Freshsales (Sales CRM & Lead Scoring API)

Freshsales (Sales CRM & Lead Scoring API) MCP Connector for Claude

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Manage your sales pipeline via Freshsales — create leads, track contacts, manage deals, and automate CRM workflows directly from any AI agent.

21 tools Official Updated Oct 1, 2026 Official Vinkius Partner

Connect your Freshsales CRM to any AI agent to streamline your sales operations through natural conversation.

What you can do

  • Lead Management — Create, update, and list leads, or convert them into contacts once qualified using the convert_lead tool.
  • Contact & Account Tracking — Maintain detailed profiles for individuals and organizations within your sales ecosystem with create_contact and create_account.
  • Deal Pipeline — Monitor and create sales deals to keep your revenue targets on track using create_deal and list_deal_stages.
  • Sales Activities — Log notes, tasks, and appointments to ensure no follow-up is missed via create_note, create_task, and create_appointment.
  • Global Search — Instantly find any record across your CRM using powerful search_global and search_lookup tools.

How it works

  1. Subscribe to this server
  2. Enter your Freshsales Domain and API Key
  3. Start managing your sales funnel from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Sales Representatives — quickly update lead status and log notes without leaving your workflow.
  • Sales Managers — get instant reports on deal stages and lead sources via chat.
  • Account Executives — manage contacts and accounts seamlessly while preparing for meetings.
crmsales-pipelinelead-scoringcontact-managementdeal-tracking

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

convert_lead

last_name and company_name are mandatory. Convert a lead to a contact

create_note

Specify the targetable type and ID. Create a note for a record

get_lead

View a specific lead

list_lead_sources

Fetch lead sources

list_leads

Use filters API to get view_id if unknown. List all leads in a specific view

create_lead

Provide at least a first name or email. Create a new lead in Freshsales

create_account

Both the account name and website are required. Create a new sales account

create_appointment

Provide a title and specify the targetable type and ID. Create an appointment

create_contact

You must provide a first name, last name, and email address. Create a new contact

create_deal

You must specify a name and a deal amount. Create a new deal

create_task

Provide a title and specify the targetable type and ID. Create a task

get_account

Provide the account ID. View a specific sales account

get_contact

Provide the contact ID as the required parameter. View a specific contact

get_deal

Provide the deal ID. View a specific deal

list_deal_stages

Fetch deal stages

list_industry_types

Fetch industry types

list_owners

Fetch all users/owners

search_global

Provide both the query and desired entity types. Global search across entities

search_lookup

Use the async function for execution. Lookup search for specific fields

update_contact

Provide the contact ID; otherwise, the update will fail. Update an existing contact

update_lead

Provide the lead ID; otherwise, the update will fail. Update an existing lead

See how to talk to your AI agent using Freshsales (Sales CRM & Lead Scoring API).

Create a new lead for Sarah Jenkins (sarah.j@example.com) from 'Global Tech'.

I've created the lead for Sarah Jenkins at Global Tech. The record has been successfully added to your Freshsales CRM.

Search for any contact or lead associated with the email 'mike@startup.io'.

I found one lead matching that email: Mike Ross (ID: 88293). Would you like to see his full details or log a new task for him?

List all the leads in my 'New Leads' view (ID: 400123).

Fetching leads from view 400123... I've found 12 leads. The most recent ones are 'Alice Cooper' and 'Bob Smith'.

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.

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