Zoho CRM (Full) MCP. Manage leads, contacts & deals without leaving your chat.

You're connecting your AI client directly to every core function of Zoho CRM. You manage leads, contacts, accounts, and deal pipelines entirely through conversation—no switching tabs required. Your agent treats your entire CRM like one integrated workspace.

Finding Prospects and Leads

If you need to check on a potential customer's details, you can run zoho_search_leads to find those prospects in your funnel using criteria like name or email; the tool returns their status and source information. To confirm an individual is a qualified prospect, use zoho_search_contacts, which finds specific people by name or email address within your CRM.

To generate new leads, you'll run zoho_create_lead. You just write a prompt, and the server builds a brand-new prospect record, specifying the name, email, company, source, and initial status for that lead. For structuring your corporate side, you can first search for existing company accounts using zoho_search_accounts, which retrieves high-level business data like industry and unique ID numbers based on the company's name.

Managing People and Accounts

Once you have a company account identified, you use zoho_create_contact to build a new, qualified contact record. This process automatically links that individual—with their name, email, or phone number—to an existing corporate account. You're always tracking who belongs to whom.

Tracking Opportunities and Deals

When it comes to revenue, you can track opportunities through the full pipeline by searching for specific sales deals using zoho_search_deals. This search gives you immediate access to the deal's current stage, estimated value, and which company account it's linked to. When you close a deal or move it forward, use zoho_create_deal to log the new opportunity, setting required fields like its specific stage, monetary amount, and expected closing date.

Logging Activity and Data Auditing

Whenever you talk to someone—whether they're a lead, contact, deal, or account—you need documentation. You attach meeting summaries or call notes instantly using zoho_create_note. This function logs descriptive activity directly onto any specific record in your CRM for history tracking.

For a general overview of recent activity across the board, you can run zoho_list_records. The server pulls a list of records from almost every major Zoho module—including tasks, invoices, and calls—giving you an immediate view of everything that's happening in your sales workflow. It’s how you keep track of general movement and audit trails across the whole system.