Is Freshsales MCP free to use?

Gumloop has a free plan that includes access to MCP integrations, including Freshsales (or freshsales). Paid pricing starts at $37/month with higher usage limits and additional features.

Do I need a Freshsales API key and domain?

Yes. Freshsales uses API key authentication, so you’ll generate an API key in your Freshworks profile settings and provide your Freshworks CRM domain (for example, acme.myfreshworks.com or the alias acme). You add both to Gumloop once and Gumloop stores them securely, so you don’t have to put them in environment variables, manage tokens, or write any code. Your level of access reflects your existing permissions in Freshsales.

What AI clients work with the Gumloop Freshsales MCP server?

Any MCP client that supports the Model Context Protocol. That includes Claude Desktop, Cursor, Gemini-based tools, and Gumloop’s AI agents. You can also connect it through frameworks like LangChain if you’re building custom AI agents.

Can I combine Freshsales MCP with other integrations?

Yes. With AI agents in Gumloop, you can chain Freshsales with any other MCP integration in a single agent. For example, capture a new lead from a form, have an agent upsert the contact in Freshsales, and post the new record to a Slack channel for routing.

Is my Freshsales data secure?

The Freshsales MCP server respects your existing Freshsales access controls and permissions, so an AI agent can only reach what your connected account can. For details on Gumloop’s security practices, see trust.gumloop.com.

Can the Freshsales MCP write data, or is it read-only?

Both. It can read contacts, accounts, deals, activities, products, and documents, and it can also write: creating and updating records, upserting in bulk, cloning, logging notes and tasks, attaching products to deals and quotes, and managing custom modules. It also supports destructive actions like deleting records and irreversible GDPR forget erasure, so use those in automated agents with care.

Which Freshsales objects does the MCP support?

You can work across the full Freshsales sales lifecycle: contacts, accounts, deals, notes, tasks, appointments, sales activities, phone call logs, marketing lists, products and pricing, quote documents, and custom modules and fields, plus cross-entity search and lookup. Products and quote documents are retrieved by ID or through search rather than a list-all view, and notes are create, update, and delete only.

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Freshsales MCP Server

Name: Freshsales MCP Server
Author: Gumloop

Connect to the Freshsales MCP server to manage contacts, accounts, and deals, log sales activities, and build quotes across your CRM using AI agents on Gumloop, Claude, or Cursor.

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Freshsales

Installation

Get Started

Create a Gumloop Account

To use this MCP, you need a Gumloop account. If you don't have one yet, you can create one for free.

Copy Your Server URL

Copy your MCP server URL and add it to your client. You'll be prompted to authorize on first use.

Tools (119)

List Contact Filters
List available Freshsales contact views and filters.
Create Contact
Create a Freshsales contact using any current contact fields, including custom fields.
Get Contact
Get one Freshsales contact by ID.
List Contacts
List Freshsales contacts from a view with optional sorting and includes.
Update Contact
Update a Freshsales contact using any current contact fields.
Update Contact Team
Replace or update team members for a Freshsales contact.
Upsert Contact
Create or update a Freshsales contact using the Freshsales upsert API.
Bulk Upsert Contacts
Bulk upsert Freshsales contacts.
Bulk Assign Contact Owner
Bulk assign Freshsales contacts to an owner.
Clone Contact
Clone a Freshsales contact.
Delete Contact
Delete a Freshsales contact.
Forget Contact
Permanently forget a Freshsales contact.
Bulk Delete Contacts
Bulk delete Freshsales contacts.
List Contact Fields
List all Freshsales contact fields, including custom fields.
List Contact Activities
List activities for one Freshsales contact.
List Account Filters
List available Freshsales account views and filters.
Create Account
Create a Freshsales sales account using any current account fields.
Get Account
Get one Freshsales sales account by ID.
List Accounts
List Freshsales sales accounts from a view.
Update Account
Update a Freshsales sales account using any current account fields.
Update Account Team
Replace or update team members for a Freshsales sales account.
Upsert Account
Create or update a Freshsales sales account using the upsert API.
Bulk Upsert Accounts
Bulk upsert Freshsales sales accounts.
Clone Account
Clone a Freshsales sales account.
Delete Account
Delete a Freshsales sales account.
Forget Account
Permanently forget a Freshsales sales account.
Bulk Delete Accounts
Bulk delete Freshsales sales accounts.
List Account Fields
List all Freshsales account fields, including custom fields.
List Deal Filters
List available Freshsales deal views and filters.
Create Deal
Create a Freshsales deal using any current deal fields.
Get Deal
Get one Freshsales deal by ID.
List Deals
List Freshsales deals from a view.
Update Deal
Update a Freshsales deal using any current deal fields.
Update Deal Team
Replace or update team members for a Freshsales deal.
Upsert Deal
Create or update a Freshsales deal using the upsert API.
Bulk Upsert Deals
Bulk upsert Freshsales deals.
Clone Deal
Clone a Freshsales deal.
Delete Deal
Delete a Freshsales deal.
Forget Deal
Permanently forget a Freshsales deal.
Bulk Delete Deals
Bulk delete Freshsales deals.
List Deal Fields
List all Freshsales deal fields, including custom fields.
Search Records
Search Freshsales records across selected entities.
Lookup Records
Lookup Freshsales records by one field and entity set.
Create Marketing List
Create a Freshsales marketing list.
List Marketing Lists
List Freshsales marketing lists.
Update Marketing List
Update a Freshsales marketing list.
List Contacts In Marketing List
List contacts in a Freshsales marketing list.
Copy Contacts To Marketing List
Copy specific Freshsales contacts into a marketing list.
Remove Contacts From Marketing List
Remove contacts from a Freshsales marketing list.
Move Contacts Between Marketing Lists
Move contacts from one Freshsales marketing list to another.
Create Note
Create a Freshsales note.
Update Note
Update a Freshsales note.
Delete Note
Delete a Freshsales note.
Create Task
Create a Freshsales task.
Get Task
Get one Freshsales task by ID.
List Tasks
List Freshsales tasks by filter.
Update Task
Update a Freshsales task.
Mark Task Done
Mark a Freshsales task as done.
Delete Task
Delete a Freshsales task.
Create Appointment
Create a Freshsales appointment.
Get Appointment
Get one Freshsales appointment by ID.
List Appointments
List Freshsales appointments by filter.
Update Appointment
Update a Freshsales appointment.
Delete Appointment
Delete a Freshsales appointment.
Create Sales Activity
Create a Freshsales sales activity.
Get Sales Activity
Get one Freshsales sales activity by ID.
List Sales Activities
List Freshsales sales activities.
List Sales Activity Fields
List all Freshsales sales activity fields.
Update Sales Activity
Update a Freshsales sales activity.
Delete Sales Activity
Delete a Freshsales sales activity.
Create Phone Call Log
Create a Freshsales manual phone call log.
Create Product
Create a Freshsales CPQ product.
Get Product
Get one Freshsales CPQ product by ID.
Update Product
Update a Freshsales CPQ product.
Bulk Update Products
Bulk update Freshsales CPQ products.
Bulk Assign Product Owner
Bulk assign Freshsales CPQ product owners.
Delete Product
Delete a Freshsales CPQ product.
Restore Product
Restore a deleted Freshsales CPQ product.
Bulk Delete Products
Bulk delete Freshsales CPQ products.
Bulk Restore Products
Bulk restore Freshsales CPQ products.
Add Product Prices
Add prices to a Freshsales CPQ product.
Update Product Prices
Update prices on a Freshsales CPQ product.
Delete Product Prices
Delete prices from a Freshsales CPQ product.
Add Products To Deal
Set products on a Freshsales deal using the Freshsales add products API.
Update Products On Deal
Replace products on a Freshsales deal. Freshsales removes products not included in this array.
Delete Products From Deal
Delete all products from a Freshsales deal.
Create Document
Create a Freshsales CPQ document.
Get Document
Get one Freshsales CPQ document by ID.
Update Document
Update a Freshsales CPQ document.
Bulk Update Documents
Bulk update Freshsales CPQ documents.
Bulk Assign Document Owner
Bulk assign Freshsales CPQ document owners.
Delete Document
Delete a Freshsales CPQ document.
Restore Document
Restore a deleted Freshsales CPQ document.
Bulk Delete Documents
Bulk delete Freshsales CPQ documents.
Bulk Restore Documents
Bulk restore Freshsales CPQ documents.
Forget Document
Permanently forget a Freshsales CPQ document.
Add Products To Document
Set products on a Freshsales CPQ document using the Freshsales add products API.
Update Products On Document
Replace products on a Freshsales CPQ document. Freshsales removes products not included in this array.
Delete Products From Document
Delete all products from a Freshsales CPQ document.
Get Related Products
Get related products for a Freshsales CPQ document.
Create File
Upload a FileStorage file to Freshsales and associate it with a supported record.
Create Link
Create a Freshsales document link and associate it with a supported record.
List Contact Files And Links
List Freshsales files and links associated with a contact.
Get Job Status
Get Freshsales background job status by ID.
Create Custom Module
Create a Freshsales custom module.
Get Custom Module
Get one Freshsales custom module definition.
Update Custom Module
Update a Freshsales custom module definition.
Delete Custom Module
Delete a Freshsales custom module definition.
Create Custom Field
Create a field on a Freshsales standard or custom module form.
List Custom Module Fields
List forms and fields for a Freshsales custom module entity type.
List Custom Module Filters
List available views and filters for a Freshsales custom module.
Create Custom Module Record
Create a record in a Freshsales custom module.
Get Custom Module Record
Get one Freshsales custom module record.
List Custom Module Records
List Freshsales custom module records.
Update Custom Module Record
Update a Freshsales custom module record.
Delete Custom Module Record
Delete a Freshsales custom module record.
Forget Custom Module Record
Permanently forget a Freshsales custom module record.
Clone Custom Module Record
Clone a Freshsales custom module record.
Bulk Delete Custom Module Records
Bulk delete Freshsales custom module records.

What is Freshsales MCP?

The Freshsales MCP server gives AI agents access to your Freshworks CRM. That means agents can create and update contacts, accounts, and deals, upsert records in bulk without creating duplicates, log notes, tasks, appointments, and sales activities, search and look up records across entities, manage marketing lists, build product catalogs and quote documents, and work with custom modules and fields. It covers the full Freshsales sales lifecycle: contacts, accounts, deals, activities, products, documents, and custom objects.

If your sales team spends time typing leads into the CRM, hunting for the right contacts, logging calls and tasks by hand, or rebuilding pipeline reports every week, an AI agent can take over a lot of that busywork. Describe what you need, and your AI agent will handle the CRM updates for you.

MCP stands for Model Context Protocol. It’s an open standard that gives AI agents a way to connect to external tools and services. Instead of writing code against the Freshsales API, managing your domain and API key in environment variables, and handling pagination and rate limits yourself, you add your Freshworks domain and API key to Gumloop once. After that, you can manage your CRM just by chatting with your AI agent.

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What you can do with Freshsales MCP on Gumloop

Manage contacts end to end
Create, read, update, clone, and upsert contacts, or upsert them in bulk to sync records without duplicates. Reassign owners in bulk, manage the team on a contact, list contacts from any saved view, and read a contact’s full activity history. List contact fields (including custom ones) so an agent knows the schema before it writes.
Manage accounts and companies
Create, read, update, clone, and upsert sales accounts, list them by view, and manage account teams. Bulk upsert accounts to keep your company records current, and pull account fields to discover the current schema.
Run deals through your pipeline
Create, read, update, clone, and upsert deals, list them from any filter, and manage deal teams. Attach products with pricing to a deal as line items, then update or remove those line items as a quote evolves.
Log sales activity and engagement
Create and update notes, manage tasks (create, get, list, update, and mark done), schedule and update appointments, and record sales activities. Log phone calls so every touch lands on the right record automatically.
Search and look up records
Run a cross-entity search across contacts, accounts, deals, and other objects, or do a precise single-field lookup to find the exact record an agent needs before it acts.
Build and maintain marketing lists
Create and update marketing lists, list the contacts in a list, and copy, move, or remove contacts between lists to keep segments clean for outreach.
Manage products and quotes (CPQ)
Create and update products, set and adjust pricing, and bulk update product records. Build quote documents, attach products as line items, and assign owners, so an agent can assemble a quote from a deal. Retrieve products and documents by ID or through search.
Work with custom modules and fields
Create and update custom module definitions, add custom fields to your objects, and run full create, read, update, and list operations on custom module records. An agent can discover your custom objects at runtime and keep them in sync.

How to connect the Gumloop Freshsales MCP Server

1
Create a free Gumloop account
Sign up at gumloop.com. No credit card required.
2
Add the Freshsales MCP server
Copy your MCP server URL from Gumloop and add it to your preferred client (Claude, Cursor, or Gumloop workflows). You'll authorize on first use.
3
Start using Freshsales in your AI workflows
That's it. Your AI agent can now manage contacts, accounts, and deals, log activities, search records, and build quotes across your Freshsales CRM. Use it inside a Gumloop automation, in Claude Desktop, or in Cursor.

Freshsales MCP use cases

Inbound lead capture and routing for SDRs

When a new lead arrives from a form, an event, or an enrichment source, a Gumloop agent can upsert the contact in Freshsales so duplicates never pile up, set the right custom fields, assign an owner in bulk, log a first-touch note, and post the new lead to a Slack channel. SDRs start the day with clean, routed records instead of a manual data-entry queue.

Quote and deal-desk building for AEs

An AE can ask an agent to pull a deal, add the right products with pricing as line items, assemble a quote document, and attach the products to that document. The agent updates line items as the deal changes, so the quote stays accurate without anyone rebuilding it by hand.

Pipeline hygiene and reporting for RevOps

An agent can list deals from any saved filter, summarize movement and stalled opportunities, and write the result into Google Sheets or a Slack digest. RevOps gets a current pipeline snapshot (deal stages, owners, amounts) without needing to export CSVs or stitch reports together.

Activity logging and follow-ups for sales managers

After calls and meetings, an agent can record sales activities, log phone calls, create follow-up tasks, and book appointments on the right contacts and deals. Managers see a complete activity trail and a clean task list without chasing reps to update the CRM.

CRM data sync and enrichment for sales operations

Connect Freshsales with other MCP tools in a single agent to bulk upsert contacts and accounts from another system, enrich records with an external data source, and keep custom modules in sync. Sales ops can run a one-time migration or a recurring sync without writing integration code.

Why use Gumloop for Freshsales MCP

Your domain and API key, stored securely, no env vars, no code
Most Freshsales MCP servers you’ll find on GitHub make you store your Freshworks domain and API key in environment variables and write code to handle authentication, pagination, and rate limits. With Gumloop you add your domain and API key once and they’re stored securely. No config files, token juggling, or coding against the Freshsales API necessary.
Works with multiple MCP clients
Use the Freshsales MCP server endpoint in Claude Desktop, Cursor, or directly inside Gumloop agents. Same server URL, works with any MCP client.
Chain Freshsales with 100+ other integrations
Combine Freshsales with Slack, Gmail, Google Sheets, and other MCP tools in a single AI agent. An agent can pull data from one tool, process it with an LLM, and write the result back to Freshsales or anywhere else.
Enterprise-grade and scalable
Built for teams, with role-based permissions and dedicated support for Pro users. Handles customer and pipeline data responsibly, whether you’re a single rep or a large revenue org. For details on Gumloop’s security practices, see trust.gumloop.com.
Pricing includes a free plan
You can test the Freshsales MCP integration on Gumloop’s free tier before committing. Paid plans start at $37/month.

Frequently asked questions

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Freshsales MCP Server

Try Freshsales now

Installation

Create a Gumloop Account

Copy Your Server URL

Tools (119)

List Contact Filters

Create Contact

Get Contact

List Contacts

Update Contact

Update Contact Team

Upsert Contact

Bulk Upsert Contacts

Bulk Assign Contact Owner

Clone Contact

Delete Contact

Forget Contact

Bulk Delete Contacts

List Contact Fields

List Contact Activities

List Account Filters

Create Account

Get Account

List Accounts

Update Account

Update Account Team

Upsert Account

Bulk Upsert Accounts

Clone Account

Delete Account

Forget Account

Bulk Delete Accounts

List Account Fields

List Deal Filters

Create Deal

Get Deal

List Deals

Update Deal

Update Deal Team

Upsert Deal

Bulk Upsert Deals

Clone Deal

Delete Deal

Forget Deal

Bulk Delete Deals

List Deal Fields

Search Records

Lookup Records

Create Marketing List

List Marketing Lists

Update Marketing List

List Contacts In Marketing List

Copy Contacts To Marketing List

Remove Contacts From Marketing List

Move Contacts Between Marketing Lists

Create Note

Update Note

Delete Note

Create Task

Get Task

List Tasks

Update Task

Mark Task Done

Delete Task

Create Appointment

Get Appointment

List Appointments

Update Appointment

Delete Appointment

Create Sales Activity

Get Sales Activity

List Sales Activities

List Sales Activity Fields

Update Sales Activity

Delete Sales Activity

Create Phone Call Log

Create Product

Get Product

Update Product