Freshsales MCP server

Manage Freshsales contacts, accounts, deals, tasks and appointments; add notes. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect FreshsalesFree 50 tool calls / monthPro $9/mo · $90/yr · pricing35 tools

What can I ask?

Turn on the Freshsales connector, then ask in plain words. The AI picks the tools.

What you can do with Freshsales in Claude and ChatGPT

For sales teams who manage contacts, companies and deals in Freshsales.

Find a contact, company or deal

The AI searches contacts, companies or deals by name or email, or looks up an exact value such as an email address. It can open a contact with its notes, tasks and deals.

Review deals in a saved view

The AI lists the deals of a saved view such as Open Deals with amount, expected close and probability, and opens one with its stage, owner and contacts.

Check overdue tasks and upcoming appointments

The AI lists tasks that are overdue, due today or open, and upcoming appointments with time and location, so you see what to do next.

Add or update a contact, or add a company

The AI searches first to avoid duplicates, then creates a contact or a company, or changes fields of an existing contact.

Changes data

Create or update a deal

The AI creates a deal with name, amount and company, or changes a deal's stage, amount or expected close date, after it looks up pipelines and stages.

Changes data

Add notes and appointments, or create or complete tasks

The AI adds a note to a contact, company or deal, creates a task with a due date, marks a task done, or creates an appointment with attendees.

Changes data

How do I connect Freshsales?

Before you connect

The login page asks for your Freshsales domain and Freshsales API key.

Both are under your profile picture -> Profile Settings -> API Settings: the API key, and the bundle alias below it (for example acme.myfreshworks.com; accounts on freshworks.com or freshsales.io enter that host). The key acts with that user's permissions. Freshsales allows 1,000 API requests per hour per account, shared with your other integrations. Your key is used only to call the Freshsales API on your behalf; it is never shown to anyone.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name Freshsales and this URL, then click Add:
    https://freshsales.usefulapi.io/mcp
  3. Claude opens the login page: enter your Freshsales domain and Freshsales API key.
  4. In a chat, click + → Connectors and turn on Freshsales.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

  1. Open Plugins, click +, then Add custom MCP server.
  2. Enter the name Freshsales and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://freshsales.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your Freshsales domain and Freshsales API key.
  4. In Plugins, install Freshsales, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http freshsales https://freshsales.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "freshsales": {
      "url": "https://freshsales.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "freshsales": {
      "type": "http",
      "url": "https://freshsales.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add freshsales --url https://freshsales.usefulapi.io/mcp
codex mcp login freshsales

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://freshsales.usefulapi.io/mcp

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Freshsales domain and Freshsales API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Proper account$9/mo · $90/yr10,000 tool calls / month
Pro+per account$39/mo · $390/yr100,000 tool calls / month

Each paid plan covers this Freshsales server only. Ask your AI to run freshsales_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with freshsales_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with freshsales_upgrade before then undoes the cancel. Or write to [email protected].

Tools 35

Show all 35 tools (the AI picks them for you)

Read only · 20

  • List contact viewsfreshsales_list_contact_views
    List the saved contact views (filters) of the account, e.g. 'My Contacts', 'New Contacts', 'All Contacts'. A view id is needed by freshsales_list_contacts; ids differ per account.
  • List contactsfreshsales_list_contacts
    List the contacts in a view (get view_id from freshsales_list_contact_views), 25 per page with name, email, phone numbers, job title, lead score, open deals amount and last contacted. Pages: use next_page.
  • Get contactfreshsales_get_contact
    One contact by id with all its fields, optionally with related records embedded via include (notes, tasks, appointments, deals, sales_accounts, owner, sales_activities...).
  • Search recordsfreshsales_search
    Search by name/email text across one record type: contact, sales_account (company), deal or user. Returns id, type, name and email for the matches (up to per_page, default 10). Use the id with the get tools.
  • Look up by exact fieldfreshsales_lookup
    Exact-match lookup of contacts, companies or deals by one field, e.g. a contact by email address. field is 'email' (contacts), 'name', or a custom field name (cf_...). Returns the full records.
  • List account viewsfreshsales_list_account_views
    List the saved account (company) views of the account, e.g. 'My Accounts'. A view id is needed by freshsales_list_accounts.
  • List accountsfreshsales_list_accounts
    List the accounts (companies) in a view (view_id from freshsales_list_account_views), 25 per page, with name, location, open deals amount and last contacted.
  • Get accountfreshsales_get_account
    One account (company) by id with its fields, optionally with related records embedded (contacts, deals, tasks, appointments, owner...).
  • List deal viewsfreshsales_list_deal_views
    List the saved deal views of the account, e.g. 'Open Deals'. A view id is needed by freshsales_list_deals.
  • List dealsfreshsales_list_deals
    List the deals in a view (view_id from freshsales_list_deal_views), 25 per page, with name, amount, expected close, probability and age.
  • Get dealfreshsales_get_deal
    One deal by id with amount, expected close, probability and ids of its stage, pipeline and owner, optionally with related records embedded (contacts, sales_account, deal_stage, owner, notes via sales_activities...).
  • List tasksfreshsales_list_tasks
    List tasks by status filter: open, due_today, due_tomorrow, overdue or completed (one filter per call). Returns title, due date, owner and status.
  • Get taskfreshsales_get_task
    One task by id.
  • List appointmentsfreshsales_list_appointments
    List appointments that are open (upcoming) or complete (one filter per call), with title, time, location and creator.
  • Get appointmentfreshsales_get_appointment
    One appointment by id with its attendees.
  • List sales activitiesfreshsales_list_sales_activities
    List logged sales activities (calls, meetings, emails...) of the account.
  • List owners (users)freshsales_list_owners
    List the users of the account (id and name). Use the id as owner_id when creating or updating records.
  • List deal pipelinesfreshsales_list_deal_pipelines
    List the deal pipelines (id, name).
  • List deal stagesfreshsales_list_deal_stages
    List deal stages (id, name, deal_pipeline_id): those of the default pipeline, or of the pipeline given by pipeline_id. Use the id as deal_stage_id.
  • List option valuesfreshsales_list_options
    List the configured choices (id and name) for a field: lead_sources, contact_statuses, lifecycle_stages, deal_types, deal_reasons, deal_products, deal_payment_statuses, territories, currencies, industry_types, business_types, campaigns, sales_activity_types, sales_activity_outcomes. Use the ids in the *_id fields of the write tools.

Changes data · 11

  • Create contactfreshsales_create_contact
    WRITE: create a contact. Freshsales requires an email or a mobile number. It may create a duplicate of an existing contact: search first (freshsales_lookup by email).
  • Update contactfreshsales_update_contact
    WRITE: change fields of an existing contact; only the fields you pass are changed (passing sales_accounts replaces the associated companies).
  • Create accountfreshsales_create_account
    WRITE: create an account (company). name is required. It may duplicate an existing company: search first (freshsales_search).
  • Update accountfreshsales_update_account
    WRITE: change fields of an existing account (company); only the fields you pass are changed.
  • Create dealfreshsales_create_deal
    WRITE: create a deal. name, amount and sales_account_id are required; contact_ids attach existing contacts. Stage and pipeline default to the first of the default pipeline.
  • Update dealfreshsales_update_deal
    WRITE: change fields of an existing deal, e.g. move it to another stage (deal_stage_id), change amount or expected close; only the fields you pass are changed.
  • Add notefreshsales_create_note
    WRITE: add a note to a contact, account or deal. Visible to your team on the record.
  • Update notefreshsales_update_note
    WRITE: replace the text of an existing note.
  • Create taskfreshsales_create_task
    WRITE: create a task (to-do) attached to a contact, account or deal. title, due_date, owner_id and the target are required.
  • Update taskfreshsales_update_task
    WRITE: change a task: title, details, due date, owner, or mark it completed (status 1) or open (status 0).
  • Create appointmentfreshsales_create_appointment
    WRITE: create an appointment (meeting) with a start and end, optionally attached to a contact, account or deal and with attendees. Attendees may be notified by Freshsales.

Your usefulapi plan · 4

  • Usage status (free-tier meter)freshsales_usage_status
    Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
  • Request a missing featurefreshsales_request_feature
    Tell usefulapi that the user needs something the Freshsales tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
  • Upgrade to Pro or Pro+freshsales_upgrade
    Get a paid plan for Freshsales (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place (needs confirm: true; the price difference for the rest of the period is charged at once). Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
  • Cancel the Pro subscriptionfreshsales_cancel_subscription
    Cancel the caller's Freshsales Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run freshsales_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Freshsales in Claude or ChatGPT?

Find a contact, company or deal. Review deals in a saved view. Check overdue tasks and upcoming appointments. Add or update a contact, or add a company. Create or update a deal. Add notes and appointments, or create or complete tasks. See what you can do for the details.

Is this an official Freshsales product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by Freshsales. The server calls the Freshsales API with your own Freshsales access, so it sees only the data that your account can see.

Can I connect Freshsales to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your Freshsales domain and Freshsales API key. See Before you connect for where to find them.

Do I put my Freshsales key or an Authorization header in the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Freshsales domain and Freshsales API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my Freshsales credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Freshsales API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Freshsales.

Can the AI change my Freshsales data?

Yes, if you approve it. 11 of the 31 Freshsales tools can create or change data. The other 20 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Freshsales server only. Cancel any time: your paid plan then runs to the end of the paid period. Run freshsales_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run freshsales_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run freshsales_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Freshsales tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with freshsales_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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