Connectors · CRM & sales

Freshsales MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Freshsales and the rest of your systems. It gives your agent 140 Freshsales actions (56 reads, 58 writes and 26 that wait for a confirmation) and holds the Freshsales credential itself, so the agent never does. It paces Freshsales's limits and records every call.

Connect Freshsales free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

140actionsin one signed file
56readlook, never change
58writecreate and update
26wait for a yesdestructive, confirmed first

Set up

Connect Freshsales in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect Freshsales.
API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- api_keyFreshsales API key: profile picture > Profile Settings > API Settings
- hostWhere your Freshsales lives: your host
```
account { op: "connections.requirements", service: "freshsales" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "freshsales.lists.list" }# list marketing lists · read · 1 upstream callcheck { action: "freshsales.contacts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Freshsales at a glance

Sign-in: API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: api_key
Setup fields: host
Limits we pace to: 1,000 calls an hour, per connection
API covered: Freshsales (Freshworks CRM) API 1, at your Freshsales instance's API base URL, which you enter when connecting (path /crm/sales/api)
Built from: Freshsales's documentation, read 23 October 2026developers.freshworks.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 56 of 56 reads, for up to an hour; a write clears what it affects
Shared entities: 6, so ask can line Freshsales up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Freshsales.

140 actions in 1 area. Every one carries its effect, so a key can allow the reads and hold the rest.

56readlook, never change
58writecreate and update
26destructivewait for a confirmation

Sales
140
56 read · 58 write · 26 destructive
List contacts in a view · List accounts in a view · List deals in a view · List marketing lists

Top actions

The Freshsales API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 56 of Freshsales's 56 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`freshsales.contacts.view`List contacts in a view	List contacts from a saved view; get view ids from contacts.filters.	read	`crm.contact.list`177 connectors
`freshsales.sales_accounts.view`List accounts in a view	List accounts from a saved view; get view ids from sales_accounts.filters.	read	`crm.company.list`162 connectors
`freshsales.deals.view`List deals in a view	List deals from a saved view; get view ids from deals.filters.	read	`crm.deal.list`43 connectors
`freshsales.lists.list`List marketing lists	List all marketing lists.	read	`crm.contact_list.list`34 connectors
`freshsales.contacts.create`Create a contact	Create a contact.	write	`crm.contact.create`161 connectors
`freshsales.sales_accounts.create`Create an account	Create a account.	write	`crm.company.create`142 connectors
`freshsales.sales_activities.list`List sales activities	List all sales activities.	read	`crm.activity.list`21 connectors
`freshsales.deals.create`Create a deal	Create a deal.	write	`crm.deal.create`43 connectors
`freshsales.contacts.delete`Delete a contact	Delete a contact (recoverable from trash).	destructive	`crm.contact.delete`147 connectors
`freshsales.lists.create`Create a marketing list	Create a marketing list.	write	`crm.contact_list.create`29 connectors
`freshsales.sales_activities.create`Create a sales activity	Log a sales activity.	write	`crm.activity.create`20 connectors
`freshsales.tasks.create`Create a task	Create a task on a contact, account or deal.	write	`work.task.create`127 connectors

Try it

Prompts to paste into Claude.

Each one names the Freshsales actions it will call, so you know what it reads and what it changes before you send it.

Readread
Which Freshsales deals are due to close this month, and what are they worth in total?
callsfreshsales.deals.view
Writewrite
Create a contact in Freshsales. Show me exactly what you will send before you save it.
callsfreshsales.contacts.create

Governance for Freshsales

Destructive actions wait for a yes.

26 Freshsales actions are destructive. These are all of them:

Delete a contactfreshsales.contacts.delete
Delete an accountfreshsales.sales_accounts.delete
Delete a dealfreshsales.deals.delete
Delete a sales activityfreshsales.sales_activities.delete
Delete a taskfreshsales.tasks.delete
Delete an appointmentfreshsales.appointments.delete
Remove contacts from a listfreshsales.lists.remove_contacts
Delete a productfreshsales.products.delete
Delete a CPQ documentfreshsales.cpq_documents.delete
Forget a dealfreshsales.deals.forget
Delete a notefreshsales.notes.delete
Forget a contactfreshsales.contacts.forget
Bulk delete dealsfreshsales.deals.bulk_delete
Bulk delete contactsfreshsales.contacts.bulk_delete
Forget a CPQ documentfreshsales.cpq_documents.forget
Remove all products from a dealfreshsales.deals.products_clear
Bulk delete productsfreshsales.products.bulk_delete
Forget an accountfreshsales.sales_accounts.forget
Delete product pricesfreshsales.products.prices_delete
Bulk delete CPQ documentsfreshsales.cpq_documents.bulk_delete
Bulk delete accountsfreshsales.sales_accounts.bulk_delete
Remove all products from a CPQ documentfreshsales.cpq_documents.products_clear
Delete a custom module recordfreshsales.custom_module_records.delete
Forget a custom module recordfreshsales.custom_module_records.forget
Delete a custom modulefreshsales.module_customizations.delete
Bulk delete custom module recordsfreshsales.custom_module_records.bulk_delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dofreshsales.contacts.deleteconfirm_policy: human

Delete a contact?

intent: the user asked me to delete a contact

run suspended · waiting for a named person · key freshsales-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "freshsales-agent",  allowed_actions: ["freshsales.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "freshsales.contacts.delete", approver: "[email protected]" },    { match: "freshsales.sales_accounts.delete", approver: "[email protected]" },    { match: "freshsales.deals.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Freshsales only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Freshsales costs on actionlake.

Every Freshsales action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Freshsales refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 140 Freshsales actions
140actions pageeach page of a long list is one call
56reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Freshsales action.

140 actions by area: the id your agent calls, what it does, and its effect.

Sales140

freshsales.appointments.createCreate an appointmentwrite
freshsales.appointments.deleteDelete an appointmentdestructive
freshsales.appointments.getGet an appointmentread
freshsales.appointments.listList appointmentsread
freshsales.appointments.updateUpdate an appointmentwrite
freshsales.contacts.activitiesList contact activitiesread
freshsales.contacts.bulk_assign_ownerBulk assign contact ownerwrite
freshsales.contacts.bulk_deleteBulk delete contactsdestructive
freshsales.contacts.bulk_upsertBulk upsert contactswrite
freshsales.contacts.cloneClone a contactwrite
freshsales.contacts.createCreate a contactwrite
freshsales.contacts.deleteDelete a contactdestructive
freshsales.contacts.document_associationsList contact files and linksread
freshsales.contacts.fieldsList contact fieldsread
freshsales.contacts.filtersList contact viewsread
freshsales.contacts.forgetForget a contactdestructive
freshsales.contacts.getGet a contactread
freshsales.contacts.list_membersList contacts in a marketing listread
freshsales.contacts.manage_team_membersUpdate contact teamwrite
freshsales.contacts.updateUpdate a contactwrite
freshsales.contacts.upsertUpsert a contactwrite
freshsales.contacts.viewList contacts in a viewread
freshsales.cpq_documents.bulk_assign_ownerBulk assign CPQ document ownerwrite
freshsales.cpq_documents.bulk_deleteBulk delete CPQ documentsdestructive
freshsales.cpq_documents.bulk_restoreBulk restore CPQ documentswrite
freshsales.cpq_documents.bulk_updateBulk update CPQ documentswrite
freshsales.cpq_documents.createCreate a CPQ documentwrite
freshsales.cpq_documents.deleteDelete a CPQ documentdestructive
freshsales.cpq_documents.forgetForget a CPQ documentdestructive
freshsales.cpq_documents.getGet a CPQ documentread
freshsales.cpq_documents.products_addAdd products to a CPQ documentwrite
freshsales.cpq_documents.products_clearRemove all products from a CPQ documentdestructive
freshsales.cpq_documents.products_updateEdit products on a CPQ documentwrite
freshsales.cpq_documents.related_productsList CPQ document productsread
freshsales.cpq_documents.restoreRestore a CPQ documentwrite
freshsales.cpq_documents.updateUpdate a CPQ documentwrite
freshsales.custom_fields.createCreate a custom fieldwrite
freshsales.custom_fields.formsList custom module forms and fieldsread
freshsales.custom_module_records.bulk_deleteBulk delete custom module recordsdestructive
freshsales.custom_module_records.cloneClone a custom module recordwrite
freshsales.custom_module_records.createCreate a custom module recordwrite
freshsales.custom_module_records.deleteDelete a custom module recorddestructive
freshsales.custom_module_records.filtersList custom module viewsread
freshsales.custom_module_records.forgetForget a custom module recorddestructive
freshsales.custom_module_records.getGet a custom module recordread
freshsales.custom_module_records.updateUpdate a custom module recordwrite
freshsales.custom_module_records.viewList custom module records in a viewread
freshsales.deals.bulk_deleteBulk delete dealsdestructive
freshsales.deals.bulk_upsertBulk upsert dealswrite
freshsales.deals.cloneClone a dealwrite
freshsales.deals.createCreate a dealwrite
freshsales.deals.deleteDelete a dealdestructive
freshsales.deals.fieldsList deal fieldsread
freshsales.deals.filtersList deal viewsread
freshsales.deals.forgetForget a dealdestructive
freshsales.deals.getGet a dealread
freshsales.deals.manage_team_membersUpdate deal teamwrite
freshsales.deals.products_addAdd products to a dealwrite
freshsales.deals.products_clearRemove all products from a dealdestructive
freshsales.deals.products_updateEdit products on a dealwrite
freshsales.deals.updateUpdate a dealwrite
freshsales.deals.upsertUpsert a dealwrite
freshsales.deals.viewList deals in a viewread
freshsales.document_links.createAttach a file linkwrite
freshsales.job_statuses.getGet a job statusread
freshsales.lists.add_contactsAdd contacts to a listwrite
freshsales.lists.createCreate a marketing listwrite
freshsales.lists.listList marketing listsread
freshsales.lists.move_contactsMove contacts between listswrite
freshsales.lists.remove_contactsRemove contacts from a listdestructive
freshsales.lists.updateRename a marketing listwrite
freshsales.module_customizations.createCreate a custom modulewrite
freshsales.module_customizations.deleteDelete a custom moduledestructive
freshsales.module_customizations.getGet a custom moduleread
freshsales.module_customizations.updateUpdate a custom modulewrite
freshsales.notes.createCreate a notewrite
freshsales.notes.deleteDelete a notedestructive
freshsales.notes.updateUpdate a notewrite
freshsales.phone_calls.createLog a phone callwrite
freshsales.products.bulk_assign_ownerBulk assign product ownerwrite
freshsales.products.bulk_deleteBulk delete productsdestructive
freshsales.products.bulk_restoreBulk restore productswrite
freshsales.products.bulk_updateBulk update productswrite
freshsales.products.createCreate a productwrite
freshsales.products.deleteDelete a productdestructive
freshsales.products.getGet a productread
freshsales.products.prices_addAdd product priceswrite
freshsales.products.prices_deleteDelete product pricesdestructive
freshsales.products.prices_updateUpdate product priceswrite
freshsales.products.restoreRestore a productwrite
freshsales.products.updateUpdate a productwrite
freshsales.sales_accounts.bulk_deleteBulk delete accountsdestructive
freshsales.sales_accounts.bulk_upsertBulk upsert accountswrite
freshsales.sales_accounts.cloneClone an accountwrite
freshsales.sales_accounts.createCreate an accountwrite
freshsales.sales_accounts.deleteDelete an accountdestructive
freshsales.sales_accounts.fieldsList account fieldsread
freshsales.sales_accounts.filtersList account viewsread
freshsales.sales_accounts.forgetForget an accountdestructive
freshsales.sales_accounts.getGet an accountread
freshsales.sales_accounts.manage_team_membersUpdate account teamwrite
freshsales.sales_accounts.updateUpdate an accountwrite
freshsales.sales_accounts.upsertUpsert an accountwrite
freshsales.sales_accounts.viewList accounts in a viewread
freshsales.sales_activities.createCreate a sales activitywrite
freshsales.sales_activities.deleteDelete a sales activitydestructive
freshsales.sales_activities.fieldsList sales activity fieldsread
freshsales.sales_activities.getGet a sales activityread
freshsales.sales_activities.listList sales activitiesread
freshsales.sales_activities.updateUpdate a sales activitywrite
freshsales.search.filteredFiltered searchread
freshsales.search.lookupLookup by fieldread
freshsales.search.querySearch recordsread
freshsales.selector.business_typesList business typesread
freshsales.selector.campaignsList campaignsread
freshsales.selector.contact_statusesList contact statusesread
freshsales.selector.currenciesList currenciesread
freshsales.selector.deal_payment_statusesList deal payment statusesread
freshsales.selector.deal_pipelinesList deal pipelinesread
freshsales.selector.deal_productsList deal productsread
freshsales.selector.deal_reasonsList deal lost reasonsread
freshsales.selector.deal_stagesList deal stages of the default pipelineread
freshsales.selector.deal_typesList deal typesread
freshsales.selector.designationsList team designationsread
freshsales.selector.industry_typesList industry typesread
freshsales.selector.lead_sourcesList lead sourcesread
freshsales.selector.lifecycle_stagesList lifecycle stages with their contact statusesread
freshsales.selector.ownersList users (owners)read
freshsales.selector.pipeline_deal_stagesList deal stages of a pipelineread
freshsales.selector.sales_activity_entity_typesList sales activity entity typesread
freshsales.selector.sales_activity_outcomesList sales activity outcomesread
freshsales.selector.sales_activity_type_outcomesList outcomes of a sales activity typeread
freshsales.selector.sales_activity_typesList sales activity typesread
freshsales.selector.territoriesList territoriesread
freshsales.tasks.completeMark a task donewrite
freshsales.tasks.createCreate a taskwrite
freshsales.tasks.deleteDelete a taskdestructive
freshsales.tasks.getGet a taskread
freshsales.tasks.listList tasksread
freshsales.tasks.updateUpdate a taskwrite

Questions

The Freshsales MCP server, answered.

Is there a Freshsales MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 140 Freshsales actions, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Freshsales.

What do I need to connect Freshsales?

Freshsales API key: profile picture > Profile Settings > API Settings. Plus your host. The free call account { op: "connections.requirements", service: "freshsales" } lists exactly what to paste.

Can an AI agent delete or change things in Freshsales?

Only if its key allows it, and only with an explicit confirmation. 26 Freshsales actions are destructive, including delete a contact, delete an account and delete a deal. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Freshsales API limit?

actionlake paces every call to the limits in the Freshsales service file: 1,000 calls an hour per connection. Repeated reads are answered from cache (56 Freshsales actions can be), which never reaches Freshsales.

What does a Freshsales action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (140 Freshsales actions page). Cache hits, searches, dry runs and calls Freshsales refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Freshsales API does it cover?

The Freshsales (Freshworks CRM) API 1 at your Freshsales instance's API base URL, which you enter when connecting (path /crm/sales/api). It is built from Freshsales's documentation as read on 23 October 2026. 140 actions in 1 area, each one in the signed service file (version 1.0.0).

Does actionlake keep my Freshsales data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Freshsales credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Freshsales today.