Freshsales

Freshsales is a CRM platform built for sales teams to manage contacts, accounts, deals, and the full sales pipeline. The Freshsales MCP server lets you manage records, track activities, handle CPQ products and documents, and work with custom modules using natural language.

What Can It Do?

Manage contacts, accounts, and deals with full CRUD, upsert, and bulk operations
Track sales activities including tasks, appointments, calls, and notes
Handle CPQ products and documents with pricing and deal associations
Work with marketing lists for segmentation and outreach
Search and lookup records across multiple entity types
Manage custom modules with custom fields and records

Where to Use It

In Agents (Recommended)

Add Freshsales as a tool to any agent. The agent can then manage your CRM conversationally, choosing the right actions based on context.

To add an MCP tool to your agent:

Open your agent’s configuration
Click Add tools → Connect an app with MCP
Search for the integration and select it
Authenticate with your account

You can control which tools your agent has access to. After adding an integration, click on it to enable or disable specific tools based on what your agent needs.

In Workflows (Via Agent Node)

For automated pipelines, use an Agent Node with Freshsales tools. This gives you the flexibility of an agent within a deterministic workflow.

As a Custom MCP Node

You can also create a standalone MCP node for a specific action. This generates a reusable node that performs one task, useful when you need the same operation repeatedly in workflows.

To create a custom MCP node:

Go to your node library and search for the integration
Click Create a node with AI
Describe the specific action you want (e.g., “List deals closing this month”)
Test the node and save it for reuse

Custom MCP nodes are single-purpose by design. For tasks that require multiple steps or dynamic decision-making, use an agent instead.

Available Tools

Contacts

Tool	Description
List Contact Filters	List available contact views and filters
Create Contact	Create a contact using any current contact fields, including custom fields
Get Contact	Get one contact by ID
List Contacts	List contacts from a view with optional sorting and includes
Update Contact	Update a contact using any current contact fields
Update Contact Team	Replace or update team members for a contact
Upsert Contact	Create or update a contact using the upsert API
Bulk Upsert Contacts	Bulk upsert contacts
Bulk Assign Contact Owner	Bulk assign contacts to an owner
Clone Contact	Clone a contact
Delete Contact	Delete a contact
Forget Contact	Permanently forget a contact
Bulk Delete Contacts	Bulk delete contacts
List Contact Fields	List all contact fields, including custom fields
List Contact Activities	List activities for one contact

Accounts

Tool	Description
List Account Filters	List available account views and filters
Create Account	Create a sales account
Get Account	Get one sales account by ID
List Accounts	List sales accounts from a view
Update Account	Update a sales account
Update Account Team	Replace or update team members for a sales account
Upsert Account	Create or update a sales account using the upsert API
Bulk Upsert Accounts	Bulk upsert sales accounts
Clone Account	Clone a sales account
Delete Account	Delete a sales account
Forget Account	Permanently forget a sales account
Bulk Delete Accounts	Bulk delete sales accounts
List Account Fields	List all account fields, including custom fields

Deals

Tool	Description
List Deal Filters	List available deal views and filters
Create Deal	Create a deal
Get Deal	Get one deal by ID
List Deals	List deals from a view
Update Deal	Update a deal
Update Deal Team	Replace or update team members for a deal
Upsert Deal	Create or update a deal using the upsert API
Bulk Upsert Deals	Bulk upsert deals
Clone Deal	Clone a deal
Delete Deal	Delete a deal
Forget Deal	Permanently forget a deal
Bulk Delete Deals	Bulk delete deals
List Deal Fields	List all deal fields, including custom fields

Marketing Lists

Tool	Description
Create Marketing List	Create a marketing list
List Marketing Lists	List marketing lists
Update Marketing List	Update a marketing list
List Contacts in Marketing List	List contacts in a marketing list
Copy Contacts to Marketing List	Copy specific contacts into a marketing list
Remove Contacts from Marketing List	Remove contacts from a marketing list
Move Contacts Between Marketing Lists	Move contacts from one marketing list to another

Notes, Tasks, and Appointments

Tool	Description
Create Note	Create a note
Update Note	Update a note
Delete Note	Delete a note
Create Task	Create a task
Get Task	Get one task by ID
List Tasks	List tasks by filter
Update Task	Update a task
Mark Task Done	Mark a task as done
Delete Task	Delete a task
Create Appointment	Create an appointment
Get Appointment	Get one appointment by ID
List Appointments	List appointments by filter
Update Appointment	Update an appointment
Delete Appointment	Delete an appointment

Sales Activities

Tool	Description
Create Sales Activity	Create a sales activity
Get Sales Activity	Get one sales activity by ID
List Sales Activities	List sales activities
List Sales Activity Fields	List all sales activity fields
Update Sales Activity	Update a sales activity
Delete Sales Activity	Delete a sales activity

Search and Lookup

Tool	Description
Search Records	Search records across selected entities
Lookup Records	Lookup records by one field and entity set
Create Phone Call Log	Create a manual phone call log

CPQ Products

Tool	Description
Create Product	Create a CPQ product
Get Product	Get one CPQ product by ID
Update Product	Update a CPQ product
Bulk Update Products	Bulk update CPQ products
Bulk Assign Product Owner	Bulk assign CPQ product owners
Delete Product	Delete a CPQ product
Restore Product	Restore a deleted CPQ product
Bulk Delete Products	Bulk delete CPQ products
Bulk Restore Products	Bulk restore CPQ products
Add Product Prices	Add prices to a CPQ product
Update Product Prices	Update prices on a CPQ product
Delete Product Prices	Delete prices from a CPQ product
Add Products to Deal	Set products on a deal
Update Products on Deal	Replace products on a deal
Delete Products from Deal	Delete all products from a deal

CPQ Documents

Tool	Description
Create Document	Create a CPQ document
Get Document	Get one CPQ document by ID
Update Document	Update a CPQ document
Bulk Update Documents	Bulk update CPQ documents
Bulk Assign Document Owner	Bulk assign CPQ document owners
Delete Document	Delete a CPQ document
Restore Document	Restore a deleted CPQ document
Bulk Delete Documents	Bulk delete CPQ documents
Bulk Restore Documents	Bulk restore CPQ documents
Forget Document	Permanently forget a CPQ document
Add Products to Document	Set products on a CPQ document
Update Products on Document	Replace products on a CPQ document
Delete Products from Document	Delete all products from a CPQ document
Get Related Products	Get related products for a CPQ document

Files and Links

Tool	Description
Create File	Upload a file to Freshsales and associate it with a record
Create Link	Create a document link and associate it with a record
List Contact Files and Links	List files and links associated with a contact
Get Job Status	Get background job status by ID

Custom Modules

Tool	Description
Create Custom Module	Create a custom module
Get Custom Module	Get one custom module definition
Update Custom Module	Update a custom module definition
Delete Custom Module	Delete a custom module definition
Create Custom Field	Create a field on a standard or custom module form
List Custom Module Fields	List forms and fields for a custom module entity type
List Custom Module Filters	List available views and filters for a custom module
Create Custom Module Record	Create a record in a custom module
Get Custom Module Record	Get one custom module record
List Custom Module Records	List custom module records
Update Custom Module Record	Update a custom module record
Delete Custom Module Record	Delete a custom module record
Forget Custom Module Record	Permanently forget a custom module record
Clone Custom Module Record	Clone a custom module record
Bulk Delete Custom Module Records	Bulk delete custom module records

Example Prompts

Use these with your agent or in the Agent Node: Search contacts:

Find all contacts at Acme Corp

Create a deal:

Create a deal called "Enterprise License" for $50,000 associated with the Acme account

List tasks:

Show me all open tasks due this week

Update a contact:

Update the contact with email john@acme.com to set the lifecycle stage to "customer"

Manage marketing lists:

Add all contacts from the "Q4 Leads" list to the "Newsletter" marketing list

Search across entities:

Search for "renewal" across contacts, deals, and accounts

Troubleshooting

Issue	Solution
Agent not finding the right data	Use specific names, emails, or record IDs
Action not completing	Check that you’ve authenticated with Freshsales
Unexpected results	The agent may chain multiple tools (e.g., searching first, then updating). Review the agent’s reasoning to understand its approach.
Tool not available	Verify the tool is enabled in your agent’s MCP configuration

Agents are smart enough to chain multiple API calls together. For example, asking “Update the Acme deal to closed-won” will find the deal first, then update it. If results seem off, check the agent’s step-by-step reasoning.

Need Help?

Agents documentation for setup and best practices
Agent Node guide for workflow integration
Need help? Reach out to us
Contact support@gumloop.com for assistance

Use this integration directly in Claude or Cursor. Connect remotely via the Freshsales MCP server using credentials from your Connectors page.

Get Started

Core Concepts

Enterprise Features

Nodes

Common Errors

What Can It Do?

Where to Use It

In Agents (Recommended)

In Workflows (Via Agent Node)

As a Custom MCP Node

Available Tools

Contacts

Accounts

Deals

Marketing Lists

Notes, Tasks, and Appointments

Sales Activities

Search and Lookup

CPQ Products

CPQ Documents

Files and Links

Custom Modules

Example Prompts

Troubleshooting

Need Help?

​What Can It Do?

​Where to Use It

​In Agents (Recommended)

​In Workflows (Via Agent Node)

​As a Custom MCP Node

​Available Tools

​Contacts

​Accounts

​Deals

​Marketing Lists

​Notes, Tasks, and Appointments

​Sales Activities

​Search and Lookup

​CPQ Products

​CPQ Documents

​Files and Links

​Custom Modules

​Example Prompts

​Troubleshooting

​Need Help?

What Can It Do?

Where to Use It

In Agents (Recommended)

In Workflows (Via Agent Node)

As a Custom MCP Node

Available Tools

Contacts

Accounts

Deals

Marketing Lists

Notes, Tasks, and Appointments

Sales Activities

Search and Lookup

CPQ Products

CPQ Documents

Files and Links

Custom Modules

Example Prompts

Troubleshooting

Need Help?