First-party app
Freshsales

Freshsales

Manage Freshsales Suite contacts, accounts and deals.

stable Customer Relationship Management

About

Freshsales ships in the w6w first-party pack. It declares 20 actions, 3 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.freshsales
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management

Overview

Freshsales (Freshworks’ CRM, marketed as “Freshsales Suite”) covers the three objects a sales workflow moves between: contacts, accounts and deals can each be created, fetched, listed, updated and deleted, and a note can be logged against any of them to record what happened without a rep opening the CRM directly.

Listing is view-based rather than a flat scan — Freshsales has no plain “list everything” endpoint, so the list actions take a saved view id (a view-get-many action per resource fetches the account’s own views, including the built-in “All Contacts”/“All Accounts”/“All Deals”) and page through it.

A fit for routing an external event — a form submission, a support escalation, a signup — into a new lead-like contact or deal, updating a deal as it moves through its pipeline, or syncing contact and account data between Freshsales and another system.

Build with Freshsales

Three routes to the same 20 actions. The Workflow tab is generated from Freshsales's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Create Account

account-create

Create an account (Freshsales's "Sales Account").

Delete Account

account-delete

Permanently delete an account (Freshsales's "Sales Account").

Get Account

account-get

Fetch a single account (Freshsales's "Sales Account") by ID.

List Accounts

account-get-many

List accounts (Freshsales's "Sales Accounts") from a saved view. Freshsales has no flat "list all" endpoint — every listing goes through a view; use "List Views" to find one.

Update Account

account-update

Update an account (Freshsales's "Sales Account"). Only fields you set are changed.

Create Contact

contact-create

Create a contact.

Delete Contact

contact-delete

Permanently delete a contact.

Get Contact

contact-get

Fetch a single contact by ID.

List Contacts

contact-get-many

List contacts from a saved view. Freshsales has no flat "list all" endpoint — every listing goes through a view; use "List Views" to find one.

Update Contact

contact-update

Update a contact. Only fields you set are changed.

Create Deal

deal-create

Create a deal.

Delete Deal

deal-delete

Permanently delete a deal.

Get Deal

deal-get

Fetch a single deal by ID.

List Deals

deal-get-many

List deals from a saved view. Freshsales has no flat "list all" endpoint — every listing goes through a view; use "List Views" to find one.

Update Deal

deal-update

Update a deal. Only fields you set are changed.

Create Note

note-create

Log a note against a contact, an account or a deal.

Create Task

task-create

Create a task, optionally against a contact, an account or a deal.

List Tasks

task-get-many

List tasks matching one filter (open, overdue, etc). Only `open` is confirmed against a worked example in the vendor docs; try other values at your own risk.

Update Task

task-update

Update a task, or mark it done. Only fields you set are changed.

List Views

view-get-many

List the saved views (filters) available for a resource, and their ids.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying Freshsales's real ids.

{
  "manifestVersion": "2",
  "name": "freshsales-example",
  "steps": [
    {
      "id": "account-create",
      "uses": {
        "app": "io.w6w.freshsales",
        "action": "account-create",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "name": "<name>"
      }
    }
  ]
}

Here are some of the things you can do

  • Create Account

    perform
    account-create
  • Get Account

    read
    account-get
  • List Accounts

    search
    account-get-many
  • Update Account

    perform
    account-update
  • Create Contact

    perform
    contact-create

+15 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for Freshsales, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to Freshsales. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "account-create",
  payload: {
    name: "<value>",
    // website: "<value>",
    // phone: "<value>",
    // address: "<value>",
    // city: "<value>",
    // state: "<value>",
    // zipcode: "<value>",
    // country: "<value>",
    // numberOfEmployees: "<value>",
    // annualRevenue: "<value>",
    // customField: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action account-create --payload '{"name":"<value>"}'

Give an AI agent Freshsales — without giving it Freshsales's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.freshsales#account-create",
    "input": {
      "name": "<name>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's Freshsales connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

Freshsales's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. Freshsales itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

Freshsales declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Freshsales platform status

quota

API quota headroom

dependency

Account domain reachable

Unauthenticated request to this connection's Freshsales domain. A 401 passes — it proves the account is serving; credential validity is the `auth:*` check's job.