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Thesidman

freshsales-mcp

by Thesidman

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
FRESHSALES_DOMAINYesThe Freshsales bundle domain, e.g. aevytv.myfreshworks.com
FRESHSALES_API_KEYYesYour Freshsales API key (Admin Settings > API Settings)

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
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

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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