Freshsales MCP server for your AI

List contact statuses — resolve contact_status_id.

List deal pipelines — resolve deal_pipeline_id.

List deal stages of the default pipeline — resolve deal_stage_id.

List lead sources — resolve lead_source_id.

List all users (owners) — resolve owner_id / shared_owners values.

Create a contact.

Soft-delete a contact (moves to recycle bin).

View a single contact by id.

List every contact field definition (system + custom), including picklist choices — use to learn valid field names/values before writing.

List a contact's activity timeline (notes, tasks, appointments, emails, etc.).

List the available contact VIEWS (filters) and their ids.

List contacts in a view (paginated).

Update a contact.

Create a deal.

View a single deal by id.

List every deal field definition (system + custom) with picklist choices.

List the available deal VIEWS (filters) and their ids.

List deals in a view (paginated).

Update a deal (e.g.

Create a sales account (company).

View a single sales account (company) by id.

List the available sales-account VIEWS (filters) and their ids.

List sales accounts in a view (paginated).

Update a sales account.

Log a sales activity.

List sales activities (logged interactions).

Create an appointment.

Create a task.

List appointments.

List tasks.

Update a task.

Create a note attached to a record.

Field-scoped lookup — find records where a specific field equals a value (e.g.

Global full-text search across entities.

Poll the status/progress of an async job.

List the outcomes available for a specific sales activity type.

List business types — resolve business_type_id.

List campaigns — resolve campaign_id.

List currencies — resolve currency_id.

List deal payment statuses — resolve deal_payment_status_id.

List deal products — resolve deal_product_id.

List deal lost/won reasons — resolve deal_reason_id.

List deal types — resolve deal_type_id.

List team designations.

List industry types — resolve industry_type_id.

List lifecycle stages — resolve lifecycle_stage_id.

List the stages of a specific pipeline — resolve deal_stage_id for a non-default pipeline.

List sales activity entity types.

List all sales activity outcomes — resolve sales_activity_outcome_id.

List sales activity types — resolve sales_activity_type_id.

List territories — resolve territory_id.

Assign an owner to many contacts at once (async job).

Soft-delete many contacts (async job).

Bulk create/update up to 1000 contacts.

Clone a contact.

Permanently delete (GDPR forget) a contact — irreversible.

List the files and links attached to a contact.

Add/remove shared owners (team members) on a contact.

Create or update a contact, matched on an unique identifier.

Soft-delete many deals (async).

Bulk create/update deals.

Clone a deal.

Soft-delete a deal.

Permanently delete (forget) a deal — irreversible.

Set the shared owners (team members) on a deal.

Add/replace the line-item products on a deal.

Create or update a deal matched on an unique identifier.

Soft-delete many sales accounts (async).

Bulk create/update sales accounts.

Clone a sales account.

Soft-delete a sales account.

Permanently delete (forget) a sales account — irreversible.

List every sales-account field definition (system + custom) with picklist choices.

Set the shared owners (team members) on a sales account.

Create or update a sales account matched on an unique identifier.

Bulk-assign an owner to CPQ documents.

Bulk-delete CPQ documents.

Bulk soft-delete custom module records.

Bulk-restore CPQ documents.

Bulk-update CPQ documents.

Clone a custom module record.

Create a CPQ document (quote).

Create a record in a custom module.

Create a custom module definition (admin).

Soft-delete a CPQ document.

Soft-delete a custom module record.

Delete a custom module definition (admin).

Permanently delete (forget) a CPQ document — irreversible.

Permanently delete (forget) a custom module record — irreversible.

View a CPQ document by id.

Get the products related to a CPQ document.

Fetch records from a specific view in a custom module.

Get a custom module definition.

Restore a deleted CPQ document.

Update a CPQ document.

Update a custom module record.

Update a custom module definition (admin).

Bulk-assign an owner to products.

Bulk-delete products.

Bulk-restore deleted products.

Bulk-update products (async).

Create a product.

Delete a product.

View a product by id.

Restore a deleted product.

Update a product (wrapped under "product").

Add/copy contacts into a list.

Create a marketing list (wrapped under "list").

Fetch all contacts in a marketing list.

Fetch all marketing lists.

Move contacts from one list to another.

Remove contacts from a list.

Rename/update a marketing list (wrapped under "list").

Delete a sales activity.

View a single sales activity by id.

List sales-activity field definitions (system + custom).

Update a sales activity (e.g.

Delete an appointment.

Delete a task.

View a single appointment by id.

View a single task by id.

Update an appointment.

Delete a note.

Update a note's text (wrapped under "note").

Attach a URL link to a record.

Log a manual phone call.

List all fields in a module's form (use for custom modules).