Freshworks CRM MCP connector
Updated
Freshworks CRM is a sales platform for managing contacts, accounts, deals, and sales pipelines. The Freshworks CRM MCP connector allows AI agents to create, update, and retrieve accounts, appointments, and deals across the sales pipeline. It also supports managing contacts and other pipeline records, giving agents broad control over sales operations within a tenant.
Authentication type
- API Key - Requires a static API key to be configured before the agent can connect to the service.
Uses
Use the Freshworks CRM MCP connector to perform the following actions:
- Track sales pipelines by creating and updating deals across every stage
- Consolidate customer records by managing contacts and accounts in one place
- Schedule and track appointments with prospects and existing customers
- Log sales activities and notes to maintain a complete customer history
- Search across contacts, accounts, and deals to find records instantly
- Automate follow-up tasks by updating deal stages and appointment statuses
- Retrieve targeted records using lookup search by specific field values
- Remove outdated or duplicate records to keep the CRM data clean
Example prompts
Use the following example prompts to invoke Freshworks CRM MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all deals closing this month in Freshworks CRM.Create a new contact for John Smith in Freshworks CRM.Find the account details for Acme Corp in Freshworks CRM.Schedule a meeting with our top prospect in Freshworks CRM tomorrow.List all open deals in the negotiation stage in Freshworks CRM.Add a note about today's sales call in Freshworks CRM.Search for any contact named Sarah Lee in Freshworks CRM.Update the deal value for the Acme Corp opportunity in Freshworks CRM.Delete the duplicate contact record in Freshworks CRM.What sales activities are logged for this account in Freshworks CRM?
Freshworks CRM MCP connector tools
The Freshworks CRM MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| createAccount | Create an account |
| getAccount | Get an account |
| updateAccount | Update an account |
| deleteAccount | Delete an account |
| listAccounts | List accounts |
| createAppointment | Create an appointment |
| listAppointments | List appointments |
| getAppointment | Get an appointment |
| updateAppointment | Update an appointment |
| deleteAppointment | Delete an appointment |
| createContact | Create a contact |
| getContact | Get a contact |
| updateContact | Update a contact |
| deleteContact | Delete a contact |
| listContacts | List contacts |
| createDeal | Create a deal |
| getDeal | Get a deal |
| updateDeal | Update a deal |
| deleteDeal | Delete a deal |
| listDeals | List deals |
| createNote | Create a note |
| updateNote | Update a note |
| deleteNote | Delete a note |
| createSalesActivity | Create a sales activity |
| listSalesActivities | List sales activities |
| getSalesActivity | Get a sales activity |
| updateSalesActivity | Update a sales activity |
| deleteSalesActivity | Delete a sales activity |
| searchQuery | Search across entities |
| searchLookup | Lookup search by field |
| createTask | Create a task |
| listTasks | List tasks |
| getTask | Get a task |
| updateTask | Update a task |
| deleteTask | Delete a task |
