Jake Shore d25ea2031b Gold standard upgrade: greenhouse, lever, loom
- Greenhouse: 29 tools (was 18), added interviews, scorecards, organization
- Lever: 26 tools (was 13), added tags, sources, expanded opportunities/postings
- Loom: 25 tools (was 14), added analytics, privacy, search, workspace members

All servers now have:
- main.ts with env validation & graceful shutdown
- server.ts with lazy-loaded tool modules
- Zod validation on all inputs
- Rich tool descriptions (when/why to use)
- Pagination support on all list_* tools
- Updated package.json (bin field, updated deps)
- Updated README with coverage manifests
- Old index.ts renamed to index.ts.bak
- Zero TypeScript errors (npx tsc --noEmit verified)
2026-02-14 05:52:42 -05:00
..

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