MCP For Claude Marketplace
Freshsales

Freshsales MCP Connector for Claude

A+

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

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Freshsales (Freshworks CRM) account to any AI agent and take full control of your sales pipeline and customer relationship workflows through natural conversation.

What you can do

  • Lead Orchestration — List and manage new leads programmatically, including retrieving detailed metadata and performing search lookups
  • Pipeline Intelligence — Monitor sales deals and their current pipeline stages to track revenue and deal velocity in real-time
  • Relationship Management — Access complete profiles for contacts and sales accounts (companies) to maintain a high-fidelity customer database
  • Task & Activity Tracking — Monitor pending tasks, appointments, and meetings directly through your agent to coordinate team efforts
  • Note Retrieval — Access and retrieve contextual notes associated with any CRM record to provide your agent with the latest background info

How it works

  1. Subscribe to this server
  2. Retrieve your API Key from Freshsales (Settings > API Settings)
  3. Identify your Account Subdomain (e.g., 'acme' from acme.freshsales.io)
  4. Start managing your sales CRM from Claude, Cursor, or any MCP client

No more manual deal logging or digging through CRM menus. Your AI acts as your dedicated sales operations assistant.

Who is this for?

  • Sales Teams — instantly retrieve lead details and update deal stages using natural language commands
  • Account Managers — monitor recent activities and retrieve customer notes without leaving your workspace
  • Sales Ops Leads — automate lead creation and monitor pipeline health through simple AI queries
pipeline-managementlead-scoringcrmdeal-trackingsales-intelligencecontact-management

10 tools expose this connector's capabilities to your AI agent.

create_lead

Requires last_name and optionally email. Create a new lead

get_contact

Get details for a specific contact

get_lead

Get details for a specific lead

list_sales_accounts

List all sales accounts (companies)

list_appointments

List scheduled appointments

list_contacts

List all Freshsales contacts

list_deals

List all sales deals

list_leads

List all Freshsales leads

list_notes

List CRM notes

list_tasks

List CRM tasks

See how to talk to your AI agent using Freshsales.

List all my new leads in Freshsales.

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?

Show me the last 5 sales deals and their stages.

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?

Get details for contact ID '12345'.

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?

Log in to Freshsales, click on your profile icon (top right), go to **Settings** > **API Settings**, and copy your unique key.

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