Freshworks

Freshworks MCP Connector for Claude

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Manage unified CRM and support via Freshworks — track sales deals and accounts, handle helpdesk tickets, and manage contacts directly from any AI agent.

9 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Freshworks account to any AI agent and take full control of your unified sales CRM and customer support workflows through natural conversation.

What you can do

  • Unified Ticket Orchestration — Retrieve the global array of all active helpdesk tickets and fetch sub-entry details to view full customer interactions natively
  • Sales Pipeline Auditing — Extract explicit Deal pipeline records tracking ongoing sales cycles and revenue forecasts inside the Freshworks CRM
  • Account & Company Management — Identify and manage hierarchical organization records, binding multiple contacts and verifying sales accounts limitlessly
  • CRM Contact Oversight — Enumerate end-users recorded in the Sales CRM partition and retrieve their profiles and historical interaction metadata synchronousy
  • Helpdesk Contact Navigation — List official support contacts registered in the Helpdesk partition, linking service histories and previous ticket profiles flawlessy
  • Agent & Group Management — Identify connected support agents and audit agent grouping configurations handling specific support queues securely
  • Sales Intelligence — Retrieve detailed metrics for sales accounts and deals to monitor your business growth and customer lifecycle stages natively

How it works

  1. Subscribe to this server
  2. Enter your Freshworks Domain prefix and API Key (found in Profile Settings > API Key)
  3. Start managing your unified CRM and support from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Sales Managers — monitor deals and sales account health without manual CRM navigation
  • Support Leads — track ticket volumes and manage agent groups using natural language conversation
  • Customer Success Teams — quickly look up combined sales and support histories to resolve inquiries in real-time
  • Operations Teams — audit company organizational structures and verify contact records across the platform
unified-crmticketing-systemsales-pipelinecustomer-data-managementbusiness-intelligence

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

list_tickets

List all helpdesk tickets

get_ticket

Get ticket details

list_helpdesk_contacts

List helpdesk contacts

list_agents

List all support agents

list_groups

List all agent groups

list_companies

List all companies

list_crm_contacts

List CRM contacts

list_deals

List all sales deals

list_accounts

List all sales accounts

See how to talk to your AI agent using Freshworks.

Show me my active sales deals in Freshworks

Retrieving deals... I found 5 active opportunities including 'Enterprise Expansion' ($50k, Stage: Negotiation) and 'Mid-Market License' ($12k, Stage: Discovery). Would you like the contact info for the enterprise deal?

List the last 3 support tickets

Retrieving tickets... Here are the 3 most recent: 'Cannot reset password' (ID: 101, Status: Open), 'Question about API' (ID: 102, Status: Pending), and 'Feature Request' (ID: 103, Status: Resolved). Which one would you like more details on?

Find CRM contact 'John Smith'

Found contact! John Smith is a 'Decision Maker' at 'Acme Corp'. He has 2 active deals and 1 closed support ticket. I can retrieve his full profile or communication history for you.

Yes. This server provides tools for both. Use 'list_deals' to see your sales pipeline and 'list_tickets' to see helpdesk activity. The agent fetches data from both partitions within your unified Freshworks instance.

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