MCP & AI Agent Integration

Freshsales
automation.

21 AI agent actions for Freshsales — callable from any MCP-compatible runtime, Claude, Cursor, or Cerebral OS workflow. Use Freshsales to update contacts, move deals through pipelines, and trigger follow-up sequences automatically. Full governance, audit trail, and dry-run safety on every execution.

No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
21
actions
100%
governed
<200ms
latency
21
AI agent actions
9
Read operations
12
Write operations
1
High-risk actions (approval gated)
CRM Freshsales is a CRM integration — use it to automate contact management, deals, and pipeline operations from any AI agent or MCP-compatible runtime.
Actions

What you can do
with Freshsales.

Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.

Get Account
freshsales:get_account
Fetch a single account by ID with all details including custom fields.
Read Low risk
Get Contact
freshsales:get_contact
Fetch a single contact by ID with all details including custom fields.
Read Low risk
Get Deal
freshsales:get_deal
Fetch a single deal by ID with all details including custom fields.
Read Low risk
Get Lead
freshsales:get_lead
Fetch a single lead by ID with all details including custom fields.
Read Low risk
List Accounts
freshsales:list_accounts
List accounts with optional filtering and pagination.
Read Low risk
List Contacts
freshsales:list_contacts
List contacts with optional filtering and pagination.
Read Low risk
List Deals
freshsales:list_deals
List deals with optional filtering and pagination.
Read Low risk
List Leads
freshsales:list_leads
List leads with optional filtering and pagination.
Read Low risk
List Tasks
freshsales:list_tasks
List tasks with optional filtering and pagination.
Read Low risk
Convert Lead
freshsales:convert_lead
Convert a lead to a contact, optionally creating an account and deal.
Write Medium risk
Create Account
freshsales:create_account
Create a new account in Freshsales.
Write Medium risk
Create Contact
freshsales:create_contact
Create a new contact in Freshsales.
Write Medium risk
Create Deal
freshsales:create_deal
Create a new deal in Freshsales.
Write Medium risk
Create Lead
freshsales:create_lead
Create a new lead in Freshsales.
Write Medium risk
Create Note
freshsales:create_note
Create a note and associate it with a CRM record.
Write Medium risk
Create Task
freshsales:create_task
Create a new task in Freshsales.
Write Medium risk
Delete Contact
freshsales:delete_contact
Delete a contact from Freshsales. This action cannot be undone.
Write High risk
Send Email
freshsales:send_email
Send an email through Freshsales and log it to the CRM.
Write Medium risk
Update Account
freshsales:update_account
Update an existing account in Freshsales.
Write Medium risk
Update Contact
freshsales:update_contact
Update an existing contact in Freshsales.
Write Medium risk
Update Deal
freshsales:update_deal
Update an existing deal in Freshsales.
Write Medium risk
MCP & Runtime API

Call Freshsales
from any AI agent.

Any AI agent — Claude, Cursor, LangChain, AutoGen, or your own — can call Freshsales actions through the Cerebral OS Runtime API. Governance, credentials, and audit trail fire automatically.

freshsales:get_account READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "freshsales:get_account",
    "args": {},
    "execution_id": "agent-001"
  }'
freshsales:convert_lead WRITE
# Dry-run first — no production risk
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "freshsales:convert_lead",
    "args": {},
    "execution_id": "agent-001",
    "metadata": {"dryRun": true}
  }'
Get your Runtime API key at app.cerebralos.com/signup — 1,000 free executions, no credit card required.
AI agent examples

What your AI agent
can do with Freshsales.

Real patterns your AI agent can execute via MCP or the Runtime API. Every action governed, dry-run safe, and fully audited.

Trigger
AI agent needs Freshsales data
Call freshsales:get_account via MCP or Runtime API
AI processes result and takes next action
Full execution logged to audit trail automatically
Trigger
Workflow needs to write to Freshsales
Dry-run validates freshsales:convert_lead before execution
Approval gate fires if risk level is high
Action executes with full governance — logged, audited, reversible
Trigger
Lead or deal event
Score with AI
Route to right rep
Trigger outreach sequence
How it works

Every Freshsales action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Freshsales — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first
Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.
Dry-run safe
Simulate any Freshsales action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Freshsales action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Freshsales works best
alongside these.

Build multi-step workflows that connect Freshsales to the rest of your stack. All governed. All audited.

Freshsales integration

Start free.
No credit card required.

Start free with 1,000 runs — no credit card required. Connect Freshsales in minutes, dry-run every action before it touches production, full audit trail on everything.

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