Connect AI agents to your CRM
Deploy four composable MCP servers that give your AI agent secure, scoped access to your Zoho CRM. Works with any LLM. You stay in complete control.
Here's how we can help you
- Your AI agent finally works directly with Zoho CRM—not just beside it.
- Pick only the servers your agent needs and nothing more.
- Your data stays yours; get scoped access with a full audit trail.
- Use your preferred agent platform (Cursor, Claude Desktop, VS Code, or Windsurf).
The bridge your AI was missing
Until now, your AI could read a CRM screenshot at best. MCP gives it a live, authenticated connection so it can actually act on your data.
AI has no access. You copy-paste data. You do the work.
AI acts directly. Results come back. You just prompted.
Four servers. One CRM.
Infinite possibilities.
Each server is scoped to a specific job. Connect one or connect all four, your agent handles the orchestration.
Read everything.
Risk nothing.
A read-only server that lets your agent dig through your CRM data without touching a single record. Ask questions in plain language, get back real pipeline insights, trend analysis, and forecasts.
Prompt:
Show me the current status of my pipeline and highlight at-risk deals and leads.
Create, update, delete.
All by prompt.
Full CRUD access to your CRM records. Your agent can create leads, update deals, delete duplicates, and manage contacts — all through natural language commands.
Prompt:
Convert John Smith from a lead to a contact under Acme Corp and create a $20k deal in the Qualification stage.
Reshape your CRM.
No dev needed.
Add fields, modify layouts, and customize modules on the fly. Your agent understands your CRM schema and can make structural changes through simple prompts.
Prompt:
Add a custom field called Contract Value to the Deals module as a currency field and include it in the default layout.
Automate the boring.
Focus on closing.
Set up workflow rules, blueprints, and process automation through your agent. Describe what you want to happen and when — your agent builds the logic.
Prompt:
Create a workflow that alerts the account owner when a deal stays in the Negotiation stage for more than seven days with no activity.
How it all fits together
Your AI connects through the MCP client in your agent platform. From there, it can talk to one or more servers at once, authenticated securely through OAuth.
Up and running in four steps
No complex setup. No code required for basic use. Just pick your servers, authenticate, and start prompting.
Pick your servers
Go to the Server Registry and choose which servers your agent needs.
Install or configure
Get the server running in one click, or copy the config snippet to set it up manually.
Add to your platform
Add the config into any MCP compatible client of choice like Cursor, Claude Desktop, VS Code, or Windsurf.
Authenticate via OAuth
Connect your Zoho CRM account. Your agent inherits your permissions and nothing beyond that.
Configure across popular MCP
Compatible with the MCP clients your team already works with
Cursor
AI-native code editor built on VS Code
Claude Desktop
Anthropic's AI assistant and CLI tools
VS Code
Lightweight, extensible code editor
Windsurf
AI-powered editor by Codeium