Connect
Optimize
Secure
Freshsales MCP Server
for AI Agents
Production-ready Freshsales MCP server with 120 extensible actions — plus built-in authentication, security, and optimized execution.
Freshsales MCP Server
Built by 
StackOne
StackOne 
Coverage
120 Agent Actions
Create, read, update, and delete across Freshsales — and extend your agent's capabilities with custom actions.
Authentication
Agent Tool Authentication
Per-user OAuth in one call. Your Freshsales MCP server gets session-scoped tokens with zero credentials stored on your infra.
Agent Auth →
Security
Agent Protection
Every Freshsales tool response scanned for prompt injection in milliseconds — 88.7% accuracy, all running on CPU.
Prompt Injection Defense →
Performance
Max Agent Context. Min Cost.
Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Freshsales call.
Tools Discovery →What is the Freshsales MCP Server?
A Freshsales MCP server lets AI agents read and write Freshsales data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's Freshsales MCP server ships with 120 pre-built actions, fully extensible via the Connector Builder — plus managed authentication, prompt injection defense, and optimized agent context. Connect it from MCP clients like Claude Desktop, Cursor, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.
All Freshsales MCP Tools and Actions
Every action from Freshsales's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.
Contacts
- Create Contact
Creates a new contact in Freshsales.
- Clone Contact
Creates a copy of an existing contact in Freshsales.
- Get Contact
Retrieves a contact by ID from Freshsales.
- List Contacts
Lists contacts from a specific view in Freshsales.
- Update Contact
Updates an existing contact in Freshsales.
- Delete Contact
Deletes a contact by ID from Freshsales.
Sales Accounts
- Create Sales Account
Creates a new sales account (company) in Freshsales.
- Clone Sales Account
Creates a copy of an existing sales account in Freshsales.
- Get Sales Account
Retrieves a sales account by ID from Freshsales.
- List Sales Accounts
Lists sales accounts from a specific view in Freshsales.
- Update Sales Account
Updates an existing sales account in Freshsales.
- Delete Sales Account
Deletes a sales account by ID from Freshsales.
Deals
- Create Deal
Creates a new deal in Freshsales.
- Clone Deal
Creates a copy of an existing deal in Freshsales.
- Get Deal
Retrieves a deal by ID from Freshsales.
- List Deals
Lists deals from a specific view in Freshsales.
- Update Deal
Updates an existing deal in Freshsales.
- Delete Deal
Deletes a deal by ID from Freshsales.
Tasks
- Create Task
Creates a new task in Freshsales.
- Get Task
Retrieves a task by ID from Freshsales.
- List Tasks
Lists tasks from Freshsales filtered by status.
- Update Task
Updates an existing task in Freshsales.
- Delete Task
Deletes a task by ID from Freshsales.
Appointments
- Create Appointment
Creates a new appointment in Freshsales.
- Get Appointment
Retrieves an appointment by ID from Freshsales.
- List Appointments
Lists filtered appointments from Freshsales. The filter parameter is mandatory.
- Update Appointment
Updates an existing appointment in Freshsales.
- Delete Appointment
Deletes an appointment by ID from Freshsales.
Documents
- Create Document
Creates a new CPQ document in Freshsales.
- Get Document
Retrieves a CPQ document by ID from Freshsales.
- Update Document
Updates an existing CPQ document in Freshsales.
- Delete Document
Deletes a CPQ document by ID from Freshsales.
Notes
- Create Note
Creates a new note associated with a contact, deal, or sales account in Freshsales.
- Update Note
Updates the content of an existing note in Freshsales.
- Delete Note
Deletes a note by ID from Freshsales.
Products
- Create Product
Creates a new product in Freshsales.
- Get Product
Retrieves a product by ID from Freshsales.
- Update Product
Updates an existing product in Freshsales.
- Delete Product
Deletes a product by ID from Freshsales.
Deal Products
- List Deal Products
Lists all products available for deals in Freshsales.
- Update Deal Products
Adds, updates, or removes products associated with a deal in Freshsales.
Sales Activitys
- Create Sales Activity
Creates a new sales activity in Freshsales.
- Get Sales Activity
Retrieves a sales activity by ID from Freshsales.
- Update Sales Activity
Updates an existing sales activity in Freshsales.
- Delete Sales Activity
Deletes a sales activity by ID from Freshsales.
Other (75)
- Create File
Uploads and attaches a file to a contact, sales account, deal, or product in Freshsales.
- Create File Link
Attaches a file link (URL) to a contact, sales account, or deal in Freshsales.
- Create List
Creates a new marketing list in Freshsales.
- Add Contacts To List
Adds contacts to a marketing list in Freshsales.
- List Contact Views
Lists all available contact views (filters) in Freshsales.
- List Contact Activities
Lists all sales activities associated with a contact in Freshsales.
- List Sales Account Views
Lists all available sales account views (filters) in Freshsales.
- List Deal Views
Lists all available deal views (filters) in Freshsales.
- Get Document Related Products
Lists all products associated with a CPQ document in Freshsales.
- List Contact Files
Lists all files and links attached to a contact in Freshsales.
- List Deal Files
Lists all files and links attached to a deal in Freshsales.
- List Sales Account Files
Lists all files and links attached to a sales account in Freshsales.
- Get Job Status
Retrieves the status and details of a background job in Freshsales.
- List Sales Activities
Lists all sales activities from Freshsales.
- List Lists
Lists all marketing lists in Freshsales.
- List Contacts In List
Lists all contacts belonging to a specific marketing list in Freshsales.
- Search
Searches for records by name or email address in Freshsales.
- List Owners
Lists all users who can be set as record owners in Freshsales.
- List Territories
Lists all territories defined in Freshsales.
- List Deal Stages
Lists all deal stages for the default pipeline in Freshsales.
- List Deal Stages For Pipeline
Lists all deal stages for a specific pipeline in Freshsales.
- List Deal Pipelines
Lists all deal pipelines in Freshsales.
- List Currencies
Lists all currencies configured in Freshsales.
- List Deal Reasons
Lists all deal loss reasons in Freshsales.
- List Deal Types
Lists all deal types (classifications) in Freshsales.
- List Lead Sources
Lists all lead sources defined in Freshsales.
- List Industry Types
Lists all industry types available in Freshsales.
- List Business Types
Lists all business types defined in Freshsales.
- List Campaigns
Lists all campaigns in Freshsales.
- List Deal Payment Statuses
Lists all deal payment statuses in Freshsales.
- List Contact Statuses
Lists all contact statuses in Freshsales.
- List Lifecycle Stages
Lists all lifecycle stages in Freshsales.
- List Sales Activity Types
Lists all sales activity types in Freshsales.
- List Sales Activity Outcomes
Lists all sales activity outcomes in Freshsales.
- List Sales Activity Entity Types
Lists all sales activity entity types in Freshsales.
- List Outcomes For Activity Type
Lists all outcomes for a specific sales activity type in Freshsales.
- List Designations
Lists all team designations in Freshsales.
- List Contact Fields
Lists all field definitions for contacts in Freshsales.
- List Deal Fields
Lists all field definitions for deals in Freshsales.
- List Sales Account Fields
Lists all field definitions for sales accounts in Freshsales.
- List Sales Activity Fields
Lists all field definitions for sales activities in Freshsales.
- Update Document Products
Adds, updates, or removes products associated with a CPQ document in Freshsales.
- Update List
Updates the name of a marketing list in Freshsales.
- Move Contacts Between Lists
Moves contacts from one marketing list to another in Freshsales.
- Remove Contacts From List
Removes contacts from a marketing list in Freshsales.
- Upsert Contact
Creates or updates a contact based on a unique identifier in Freshsales.
- Bulk Upsert Contacts
Creates or updates multiple contacts in bulk in Freshsales.
- Bulk Assign Contact Owner
Assigns an owner to multiple contacts at once in Freshsales.
- Forget Contact (Hard Delete)
Permanently and irreversibly deletes all data for a contact in Freshsales.
- Bulk Delete Contacts
Deletes multiple contacts at once in Freshsales.
- Manage Contact Team Members
Adds or removes team members associated with a contact in Freshsales.
- Upsert Sales Account
Creates or updates a sales account based on a unique identifier in Freshsales.
- Bulk Upsert Sales Accounts
Creates or updates multiple sales accounts in bulk in Freshsales.
- Forget Sales Account (Hard Delete)
Permanently and irreversibly deletes all data for a sales account in Freshsales.
- Bulk Delete Sales Accounts
Deletes multiple sales accounts at once in Freshsales.
- Manage Sales Account Team Members
Adds or removes team members associated with a sales account in Freshsales.
- Upsert Deal
Creates or updates a deal based on a unique identifier in Freshsales.
- Bulk Upsert Deals
Creates or updates multiple deals in bulk in Freshsales.
- Forget Deal (Hard Delete)
Permanently and irreversibly deletes all data for a deal in Freshsales.
- Bulk Delete Deals
Deletes multiple deals at once in Freshsales.
- Manage Deal Team Members
Adds or removes team members associated with a deal in Freshsales.
- Bulk Update Documents
Updates multiple CPQ documents in bulk in Freshsales.
- Bulk Assign Document Owner
Assigns an owner to multiple CPQ documents in bulk in Freshsales.
- Restore Document
Restores a deleted CPQ document by ID in Freshsales.
- Bulk Delete Documents
Deletes multiple CPQ documents in bulk in Freshsales.
- Bulk Restore Documents
Restores multiple deleted CPQ documents in bulk in Freshsales.
- Forget Document
Permanently deletes a CPQ document and all associated data from Freshsales.
- Bulk Update Products
Updates multiple products in bulk in Freshsales.
- Bulk Assign Product Owner
Assigns an owner to multiple products in bulk in Freshsales.
- Restore Product
Restores a deleted product by ID in Freshsales.
- Bulk Delete Products
Deletes multiple products in bulk in Freshsales.
- Bulk Restore Products
Restores multiple deleted products in bulk in Freshsales.
- Manage Product Prices
Adds, updates, or removes prices for a product in Freshsales.
- Filtered Search Contact
Searches for contacts matching exact filter criteria in Freshsales.
- Lookup
Looks up records by exact field value match in Freshsales.
Freshsales AI Agent Use Cases
Connect your AI agent to Freshsales and help your team scale the sales operations they run by hand today.
Post-Demo Follow-Up
Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.
View → Deal Risk Scoring
Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.
View → Outbound Prospecting
Use StackOne to connect your AI agent to your CRM, sales engagement, and messaging tools to automate outbound prospecting.
View →Set Up Your Freshsales MCP Server in Minutes
One endpoint. Any framework. Your agent is talking to Freshsales in under 10 lines of code.
MCP Clients
Agent Frameworks
JSON{
"mcpServers": {
"stackone": {
"command": "npx",
"args": [
"-y",
"mcp-remote@latest",
"https://api.stackone.com/mcp?x-account-id=<account_id>",
"--header",
"Authorization: Basic <YOUR_BASE64_TOKEN>"
]
}
}
}Freshsales MCP Server Resources
MCP Code Mode: Keeping Tool Responses Out of Agent Context
Anthropic's code_execution processes data already in context. Custom MCP code mode keeps raw tool responses in a sandbox. 14K tokens vs 500.
11 min
Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery
Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.
10 min
Indirect Prompt Injection Defense for MCP Tools: A Technical Guide
MCP tools that read emails, CRM records, and tickets are indirect prompt injection vectors. Here's how we built a two-tier defense that scans tool results in ~11ms.
12 min
Freshsales MCP Server FAQ
Freshsales MCP server vs direct API integration — what's the difference?
A Freshsales MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software — backend code calling Freshsales. A Freshsales MCP server is for AI agents — MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI — discovering and calling Freshsales at runtime. StackOne provides both.
How does Freshsales authentication work for AI agents?
Freshsales authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK — you get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own Freshsales account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via
origin_owner_id.Are Freshsales MCP tools vulnerable to prompt injection?
Yes — Freshsales MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content — documents, messages, tickets, records, or free-text fields — is a potential vector. StackOne Defender scans every tool response before it enters the agent's context — regex patterns in ~1ms, then a MiniLM classifier in ~4ms. 88.7% accuracy, CPU-only.
What is the context bloat of a Freshsales agent and how do I avoid it?
Context bloat happens when Freshsales tool schemas and API responses eat your Freshsales agent's memory, preventing it from reasoning effectively. A single Freshsales query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery and Code Mode reduce context bloat — loading only relevant tools per query and keeping raw responses out of the agent's context.
Can I limit which actions my Freshsales agent can access?
Yes — you can limit which actions your Freshsales agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.
Can I create custom agent actions for my Freshsales MCP server?
Yes — you can create custom agent actions for your Freshsales MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research Freshsales's API, generate production-ready connector YAML, test against the live API, and validate before you ship.
When should I NOT use a Freshsales MCP server?
Skip a Freshsales MCP server if your integration is purely software-to-software — direct Freshsales API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call Freshsales actions at runtime.
What AI frameworks and AI clients does the StackOne Freshsales MCP server support?
The StackOne Freshsales MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.
Put your AI agents to work
All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.