- Built from scratch: apollo, chargebee, datadog, greenhouse, lever, loom, pandadoc, salesloft, sendgrid, supabase, typeform, webflow, zoho-crm, twilio, reonomy - TSC fixes: brevo, google-console, housecall-pro, meta-ads, rippling, bamboohr, close, fieldedge, freshdesk, helpscout, toast, touchbistro, hubspot, notion, quickbooks, airtable, gusto, intercom, linear, monday, salesforce, shopify, square, wave, xero - Entry points added: close, touchbistro - All 65 active servers compile with 0 TypeScript errors - 4 specialty servers skipped (competitor-research, compliance-grc, n8n-apps, product-analytics)
2.9 KiB
2.9 KiB
Zoho CRM MCP Server
Model Context Protocol (MCP) server for Zoho CRM platform.
Features
Complete coverage of Zoho CRM API for AI agents to manage sales pipeline, customer relationships, and business operations.
Tools Implemented (54 total)
Leads (6 tools)
- ✅
list_leads,get_lead,create_lead,update_lead,delete_lead,search_leads
Contacts (6 tools)
- ✅
list_contacts,get_contact,create_contact,update_contact,delete_contact,search_contacts
Accounts (6 tools)
- ✅
list_accounts,get_account,create_account,update_account,delete_account,search_accounts
Deals (6 tools)
- ✅
list_deals,get_deal,create_deal,update_deal,delete_deal,search_deals
Tasks (5 tools)
- ✅
list_tasks,get_task,create_task,update_task,delete_task
Events (5 tools)
- ✅
list_events,get_event,create_event,update_event,delete_event
Calls (5 tools)
- ✅
list_calls,get_call,create_call,update_call,delete_call
Notes (5 tools)
- ✅
list_notes,get_note,create_note,update_note,delete_note
Products (5 tools)
- ✅
list_products,get_product,create_product,update_product,delete_product
Quotes (5 tools)
- ✅
list_quotes,get_quote,create_quote,update_quote,delete_quote
Installation
npm install
npm run build
Configuration
Set your Zoho access token and API domain:
export ZOHO_ACCESS_TOKEN="your_access_token_here"
export ZOHO_API_DOMAIN="https://www.zohoapis.com" # or .eu, .in, .com.au, .jp
Get your access token from Zoho Developer Console.
Usage
As MCP Server
{
"mcpServers": {
"zoho-crm": {
"command": "node",
"args": ["/path/to/zoho-crm/dist/index.js"],
"env": {
"ZOHO_ACCESS_TOKEN": "your_token",
"ZOHO_API_DOMAIN": "https://www.zohoapis.com"
}
}
}
}
API Coverage
- Leads API - Lead management and qualification
- Contacts API - Customer contact management
- Accounts API - Company/organization management
- Deals API - Sales opportunity and pipeline management
- Tasks API - Task and to-do management
- Events API - Meeting and calendar management
- Calls API - Call logging and tracking
- Notes API - Note management across all records
- Products API - Product catalog management
- Quotes API - Quote and proposal generation
Examples
Create a Lead
{
"name": "create_lead",
"arguments": {
"last_name": "Smith",
"company": "Acme Corp",
"first_name": "John",
"email": "john.smith@acme.com",
"phone": "+1-555-0100",
"lead_source": "Web",
"lead_status": "Contacted"
}
}
Search Deals
{
"name": "search_deals",
"arguments": {
"criteria": "(Stage:equals:Closed Won)",
"page": 1,
"per_page": 100
}
}
License
MIT