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Freshsales MCP by usefulapi

Freshsales MCP by usefulapi

Remote
usefulapi.ioBusiness & Marketing0Updated today

About Freshsales MCP by usefulapi

A hosted MCP server for Freshsales users to read and manage CRM records from MCP clients. It covers contacts, accounts, deals, and sales activities, with write operations as well.

Key features

  1. 01Read and search contacts, accounts, and deals
  2. 02View tasks, appointments, and sales activities
  3. 03Create and update contacts, accounts, and deals
  4. 04Add or update notes, tasks, and appointments
  5. 05List owners, pipelines, and deal stages

Use cases

  1. 01Look up customer and deal records
  2. 02Update sales opportunities and customer details
  3. 03Schedule tasks or appointments and record notes

MCP support

The remote MCP server provides MCP clients with tools to read, search, and write Freshsales records. Users authenticate with their Freshsales domain and API key.

Configuration

Remote servers need no local install. Pick your client, then copy the config or install in one click.

Endpointhttps://freshsales.usefulapi.io/mcp
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.

Tools

Details

From the project README

Freshsales MCP by usefulapi

Use Freshsales from Claude, Cursor, or any MCP client — work with your contacts, accounts, deals, tasks and appointments. Hosted, no local install: connect with your own Freshsales credentials.

Live endpoint: https://freshsales.usefulapi.io/mcp · Homepage: https://usefulapi.io/freshsales

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://freshsales.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http freshsales https://freshsales.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
{
  "mcpServers": {
    "freshsales": {
      "url": "https://freshsales.usefulapi.io/mcp"
    }
  }
}

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, and the login page asks for your Freshsales credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/freshsales/

On first connect you'll enter your Freshsales domain and API key (Freshsales Profile Settings → API Settings). They are validated, stored per-user, and scoped to you — no keys in config files.

Tools

ToolTypeWhat it does
freshsales_list_contact_viewsreadList contact views
freshsales_list_contactsreadList contacts
freshsales_get_contactreadGet contact
freshsales_searchreadSearch records
freshsales_lookupreadLook up by exact field
freshsales_list_account_viewsreadList account views
freshsales_list_accountsreadList accounts
freshsales_get_accountreadGet account
freshsales_list_deal_viewsreadList deal views
freshsales_list_dealsreadList deals
freshsales_get_dealreadGet deal
freshsales_list_tasksreadList tasks
freshsales_get_taskreadGet task
freshsales_list_appointmentsreadList appointments
freshsales_get_appointmentreadGet appointment
freshsales_list_sales_activitiesreadList sales activities
freshsales_list_ownersreadList owners (users)
freshsales_list_deal_pipelinesreadList deal pipelines
freshsales_list_deal_stagesreadList deal stages
freshsales_list_optionsreadList option values
freshsales_create_contactwriteCreate contact
freshsales_update_contactwriteUpdate contact
freshsales_create_accountwriteCreate account
freshsales_update_accountwriteUpdate account
freshsales_create_dealwriteCreate deal
freshsales_update_dealwriteUpdate deal
freshsales_create_notewriteAdd note
freshsales_update_notewriteUpdate note
freshsales_create_taskwriteCreate task
freshsales_update_taskwriteUpdate task
freshsales_create_appointmentwriteCreate appointment
freshsales_usage_statusmetaUsage status (free-tier meter)
freshsales_request_featuremetaRequest a missing feature
freshsales_upgrademetaUpgrade to Pro (unlimited*)
freshsales_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro (per account)$9/mo or $90/yr (2 months free)Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this 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].

License

MIT — see LICENSE. Documentation only; the server is hosted.

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