Setting up a CRM—creating modules, configuring fields, and managing roles and permissions—means navigating multiple admin screens manually. Payments are no different: customer records, payment links, sessions, refunds, and payouts each live in their own workflow. Now, with the addition of Zoho Verticals and Zoho Payments to Zoho MCP, AI agents can take on both.
What is Zoho Verticals?
Zoho Verticals is an industry-specific solution platform that lets businesses and Partners build, deploy, and manage custom vertical CRM applications tailored to sectors like automotive, financial services, real estate, and more, all on Zoho's unified infrastructure.
API tools for CRM setup and access control
The Zoho Verticals tool set focuses on CRM configuration and organizational management. Through Zoho MCP, you can now manage modules (create, update, and fetch metadata for custom and default modules), fields (create, update, delete, and inspect field-level metadata across modules, up to five fields per call), roles (create, update, delete, transfer users between roles, and fetch role details), and profiles (create by cloning, update permissions, delete with user transfer, and retrieve profile configurations).
This essentially lets an AI agent set up and maintain CRM architecture, create custom modules, define field structures, and manage access through roles and profiles, all without touching the Zoho CRM UI.
What is Zoho Payments?
Zoho Payments is a unified online payment solution that lets businesses accept, track, and manage payments across invoices, payment links, subscriptions, and ecommerce checkouts from a single platform.
API tools for end-to-end payment processing
The Zoho Payments tool set covers the full payment lifecycle. Available API tools include customer management (create and retrieve customer records), payment links (create, update, cancel, and fetch payment link details), payment sessions (create and retrieve session info for initiating transactions), payments and refunds (list all payments, get specific payment details, and create or retrieve refunds), and payouts (list payouts, get payout details, and retrieve associated transactions).
Together, these let an agent handle everything from generating a payment link for a customer to tracking payout transactions—a complete payments workflow, accessible through Zoho MCP.
These additions enrich what's already possible with Zoho MCP. Beyond working with records, AI agents can now configure CRM architecture and handle real financial transactions, opening up more sophisticated, end-to-end business workflows powered by automation.
Access Zoho MCPFAQs
How can I automate my Zoho CRM setup using AI agents in Zoho MCP?
With the Verticals API tool set in Zoho MCP, AI agents can handle full CRM setup programmatically. This includes creating custom modules, adding or updating fields, configuring roles, and managing profile permissions. Instead of navigating admin screens manually, an agent can build out your entire CRM structure through a series of API calls.
Can an AI agent process refunds and track payouts in Zoho Payments?
Yes. The Payments API tool set in MCP gives AI agents the tools to create refunds, retrieve refund details, list all payouts, fetch specific payout information, and pull transactions tied to each payout. The full refund-to-payout cycle can be handled without manual intervention.
What business workflows can I build with Zoho Verticals and Payments in Zoho MCP?
You can build end-to-end workflows that combine CRM configuration with payment operations. For example, an agent could set up a custom CRM module for a new product line, create the relevant fields and access roles, then generate payment links for customers and track incoming transactions and payouts. Use cases range from customer onboarding automation to subscription billing, letting your CRM setup and payment processing run as a single automated flow.
Comments