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Freshworks CRM MCP Integration for CrewAI

Connect Freshworks CRM to CrewAI through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.

7 functions 6 read 1 write API key auth
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Connect Freshworks CRM to CrewAI

Expose KosmoKrator integrations to CrewAI workers as scoped local tools.

Wrap kosmo integrations:call for specific tasks or connect workers to a local MCP gateway. The gateway is local, scoped to this integration, and starts with --write=deny so CrewAI can inspect read-capable tools without receiving write access by default.

Freshworks CRM MCP Config for CrewAI

Use per-worker integration scopes to avoid giving every worker every tool.

{
  "mcpServers": {
    "kosmokrator-freshworks_crm": {
      "type": "stdio",
      "command": "kosmo",
      "args": [
        "mcp:serve",
        "--integration=freshworks_crm",
        "--write=deny"
      ]
    }
  }
}

Run the Gateway Manually

kosmokrator mcp:serve --integration=freshworks_crm --write=deny

Why Use KosmoKrator Here

Scoped tools

Expose only Freshworks CRM instead of a broad multi-service tool list.

Local credentials

Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.

Write policy

Start read-only, then opt into ask or allow for trusted workspaces.

Freshworks CRM Tools Visible to CrewAI

CrewAI sees stable MCP tool names generated from the Freshworks CRM integration catalog.

MCP toolSource functionTypeDescription
integration__freshworks_crm__freshworks_crm_list_contacts freshworks_crm.freshworks_crm_list_contacts Read List contacts in Freshworks CRM. Returns paginated results with contact details including name, email, phone, and company.
integration__freshworks_crm__freshworks_crm_get_contact freshworks_crm.freshworks_crm_get_contact Read Get a single contact from Freshworks CRM by ID. Returns full contact details including custom fields.
integration__freshworks_crm__freshworks_crm_create_contact freshworks_crm.freshworks_crm_create_contact Write Create a new contact in Freshworks CRM. Provide at least a first name or last name. Email and mobile number are optional.
integration__freshworks_crm__freshworks_crm_list_deals freshworks_crm.freshworks_crm_list_deals Read List deals in Freshworks CRM. Returns paginated results with deal details. Optionally filter by deal stage.
integration__freshworks_crm__freshworks_crm_get_deal freshworks_crm.freshworks_crm_get_deal Read Get a single deal from Freshworks CRM by ID. Returns full deal details including amount, stage, associated contacts, and custom fields.
integration__freshworks_crm__freshworks_crm_list_accounts freshworks_crm.freshworks_crm_list_accounts Read List sales accounts in Freshworks CRM. Returns paginated results with account details including name, domain, and industry.
integration__freshworks_crm__freshworks_crm_get_current_user freshworks_crm.freshworks_crm_get_current_user Read Get the currently authenticated Freshworks CRM user. Useful for verifying credentials and understanding whose context the agent is operating in.

Related Freshworks CRM Pages

Freshworks CRM CLIUse direct JSON commands instead of MCP discovery. Freshworks CRM MCPFull gateway reference and MCP tool names. KosmoKrator for CrewAIClient-level gateway setup.