KosmoKrator

productivity

Freshworks CRM MCP, CLI, and Lua Integration for AI Agents

Freshworks CRM integration docs for AI agents: MCP gateway setup, Freshworks CRM CLI commands, Lua API reference, credentials, and function schemas.

Freshworks CRM for agents

Credentials can be configured manually in web or CLI hosts.

Use this integration from Lua code mode, the headless integrations CLI, or the KosmoKrator MCP gateway. The same package metadata powers all three surfaces.

Agent Surfaces

Freshworks CRM CLIHeadless setup, JSON output, direct function calls. Freshworks CRM MCPExpose selected tools to local MCP clients. Freshworks CRM LuaAgent-facing namespace and Lua reference. FeedbackReport missing tools, auth issues, or bad metadata.

Machine-Readable Metadata

integration_slug
freshworks-crm
route_slug
freshworks-crm
package
freshworks-crm
auth_strategy
api_key
cli_setup_supported
true
cli_runtime_supported
true
mcp_gateway_supported
true
lua_supported
true

Function Catalog

FunctionTypeParametersDescription
freshworks-crm.freshworks_crm_list_contacts Read read 2 List contacts in Freshworks CRM. Returns paginated results with contact details including name, email, phone, and company.
freshworks-crm.freshworks_crm_get_contact Read read 1 Get a single contact from Freshworks CRM by ID. Returns full contact details including custom fields.
freshworks-crm.freshworks_crm_create_contact Write write 4 Create a new contact in Freshworks CRM. Provide at least a first name or last name. Email and mobile number are optional.
freshworks-crm.freshworks_crm_update_contact Write write 0 Update a contact.
freshworks-crm.freshworks_crm_delete_contact Write write 0 Delete a contact.
freshworks-crm.freshworks_crm_list_contact_filters Read read 0 List contact filters.
freshworks-crm.freshworks_crm_get_contact_view Read read 0 Fetch contacts from a view.
freshworks-crm.freshworks_crm_bulk_upsert_contacts Write write 0 Bulk upsert contacts.
freshworks-crm.freshworks_crm_list_accounts Read read 2 List sales accounts in Freshworks CRM. Returns paginated results with account details including name, domain, and industry.
freshworks-crm.freshworks_crm_get_account Read read 0 Get a sales account.
freshworks-crm.freshworks_crm_create_account Write write 0 Create a sales account.
freshworks-crm.freshworks_crm_update_account Write write 0 Update a sales account.
freshworks-crm.freshworks_crm_delete_account Write write 0 Delete a sales account.
freshworks-crm.freshworks_crm_list_account_filters Read read 0 List sales account filters.
freshworks-crm.freshworks_crm_bulk_upsert_accounts Write write 0 Bulk upsert accounts.
freshworks-crm.freshworks_crm_list_deals Read read 3 List deals in Freshworks CRM. Returns paginated results with deal details. Optionally filter by deal stage.
freshworks-crm.freshworks_crm_get_deal Read read 1 Get a single deal from Freshworks CRM by ID. Returns full deal details including amount, stage, associated contacts, and custom fields.
freshworks-crm.freshworks_crm_create_deal Write write 0 Create a deal.
freshworks-crm.freshworks_crm_update_deal Write write 0 Update a deal.
freshworks-crm.freshworks_crm_delete_deal Write write 0 Delete a deal.
freshworks-crm.freshworks_crm_list_deal_filters Read read 0 List deal filters.
freshworks-crm.freshworks_crm_get_deal_view Read read 0 Fetch deals from a view.
freshworks-crm.freshworks_crm_bulk_upsert_deals Write write 0 Bulk upsert deals.
freshworks-crm.freshworks_crm_list_tasks Read read 0 List tasks.
freshworks-crm.freshworks_crm_get_task Read read 0 Get a task.
freshworks-crm.freshworks_crm_create_task Write write 0 Create a task.
freshworks-crm.freshworks_crm_update_task Write write 0 Update a task.
freshworks-crm.freshworks_crm_delete_task Write write 0 Delete a task.
freshworks-crm.freshworks_crm_list_appointments Read read 0 List appointments.
freshworks-crm.freshworks_crm_get_appointment Read read 0 Get an appointment.
freshworks-crm.freshworks_crm_create_appointment Write write 0 Create an appointment.
freshworks-crm.freshworks_crm_update_appointment Write write 0 Update an appointment.
freshworks-crm.freshworks_crm_delete_appointment Write write 0 Delete an appointment.
freshworks-crm.freshworks_crm_create_note Write write 0 Create a note.
freshworks-crm.freshworks_crm_get_note Read read 0 Get a note.
freshworks-crm.freshworks_crm_update_note Write write 0 Update a note.
freshworks-crm.freshworks_crm_delete_note Write write 0 Delete a note.
freshworks-crm.freshworks_crm_create_phone_call Write write 0 Create a manual phone call log.
freshworks-crm.freshworks_crm_list_sales_activities Read read 0 List sales activities.
freshworks-crm.freshworks_crm_get_sales_activity Read read 0 Get a sales activity.
freshworks-crm.freshworks_crm_create_sales_activity Write write 0 Create a sales activity.
freshworks-crm.freshworks_crm_update_sales_activity Write write 0 Update a sales activity.
freshworks-crm.freshworks_crm_delete_sales_activity Write write 0 Delete a sales activity.
freshworks-crm.freshworks_crm_get_current_user Read read 0 Get the currently authenticated Freshworks CRM user. Useful for verifying credentials and understanding whose context the agent is operating in.
freshworks-crm.freshworks_crm_search Read read 0 Run global search.
freshworks-crm.freshworks_crm_lookup Read read 0 Run lookup search.
freshworks-crm.freshworks_crm_filtered_search_contact Read read 0 Run filtered contact search.
freshworks-crm.freshworks_crm_list_contact_fields Read read 0 List contact fields.
freshworks-crm.freshworks_crm_list_account_fields Read read 0 List account fields.
freshworks-crm.freshworks_crm_list_deal_fields Read read 0 List deal fields.
freshworks-crm.freshworks_crm_list_sales_activity_fields Read read 0 List sales activity fields.