freshsales-utilities

Server path: /freshsales-utilities | Type: Application | PCID required: Yes

Tools

Tool	Description
`freshsales_utilities_clone_custom_module_record`	Clone a custom module record
`freshsales_utilities_create_custom_field`	Create a custom field on a module
`freshsales_utilities_create_custom_module`	Create a custom module definition
`freshsales_utilities_create_custom_module_record`	Create a record in a custom module
`freshsales_utilities_delete_custom_module`	Delete a custom module definition
`freshsales_utilities_delete_custom_module_record`	Delete a custom module record
`freshsales_utilities_forget_custom_module_record`	Permanently delete (forget) a custom module record
`freshsales_utilities_get_custom_module_record`	Get a custom module record by ID
`freshsales_utilities_get_job_status`	Get the status of an async job
`freshsales_utilities_list_business_types`	List business types
`freshsales_utilities_list_campaigns`	List campaigns
`freshsales_utilities_list_contact_statuses`	List contact statuses
`freshsales_utilities_list_currencies`	List configured currencies
`freshsales_utilities_list_custom_module_records_by_view`	List custom module records in a view
`freshsales_utilities_list_custom_modules`	List all custom module definitions
`freshsales_utilities_list_deal_payment_statuses`	List deal payment statuses
`freshsales_utilities_list_deal_reasons`	List deal (won/lost) reasons
`freshsales_utilities_list_deal_stages`	List deal stages
`freshsales_utilities_list_deal_stages_by_pipeline`	List deal stages for a pipeline
`freshsales_utilities_list_deal_types`	List deal types
`freshsales_utilities_list_designations`	List designations
`freshsales_utilities_list_industry_types`	List industry types
`freshsales_utilities_list_lead_sources`	List lead sources
`freshsales_utilities_list_lifecycle_stages`	List lifecycle stages
`freshsales_utilities_list_module_fields`	List field definitions for a module
`freshsales_utilities_list_owners`	List available owners
`freshsales_utilities_list_sales_activity_outcomes`	List sales activity outcomes
`freshsales_utilities_list_sales_activity_types`	List sales activity types
`freshsales_utilities_list_territories`	List territories
`freshsales_utilities_lookup`	Look up records by a specific field value
`freshsales_utilities_search`	Full-text search across CRM entities
`freshsales_utilities_update_custom_module`	Update a custom module definition
`freshsales_utilities_update_custom_module_record`	Update a custom module record

freshsales_utilities_clone_custom_module_record

Clone a custom module record Parameters:

Parameter	Type	Required	Default	Description
`entityName`	string	Yes	—	The API name of the custom module.
`id`	integer	Yes	—	Numeric ID of the record to clone.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "entityName": {
      "type": "string",
      "description": "The API name of the custom module."
    },
    "id": {
      "type": "integer",
      "description": "Numeric ID of the record to clone."
    }
  },
  "required": [
    "PCID",
    "entityName",
    "id"
  ]
}

freshsales_utilities_create_custom_field

Create a custom field on a module Parameters:

Parameter	Type	Required	Default	Description
`entityType`	string	Yes	—	The entity type to add the field to (e.g., ‘contacts’, ‘sales_accounts’, ‘deals’, or a custom module API name).
`formId`	integer	Yes	—	Numeric ID of the form to add the field to. Use `listModuleFields` to discover form IDs.
`field`	object	Yes	—	Field definition. Common keys: name (required), label (required), type (required — e.g., ‘text’, ‘number’, ‘dropdown’, ‘date’, ‘checkbox’), required (boolean), choices (array, for dropdown fields).

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "entityType": {
      "type": "string",
      "description": "The entity type to add the field to (e.g., 'contacts', 'sales_accounts', 'deals', or a custom module API name)."
    },
    "formId": {
      "type": "integer",
      "description": "Numeric ID of the form to add the field to. Use `listModuleFields` to discover form IDs."
    },
    "field": {
      "type": "object",
      "description": "Field definition. Common keys: name (required), label (required), type (required — e.g., 'text', 'number', 'dropdown', 'date', 'checkbox'), required (boolean), choices (array, for dropdown fields)."
    }
  },
  "required": [
    "PCID",
    "entityType",
    "formId",
    "field"
  ]
}

freshsales_utilities_create_custom_module

Create a custom module definition Parameters:

Parameter	Type	Required	Default	Description
`module_customization`	object	Yes	—	Module definition fields. Common keys: name (required), label, label_in_plural, icon_name, description.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "module_customization": {
      "type": "object",
      "description": "Module definition fields. Common keys: name (required), label, label_in_plural, icon_name, description."
    }
  },
  "required": [
    "PCID",
    "module_customization"
  ]
}

freshsales_utilities_create_custom_module_record

Create a record in a custom module Parameters:

Parameter	Type	Required	Default	Description
`entityName`	string	Yes	—	The API name of the custom module (e.g., ‘cm_vehicles’). Use `listCustomModules` to discover available names.
`custom_module`	object	Yes	—	Record fields. Keys depend on the custom module’s field definitions (e.g., cf_make, cf_model, cf_year). Use `listModuleFields` to discover available fields.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "entityName": {
      "type": "string",
      "description": "The API name of the custom module (e.g., 'cm_vehicles'). Use `listCustomModules` to discover available names."
    },
    "custom_module": {
      "type": "object",
      "description": "Record fields. Keys depend on the custom module's field definitions (e.g., cf_make, cf_model, cf_year). Use `listModuleFields` to discover available fields."
    }
  },
  "required": [
    "PCID",
    "entityName",
    "custom_module"
  ]
}

freshsales_utilities_delete_custom_module

Delete a custom module definition Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Numeric ID of the custom module definition to delete.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Numeric ID of the custom module definition to delete."
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

freshsales_utilities_delete_custom_module_record

Delete a custom module record Parameters:

Parameter	Type	Required	Default	Description
`entityName`	string	Yes	—	The API name of the custom module.
`id`	integer	Yes	—	Numeric ID of the record to delete.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "entityName": {
      "type": "string",
      "description": "The API name of the custom module."
    },
    "id": {
      "type": "integer",
      "description": "Numeric ID of the record to delete."
    }
  },
  "required": [
    "PCID",
    "entityName",
    "id"
  ]
}

freshsales_utilities_forget_custom_module_record

Permanently delete (forget) a custom module record Parameters:

Parameter	Type	Required	Default	Description
`entityName`	string	Yes	—	The API name of the custom module.
`id`	integer	Yes	—	Numeric ID of the record to permanently delete.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "entityName": {
      "type": "string",
      "description": "The API name of the custom module."
    },
    "id": {
      "type": "integer",
      "description": "Numeric ID of the record to permanently delete."
    }
  },
  "required": [
    "PCID",
    "entityName",
    "id"
  ]
}

freshsales_utilities_get_custom_module_record

Get a custom module record by ID Parameters:

Parameter	Type	Required	Default	Description
`entityName`	string	Yes	—	The API name of the custom module.
`id`	integer	Yes	—	Numeric ID of the record.
`include`	string	No	—	Comma-separated list of associated resources to side-load.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "entityName": {
      "type": "string",
      "description": "The API name of the custom module."
    },
    "id": {
      "type": "integer",
      "description": "Numeric ID of the record."
    },
    "include": {
      "type": "string",
      "description": "Comma-separated list of associated resources to side-load."
    }
  },
  "required": [
    "PCID",
    "entityName",
    "id"
  ]
}

freshsales_utilities_get_job_status

Get the status of an async job Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Numeric ID of the job (as returned by a prior bulk operation).

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Numeric ID of the job (as returned by a prior bulk operation)."
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

freshsales_utilities_list_business_types

List business types

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_campaigns

List campaigns

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_contact_statuses

List contact statuses

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_currencies

List configured currencies

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_custom_module_records_by_view

List custom module records in a view Parameters:

Parameter	Type	Required	Default	Description
`entityName`	string	Yes	—	The API name of the custom module.
`viewId`	integer	Yes	—	The numeric ID of the saved view/filter.
`page`	integer	No	—	Page number for paginated results (default 1).
`sort`	string	No	—	Field name to sort the result set by.
`sort_type`	string	No	—	Sort direction.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "entityName": {
      "type": "string",
      "description": "The API name of the custom module."
    },
    "viewId": {
      "type": "integer",
      "description": "The numeric ID of the saved view/filter."
    },
    "page": {
      "type": "integer",
      "description": "Page number for paginated results (default 1)."
    },
    "sort": {
      "type": "string",
      "description": "Field name to sort the result set by."
    },
    "sort_type": {
      "type": "string",
      "description": "Sort direction.",
      "enum": [
        "asc",
        "desc"
      ]
    }
  },
  "required": [
    "PCID",
    "entityName",
    "viewId"
  ]
}

freshsales_utilities_list_custom_modules

List all custom module definitions

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_deal_payment_statuses

List deal payment statuses

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_deal_reasons

List deal (won/lost) reasons

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_deal_stages

List deal stages

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_deal_stages_by_pipeline

List deal stages for a pipeline Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Numeric ID of the deal pipeline.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Numeric ID of the deal pipeline."
    }
  },
  "required": [
    "PCID",
    "id"
  ]
}

freshsales_utilities_list_deal_types

List deal types

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_designations

List designations

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_industry_types

List industry types

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_lead_sources

List lead sources

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_lifecycle_stages

List lifecycle stages

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_module_fields

List field definitions for a module Parameters:

Parameter	Type	Required	Default	Description
`entityType`	string	Yes	—	The entity type (e.g., ‘contacts’, ‘sales_accounts’, ‘deals’, or a custom module API name).

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "entityType": {
      "type": "string",
      "description": "The entity type (e.g., 'contacts', 'sales_accounts', 'deals', or a custom module API name)."
    }
  },
  "required": [
    "PCID",
    "entityType"
  ]
}

freshsales_utilities_list_owners

List available owners

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_sales_activity_outcomes

List sales activity outcomes

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_sales_activity_types

List sales activity types

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_list_territories

List territories

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    }
  },
  "required": [
    "PCID"
  ]
}

freshsales_utilities_lookup

Look up records by a specific field value Parameters:

Parameter	Type	Required	Default	Description
`q`	string	Yes	—	The value to match against the field.
`f`	string	Yes	—	The name of the field to match on (e.g., “email”, “website”).
`entities`	string	Yes	—	Comma-separated list of entity types to search across. Valid values: `contact`, `sales_account`, `deal`.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "q": {
      "type": "string",
      "description": "The value to match against the field."
    },
    "f": {
      "type": "string",
      "description": "The name of the field to match on (e.g., \"email\", \"website\")."
    },
    "entities": {
      "type": "string",
      "description": "Comma-separated list of entity types to search across. Valid values: `contact`, `sales_account`, `deal`."
    }
  },
  "required": [
    "PCID",
    "q",
    "f",
    "entities"
  ]
}

freshsales_utilities_search

Full-text search across CRM entities Parameters:

Parameter	Type	Required	Default	Description
`q`	string	Yes	—	The search query string.
`include`	string	Yes	—	Comma-separated list of entity types to search across. Valid values: `contact`, `sales_account`, `deal`, `user`, `lead`.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "q": {
      "type": "string",
      "description": "The search query string."
    },
    "include": {
      "type": "string",
      "description": "Comma-separated list of entity types to search across. Valid values: `contact`, `sales_account`, `deal`, `user`, `lead`."
    }
  },
  "required": [
    "PCID",
    "q",
    "include"
  ]
}

freshsales_utilities_update_custom_module

Update a custom module definition Parameters:

Parameter	Type	Required	Default	Description
`id`	integer	Yes	—	Numeric ID of the custom module definition.
`module_customization`	object	Yes	—	Partial module definition fields to update.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "id": {
      "type": "integer",
      "description": "Numeric ID of the custom module definition."
    },
    "module_customization": {
      "type": "object",
      "description": "Partial module definition fields to update."
    }
  },
  "required": [
    "PCID",
    "id",
    "module_customization"
  ]
}

freshsales_utilities_update_custom_module_record

Update a custom module record Parameters:

Parameter	Type	Required	Default	Description
`entityName`	string	Yes	—	The API name of the custom module.
`id`	integer	Yes	—	Numeric ID of the record to update.
`custom_module`	object	Yes	—	Partial record fields to update.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "entityName": {
      "type": "string",
      "description": "The API name of the custom module."
    },
    "id": {
      "type": "integer",
      "description": "Numeric ID of the record to update."
    },
    "custom_module": {
      "type": "object",
      "description": "Partial record fields to update."
    }
  },
  "required": [
    "PCID",
    "entityName",
    "id",
    "custom_module"
  ]
}

Triggers API

Platform API

Embedded MCP Servers

Application MCP Servers

Skills Guides

Tools

freshsales_utilities_clone_custom_module_record

freshsales_utilities_create_custom_field

freshsales_utilities_create_custom_module

freshsales_utilities_create_custom_module_record

freshsales_utilities_delete_custom_module

freshsales_utilities_delete_custom_module_record

freshsales_utilities_forget_custom_module_record

freshsales_utilities_get_custom_module_record

freshsales_utilities_get_job_status

freshsales_utilities_list_business_types

freshsales_utilities_list_campaigns

freshsales_utilities_list_contact_statuses

freshsales_utilities_list_currencies

freshsales_utilities_list_custom_module_records_by_view

freshsales_utilities_list_custom_modules

freshsales_utilities_list_deal_payment_statuses

freshsales_utilities_list_deal_reasons

freshsales_utilities_list_deal_stages

freshsales_utilities_list_deal_stages_by_pipeline

freshsales_utilities_list_deal_types

freshsales_utilities_list_designations

freshsales_utilities_list_industry_types

freshsales_utilities_list_lead_sources

freshsales_utilities_list_lifecycle_stages

freshsales_utilities_list_module_fields

freshsales_utilities_list_owners

freshsales_utilities_list_sales_activity_outcomes

freshsales_utilities_list_sales_activity_types

freshsales_utilities_list_territories

freshsales_utilities_lookup

freshsales_utilities_search

freshsales_utilities_update_custom_module

freshsales_utilities_update_custom_module_record

Triggers API

Platform API

Embedded MCP Servers

Application MCP Servers

Skills Guides

​Tools

​freshsales_utilities_clone_custom_module_record

​freshsales_utilities_create_custom_field

​freshsales_utilities_create_custom_module

​freshsales_utilities_create_custom_module_record

​freshsales_utilities_delete_custom_module

​freshsales_utilities_delete_custom_module_record

​freshsales_utilities_forget_custom_module_record

​freshsales_utilities_get_custom_module_record

​freshsales_utilities_get_job_status

​freshsales_utilities_list_business_types

​freshsales_utilities_list_campaigns

​freshsales_utilities_list_contact_statuses

​freshsales_utilities_list_currencies

​freshsales_utilities_list_custom_module_records_by_view

​freshsales_utilities_list_custom_modules

​freshsales_utilities_list_deal_payment_statuses

​freshsales_utilities_list_deal_reasons

​freshsales_utilities_list_deal_stages

​freshsales_utilities_list_deal_stages_by_pipeline

​freshsales_utilities_list_deal_types

​freshsales_utilities_list_designations

​freshsales_utilities_list_industry_types

​freshsales_utilities_list_lead_sources

​freshsales_utilities_list_lifecycle_stages

​freshsales_utilities_list_module_fields

​freshsales_utilities_list_owners

​freshsales_utilities_list_sales_activity_outcomes

​freshsales_utilities_list_sales_activity_types

​freshsales_utilities_list_territories

​freshsales_utilities_lookup

​freshsales_utilities_search

​freshsales_utilities_update_custom_module

​freshsales_utilities_update_custom_module_record

Tools

freshsales_utilities_clone_custom_module_record

freshsales_utilities_create_custom_field

freshsales_utilities_create_custom_module

freshsales_utilities_create_custom_module_record

freshsales_utilities_delete_custom_module

freshsales_utilities_delete_custom_module_record

freshsales_utilities_forget_custom_module_record

freshsales_utilities_get_custom_module_record

freshsales_utilities_get_job_status

freshsales_utilities_list_business_types

freshsales_utilities_list_campaigns

freshsales_utilities_list_contact_statuses

freshsales_utilities_list_currencies

freshsales_utilities_list_custom_module_records_by_view

freshsales_utilities_list_custom_modules

freshsales_utilities_list_deal_payment_statuses

freshsales_utilities_list_deal_reasons

freshsales_utilities_list_deal_stages

freshsales_utilities_list_deal_stages_by_pipeline

freshsales_utilities_list_deal_types

freshsales_utilities_list_designations

freshsales_utilities_list_industry_types

freshsales_utilities_list_lead_sources

freshsales_utilities_list_lifecycle_stages

freshsales_utilities_list_module_fields

freshsales_utilities_list_owners

freshsales_utilities_list_sales_activity_outcomes

freshsales_utilities_list_sales_activity_types

freshsales_utilities_list_territories

freshsales_utilities_lookup

freshsales_utilities_search

freshsales_utilities_update_custom_module

freshsales_utilities_update_custom_module_record