Invoicing & freelance CRM
Dubsado
Projects, proposals, contracts and invoices for creative businesses.
14 endpoints
Freshsales has no official agent server for CRM data, and its API needs a paid plan and your own code. Sign in to Freshsales once in your own Cloud Browser, and your AI agent does the work there for you. The same tools work over MCP for agents and as a REST API for scripts.
Not affiliated with Freshsales.
| What you need | Freshsales's API | GitHub MCP server | Cotlet |
|---|---|---|---|
| Agent access, stale deals, Free plan | No | Partly | Yes, 11 tools |
| Acts as you, signed in 24/7 | No | No | Yes, Cloud Browser |
| Fixed for you when Freshsales changes | N/A | No | Yes, tested every 6h |
| Runs with your laptop off | N/A | No | Yes, hosted |
Checked Oct 22, 2026. Sources: Freshworks CRM API documentation · Freshworks Help: MCP integration (Freshdesk only) · Freshsales Help: Features you lose on downgrade (API access, Workflows, rotten deals) · Freshsales Help: How to configure a Workflow
AI agents connect over MCP, scripts call the REST API. Both reach the same 11 tools with one API key.
Add Cotlet to your agent once. Freshsales and every other app you connect show up as its tools.
claude mcp add --transport http cotlet \
https://cotlet.dev/mcp/v1 \
--header "Authorization: Bearer $COTLET_API_KEY" {
"mcpServers": {
"cotlet": {
"url": "https://cotlet.dev/mcp/v1",
"headers": {
"Authorization": "Bearer ${COTLET_API_KEY}"
}
}
}
} # ~/.codex/config.toml
[mcp_servers.cotlet]
url = "https://cotlet.dev/mcp/v1"
bearer_token_env_var = "COTLET_API_KEY" Paste the snippet for your client. The same server and key serve every app you connect, so you do this once.
Every tool is an endpoint under /api/v1/freshsales with its own method and path, such as POST /api/v1/freshsales/tasks, with the same API key. Our open-source repo has ready scripts to start from.
11 tools on your own Freshsales account. Agents call them as operations of the MCP tools freshsales_read and freshsales_write; scripts call each one at its own REST endpoint, with the same inputs and answers.
| Tool | What it does | Access |
|---|---|---|
| list_deals | Deals from a Freshsales view, filtered by pipeline, stage or owner. | read |
| get_deal | One deal with its age, last activity, account and contacts. | read |
| list_rotten_deals | Deals that are past the staling age of their pipeline. | read |
| list_pipelines | Pipelines with their stages in order, and the Lost reasons. | read |
| list_contacts | Contacts from a Freshsales view such as Never Contacted. | read |
| get_contact | One contact with its account, open deals and latest notes. | read |
| list_tasks | Your Freshsales tasks, filtered by status and by the deal or contact they belong to. | read |
| create_task | Create a task on a contact, account or deal. | writeasks first |
| complete_task | Mark a task completed, or open it again. | write |
| add_note | Add a note to a contact, account or deal. | writeasks first |
| update_deal_stage | Move a deal to another stage, including Won or Lost. | writeasks first |
Scroll the table for all 11 tools.
You sign in yourself in your own Cloud Browser, we never save your password, and anything that reaches your readers waits for your OK. The browser profile is encrypted in the EU. Independent scanners grade cotlet.dev A+.
One price for both: a tool call costs the same over MCP or REST. Free 7-day trial with 2,000 credits, no card needed. Then one-time credit packs, no subscription, valid 12 months. Most calls use 25 credits, and your Cloud Browser uses 50 credits a day while Freshsales is enabled for agents, so 20 calls a day come to 550 credits.
| Credits | Price, one time | Calls at 25 credits | Per 1,000 credits |
|---|---|---|---|
| 5,000 | $29 | 200 | $5.80 |
| 15,000 | $79 | 600 | $5.27 |
| 32,000 | $149 | 1,280 | $4.66 |
| 60,000 | $249 | 2,400 | $4.15 |
Only successful calls use credits; failed calls and timeouts cost nothing. At a balance of 0 calls pause, never a surprise charge. Authenticate with the Authorization: Bearer header.
Yes, Freshsales has a full REST API, but no official MCP server for CRM data (checked 22 Oct 2026). You copy a personal API key from Profile Settings > API Settings and send it with every call, and Freshsales lists API access as a paid-plan feature. The Freshworks MCP server covers Freshdesk only.
Sign up free, open Freshsales under Integrations in the console and press Request access. Your free trial starts with your account, no card needed.
No, only the way in. Cotlet builds each integration as a REST API and puts an MCP server on top, so both have the same 11 tools, the same inputs and answers, one API key and one price. AI agents such as Claude, ChatGPT or Cursor use MCP; scripts, cron jobs and HTTP steps in n8n, Make or Zapier use the REST API.
Your own Chrome that Cotlet runs for you in the EU, around the clock. You open it from the console, sign in to Freshsales yourself and press Enable for agents. Your agent's calls go through it, from its IP with its cookies, so Freshsales sees the browser you signed in with. Password saving is off and the profile is stored encrypted with AES-256-GCM.
Not on anything that reaches other people: create_task, add_note, update_deal_stage wait for your OK by default. You can switch that off per tool for scheduled runs.
No. Cotlet works in the account you are signed in to, so the Free plan can connect. What the Free plan lacks, the tools lack: Freshsales removes rotten deals, Workflows and API access when an account drops to Free, so list_rotten_deals fails there. The official API and Zapier need a paid plan.
The ones you own or share. Freshsales shows a task only to its owner and its collaborators, so list_tasks returns your tasks and not the whole team's. A user with restricted access who is added as collaborator can view a task but not edit it.
The tools cover deals, contacts, tasks and notes. Pipelines and stage names are read-only, and settings such as the staling age, Workflows and Lost reasons stay in Freshsales. Nothing deletes a record or a note.
Pick one if you want the code on your own computer and do not mind the upkeep: you install it, sign it in and fix it when Freshsales changes. Pick Cotlet if you want it hosted and kept working for you.
Yes. Add https://cotlet.dev/mcp/v1 in n8n's MCP Client node, or call the REST endpoints from an HTTP step in Make or Zapier.
Cotlet is run by Take Group, a Polish software company working since 2019. Take Group runs about 3,200 websites on its own systems and has its own DevOps team for infrastructure security. We built and used integrations like this inside the company for years before opening them as Cotlet.
No. Cotlet is independent and not affiliated with Freshsales.
Free 7-day trial with 2,000 credits, no card needed.
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