io.usefulapi/freshsales
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Publisher-provided title
Freshsales MCP by usefulapi
Publisher-provided description
Manage Freshsales contacts, accounts, deals, tasks and appointments; add notes.
Summary by lookupd
Lets an agent manage Freshsales CRM records: search and update contacts, accounts and deals, create tasks and notes, and list pipelines.
Install
Claude Code, remote (streamable-http)
claude mcp add --transport http freshsales https://freshsales.usefulapi.io/mcp
Codex, remote (streamable-http)
codex mcp add freshsales --url https://freshsales.usefulapi.io/mcp
Cursor, remote (streamable-http) → .cursor/mcp.json
{
"mcpServers": {
"freshsales": {
"url": "https://freshsales.usefulapi.io/mcp"
}
}
}Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.
Tools (showing 30 of 31)
Publisher-provided text
freshsales_list_contact_viewsList 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; idsfreshsales_list_contactsList 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 amofreshsales_get_contactOne contact by id with all its fields, optionally with related records embedded via include (notes, tasks, appointments, deals, sales_accounts, owner, sales_actfreshsales_searchSearch 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_pafreshsales_lookupExact-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 (cfreshsales_list_account_viewsList 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_accountsList 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. GEfreshsales_get_accountOne account (company) by id with its fields, optionally with related records embedded (contacts, deals, tasks, appointments, owner...). GET /sales_accounts/{id}freshsales_list_deal_viewsList 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_dealsList 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_ifreshsales_get_dealOne deal by id with amount, expected close, probability and ids of its stage, pipeline and owner, optionally with related records embedded (contacts, sales_accofreshsales_list_tasksList 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_taskOne task by id. GET /tasks/{id}.freshsales_list_appointmentsList appointments that are open (upcoming) or complete (one filter per call), with title, time, location and creator. GET /appointments.freshsales_get_appointmentOne appointment by id with its attendees. GET /appointments/{id}.freshsales_list_sales_activitiesList logged sales activities (calls, meetings, emails...) of the account. GET /sales_activities.freshsales_list_ownersList 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_pipelinesList the deal pipelines (id, name). GET /selector/deal_pipelines.freshsales_list_deal_stagesList 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 /selectofreshsales_list_optionsList the configured choices (id and name) for a field: lead_sources, contact_statuses, lifecycle_stages, deal_types, deal_reasons, deal_products, deal_payment_sfreshsales_create_contactWRITE: 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 efreshsales_update_contactWRITE: 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_accountWRITE: create an account (company). name is required. It may duplicate an existing company: search first (freshsales_search). POST /sales_accounts.freshsales_update_accountWRITE: change fields of an existing account (company); only the fields you pass are changed. PUT /sales_accounts/{id}.freshsales_create_dealWRITE: 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 defaufreshsales_update_dealWRITE: 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.freshsales_create_noteWRITE: add a note to a contact, account or deal. Visible to your team on the record. POST /notes.freshsales_update_noteWRITE: replace the text of an existing note. PUT /notes/{id}.freshsales_create_taskWRITE: 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_taskWRITE: change a task: title, details, due date, owner, or mark it completed (status 1) or open (status 0). PUT /tasks/{id}.
Details
- Version: 1.16.3
- Transports: streamable-http
- Uptime (7 days): 100%
- Median latency: 578 ms
- First indexed:
- Last seen in registry:
- Repository: https://github.com/m190/usefulapi-mcp
- Website: https://usefulapi.io/freshsales/
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