Manage Freshsales contacts, accounts, deals, tasks and appointments; add notes. Hosted by usefulapi — connect from Claude, ChatGPT, Cursor, or any MCP client.
Team and Enterprise: an Owner adds the connector for the organization first.
Run this command, then run /mcp in Claude Code to log in:
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"freshsales": {
"url": "https://freshsales.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"freshsales": {
"type": "http",
"url": "https://freshsales.usefulapi.io/mcp"
}
}
}No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Run these commands. The second one opens the login page:
Other MCP clients (Windsurf, Cline, Zed and more): add the URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser. Do not add an Authorization header: see 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.
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.
Turn on the Freshsales connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
freshsales_list_contact_views | read | 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. GET /contacts/filters. |
freshsales_list_contacts | read | 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 /contacts/view/{view_id}. |
freshsales_get_contact | read | 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...). GET /contacts/{id}. |
freshsales_search | read | Search records 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. GET /search. |
freshsales_lookup | read | Look up by exact field 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. GET /lookup. |
freshsales_list_account_views | read | 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. GET /sales_accounts/filters. |
freshsales_list_accounts | read | 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 /sales_accounts/view/{view_id}. |
freshsales_get_account | read | Get account One account (company) by id with its fields, optionally with related records embedded (contacts, deals, tasks, appointments, owner...). GET /sales_accounts/{id}. |
freshsales_list_deal_views | read | List deal views List the saved deal views of the account, e.g. 'Open Deals'. A view id is needed by freshsales_list_deals. GET /deals/filters. |
freshsales_list_deals | read | 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 /deals/view/{view_id}. |
freshsales_get_deal | read | 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...). GET /deals/{id}. |
freshsales_list_tasks | read | 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 /tasks. |
freshsales_get_task | read | Get task One task by id. GET /tasks/{id}. |
freshsales_list_appointments | read | List appointments List appointments that are open (upcoming) or complete (one filter per call), with title, time, location and creator. GET /appointments. |
freshsales_get_appointment | read | Get appointment One appointment by id with its attendees. GET /appointments/{id}. |
freshsales_list_sales_activities | read | List sales activities List logged sales activities (calls, meetings, emails...) of the account. GET /sales_activities. |
freshsales_list_owners | read | List owners (users) List the users of the account (id and name). Use the id as owner_id when creating or updating records. GET /selector/owners. |
freshsales_list_deal_pipelines | read | List deal pipelines List the deal pipelines (id, name). GET /selector/deal_pipelines. |
freshsales_list_deal_stages | read | 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. GET /selector/deal_stages or /selector/deal_pipelines/{id}/deal_stages. |
freshsales_list_options | read | List option values 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. GET /selector/{kind}. |
freshsales_create_contact | write | 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). POST /contacts. |
freshsales_update_contact | write | Update contact WRITE: change fields of an existing contact; only the fields you pass are changed (passing sales_accounts replaces the associated companies). PUT /contacts/{id}. |
freshsales_create_account | write | Create account WRITE: create an account (company). name is required. It may duplicate an existing company: search first (freshsales_search). POST /sales_accounts. |
freshsales_update_account | write | Update account WRITE: change fields of an existing account (company); only the fields you pass are changed. PUT /sales_accounts/{id}. |
freshsales_create_deal | write | 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. POST /deals. |
freshsales_update_deal | write | 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. PUT /deals/{id}. |
freshsales_create_note | write | Add note WRITE: add a note to a contact, account or deal. Visible to your team on the record. POST /notes. |
freshsales_update_note | write | Update note WRITE: replace the text of an existing note. PUT /notes/{id}. |
freshsales_create_task | write | 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. POST /tasks. |
freshsales_update_task | write | Update task WRITE: change a task: title, details, due date, owner, or mark it completed (status 1) or open (status 0). PUT /tasks/{id}. |
freshsales_create_appointment | write | 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. POST /appointments. |
freshsales_usage_status | Usage status (free-tier meter) 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. | |
freshsales_request_feature | Request a missing 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. | |
freshsales_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on Freshsales (the free tier caps monthly usage). Plans: "monthly" — $9/month; "yearly" — $90/year (2 months free). Cancel any time: Pro then runs to the end of the paid period, so it also suits a one-time job. *A fair use limit applies. For heavy use (near Pro's limit): "plus" or "plus_yearly" — Pro+, $19/month or $190/year, unlimited tool calls (fair use limit: 100,000 a month); 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). Otherwise returns a short link to open in your browser (it opens Stripe Checkout); after payment the account upgrades automatically. Does not count against the meter. | |
freshsales_cancel_subscription | Cancel the Pro 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. |
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Proper account | $9/mo · $90/yr | Unlimited* |
*Pro fair use limit: 10,000 tool calls a month on this server. For more, write to [email protected].
Pro covers this Freshsales server only. Subscribe with freshsales_upgrade (it returns a Stripe Checkout link). Cancel any time with freshsales_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running freshsales_upgrade before then undoes the cancel. Or write to [email protected].
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.
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.
The login page asks for your Freshsales domain and Freshsales API key. See Before you connect for where to find them.
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.
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.
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.
The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with unlimited tool calls (fair use limit: 10,000 tool calls a month), for this Freshsales server only. Cancel any time: Pro then runs to the end of the paid period. Run freshsales_usage_status to see how many calls you used.
Ask the AI to run freshsales_upgrade: it returns a Stripe Checkout link. To cancel, run freshsales_cancel_subscription. Pro continues to the end of the paid period.
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.
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.