Connect Claude Code to Freshsales
What happens next
Set up in minutes
Choose where it runs
On your computer through your own Claude Code, or hosted in the cloud. The rest of setup adapts to your choice:
Pick what it can do in Freshsales
A preset of real Freshsales operations. Each one becomes a tool the agent can call, and it can't touch anything outside the list.
Connect Freshsales
One sign-in. The agent acts through your account, scoped to the operations you picked.
Add your personal MCP link
The last step mints a private MCP URL for this agent and walks you through exactly this, with your real link filled in. The page flips to Connected the moment your Claude Code first calls in.
Run this in your terminal
<your-link> is your personal server URL — setup mints it for you.
Exact capabilities
Tools Claude Code gets
Freshsales
64 toolsCreate a new contact.
Retrieve a single contact by ID.
Update fields on an existing contact.
Create or update a contact, matched on a unique field (e.g. email).
Delete (move to recycle bin) a contact.
List contacts belonging to a saved view.
Clone an existing contact.
Forget (GDPR hard-delete) a contact and its data.
List a contact's activity history.
List saved contact views/filters (returns their IDs for List Contacts).
Create a sales account (company/organization).
Retrieve a single sales account by ID.
Update fields on a sales account.
List accounts belonging to a saved view.
Create or update a sales account, matched on name.
Delete (move to recycle bin) a sales account.
Clone an existing sales account.
Forget (GDPR hard-delete) a sales account.
List saved account views/filters.
Create a new deal (opportunity).
Retrieve a single deal by ID.
Update a deal (stage, amount, owner, etc.).
List deals belonging to a saved view.
Delete (move to recycle bin) a deal.
Clone an existing deal.
Forget (GDPR hard-delete) a deal.
List saved deal views/filters.
Create a task linked to a contact / account / deal.
List tasks filtered by status.
Update a task or mark it complete.
Retrieve a single task by ID.
Delete a task.
Create a calendar appointment with attendees.
List appointments filtered by time.
Retrieve a single appointment by ID.
Update an appointment.
Delete an appointment.
Attach a note to a contact, account, or deal.
Update a note's content.
Delete a note.
Log a sales activity (call, email, custom activity type).
List sales activities (paginated).
Retrieve a single sales activity by ID.
Update a sales activity.
Delete a sales activity.
Manually log a phone call against a record.
Full-text search across entities.
Look up a record by a specific field (e.g. email).
Query records of an entity by arbitrary field conditions (filter rules).
List users / owners for assignment dropdowns.
List configured deal stages.
List values from any Freshsales selector (pipelines, types, currencies, etc.).
List contact field definitions for dynamic field mapping.
List field definitions for a module (contacts / accounts / deals / activities).
Fetch all marketing / contact lists.
Add contacts to a marketing list.
Fetch all contacts belonging to a marketing list.
Remove contacts from a marketing list.
Create a record in a custom module.
Retrieve a custom-module record by ID.
Update a custom-module record.
Delete a custom-module record.
Attach an external link (document) to a record.
List files and links attached to a record.
Starting points
What you can build
Meet the runner
About Claude Code
Good to know
Frequently asked questions
Keep exploring
More ways to connect
More tools for Claude Code
Use Freshsales with other agents
Make it yours
Open your Claude Code agent in one click.
NoClick runs Claude Code for you with Freshsales wired in as tools. Connect your account and run.