--- title: "Freshsales MCP server for AI agents - actionlake" description: "Give Claude 140 Freshsales actions through one MCP server: contacts, sales accounts, deals. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/freshsales updated: 2026-10-23 --- 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](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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` the first call ``` do { action: "freshsales.lists.list", intent: "check which Freshsales account is connected" } # List marketing lists · read · 1 upstream call ``` - 140 actions in one signed file - 56 read look, never change - 58 write create and update - 26 wait for a yes destructive, confirmed first Set up ## Connect Freshsales in three steps. 1. 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` 2. 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_key` Freshsales API key: profile picture > Profile Settings > API Settings - `host` Where your Freshsales lives: your host ``` account { op: "connections.requirements", service: "freshsales" } # free: exactly what to paste, and what is found for you ``` 3. 03 ### 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 call check { 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 2026[developers.freshworks.com](https://developers.freshworks.com/crm/api/) **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. - **56** read look, never change - **58** write create and update - **26** destructive wait for a confirmation 1. ### 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. 1. Read read Which Freshsales deals are due to close this month, and what are they worth in total? calls `freshsales.deals.view` 2. Write write Create a contact in Freshsales. Show me exactly what you will send before you save it. calls `freshsales.contacts.create` Governance for Freshsales ## Destructive actions wait for a yes. 26 Freshsales actions are destructive. These are all of them: - Delete a contact `freshsales.contacts.delete` - Delete an account `freshsales.sales_accounts.delete` - Delete a deal `freshsales.deals.delete` - Delete a sales activity `freshsales.sales_activities.delete` - Delete a task `freshsales.tasks.delete` - Delete an appointment `freshsales.appointments.delete` - Remove contacts from a list `freshsales.lists.remove_contacts` - Delete a product `freshsales.products.delete` - Delete a CPQ document `freshsales.cpq_documents.delete` - Forget a deal `freshsales.deals.forget` - Delete a note `freshsales.notes.delete` - Forget a contact `freshsales.contacts.forget` - Bulk delete deals `freshsales.deals.bulk_delete` - Bulk delete contacts `freshsales.contacts.bulk_delete` - Forget a CPQ document `freshsales.cpq_documents.forget` - Remove all products from a deal `freshsales.deals.products_clear` - Bulk delete products `freshsales.products.bulk_delete` - Forget an account `freshsales.sales_accounts.forget` - Delete product prices `freshsales.products.prices_delete` - Bulk delete CPQ documents `freshsales.cpq_documents.bulk_delete` - Bulk delete accounts `freshsales.sales_accounts.bulk_delete` - Remove all products from a CPQ document `freshsales.cpq_documents.products_clear` - Delete a custom module record `freshsales.custom_module_records.delete` - Forget a custom module record `freshsales.custom_module_records.forget` - Delete a custom module `freshsales.module_customizations.delete` - Bulk delete custom module records `freshsales.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. do freshsales.contacts.delete confirm_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: "lead@example.com" }, { match: "freshsales.sales_accounts.delete", approver: "lead@example.com" }, { match: "freshsales.deals.delete", approver: "lead@example.com" } ] } ``` 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. - 1 upstream call per action all 140 Freshsales actions - 140 actions page each page of a long list is one call - 56 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Freshsales action. 140 actions by area: the id your agent calls, what it does, and its effect. **Sales 140** - `freshsales.appointments.create` Create an appointment write - `freshsales.appointments.delete` Delete an appointment destructive - `freshsales.appointments.get` Get an appointment read - `freshsales.appointments.list` List appointments read - `freshsales.appointments.update` Update an appointment write - `freshsales.contacts.activities` List contact activities read - `freshsales.contacts.bulk_assign_owner` Bulk assign contact owner write - `freshsales.contacts.bulk_delete` Bulk delete contacts destructive - `freshsales.contacts.bulk_upsert` Bulk upsert contacts write - `freshsales.contacts.clone` Clone a contact write - `freshsales.contacts.create` Create a contact write - `freshsales.contacts.delete` Delete a contact destructive - `freshsales.contacts.document_associations` List contact files and links read - `freshsales.contacts.fields` List contact fields read - `freshsales.contacts.filters` List contact views read - `freshsales.contacts.forget` Forget a contact destructive - `freshsales.contacts.get` Get a contact read - `freshsales.contacts.list_members` List contacts in a marketing list read - `freshsales.contacts.manage_team_members` Update contact team write - `freshsales.contacts.update` Update a contact write - `freshsales.contacts.upsert` Upsert a contact write - `freshsales.contacts.view` List contacts in a view read - `freshsales.cpq_documents.bulk_assign_owner` Bulk assign CPQ document owner write - `freshsales.cpq_documents.bulk_delete` Bulk delete CPQ documents destructive - `freshsales.cpq_documents.bulk_restore` Bulk restore CPQ documents write - `freshsales.cpq_documents.bulk_update` Bulk update CPQ documents write - `freshsales.cpq_documents.create` Create a CPQ document write - `freshsales.cpq_documents.delete` Delete a CPQ document destructive - `freshsales.cpq_documents.forget` Forget a CPQ document destructive - `freshsales.cpq_documents.get` Get a CPQ document read - `freshsales.cpq_documents.products_add` Add products to a CPQ document write - `freshsales.cpq_documents.products_clear` Remove all products from a CPQ document destructive - `freshsales.cpq_documents.products_update` Edit products on a CPQ document write - `freshsales.cpq_documents.related_products` List CPQ document products read - `freshsales.cpq_documents.restore` Restore a CPQ document write - `freshsales.cpq_documents.update` Update a CPQ document write - `freshsales.custom_fields.create` Create a custom field write - `freshsales.custom_fields.forms` List custom module forms and fields read - `freshsales.custom_module_records.bulk_delete` Bulk delete custom module records destructive - `freshsales.custom_module_records.clone` Clone a custom module record write - `freshsales.custom_module_records.create` Create a custom module record write - `freshsales.custom_module_records.delete` Delete a custom module record destructive - `freshsales.custom_module_records.filters` List custom module views read - `freshsales.custom_module_records.forget` Forget a custom module record destructive - `freshsales.custom_module_records.get` Get a custom module record read - `freshsales.custom_module_records.update` Update a custom module record write - `freshsales.custom_module_records.view` List custom module records in a view read - `freshsales.deals.bulk_delete` Bulk delete deals destructive - `freshsales.deals.bulk_upsert` Bulk upsert deals write - `freshsales.deals.clone` Clone a deal write - `freshsales.deals.create` Create a deal write - `freshsales.deals.delete` Delete a deal destructive - `freshsales.deals.fields` List deal fields read - `freshsales.deals.filters` List deal views read - `freshsales.deals.forget` Forget a deal destructive - `freshsales.deals.get` Get a deal read - `freshsales.deals.manage_team_members` Update deal team write - `freshsales.deals.products_add` Add products to a deal write - `freshsales.deals.products_clear` Remove all products from a deal destructive - `freshsales.deals.products_update` Edit products on a deal write - `freshsales.deals.update` Update a deal write - `freshsales.deals.upsert` Upsert a deal write - `freshsales.deals.view` List deals in a view read - `freshsales.document_links.create` Attach a file link write - `freshsales.job_statuses.get` Get a job status read - `freshsales.lists.add_contacts` Add contacts to a list write - `freshsales.lists.create` Create a marketing list write - `freshsales.lists.list` List marketing lists read - `freshsales.lists.move_contacts` Move contacts between lists write - `freshsales.lists.remove_contacts` Remove contacts from a list destructive - `freshsales.lists.update` Rename a marketing list write - `freshsales.module_customizations.create` Create a custom module write - `freshsales.module_customizations.delete` Delete a custom module destructive - `freshsales.module_customizations.get` Get a custom module read - `freshsales.module_customizations.update` Update a custom module write - `freshsales.notes.create` Create a note write - `freshsales.notes.delete` Delete a note destructive - `freshsales.notes.update` Update a note write - `freshsales.phone_calls.create` Log a phone call write - `freshsales.products.bulk_assign_owner` Bulk assign product owner write - `freshsales.products.bulk_delete` Bulk delete products destructive - `freshsales.products.bulk_restore` Bulk restore products write - `freshsales.products.bulk_update` Bulk update products write - `freshsales.products.create` Create a product write - `freshsales.products.delete` Delete a product destructive - `freshsales.products.get` Get a product read - `freshsales.products.prices_add` Add product prices write - `freshsales.products.prices_delete` Delete product prices destructive - `freshsales.products.prices_update` Update product prices write - `freshsales.products.restore` Restore a product write - `freshsales.products.update` Update a product write - `freshsales.sales_accounts.bulk_delete` Bulk delete accounts destructive - `freshsales.sales_accounts.bulk_upsert` Bulk upsert accounts write - `freshsales.sales_accounts.clone` Clone an account write - `freshsales.sales_accounts.create` Create an account write - `freshsales.sales_accounts.delete` Delete an account destructive - `freshsales.sales_accounts.fields` List account fields read - `freshsales.sales_accounts.filters` List account views read - `freshsales.sales_accounts.forget` Forget an account destructive - `freshsales.sales_accounts.get` Get an account read - `freshsales.sales_accounts.manage_team_members` Update account team write - `freshsales.sales_accounts.update` Update an account write - `freshsales.sales_accounts.upsert` Upsert an account write - `freshsales.sales_accounts.view` List accounts in a view read - `freshsales.sales_activities.create` Create a sales activity write - `freshsales.sales_activities.delete` Delete a sales activity destructive - `freshsales.sales_activities.fields` List sales activity fields read - `freshsales.sales_activities.get` Get a sales activity read - `freshsales.sales_activities.list` List sales activities read - `freshsales.sales_activities.update` Update a sales activity write - `freshsales.search.filtered` Filtered search read - `freshsales.search.lookup` Lookup by field read - `freshsales.search.query` Search records read - `freshsales.selector.business_types` List business types read - `freshsales.selector.campaigns` List campaigns read - `freshsales.selector.contact_statuses` List contact statuses read - `freshsales.selector.currencies` List currencies read - `freshsales.selector.deal_payment_statuses` List deal payment statuses read - `freshsales.selector.deal_pipelines` List deal pipelines read - `freshsales.selector.deal_products` List deal products read - `freshsales.selector.deal_reasons` List deal lost reasons read - `freshsales.selector.deal_stages` List deal stages of the default pipeline read - `freshsales.selector.deal_types` List deal types read - `freshsales.selector.designations` List team designations read - `freshsales.selector.industry_types` List industry types read - `freshsales.selector.lead_sources` List lead sources read - `freshsales.selector.lifecycle_stages` List lifecycle stages with their contact statuses read - `freshsales.selector.owners` List users (owners) read - `freshsales.selector.pipeline_deal_stages` List deal stages of a pipeline read - `freshsales.selector.sales_activity_entity_types` List sales activity entity types read - `freshsales.selector.sales_activity_outcomes` List sales activity outcomes read - `freshsales.selector.sales_activity_type_outcomes` List outcomes of a sales activity type read - `freshsales.selector.sales_activity_types` List sales activity types read - `freshsales.selector.territories` List territories read - `freshsales.tasks.complete` Mark a task done write - `freshsales.tasks.create` Create a task write - `freshsales.tasks.delete` Delete a task destructive - `freshsales.tasks.get` Get a task read - `freshsales.tasks.list` List tasks read - `freshsales.tasks.update` Update a task write 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. ## More connectors like Freshsales Shares the most action names with - [Insightly CRM 34](https://actionlake.com/connectors/insightly-crm) - [Recruit CRM 30](https://actionlake.com/connectors/recruit-crm) - [Nutshell CRM 26](https://actionlake.com/connectors/nutshell-crm) - [Keap (Infusionsoft) 25](https://actionlake.com/connectors/keap-infusionsoft) - [JobAdder 23](https://actionlake.com/connectors/jobadder) - [Streak CRM for Gmail 22](https://actionlake.com/connectors/streak-crm-for-gmail) Joins with, on shared entities - [Accelo 5](https://actionlake.com/connectors/accelo) - [Acumatica Cloud ERP 4](https://actionlake.com/connectors/acumatica-cloud-erp) - [Odoo 4](https://actionlake.com/connectors/odoo) - [Unified.to 4](https://actionlake.com/connectors/unified-to) - [ERPNext (Frappe) 4](https://actionlake.com/connectors/erpnext-frappe) - [Productive.io 4](https://actionlake.com/connectors/productive-io) Browse - [All CRM & sales connectors](https://actionlake.com/connectors/category/crm-and-sales) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Freshsales; the name is the vendor's own. Counts are from the Freshsales service file, version 1.0.0. ## Give your agent Freshsales today. [Connect Freshsales free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/freshsales More: https://actionlake.com/llms.txt