freshsales-mcp

freshsales-mcp

A read-only MCP server that enables AI assistants to query Freshsales CRM data (leads, contacts, deals, accounts) via search, saved views, and record lookup.

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freshsales-mcp

A small MCP server that lets an AI assistant (Claude, or any other MCP-compatible client) fetch and query data from Freshsales CRM — leads, contacts, deals, and accounts — directly in conversation.

The Freshsales API can do a lot more than this (creating/updating/deleting records, managing tasks, webhooks, bulk operations, etc.). This server is deliberately read-only — every tool issues a GET request and nothing else touches your CRM data. That scope is intentional, not a limitation of the API: it's easy to extend with write tools later if you decide you want an assistant that can also create leads, update deal stages, log activities, and so on, but for now it only ever reads.

Setup

npm install
npm run build

Copy .env.example to .env and fill in your Freshsales bundle domain and API key (Admin Settings > API Settings in Freshsales), or set the same two variables in your MCP client config instead of a .env file.

Tools

  • freshsales_search — global search by name/email/phone/company across leads, contacts, deals, accounts.
  • freshsales_list_views — list saved views/filters for a module (e.g. "Open Deals").
  • freshsales_list_records — paginated list of records within a saved view.
  • freshsales_get_record — fetch a single lead/contact/deal/account by id.
  • freshsales_raw_request — escape hatch for any other GET endpoint under /crm/sales/api.

Register with Claude Code

claude mcp add freshsales -- node "/Users/apple/aevy resource/freshsales mcp/dist/index.js"

Or add to your MCP config JSON directly:

{
  "mcpServers": {
    "freshsales": {
      "command": "node",
      "args": ["/Users/apple/aevy resource/freshsales mcp/dist/index.js"],
      "env": {
        "FRESHSALES_DOMAIN": "aevytv.myfreshworks.com",
        "FRESHSALES_API_KEY": "your-api-key"
      }
    }
  }
}

Restart Claude Code / Claude Desktop after registering so it picks up the new server.

Security

  • Never commit .env — it holds your Freshsales API key. It's already gitignored; only .env.example (a blank template) is tracked.
  • The API key is sent only to your own Freshsales domain, over HTTPS.
  • All tools are read-only GET requests — this server cannot create, update, or delete anything in your CRM.

License

MIT — see LICENSE.

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