Freshsales MCP server

What the model can do

Freshsales (Freshworks CRM): contacts, deals by stage and pipeline with amounts and expected close dates, accounts, sales activities, and a record's notes, by saved view or search; when you ask, can create and update contacts, deals and accounts, add notes, create, update, complete and delete tasks, schedule appointments, and delete contacts, deals and notes.

Reads

• freshsales_viewsThe saved views (filters) Freshsales lists contacts, deals and accounts by, with the account's users, deal pipelines and stages…
• freshsales_contactsContacts in Freshsales, most recently updated first: name, title, emails, phones, account, owner, lead score, open and won deal amounts…
• freshsales_dealsDeals in Freshsales, most recently updated first: name, account, contacts, stage and pipeline, status (open, won, lost), amount, probability…
• freshsales_accountsAccounts (companies) in Freshsales, most recently updated first: name, website, phone, location, size, revenue, open deals and their amount, owner.
• freshsales_recordOne Freshsales contact, deal or account in full, with its owner, related records, and — for a contact — its notes and sales activities.
• freshsales_activitiesSales activities logged in Freshsales — calls, meetings, demos and the custom types the account defines — newest first: title, type, notes, when…

Acts, when you ask

These change something in Freshsales. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• freshsales_add_noteAdds a note to a Freshsales contact, deal or account, where it appears under Notes on that record under the key's user.
• freshsales_create_contactCreates a contact in Freshsales, visible to everyone who can see contacts; nobody is emailed.
• freshsales_update_contactChanges fields on an existing Freshsales contact; only the fields passed change.
• freshsales_create_dealCreates a deal in Freshsales against an existing account, visible to everyone who can see deals; nobody is emailed.
• freshsales_update_dealChanges an existing Freshsales deal (stage, amount, close date, owner, probability, name, linked contacts); only the fields passed change.
• freshsales_create_accountCreates an account (company) in Freshsales, visible to everyone who can see accounts; nobody is emailed.
• freshsales_update_accountChanges fields on an existing Freshsales account (company); only the fields passed change.
• freshsales_create_taskCreates a task in Freshsales on a contact, deal or account, assigned to the user you name; it appears in that user's task list.
• freshsales_update_taskChanges a Freshsales task (title, description, due date, owner) or marks it done or open again; only the fields passed change.
• freshsales_create_appointmentSchedules an appointment in Freshsales.
• freshsales_delete_taskDeletes a Freshsales task.
• freshsales_delete_noteDeletes a note from a Freshsales record.
• freshsales_delete_dealDeletes a Freshsales deal, removing it from the pipeline and its reports for everyone.
• freshsales_delete_contactDeletes a Freshsales contact for everyone.

Connect it

First connect Freshsales on Dashboard → Connections, then add Memtro to your client once. The Freshsales tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Freshsales connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › What is in my Open Deals view and which are expected to close this month?
• › Which deals did we win in October and for how much?
• › What activities were logged against Meridian Logistics in the last two weeks?
• › Move the Castleton Foods deal to Won at £18,000
• › Add a note to the Castleton Foods deal: pricing agreed at £18,000 a year

Questions

Is this an official Freshsales MCP server?

No. It is Memtro's MCP server with Memtro's Freshsales connector behind it: the connector reads Freshsales through its API with the credentials you connect on Dashboard → Connections, and Freshsales publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it change anything in Freshsales?

Only when you ask, and only what it has been granted: add a note to a contact, deal or account; create a contact; update a contact's fields; create a deal; update a deal's stage, amount, owner, close date or contacts; create a company (account); update a company's fields; create a follow-up task on a contact, deal or account; update, complete or reopen a task; schedule an appointment, which notifies its attendees; delete a task; delete a note; delete a deal; delete a contact. Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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