freshsales-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FRESHSALES_DOMAIN | Yes | The Freshsales bundle domain, e.g. aevytv.myfreshworks.com | |
| FRESHSALES_API_KEY | Yes | Your Freshsales API key (Admin Settings > API Settings) |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| freshsales_searchA | Global search across Freshsales CRM (leads, contacts, deals, accounts) by name, email, phone, or company. Use this first when the user asks about a specific person or company. |
| freshsales_list_viewsA | List the saved views (filters) available for a Freshsales module, e.g. 'My Leads', 'Open Deals'. Use this to discover a view_id before calling freshsales_list_records. |
| freshsales_list_recordsA | List records (leads, contacts, deals, accounts, tasks, appointments) belonging to a saved view, with pagination. Get view_id from freshsales_list_views first. |
| freshsales_get_recordB | Fetch full details of a single lead, contact, deal, or account by its id. |
| freshsales_raw_requestA | Escape hatch for any GET endpoint under https:///crm/sales/api not covered by the other tools (e.g. '/leads/filters', '/selector/owners'). Only use when the other tools can't answer the question. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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