Zoho CRM MCP Servers

Overview

Zoho CRM MCP servers connect your AI tools to Zoho CRM using the Model Context Protocol (MCP). They expose CRM capabilities as tools that your AI agent can invoke during a conversation.

This allows you to perform CRM operations directly from your AI tool using natural language, without navigating the CRM interface or working with APIs.

Zoho CRM provides these as pre-built MCP servers, so you don't need to build, host, or maintain any infrastructure.

How it works

1. Install an MCP server in your AI tool.
2. The server registers its capabilities as tools with the AI agent.
3. Provide instructions in natural language.
4. The agent maps your request to the appropriate tool and executes the action in Zoho CRM.

You do not need to learn API endpoints or write code. The MCP server translates your prompts into CRM operations.

Pre-built MCP Servers

Zoho CRM groups its MCP capabilities into four pre-built servers. Each server focuses on a specific area of CRM functionality and registers its own set of tools with your AI agent.

Since the servers are pre-built, you can directly install the servers in your AI tool and start prompting. You can install more than one servers to cover a broader range of tasks.

The sections below describe what each server offers, along with example prompts to get you started.

Data Insights

Provides read-only access to your organisation's CRM data. This allows you to query records, retrieve module lists, and view field schemas.

Available Actions

• Query records across standard and custom modules using COQL
• Filter, sort, group, and paginate results
• Retrieve the list of all modules in your CRM
• Access field schemas for any module

Example prompts

• "Show me all the deals closing this month"

  Lists deals with a closing date in the current month.

• "How many leads were created last week?"

  Returns the total lead count for the past 7 days.

• "List the top 10 accounts by annual revenue"

  Returns accounts sorted by revenue in descending order.

Data Operations

Allows you to manage CRM records across standard and custom modules including create, read, update, and delete operations.

Available Actions

• Create, read, update, and delete records
• Perform bulk operations on multiple records at once
• Retrieve and update related records associated with a parent record
• Search records using COQL queries
• Retrieve the list of all modules and field schemas

Example prompts

• "Create a new lead: Patricia Boyle, Zylker Corp, patricia.boyle@zylker.com"

  Creates a lead record with the specified details.

• "Delete all deals that have been stuck in the 'Negotiation' stage since March"

  Deletes matching deal records.

• "Show all contacts related to the account 'zylker'"

  Retrieves contact records for the specified account.

Module Customization

Configure your organisation's data model, including modules, fields and page layouts.

Available Actions

• Retrieve the list of all modules and view module metadata
• Create new custom modules
• Update module-level settings and properties
• Retrieve field schemas and create custom fields
• Update field properties (label, required, tooltip, etc.)
• Retrieve, update, activate, and deactivate page layouts

Example prompts

• "Add a text field called 'Customer Type' to the Leads module"

  Creates a new text field in the Leads module.

• "List all the fields in the Contacts module"

  Retrieves a list of all fields in the specified module.

• "Show all layouts in the Deals module"

  Provides a list of all layouts in the specified module.

Workflow & Process Automation

Configure automation rules and manage workflow tasks.

Available Actions

• Create, update, and list workflow rules
• Reorder the sequence of workflow rules
• Create, update, and list workflow task actions
• Retrieve workflow configuration details

Example prompts

• "Create a task to call new leads within 1 day"

  Creates a new automation task that triggers a call action for new leads after 1 day.

• "List all active workflow rules in the Leads module"

  Returns workflow rules currently enabled for Leads.

• "Show the workflow configuration for Big Deal Alert workflow in the Deals module"

  Displays the configuration details for the specified workflow.