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Zoho CRM MCP Server

Official Zoho MCP for Zoho CRM. Read and write records, manage modules and fields, and configure workflow automation from your AI tool.

CRM by Zoho OAuth2 active
Connect (Remote Server) Docs
Overview

Zoho CRM MCP is the official Model Context Protocol implementation from Zoho. It exposes Zoho CRM data, schema, and automation to MCP-compatible clients like Claude Desktop, Cursor, VS Code, and Windsurf. Instead of self-hosting a server, you generate a unique MCP server URL from the Zoho MCP dashboard and add it as a custom connector. Authentication uses OAuth, and AI agents operate within the user's existing CRM permission scopes.

Zoho groups CRM capabilities into four pre-built servers, each registering its own toolset with the agent: Data Insights (read-only COQL queries, schema retrieval), Data Operations (CRUD plus bulk and related record management), Module Customization (custom modules, fields, layouts), and Workflow & Process Automation (workflow rules and task actions). You can install one or several of these depending on what the agent needs to do.

Because the servers are hosted and maintained by Zoho, there is no infrastructure to manage and no Docker container or npm package to install. The same MCP setup also extends to other Zoho apps (Books, Desk, Projects, Mail, Cliq, Assist, etc.) through their own server URLs, making it possible to run multi-app workflows from a single AI client.

Tools

Tool Description
Data Insights server Read-only access to CRM data. Query records across standard and custom modules using COQL, filter, sort, group, and paginate results, list modules, and retrieve field schemas.
Data Operations server Full CRUD on records, bulk create/update/delete, search via COQL, and management of related records associated with a parent record.
Module Customization server Configure the CRM data model. List and update modules, create custom modules, create and update custom fields, and retrieve/update/activate/deactivate page layouts.
Workflow & Process Automation server Manage workflow rules and task actions. Create, update, list, and reorder workflow rules, and manage workflow task actions.
Setup Guide

Prerequisites

  • A Zoho CRM account with admin access
  • An MCP-compatible client (Claude Desktop, Cursor, VS Code, or Windsurf)

Generate your MCP server URL

  • Sign in to zoho.com/mcp with your Zoho account
  • Choose the pre-built CRM server you want (Data Insights, Data Operations, Module Customization, or Workflow & Process Automation)
  • Open the Connect section and copy the unique MCP Server URL that Zoho generates for that server

Add it to Claude Desktop

  1. Open Claude Desktop, go to Settings, then Connectors
  2. Click Add Custom Connector
  3. Name it (for example, Zoho CRM) and paste the MCP Server URL
  4. Click Authorize and complete the OAuth flow against your Zoho account
  5. Test with a prompt like List my 5 most recently created leads

Equivalent config JSON (custom remote connector)

For clients that take a JSON config for remote MCP servers, the entry looks like:

{
  "mcpServers": {
    "zoho-crm": {
      "url": "https://<your-unique-zoho-mcp-server-url>"
    }
  }
}

Replace the url value with the exact server URL generated in the Zoho MCP dashboard. Authentication is handled via OAuth on first use, no API keys are stored in the config file.

Use Cases
  • Pull a daily pipeline snapshot: top deals by stage, owner, and expected close date, queried via COQL through the Data Insights server
  • Auto-update deal stages and add notes to contacts at a target account in bulk using the Data Operations server
  • Provision new custom modules and fields when launching a new product line or sales motion, driven by Module Customization
  • Generate or reorder workflow rules so newly captured leads get assigned, tagged, and routed without opening the CRM UI
  • Run multi-step sales ops prompts (find stalled deals, log a follow-up task, update next step, schedule a reminder) inside Claude or Cursor
Example Prompts
  • "Show me all deals over $50k that haven't been touched in 30 days, grouped by owner."
  • "Create a custom field Renewal Risk on the Deals module with values Low, Medium, High."
  • "Update the stage to Closed Won for deal IDs 12345 and 12346 and log a note about the contract signature."
  • "Create a workflow rule that assigns inbound Leads from source = Webinar to the SDR team and sends a Slack task."
  • "List all contacts at Acme Corp and add a Q3 QBR tag to each."
Pros
  • Official and maintained by Zoho, so it tracks CRM API updates and permission models directly
  • Provider-hosted with a unique per-tenant URL: no Docker, npm, or self-hosting required
  • Granular by design: pick only the servers (read, write, customize, automate) your agent needs
  • Honors existing Zoho user permissions and OAuth scopes, which limits blast radius for write operations
Limitations
  • Splitting capability across four servers means you may need to install multiple connectors to get full CRUD plus automation coverage
  • Requires generating and managing server URLs in the Zoho MCP dashboard, less portable than a self-hosted command
  • Public documentation does not list each individual tool name and schema, you discover them at runtime through the MCP client
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