Connect Freshsales to AI agents

Connect Freshsales to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

list_appointments

List Appointments

List appointments from Freshsales filtered by past or upcoming.

list_tasks

List Tasks

List tasks from Freshsales filtered by status. Returns tasks for the authenticated user only.

get_lead

Get Lead

Retrieve a single lead by ID from Freshsales. Optionally include related data like owner, tasks, appointments, and notes.

list_filters

List Filters

List available filter views for an entity type in Freshsales. View IDs returned here are needed for listing records with the **listLeads**, **listContacts**, **listAccounts**, and **listDeals** tools.

list_deals

List Deals

List deals from a saved view in Freshsales. Use the **listFilters** tool to get available view IDs.

manage_lead

Manage Lead

Create, update, or upsert a lead in Freshsales. Use this to add new leads, update existing leads by ID, or upsert by a unique identifier like email. Supports custom fields via the **customFields** parameter.

delete_note

Delete Note

Delete a note from Freshsales by its ID.

manage_account

Manage Account

Create, update, or upsert an account (company) in Freshsales. Accounts represent companies with whom you have a business relationship. Use **uniqueIdentifier** to upsert by name or other unique fields.

list_selectors

List Selectors

Retrieve reference data (selectors) from Freshsales. Use this to get valid IDs for fields like deal stages, pipelines, lead sources, industry types, sales activity types, etc.

delete_contact

Delete Contact

Delete a contact from Freshsales by its ID. This action is permanent.

delete_account

Delete Account

Delete an account (company) from Freshsales by its ID. This action is permanent.

manage_sales_activity

Manage Sales Activity

Create or update a sales activity in Freshsales. Sales activities track calls, emails, and custom activities associated with leads, contacts, deals, or accounts. Use the **listSelectors** tool to find valid activity type and outcome IDs.

get_deal

Get Deal

Retrieve a single deal by ID from Freshsales. Optionally include related contacts, account, stage, and activity data.

delete_task

Delete Task

Delete a task from Freshsales by its ID.

manage_note

Manage Note

Create or update a note in Freshsales. Notes can be attached to contacts, leads, accounts, or deals. Supports HTML content.

delete_lead

Delete Lead

Delete a lead from Freshsales by its ID. This action is permanent and cannot be undone.

search_records

Search Records

Search across Freshsales entities (contacts, accounts, deals, users, and custom modules) using keywords or field-specific lookup. Use **keyword** for general search or **lookupField** + **lookupValue** for precise field-based lookups.

delete_deal

Delete Deal

Delete a deal from Freshsales by its ID. This action is permanent.

get_fields

Get Fields

Retrieve field metadata for an entity type in Freshsales. Returns all standard and custom fields with their types, labels, and configuration. Useful for discovering custom field keys.

convert_lead

Convert Lead

Convert a lead to a contact in Freshsales. Requires the lead's last name and company name for conversion.

list_accounts

List Accounts

List accounts (companies) from a saved view in Freshsales. Use the **listFilters** tool to get available view IDs.

manage_deal

Manage Deal

Create, update, or upsert a deal in Freshsales. Deals represent sales opportunities and can be associated with contacts and accounts. Manage pipeline stages and expected close dates.

get_contact

Get Contact

Retrieve a single contact by ID from Freshsales. Optionally include related data like accounts, owner, tasks, appointments, notes, and deals.

manage_contact

Manage Contact

Create, update, or upsert a contact in Freshsales. Supports custom fields and social media profiles. Use **uniqueIdentifier** to upsert by email or other unique fields.

list_leads

List Leads

List leads from a saved view in Freshsales. Use the **listFilters** tool first to get available view IDs. Supports pagination and sorting.

manage_task

Manage Task

Create or update a task in Freshsales. Tasks can be associated with contacts, leads, deals, or accounts using **targetableType** and **targetableId**.

get_account

Get Account

Retrieve a single account (company) by ID from Freshsales. Optionally include related contacts, deals, tasks, and more.

list_contacts

List Contacts

List contacts from a saved view in Freshsales. Use the **listFilters** tool to get available view IDs. Supports pagination and sorting.

manage_appointment

Manage Appointment

Create or update an appointment (meeting) in Freshsales. Appointments can be associated with contacts, leads, deals, or accounts.

delete_appointment

Delete Appointment

Delete an appointment from Freshsales by its ID.

get_task

Get Task

Retrieve a single task by ID from Freshsales.

complete_task

Complete Task

Mark a Freshsales task as done by setting its status to completed.

filter_contacts

Filter Contacts

Find Freshsales contacts that exactly match one or more filter rules. Use this for precise contact lookups such as matching an email address.

get_appointment

Get Appointment

Retrieve a single appointment by ID from Freshsales.

get_sales_activity

Get Sales Activity

Retrieve a single sales activity by ID from Freshsales.

delete_sales_activity

Delete Sales Activity

Delete a sales activity from Freshsales by its ID.

list_sales_activities

List Sales Activities

List sales activities from Freshsales with optional pagination.

More integrations teams use with Freshsales

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Freshsales

Manage leads, contacts, accounts, and deals in Freshsales CRM. Create, view, update, delete, and list leads with lead scoring and conversion to contacts. Manage contacts and accounts. Track and manage deals through pipelines. Create, view, update, delete, and list tasks, appointments, notes, and sales activities. Search across entities using keywords or exact contact filters, work with saved views, and retrieve field metadata.

Connect Freshsales to production AI agents

See how Metorial gives Freshsales access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Freshsales to AI agents with Metorial.

  1. Can Metorial connect Freshsales to AI agents?
    Yes. Metorial connects AI agents to Freshsales through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.