Title: Zoho CRM MCP - An Overview | Developer Tools
URL Source: https://www.zoho.com/crm/developer/docs/mcp/overview.html
Markdown Content:
Skip to product menu
Zoho.com
-
Bigin
Simple CRM for small businesses moving from spreadsheets.
-
CRM Plus
Unified platform to deliver top-notch customer experience.
-
Desk
Helpdesk software to deliver great customer support.
-
Campaigns
Create, send, and track targeted email campaigns that drive sales.
-
FSM
End-to-end field service management platform for service businesses.
-
Zia Agents
Build and deploy AI agents for free, across your entire business.
-
All Products
English
Sign InSign Up For Free
SIGN INGet Started
Apps
Suites
Zoho One
Marketplace
AI
EXPLORE ALL PRODUCTS
No results found.
Looking for something in particular? Connect with us—we'd love to help!
Recent Launches
Press Space or Enter to display list of options
Sales
Press Space or Enter to display list of options
Marketing
Press Space or Enter to display list of options
Commerce and POS
Press Space or Enter to display list of options
Service
Press Space or Enter to display list of options
Finance
Press Space or Enter to display list of options
Education
Press Space or Enter to display list of options
ERP
Press Space or Enter to display list of options
Email, Storage, and Collaboration
Press Space or Enter to display list of options
Human Resources
Press Space or Enter to display list of options
Legal
Press Space or Enter to display list of options
Security and IT Management
Press Space or Enter to display list of options
BI and Analytics
Press Space or Enter to display list of options
Project Management
Press Space or Enter to display list of options
Developer Platforms
Press Space or Enter to display list of options
IoT
Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS
Recent Launches
New
Chemical drawing tool to create, visualize, and analyze chemical structures.
Try now
New
Access and act across your apps through one AI interface.
Try now
New
Reliable, secure, and compliant multi-channel communication platform.
Try now
New
Smart networking tool that helps connect easily, track and drive conversions.
Try now
New
Build your first line of defense with secure coding training.
Try now
New
AI-powered academic LMS for modern teaching and learning.
Try now
New
Design dynamic journeys and automate contextual responses at every stage.
Try now
New
Create a branded link-in-bio page to grow your online presence.
Try now
New
Build secure, scalable, and multi-tenant apps for any industry.
Try now
New
Payroll software with automated tax payments and filing.
Try now
Suites New
Unified platform for the entire app development lifecycle.
Try now
Suites New
Unified project management platform for intelligent, data-driven work.
Try now
Sales
CRM
Comprehensive CRM platform for customer-facing teams.
CRM
Bigin
Simple CRM for small businesses moving from spreadsheets.
Bigin
Sign
Digital signature app for businesses.
Sign
NEW
Voice
Cloud Contact Center Software for businesses.
Voice
Forms
Build online forms for every business need.
Forms
Bookings
Appointment scheduling app for consultations with customers.
Bookings
RouteIQ
Comprehensive sales map visualization and optimal route planning solution.
RouteIQ
SalesIQ
Live chat app to engage and convert website visitors.
SalesIQ
POS
Modern retail POS to sell better, manage your entire business, and join the digital revolution.
POS
TrainerCentral
Online platform to train sales teams, channel partners, and customers.
TrainerCentral
Thrive
Loyalty platform to reward, retain, and grow your customer base.
Thrive
DAP
Platform to simplify software adoption with in-product guidance.
DAP
NEW
CommandCenter
Design dynamic journeys and automate contextual responses at every stage.
CommandCenter
NEW
TouchPoint
Smart networking tool that helps connect easily, track and drive conversions.
TouchPoint
Suites
CRM Plus
Unified platform to deliver top-notch customer experience.
CRM Plus
Marketing
Campaigns
Create, send, and track targeted email campaigns that drive sales.
Campaigns
Social
All-in-one social media management software.
Social
Sign
Digital signature app for businesses.
Sign
NEW
Voice
Cloud Contact Center Software for businesses.
Voice
Forms
Build online forms for every business need.
Forms
Backstage
End-to-end event management software.
Backstage
Sites
Online website builder with extensive customisation options.
Sites
Survey
Design surveys to reach and interact with your audience.
Survey
Domains
Easy domain registration, transfer, and secured DNS management.
Domains
Marketing Automation
All-in-one marketing automation software.
Marketing Automation
SalesIQ
Live chat app to engage and convert website visitors.
SalesIQ
PageSense
Website conversion optimization and personalisation platform.
PageSense
Webinar
Webinar platform for webcasting online webinars.
Webinar
TrainerCentral
Online training platform for customers, partners, and resellers.
TrainerCentral
LeadChain
Sync, manage, and convert leads across channels seamlessly.
LeadChain
CommunitySpaces
Online community platform for individuals and businesses to grow their network and brand.
CommunitySpaces
LandingPage
Smart landing page builder to increase conversion rates
LandingPage
Publish
Manage all your local business listings on a single platform.
Publish
Thrive
Loyalty platform to reward, retain, and grow your customer base.
Thrive
NEW
CommandCenter
Design dynamic journeys and automate contextual responses at every stage.
CommandCenter
NEW
Linkthread
Create a branded link-in-bio page to grow your online presence.
Linkthread
NEW
TouchPoint
Smart networking tool that helps connect easily, track and drive conversions.
TouchPoint
Suites
Marketing Plus
Unified marketing platform for marketing teams.
Marketing Plus
Commerce and POS
POS
Modern retail POS to sell better, manage your entire business, and join the digital revolution.
POS
Commerce
eCommerce platform to manage and market your online store.
Commerce
Service
Desk
Helpdesk software to deliver great customer support.
Desk
Assist
Remote support and unattended remote access software.
Assist
NEW
Voice
Cloud Contact Center Software for businesses.
Voice
FSM
End-to-end field service management platform for service businesses.
FSM
Bookings
Appointment scheduling app for consultations with customers.
Bookings
SalesIQ
Live chat app to engage and convert website visitors.
SalesIQ
TrainerCentral
Online training platform for service teams and external partners.
TrainerCentral
Lens
Interactive remote assistance software with augmented reality.
Lens
Solo
The all-in-one toolkit for solopreneurs.
Solo
NEW
CommandCenter
Design dynamic journeys and automate contextual responses at every stage.
CommandCenter
Suites
Service Plus
Unified platform for customer service and support teams.
Service Plus
Finance
Books
Powerful accounting platform for growing businesses.
Books
Expense
Effortless expense reporting platform.
Expense
Sign
Digital signature app for businesses.
Sign
NEW
Payroll
Payroll software with automated tax payments and filing.
Payroll
Inventory
Powerful stock management and inventory control software.
Inventory
Billing
End-to-end billing solution for your business.
Billing
Commerce
eCommerce platform to manage and market your online store.
Commerce
Spend
Manage and control every business spend from a single unified platform.
Spend
Procurement
Complete source-to-pay platform to transform your procurement into a growth engine.
Procurement
Practice
Practice management software for accounting firms.
Practice
Checkout
Collect payments online with custom branded pages.
Checkout
FREE
Invoice
100% Free invoicing solution.
Invoice
Solo
The all-in-one toolkit for solopreneurs.
Solo
Payments
Unified payment solution built for all businesses.
Payments
Suites
Finance Plus
All-in-one suite to manage your operations and finances.
Finance Plus
Education
NEW
Classes
AI-powered academic LMS for modern teaching and learning.
Classes
ERP
Email, Storage, and Collaboration
Mail
Secure email service for teams of all sizes.
Mail
WorkDrive
Online file management for teams.
WorkDrive
Sign
Digital signature app for businesses.
Sign
NEW
Voice
Cloud Contact Center Software for businesses.
Voice
Bookings
Appointment scheduling app for consultations with customers.
Bookings
NEW
CPaaS
Reliable, secure, and compliant multi-channel communication platform.
CPaaS
Learn
Knowledge and learning management platform.
Learn
Cliq
Stay in touch with teams no matter where you are.
Cliq
Meeting
Online meeting software for your video conferencing needs.
Meeting
Notebook
Beautiful home for all your notes.
Notebook
TeamInbox
Shared inboxes for teams.
TeamInbox
Connect
Employee experience intranet for informed, engaged, and connected employees.
Connect
Tables
Modern spreadsheet-database hybrid to organize work and data.
Tables
Writer
Word processor for focused writing and discussions.
Writer
Vani
A visual collaboration platform for teams.
Vani
Office Integrator
Built in document editors for web apps.
Office Integrator
Sheet
Spreadsheet software for collaborative teams.
Sheet
Show
Create, edit, and share slides with a sleek presentation app.
Show
Office Suite
Powerful collaborative work platform for teams.
Office Suite
Calendar
Online business calendar to manage events and schedule appointments.
Calendar
ToDo
Collaborative task management for individuals and teams.
ToDo
FREE
PDF Editor
Collaborative online PDF editing tool.
PDF Editor
FREE
ChemStudio
Chemical drawing tool to create, visualize, and analyze chemical structures.
ChemStudio
Suites
Workplace
Application suite built to improve team productivity and collaboration.
Workplace
Human Resources
People
Organize, automate, and simplify your HR processes.
People
Recruit
Intuitive recruiting platform built to provide hiring solutions.
Recruit
Sign
Digital signature app for businesses.
Sign
NEW
Payroll
Payroll software with automated tax payments and filing.
Payroll
Expense
Effortless expense reporting platform.
Expense
Learn
Knowledge and learning management platform.
Learn
Shifts
Employee scheduling and time tracking app.
Shifts
Connect
Employee experience intranet for informed, engaged, and connected employees.
Connect
Workerly
Manage temporary staffing with an employee scheduling solution.
Workerly
Suites
People Plus
Comprehensive HR platform for seamless employee experiences.
People Plus
Legal
Contracts
Comprehensive contract lifecycle management software.
Contracts
Sign
Digital signature app for businesses.
Sign
Start
Business formation service to launch and grow your businesses.
Start
Security and IT Management
Vault
Online password manager for teams.
Vault
Directory
Workforce identity and access management solution for cloud businesses.
Directory
Assist
Remote support and unattended remote access software.
Assist
Creator
AI-native development platform with enterprise-grade governance.
Creator
Lens
Interactive remote assistance software with augmented reality.
Lens
Catalyst
Agent-ready full-stack cloud.
Catalyst
RPA
Automate manual, tedious, and repetitive tasks easily.
RPA
eProtect
Comprehensive email security and archiving for every business.
eProtect
QEngine
Test automation software to build, manage, execute, and report testcases.
QEngine
Ulaa Enterprise
Secure your business with built-in browser protection and control.
Ulaa Enterprise
FREE
OneAuth
Secure multi-factor authenticator (MFA) for all your online accounts.
OneAuth
Toolkit
Complete resource for any admin-related lookup queries.
Toolkit
NEW
Fortify
Build your first line of defense with secure coding training.
Fortify
Enterprise-grade solutions for IT and security operations from ManageEngine
Endpoint Central
A 360-degree UEM solution for endpoint management and security.
Endpoint Central
ServiceDesk Plus
Cloud-based IT ticketing system to resolve issues faster.
ServiceDesk Plus
NEW
OpManager Nexus
Unified IT operations platform designed to achieve full-stack observability.
OpManager Nexus
Site24x7
End-to-end monitoring for uptime, performance, and digital user experience.
Site24x7
Log360 Cloud
Detect, investigate, and neutralize security threats with a cloud SIEM solution.
Log360 Cloud
Patch Manager Plus
Automated multi-OS patch management.
Patch Manager Plus
Mobile Device Manager Plus
Set up and secure your enterprise mobile devices and apps.
Mobile Device Manager Plus
Analytics Plus
AI-powered unified analytics platform to correlate all IT data.
Analytics Plus
Remote Access Plus
Secure and comprehensive unattended access at the click of your mouse.
Remote Access Plus
AlarmsOne
Centralized IT alert management.
AlarmsOne
StatusIQ
Status page for real-time status and incident communication.
StatusIQ
CloudSpend
Cloud cost management for modern software teams.
CloudSpend
CloudDNS
Optimize your domains for speed, security, and controlled name resolution.
CloudDNS
Digital Risk Analyzer
All-in-one digital risk assessment tool to ensure domain security.
Digital Risk Analyzer
Identity360
Cloud-native identity platform redefining workforce IAM.
Identity360
Saas Manager Plus
SaaS management platform to maximize ROI.
Saas Manager Plus
DEX Manager Plus
Cloud-based DEX solution to monitor, diagnose, and improve device performance and employee experience.
DEX Manager Plus
NEW
Key Manager Plus
Zero touch certificate lifecycle management platform for all your public and private CA SSL/TLS certificates.
Key Manager Plus
NEW
Vulnerability Manager Plus
Identify, prioritize, and remediate vulnerabilities across your entire network.
Vulnerability Manager Plus
NEW
Identity Access
Cloud-native access management for every login surface.
Identity Access
ManageEngine is a division of Zoho Corporation.
BI and Analytics
Analytics
Modern self-service BI and analytics platform.
Analytics
DataPrep
AI-powered ETL tool for effective data integration and movement.
DataPrep
Embedded BI
Embedded analytics and white label BI solutions, tailored for your needs.
Embedded BI
FREE
AI Dashboard Generator
AI-powered dashboard creation for instant insights with zero setup.
AI Dashboard Generator
FREE
Data Quality Analyzer
AI data quality tool that flags invalid and missing values instantly.
Data Quality Analyzer
FREE
Sample Data Generator
AI-powered tool for generating sample datasets.
Sample Data Generator
Project Management
Projects
Manage, track, and collaborate on projects with teams.
Projects
Sprints
Scalable Agile software for faster and smarter delivery.
Sprints
BugTracker
Automatic bug tracking software for managing bugs.
BugTracker
Solo
The all-in-one toolkit for solopreneurs.
Solo
DAP
Platform to simplify software adoption with in-product guidance.
DAP
Suites
Projects Plus
Unified project management platform for intelligent, data-driven work.
Projects Plus
Developer Platforms
Creator
AI-native development platform with enterprise-grade governance.
Creator
Catalyst
Agent-ready full-stack cloud.
Catalyst
Flow
Automate business workflows by creating smart integrations.
Flow
NEW
CPaaS
Reliable, secure, and compliant multi-channel communication platform.
CPaaS
DataPrep
AI-powered ETL tool for effective data integration and movement.
DataPrep
Tables
Modern spreadsheet-database hybrid to organize work and data.
Tables
IoT
Build, deploy, and scale IoT solutions for connected businesses.
IoT
Apptics
Application analytics for all apps.
Apptics
RPA
Automate manual, tedious, and repetitive tasks easily.
RPA
QEngine
Test automation software to build, manage, execute, and report testcases.
QEngine
Qntrl
Orchestrate processes, systems, and data on a single platform.
Qntrl
Office Integrator
Built in document editors for web apps.
Office Integrator
Embedded BI
Embedded analytics and white label BI solutions, tailored for your needs.
Embedded BI
MCP
Make apps agent-ready, build agentic workflows, and get work done with prompts.
MCP
NEW
Vertical Studio
Build secure, scalable, and multi-tenant apps for any industry.
Vertical Studio
Suites
Creator Plus
Unified platform for the entire app development lifecycle.
Creator Plus
IoT
IoT
Low-code IoT platform and solutions for connected businesses.
IoT
Search Result
CRM Plus
Unified platform to deliver top-notch customer experience.
Try now
CRM Plus
Service Plus
Unified platform for customer service and support teams.
Try now
Service Plus
Finance Plus
All-in-one suite to manage your operations and finances.
Try now
Finance Plus
People Plus
Comprehensive HR platform for seamless employee experiences.
Try now
People Plus
Workplace
Application suite built to improve team productivity and collaboration.
Try now
Workplace
Marketing Plus
Unified marketing platform for marketing teams.
Try now
Marketing Plus
Projects Plus
Unified project management platform for intelligent, data-driven work.
Try now
Projects Plus
Creator Plus
Unified platform for the entire app development lifecycle.
Try now
Creator Plus
All-in-one suite
Zoho One
The operating system for business
Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.
TRY ZOHO ONE
All-in-one suite
Zoho One
The operating system for business
Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.
TRY ZOHO ONE
With over 2900+ ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.
EXPLORE MARKETPLACE
AI Capability
Zia Agents
Build and deploy AI agents for free, across your entire business.
Try now
Zia Agents
Zia Chat
Access and act across your apps through one AI interface.
Try now
Zia Chat
Zia Search
Unified search to pull information from 20+ apps across the Zoho ecosystem.
Try now
Zia Search
AI Infrastructure
MCP
Make apps agent-ready, build agentic workflows, and get work done with prompts.
Try now
MCP
Skip to main content
Get Started
Hi, how can we help?
Please enter what you are looking for.
Zoho CRM MCP Servers
Connect your AI tools to Zoho CRM using the Model Context Protocol (MCP) to perform CRM operations using natural language.
Table of Contents
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
- Install an MCP server in your AI tool.
- The server registers its capabilities as tools with the AI agent.
- Provide instructions in natural language.
- 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.
Note
Zoho CRM MCP servers work with any AI tool that supports MCP, including Cursor, Claude Desktop, VS Code, and Windsurf.
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
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.
Note
API calls executed through MCP consume API credits in the same way as standard API calls. These requests are subject to the existing API credit limits.
Setup
Set up Zoho CRM MCP servers in your AI tool to start interacting with your CRM using natural language.
Prerequisites
- A Zoho CRM account with appropriate user permissions.
- Any of the supported IDEs including Cursor, Claude, VS Code, or Windsurf.
Authentication
When you invoke an MCP tool for the first time, the server initiates an OAuth flow. A browser window opens and prompts you to log in to your Zoho account. Once authentication is complete, the tools become available in your AI tool.
- All actions are scoped to your Zoho CRM user permissions. You can only perform operations that your CRM role allows.
- To switch between different orgs or users, disconnect the MCP server in your AI tool, then re-authenticate/restart with the organization you want to use. The new session will be scoped to that organization.
What's Next?
Zoho CRM MCP is supported in all the MCP-compatible AI platforms. Explore the setup instructions for:
Improved Sales. Lasting Relationships.Faster Growth.
15-day free trial. No credit card required.
Sign Up For FreeSEE PLANS AND PRICING
EXPLORE CRM
RESOURCES
GET STARTED
More products from Zoho
sales@zohocorp.com
Choose Privacy. Choose Zoho.
© 2026, Zoho Corporation Pvt. Ltd. All Rights Reserved.
Sign Up for FreeAccess Zoho crm
search
Sign InAll Zoho Products
We're Online!
How may I help you today?