Connect Freshsales to Your AI Agent

Compare selected contact records with the information you want to maintain.

6 tools API key

Try a Freshsales Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Freshsales

Review a saved contact view

Find a saved view and inspect contacts against supplied criteria.

/oo Freshsales: Find Freshsales saved contact view [name], list its contacts and inspect contacts [IDs]. Compare available details with [criteria] and summarize missing or conflicting information.

Apply contact corrections

Write supplied details to a specified contact.

/oo Freshsales: Update Freshsales contact [ID] using [contact field changes and custom fields]. Report the updated contact details.

Start Working with Freshsales

Install OOMOL

Set up oo CLI and the oo Skill in your agent.
Install OOMOL →
Connect Freshsales

Connect with a Freshworks CRM API key and bundle alias.
Connect Freshsales →
Give Your Agent a Task

Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →

Choose Your Agent

Codex Claude Code Cursor Hermes

Find both values in API Settings. Choose a saved contact view or contact ID.
This connection exposes contact records, not deal pipelines or email sending.

Freshsales Tools

Discover saved contact views, read their contacts and inspect individual records with optional related data. AI can summarize contact information or apply requested contact changes, including custom fields accepted by Freshsales.

Contact lookup

Read saved contact views and individual contact details.

Contact changes

Create or update contact records or delete a specified contact.

6 tools

List Contact Filters

List Freshsales contact filters used to discover contact view IDs.

freshsales.list_contact_filters

List Contacts

List Freshsales contacts from a saved contact view.

freshsales.list_contacts

Get Contact

Get one Freshsales contact by ID.

freshsales.get_contact

Create Contact

Create a Freshsales contact from a JSON contact payload.

freshsales.create_contact

Update Contact

Update a Freshsales contact by ID.

freshsales.update_contact

Delete Contact

Delete a Freshsales contact by ID.

freshsales.delete_contact

Frequently Asked Questions

Can I list contacts without choosing a view?

Contact listing requires a saved view ID. Discover available filters to identify the intended view.

Can I update custom contact fields?

Yes. Supply the custom field values in the contact payload using the fields accepted by your Freshsales account.

Can a contact include related records?

Individual contact lookup accepts include values to expand related data. Request the relationships relevant to your task.