Freshsales MCP Server

Customer contact record in Freshsales CRM.

Company or organization record (sales_accounts). Fields inferred from embedded JSON.

Sales opportunity record.

Static or dynamic lists of contacts.

List all custom and standard fields available for Contacts.

List all activities associated with a specific contact.

List all custom and standard fields available for Accounts.

Scheduled appointment or meeting record.

Sales task or to-do item.

Note associated with a CRM record.

Record of sales interactions (calls, emails, etc.).

List all custom and standard fields available for Sales Activities.

Product record, part of CPQ functionality.

CPQ Document record.

Fetch all contacts belonging to a specific marketing list.

Products (line items) related to a CPQ Document.

User/Owner record in Freshsales CRM.

List all custom and standard fields available for Deals.

Create a new contact object.

Update an existing contact.

Remove a contact object.

Create or update a contact based on unique identifiers.

Bulk create or update contacts.

Update team members associated with a contact.

Bulk assign owner to contacts.

Clone an existing contact.

Anonymize/forget a contact (GDPR compliance).

Bulk delete contacts.

Create a new marketing list.

Update an existing marketing list.

Add contacts to a marketing list.

Remove contacts from a marketing list.

Move contacts from one list to another.

Create a new account (sales_account).

Update an existing account.

Update team members associated with an account.

Create or update an account based on unique identifiers.

Bulk create or update accounts.

Clone an existing account.

Delete an account object.

Anonymize/forget an account (GDPR compliance).

Bulk delete accounts.

Create a new deal.

Update an existing deal.

Update team members associated with a deal.

Create or update a deal based on unique identifiers.

Bulk create or update deals.

Clone an existing deal.

Delete a deal object.

Anonymize/forget a deal (GDPR compliance).

Restore a deleted product.

Bulk-restore products.

Restore a deleted document.

Bulk-restore documents.

Create a new appointment.

Update an existing appointment.

Delete an appointment object.

Create a new task.

Update an existing task.

Delete a task object.

Create a new note.

Update an existing note.

Delete a note object.

Create a new sales activity object.

Update an existing sales activity.

Delete a sales activity object.

Create a new product.

Update an existing product.

Delete a product.

Bulk-update products.

Bulk-assign owner to products.

Bulk-delete products.

Add prices to a product.

Edit prices of a product.

Delete prices of a product.

Add products (line items) to a deal.

Edit products (line items) of a deal.

Delete products (line items) of a deal.

Create a new document.

Update an existing document.

Bulk-update documents.

Bulk-assign owner to documents.

Delete a document.

Bulk-delete documents.

Anonymize/forget a document (GDPR compliance).

Add products (line items) to a document.

Edit products (line items) of a document.

Delete products (line items) of a document.