Freshsales MCP Connector for Claude

Connect your Freshsales account to any AI agent to automate your sales CRM operations through the Model Context Protocol (MCP). Freshsales is a powerful sales CRM that provides a 360-degree view of your customers. This MCP server enables you to track active deals, manage lead data, and retrieve detailed contact profiles directly through natural conversation.

Key Features

• Lead & Contact Oversight — List all leads and contacts, fetch detailed profiles, and create new leads instantly to keep your pipeline full.
• Deal Management — Access your sales opportunities, monitor deal stages, and retrieve detailed metadata to track revenue.
• Account Discovery — List and search for company accounts to maintain full context of your B2B relationships.
• Task & Appointment Tracking — Monitor scheduled meetings and pending sales tasks to ensure no follow-up is missed.
• Sales Team Insights — List all CRM users and sales representatives to understand territory assignments and workloads.
• Real-time Synchronization — Keep your sales data accessible to your AI assistant without leaving your primary workspace.

How it works

1. Subscribe to this server through the Vinkius Marketplace
2. Enter your Freshsales Domain prefix and API Token (found in your Profile Settings)
3. Start managing your CRM data from Claude, Cursor, or any MCP client

Who is this for?

• Sales Managers — quickly check deal stages or sales rep workloads without manual dashboard navigation.
• Account Executives — get a real-time overview of lead profiles and scheduled appointments via simple AI commands.
• SDRs & BDRs — automate the creation of new leads and verify contact details seamlessly.