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Freshsales

Freshsales is a CRM by Freshworks for managing contacts, accounts, deals, tasks, appointments, and sales activities. Automate your sales pipeline with lead scoring, built-in phone/email, and visual deal pipelines.

This Freshsales MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Customer Relations

API Key

Free account required. Visit Freshsales

Freshsales
SKILL.md

Domain knowledge for Freshsales CRM — contacts, accounts, deals, tasks, notes, appointments, activities

Tools From This Provider (45)

Freshsales List Filters

List available views (filters) for a Freshsales entity type. You MUST call this first to get a view_id before listing...

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Freshsales Get Contact

Get a single Freshsales contact by ID with optional embedded related data. Returns full contact details including...

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Freshsales Lookup

Exact-match lookup search. Unlike the general search which is fuzzy, this finds records by an exact field value (e.g.,...

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Freshsales Create Note

Create a note on a Freshsales contact, account, or deal. Notes support HTML content. Returns the created note with its...

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Freshsales Create Contact

Create a new contact in Freshsales. At minimum provide first_name or email. Returns the created contact with its ID....

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Freshsales List Deals

List deals from a Freshsales view. Requires a view_id — call freshsales_list_filters with entity_type='deals' first....

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Freshsales Get Selectors

Get configuration picklist values from Freshsales. Returns available options for fields like owners (sales reps), deal...

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Freshsales Upsert Account

Create or update an account based on a unique identifier. If an account matching the unique_identifier exists, it is...

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Freshsales Get Task

Get a single Freshsales task by ID with optional embedded related data.

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Freshsales Create Appointment

Create an appointment/meeting in Freshsales. Title, from_date, and end_date are required. Optionally link to a contact,...

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Freshsales Delete Activity

Permanently delete a Freshsales sales activity.

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Freshsales List Activities

List sales activities (calls, emails, custom activities) in Freshsales. Returns activity titles, types, dates, and...

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Freshsales Update Contact

Update an existing Freshsales contact. Only provided fields are changed (partial update). Returns the updated contact.

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Freshsales List Appointments

List appointments in Freshsales filtered by upcoming, past, or overdue. Returns appointment titles, times, attendees,...

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Freshsales List Contacts

List contacts from a Freshsales view. Requires a view_id — call freshsales_list_filters first to get available views....

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Freshsales Clone Contact

Clone an existing Freshsales contact, creating a duplicate with all fields copied.

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Freshsales Update Task

Update an existing Freshsales task. Set status=1 to mark as done. Only provided fields are changed. Returns the updated...

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Freshsales List Tasks

List tasks in Freshsales filtered by status: open, due_today, due_tomorrow, overdue, or completed. Returns task titles,...

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Freshsales Delete Appointment

Permanently delete a Freshsales appointment.

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Freshsales Clone Account

Clone an existing Freshsales account, creating a duplicate with all fields copied.

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Freshsales Update Account

Update an existing Freshsales account. Only provided fields are changed. Returns the updated account.

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Freshsales Delete Deal

Permanently delete a Freshsales deal. This cannot be undone.

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Freshsales Delete Contact

Permanently delete a Freshsales contact. This cannot be undone.

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Freshsales Upsert Contact

Create or update a contact based on a unique identifier. If a contact matching the unique_identifier exists, it is...

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Freshsales Get Appointment

Get a single Freshsales appointment by ID with optional embedded related data.

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Freshsales Update Activity

Update an existing Freshsales sales activity. Only provided fields are changed.

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Freshsales Get Account

Get a single Freshsales account (company) by ID with optional embedded related data. Returns full account details...

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Freshsales Update Appointment

Update an existing Freshsales appointment. Only provided fields are changed.

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Freshsales Update Note

Update an existing Freshsales note. Returns the updated note.

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Freshsales Search

Search across Freshsales contacts, accounts, and deals using a text query. Searches name, email, phone, address, and...

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Freshsales Delete Note

Permanently delete a Freshsales note.

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Freshsales Create Activity

Log a sales activity (call, email, meeting, custom) in Freshsales. Title, start_date, and end_date are required. Link...

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Freshsales Clone Deal

Clone an existing Freshsales deal, creating a duplicate with all fields copied.

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Freshsales Create Account

Create a new account (company) in Freshsales. Name is required. Returns the created account with its ID.

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Freshsales Delete Account

Permanently delete a Freshsales account (company). This cannot be undone.

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Freshsales Upsert Deal

Create or update a deal based on a unique identifier. If a deal matching the unique_identifier exists, it is updated;...

View

Freshsales List Accounts

List accounts (companies) from a Freshsales view. Requires a view_id — call freshsales_list_filters with...

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Freshsales Get Activity

Get a single Freshsales sales activity by ID with optional embedded related data.

View

Freshsales Get Deal

Get a single Freshsales deal by ID with optional embedded related data. Returns full deal details including amount,...

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Freshsales Create Deal

Create a new deal in Freshsales. Name is required. Returns the created deal. Associate with contacts and accounts, set...

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Freshsales Update Deal

Update an existing Freshsales deal. Only provided fields are changed. Returns the updated deal.

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Freshsales List Contact Activities

Get the full activity timeline for a Freshsales contact — calls, emails, tasks, notes, appointments, and deal updates...

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Freshsales Delete Task

Permanently delete a Freshsales task.

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Freshsales List Fields

List all field definitions (standard + custom) for a Freshsales entity type. Returns field names, types, labels,...

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Freshsales Create Task

Create a new task in Freshsales. Title and due_date are required. Optionally link to a contact, account, or deal....

View

Connect Freshsales to your AI assistant via MCP

Works with Claude, Cursor, ChatGPT · API Key setup

Set Up Server

Related Bundles (1)

Freshsales

45 tools

Primary

Customer Relations

Freshsales is a CRM by Freshworks for managing contacts, accounts, deals, tasks, appointments, and sales activities....

Provider Information

CategoryCustomer Relations

SetupAPI Key

AddedMarch 27, 2026

UpdatedMarch 27, 2026

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Having trouble configuring Freshsales? Check the available resources below.

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Freshsales

FreshsalesSKILL.md

Tools From This Provider (45)

Freshsales List Filters

Freshsales Get Contact

Freshsales Lookup

Freshsales Create Note

Freshsales Create Contact

Freshsales List Deals

Freshsales Get Selectors

Freshsales Upsert Account

Freshsales Get Task

Freshsales Create Appointment

Freshsales Delete Activity

Freshsales List Activities

Freshsales Update Contact

Freshsales List Appointments

Freshsales List Contacts

Freshsales Clone Contact

Freshsales Update Task

Freshsales List Tasks

Freshsales Delete Appointment

Freshsales Clone Account

Freshsales Update Account

Freshsales Delete Deal

Freshsales Delete Contact

Freshsales Upsert Contact

Freshsales Get Appointment

Freshsales Update Activity

Freshsales Get Account

Freshsales Update Appointment

Freshsales Update Note

Freshsales Search

Freshsales Delete Note

Freshsales Create Activity

Freshsales Clone Deal

Freshsales Create Account

Freshsales Delete Account

Freshsales Upsert Deal

Freshsales List Accounts

Freshsales Get Activity

Freshsales Get Deal

Freshsales Create Deal

Freshsales Update Deal

Freshsales List Contact Activities

Freshsales Delete Task

Freshsales List Fields

Freshsales Create Task

Related Bundles (1)

Freshsales

Provider Information

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Freshsales
SKILL.md