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Freshsales MCP Server and API by Cotlet

Create task in Freshsales

freshsales_create_task
Read-onlyIdempotent

Create task in the user's own Freshsales account from ChatGPT, Claude or any AI agent. Returns how to do it in Freshsales step by step (screens, buttons, fields) and opens nothing by itself; then do it with the cotlet_browser_* tools in the user's Freshsales Cloud Browser. Freshsales's official API: Yes, Freshsales has a full REST API, but no official MCP server for CRM data (checked 22 Oct 2026).

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "freshsales_create_task"
  }
}

Input Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.9/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Given readOnlyHint=true, the most valuable thing the description does is explain the apparent mismatch between the 'create' name and the read-only annotation: it 'opens nothing by itself' and only returns instructions. It also discloses that no official MCP server exists for Freshsales CRM data, which explains why browser automation is required. Missing are practical prerequisites such as an authenticated Freshsales session or what happens if the account isn't connected.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The core workflow is front-loaded in the first two clauses, which is good. However, 'from ChatGPT, Claude or any AI agent' is filler, and the closing sentence about Freshsales' official REST API and a dated MCP check ('checked 22 Oct 2026') is meta-justification that doesn't help an agent decide or act. Trimming those would sharpen the definition considerably.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With zero parameters, no output schema, and annotations covering the safety profile, the description covers what an agent needs: what it returns (step-by-step screens, buttons, fields), that it performs no side effects, and which tool family completes the job. Only the session/auth prerequisite and the shape of the returned steps are left implicit.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The tool takes zero parameters, so there is no schema semantics for the description to compensate for; baseline 4 applies. The description doesn't need to explain inputs, and it correctly leaves the schema untouched.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb and resource (create a task in the user's own Freshsales account) and clarifies the surprising twist that it returns a step-by-step recipe rather than performing the action. What it is not — an API call or a browser action — is spelled out by pointing to cotlet_browser_* tools. It doesn't differentiate against the other freshsales_* siblings, but the purpose is distinct enough that confusion is unlikely.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description gives an explicit two-step workflow: call this to get the screens/buttons/fields, then execute with cotlet_browser_* in the user's Freshsales Cloud Browser. That is real when-to-use and how-to-follow-up guidance. It stops short of naming exclusions (e.g., when to prefer a direct API path or another freshsales_ tool for read-only listing), so it falls short of a 5.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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