# Zoho CRM Contacts MCP MCP

> Zoho CRM Contacts handles everything from raw leads to closed deals. Use this MCP to search, create, and manage accounts, contacts, and entire sales pipelines inside your AI agent—no tab switching required.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Tags:** contact-management, lead-conversion, account-management, crm-data, customer-records, lead-tracking

## Description

Think of it like having a dedicated sales operations specialist who lives inside your chat window. This connector lets you interact with your full Zoho CRM data set without ever leaving your client app. You can find companies (accounts), qualify raw leads, create new contacts linked to those accounts, and track the value of every potential deal in the pipeline.

It’s built for the sales lifecycle. Need to update a person's phone number or check what deals are currently attached to their company? Your agent handles it. Because this MCP is designed for complex, multi-stage processes, you can chain it with other services—say, connecting your CRM data flow directly into an email sending tool via Vinkius—to build full automations that span multiple platforms. You'll get the whole picture, from initial web form submission to final contract signature.

## Tools

### zoho_convert_lead
Qualifies a raw lead by converting it into linked contacts, an account, and a deal record in one step.

### zoho_create_account
Creates a new company profile (account) with details like name, industry, phone, and website.

### zoho_create_contact
Adds a qualified individual's record (contact) to the CRM and links them to an existing company account.

### zoho_create_lead
Creates a new, unqualified prospect record when you first find out about someone or a company.

### zoho_get_account
Retrieves all current details for a specific company account by ID, including revenue and addresses.

### zoho_get_contact
Pulls the complete profile for a single contact, showing all their emails, phones, and job titles.

### zoho_related_records
Gets any records tied to a main record, like listing all contacts or deals belonging to one account.

### zoho_search_accounts
Searches the CRM database by company name to find existing business entities and their data.

### zoho_search_contacts
Looks up specific people by name or email address to confirm they are in the system.

### zoho_search_leads
Finds unqualified prospects at the top of your funnel using names, emails, or company names.

### zoho_update_contact
Changes details on an existing contact record, such as correcting a phone number or updating a job title.

## Prompt Examples

**Prompt:** 
```
Search for leads from web form
```

**Response:** 
```
👥 **Leads from Web Form**
| Name | Email | Company | Status |
|---|---|---|---|
| John Smith | john@acme.com | Acme Corp | New |
| Maria Garcia | maria@beta.io | Beta Inc | Contacted |
```

**Prompt:** 
```
Create a deal: Enterprise Plan $25,000
```

**Response:** 
```
✅ **Deal Created!**
- Name: Enterprise Plan
- Amount: $25,000
- Stage: Qualification
- Closing: 2024-03-30
```

## Capabilities

### Qualify and Convert Leads
Takes raw prospect data (leads) and converts them into structured contacts, accounts, and deals.

### Search Company Data
Finds full details about specific companies or organizations within the CRM database.

### Manage People Records
Searches for, creates, and updates individual contact records linked to a company.

### Track Relationships
Retrieves all related records—like notes or deals—associated with any specific account or contact.

### Update Records On Demand
Allows you to correct details, change phone numbers, or reassign ownership on existing contacts.

## Use Cases

### The SDR needs to qualify a web form lead.
A new prospect signs up via your website. Your agent uses `zoho_search_leads` first, then initiates the qualification flow using `zoho_convert_lead`. The result is a fully formed account and contact record, ready for follow-up.

### The AE needs to check a client's history.
Before calling Acme Corp, your agent uses `zoho_get_account` to grab company details. Then it runs `zoho_related_records` to list all past deals and notes associated with the account.

### The Support Agent needs current contact data.
A user calls in, but the agent only has an old email address. The agent uses `zoho_search_contacts` to find the person’s correct profile and then runs `zoho_get_contact` to pull their current job title.

### The Manager needs a full pipeline status.
A manager asks, 'Show me all deals for Beta Inc.' The agent uses `zoho_search_accounts` first, then calls `zoho_related_records` to list every deal in the current sales cycle.

## Benefits

- Don't waste time switching between Zoho modules. You can search for a company using `zoho_search_accounts` and immediately get all related people and active deals in one chat session.
- The qualification process is simple: use `zoho_create_lead` when you first find someone, then convert them later with `zoho_convert_lead`. It guides the whole sales flow.
- Need context? The `zoho_related_records` tool lets your agent list every note or deal attached to an account without needing multiple searches. That saves huge amounts of time.
- You can keep data accurate by using `zoho_update_contact`. If a client changes jobs, you correct the record instantly instead of having to log into Zoho and find it yourself.
- When building complex automations that track an entire customer journey, chaining this MCP with other services makes sure every piece of account or contact data flows correctly.

## How It Works

The bottom line is you manage complex customer records using natural conversation, instead of clicking through multiple tabs and screens.

1. First, tell your agent what data point you need—maybe a company name or an email address.
2. The MCP finds the relevant record and pulls all associated details (contacts, deals, etc.) into your chat context.
3. You then instruct the agent to perform an action, like creating a new account or converting a lead. You get confirmation of the data changes.

## Frequently Asked Questions

**How do I find all contacts linked to a specific company using zoho_related_records?**
You pass the main Company ID into `zoho_related_records` and specify 'Contacts' as the related module. The MCP then returns every single contact tied to that account.

**Can I use zoho_update_contact to change an email?**
Yes, you can. You must provide the unique Contact ID and the specific field (like 'Email') along with the new data you want to write to it.

**What's the difference between zoho_create_lead and zoho_create_contact?**
Use `zoho_create_lead` for a brand-new, unqualified prospect. Use `zoho_create_contact` only when you already know they are qualified people attached to an existing company account.

**Does zoho_get_account give me revenue data?**
Yes, it returns the company's annual revenue, industry, and full mailing address details for that specific account ID.

**What complete details do I get when using zoho_get_account?**
It returns the full company profile. You get more than just basic info; it includes annual revenue, industry data, and all custom fields attached to that specific account ID.

**What is the resulting record structure when I run zoho_convert_lead?**
The conversion moves the data from a temporary Lead status into permanent records. It splits the qualified lead's information across a new Contact, Account, and Deal simultaneously.

**Can I use zoho_search_leads if I only know a company name?**
Yes. You can search for leads by company name, email, or just the lead's name. This helps you find top-of-funnel prospects even without direct contact details.

**When creating a new person with zoho_create_contact, must I know the Account ID?**
Yes, you need to provide an existing Account name or ID. This step ensures that the new contact is correctly linked to a specific company record within Zoho CRM right away.

**What Zoho CRM data can I access?**
Leads, Contacts, Accounts, Deals, Notes, and any custom module. All data respects your Zoho CRM permissions.

**How does authentication work?**
Uses Zoho OAuth 2.0 with a refresh token. Create a Self Client in the Zoho API Console, generate a refresh token, and provide Client ID, Client Secret, and Refresh Token.

**Does it support multi-region Zoho?**
Yes! Set your API domain: zohoapis.com (US), zohoapis.eu (EU), zohoapis.in (India), zohoapis.com.au (Australia), zohoapis.jp (Japan).