list_appointments
List Appointments
List appointments from Freshsales filtered by past or upcoming.
list_appointments
List appointments from Freshsales filtered by past or upcoming.
list_tasks
List tasks from Freshsales filtered by status. Returns tasks for the authenticated user only.
get_lead
Retrieve a single lead by ID from Freshsales. Optionally include related data like owner, tasks, appointments, and notes.
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 from a saved view in Freshsales. Use the **listFilters** tool to get available view IDs.
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 a note from Freshsales by its ID.
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
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 a contact from Freshsales by its ID. This action is permanent.
delete_account
Delete an account (company) from Freshsales by its ID. This action is permanent.
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
Retrieve a single deal by ID from Freshsales. Optionally include related contacts, account, stage, and activity data.
delete_task
Delete a task from Freshsales by its ID.
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 a lead from Freshsales by its ID. This action is permanent and cannot be undone.
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 a deal from Freshsales by its ID. This action is permanent.
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 a lead to a contact in Freshsales. Requires the lead's last name and company name for conversion.
list_accounts
List accounts (companies) from a saved view in Freshsales. Use the **listFilters** tool to get available view IDs.
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
Retrieve a single contact by ID from Freshsales. Optionally include related data like accounts, owner, tasks, appointments, notes, and deals.
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 from a saved view in Freshsales. Use the **listFilters** tool first to get available view IDs. Supports pagination and sorting.
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
Retrieve a single account (company) by ID from Freshsales. Optionally include related contacts, deals, tasks, and more.
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
Create or update an appointment (meeting) in Freshsales. Appointments can be associated with contacts, leads, deals, or accounts.
delete_appointment
Delete an appointment from Freshsales by its ID.
get_task
Retrieve a single task by ID from Freshsales.
complete_task
Mark a Freshsales task as done by setting its status to completed.
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
Retrieve a single appointment by ID from Freshsales.
get_sales_activity
Retrieve a single sales activity by ID from Freshsales.
delete_sales_activity
Delete a sales activity from Freshsales by its ID.
list_sales_activities
List sales activities from Freshsales with optional pagination.
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.
Common questions about connecting Freshsales to AI agents with Metorial.