Freshworks CRM MCP connector

Freshworks CRM is a sales CRM platform for managing contacts, accounts, deals, and sales pipelines. The Freshworks CRM MCP connector allows AI agents to manage accounts and appointments, track sales opportunities, and maintain contact records throughout the sales cycle. It also supports managing tasks, notes, and custom fields to organize and automate sales workflows.

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 opportunities through deal pipelines and accelerate revenue forecasting
• Convert leads into customers by enriching contact records with interaction history
• Schedule and monitor customer appointments to improve sales team productivity
• Organize account hierarchies and team ownership across customer portfolios
• Document customer conversations and activities for seamless handoffs between sales reps
• Search customer data across accounts, contacts, and deals in seconds
• Automate deal progression and update pipeline stages based on customer engagement

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 in Freshworks CRM that are stuck in the negotiation stage for over 30 days.
• Create a new contact in Freshworks CRM for the person I just met at the conference.
• List all appointments scheduled in Freshworks CRM for next week.
• Update the account status in Freshworks CRM to mark our biggest client as strategic.
• Find all contacts in Freshworks CRM from the technology industry in my region.
• Add a note in Freshworks CRM about why we lost this deal.
• Search Freshworks CRM for all activities related to this customer account.
• Close the deal in Freshworks CRM and move it to the won column.
• Get a summary of all open deals in Freshworks CRM by sales rep.
• Create a sales activity in Freshworks CRM to remind me to follow up with this prospect.

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	Creates a new account with the provided details.
getAccount	Retrieves information for a specific account.
updateAccount	Modifies details for an existing account.
deleteAccount	Removes an account from the system.
listAccounts	Displays all accounts in the organization.
createAppointment	Schedules a new appointment with specified details.
listAppointments	Displays all scheduled appointments.
getAppointment	Retrieves information for a specific appointment.
updateAppointment	Modifies details for an existing appointment.
deleteAppointment	Removes an appointment from the system.
createContact	Creates a new contact with the provided information.
getContact	Retrieves information for a specific contact.
updateContact	Modifies details for an existing contact.
deleteContact	Removes a contact from the system.
listContacts	Displays all contacts in the organization.
createDeal	Creates a new sales deal with specified details.
getDeal	Retrieves information for a specific deal.
updateDeal	Modifies details for an existing deal.
deleteDeal	Removes a deal from the system.
listDeals	Displays all sales deals in the organization.
createNote	Adds a new note to a record.
updateNote	Modifies an existing note.
deleteNote	Removes a note from the system.
createSalesActivity	Creates a new sales activity or task.
listSalesActivities	Displays all sales activities and tasks.
getSalesActivity	Retrieves information for a specific sales activity.
updateSalesActivity	Modifies details for an existing sales activity.
deleteSalesActivity	Removes a sales activity from the system.
searchQuery	Searches for records across multiple entity types.
searchLookup	Finds records by searching a specific field.
createTask	Create a task.
listTasks	List tasks.
getTask	Get a task.
updateTask	Update a task.
deleteTask	Delete a task.