRM. The new Lead ID is 98765. ``` ## Capabilities ### Create new leads The agent adds brand-new contacts directly into the system. ### Check account details It retrieves full metadata and history for any company account you name. ### Retrieve contact info The agent fetches detailed profiles for specific individuals. ### Track sales deals You can pull up metadata on any active or closed sales opportunity to check its status and value. ### List all leads and contacts It provides comprehensive lists of existing leads, contacts, and even the whole user base within your CRM. ### Manage appointments and tasks The agent monitors scheduled meetings or pending follow-up actions to ensure nothing gets missed. ## Use Cases ### I need to qualify a new contact from a networking event. The agent identifies the person and runs get_contact_metadata. After verifying their current role, you ask it to create_crm_lead for them, adding all necessary details in one conversational step. ### We need an update on a high-value deal that stalled. You instruct the agent to list_crm_deals and then check get_deal_details for 'Acme Corp'. The AI reports not only the current stage but also who owns it, letting you know exactly who needs to jump back in. ### I'm onboarding a new SDR and need them to see team structure. You ask the agent to list_crm_users. It provides a clean roster of all sales representatives, their territories, and current workload assignments instantly. ### I just had an initial discovery call and need to plan next steps. The agent can check your upcoming schedule using list_appointments and then proactively create_crm_tasks for you to send a follow-up email three days from now. ## Benefits - Stop digging through tabs for deal status. You can ask the agent to list_crm_deals or get_deal_details, and you instantly know which opportunities are stalled or ready to close. - Never miss a follow-up again. The MCP lets your AI client list_crm_tasks and list_appointments, ensuring every scheduled meeting or pending action is visible at a glance. - Build out your pipeline faster. Instead of manual data entry, you can run create_crm_lead with just natural conversation, turning raw notes into qualified records immediately. - Maintain deep context on clients. You don't just get contact details; running get_account_details gives you a full 360-degree view of the entire company relationship. - Understand your team's capacity. With list_crm_users, you can quickly check who is responsible for which accounts or who has the most pending tasks. ## How It Works The bottom line is that once connected, your agent uses the data layer to perform complex CRM actions simply by responding to natural language prompts. 1. Subscribe to this MCP through the Vinkius Marketplace. 2. Enter your Freshsales Domain prefix and API Token, which you find in your Profile Settings. 3. Start talking to it from Claude, Cursor, or any other compatible AI client. ## Frequently Asked Questions **How do I check deal status using the Freshsales MCP?** You ask the agent to list_crm_deals or get_deal_details. It pulls up a comprehensive view of active opportunities, including their current stages and associated values. **Can the Freshsales MCP create new leads automatically?** Yes. You use the create_crm_lead tool by giving your agent basic details (name, email, company), and it logs a fully formed lead record for you. **Does this MCP show me all my current tasks?** The list_crm_tasks tool provides visibility into all pending to-dos. You can ask the agent to pull up exactly which follow-ups are waiting for your attention. **What if I need to find information on a company that isn't in my CRM?** This MCP is designed to read from Freshsales. If the company data isn't there, you won't get it. You must first have account records or leads created. **How many different types of information can I retrieve with Freshsales MCP?** You can access everything: deals (list_crm_deals), accounts (list_sales_accounts), contacts (list_crm_contacts), and more. It’s a full data dump.