freshsales-mcp
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@freshsales-mcpshow me the records in my Open Deals view"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
freshsales-mcp
A small MCP server that lets an AI assistant (Claude, or any other MCP-compatible client) fetch and query data from Freshsales CRM — leads, contacts, deals, and accounts — directly in conversation.
The Freshsales API can do a lot more than this (creating/updating/deleting
records, managing tasks, webhooks, bulk operations, etc.). This server is
deliberately read-only — every tool issues a GET request and nothing
else touches your CRM data. That scope is intentional, not a limitation of
the API: it's easy to extend with write tools later if you decide you want
an assistant that can also create leads, update deal stages, log activities,
and so on, but for now it only ever reads.
Setup
npm install
npm run buildCopy .env.example to .env and fill in your Freshsales bundle domain and
API key (Admin Settings > API Settings in Freshsales), or set the same two
variables in your MCP client config instead of a .env file.
Related MCP server: odoo-mcp-uvx
Tools
freshsales_search— global search by name/email/phone/company across leads, contacts, deals, accounts.freshsales_list_views— list saved views/filters for a module (e.g. "Open Deals").freshsales_list_records— paginated list of records within a saved view.freshsales_get_record— fetch a single lead/contact/deal/account by id.freshsales_raw_request— escape hatch for any other GET endpoint under/crm/sales/api.
Register with Claude Code
claude mcp add freshsales -- node "/Users/apple/aevy resource/freshsales mcp/dist/index.js"Or add to your MCP config JSON directly:
{
"mcpServers": {
"freshsales": {
"command": "node",
"args": ["/Users/apple/aevy resource/freshsales mcp/dist/index.js"],
"env": {
"FRESHSALES_DOMAIN": "aevytv.myfreshworks.com",
"FRESHSALES_API_KEY": "your-api-key"
}
}
}
}Restart Claude Code / Claude Desktop after registering so it picks up the new server.
Security
Never commit
.env— it holds your Freshsales API key. It's already gitignored; only.env.example(a blank template) is tracked.The API key is sent only to your own Freshsales domain, over HTTPS.
All tools are read-only
GETrequests — this server cannot create, update, or delete anything in your CRM.
License
MIT — see LICENSE.
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
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