# Zoho CRM (Full) MCP MCP

> Zoho CRM (Full) MCP gives your agent full access to manage leads, contacts, accounts, and deals inside Zoho CRM. You can run through the entire sales pipeline—from finding a raw lead to logging final notes on a closed deal—all without leaving your chat client. It handles everything from searching company data to creating new opportunities in minutes.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** lead-management, deal-tracking, pipeline-management, crm-automation, account-management, sales-workflow

## Description

Think of this MCP as an extension that lets you manage your entire customer relationship system right inside your AI agent. You don't have to switch tabs or jump into the Zoho interface every time you need a piece of information. Need to track down a client's account details, check on deal progress, or log meeting notes? Your agent handles it.

The true power comes when you combine this with other tools in the Vinkius catalog. You can chain together your CRM data flow—for instance, taking a lead found here and automatically sending a follow-up message via a messaging MCP to keep momentum across multiple platforms, all through one single connection. This means your agents don't just read data; they build automated workflows that span your entire business stack. Everything runs inside Vinkius's sandbox environment, guaranteeing that every action is audited and nothing happens in the dark.

## Tools

### zoho_create_contact
Creates a new contact record, linking an individual to an existing company account in Zoho CRM.

### zoho_create_deal
Sets up a new sales opportunity or deal within the pipeline, specifying its stage, amount, and expected closing date.

### zoho_create_lead
Inputs a brand-new potential customer into the system, logging their source and initial status for tracking.

### zoho_create_note
Logs meeting summaries or internal updates by attaching a note to any existing record type (lead, contact, deal, account).

### zoho_list_records
Retrieves a list of the most recently modified records from almost any Zoho module, useful for quick overviews.

### zoho_search_accounts
Searches for company-level records by name to find an existing business entity in your CRM.

### zoho_search_contacts
Finds specific, qualified individual contacts using their name or email address within the system.

### zoho_search_deals
Searches for sales opportunities by name to check their current stage, amount, and closing date.

### zoho_search_leads
Finds prospective leads in the early stages of the funnel using criteria like email or company name.

## 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

### Track Company Profiles
Search for specific organizations or companies to get their full account details.

### Identify Potential Leads
Quickly search the top of your sales funnel to find potential customers by name, email, or company.

### Create Qualified Contacts
Turn raw leads into qualified contacts linked directly to an existing account.

### Manage Opportunities and Deals
Search for active deals or create new opportunities, tracking everything from the initial qualification stage through to closing won or lost.

### Document Activity History
Add detailed notes to any record—a lead, contact, deal, or account—to keep a clean history of every interaction.

## Use Cases

### Client follow-up after a demo
A client just signed off on a proposal. Instead of logging into the CRM, your agent finds their account using `zoho_search_accounts`, updates the opportunity stage to 'Proposal/Price Quote' via `zoho_create_deal`, and adds a final note summarizing the next steps.

### Rethinking old leads
You find an email address for a cold prospect. Your agent searches using `zoho_search_leads` to see if they exist, then uses `zoho_create_lead` to formally add them and track their source data.

### Team handoff review
A deal is stalled. The manager asks the agent to list all recent activity on that deal using `zoho_list_records`. This gives the whole team instant visibility into who touched the record and when.

### Preparing for a large client meeting
Before the call, you need context. You ask the agent to find all contacts linked to 'Acme Corp' using `zoho_search_contacts`, pulling up their phones and email history instantly.

## Benefits

- Stop context switching. Instead of navigating between tabs, use this MCP to search for accounts or create notes directly through your agent's chat interface, keeping your focus locked on the task at hand.
- Maintain perfect auditability. Every time you log a meeting summary using `zoho_create_note`, that activity is automatically timestamped and attached to the correct record, building an iron-clad history for every client.
- Accelerate qualification. You can find potential customers with `zoho_search_leads` and instantly convert them into qualified contacts using `zoho_create_contact` without manual data entry.
- Track opportunities end-to-end. Check deal status using `zoho_search_deals`, then update the details or stage by calling `zoho_create_deal`. The whole pipeline stays visible and current.
- Never lose track of companies. Quickly find business entities needing attention via `zoho_search_accounts` to pull up all associated contacts and deals in one go.

## How It Works

The bottom line is that your AI agent handles all the complex API calls, letting you interact with structured CRM data using simple natural language prompts.

1. First, you ask your agent to find a specific type of data, like checking for recent deals using the search tools. This tells the system which module and record set it needs to focus on.
2. Next, if action is needed—say, converting that lead into a contact or creating an opportunity—the agent calls the appropriate creation tool (e.g., `zoho_create_deal`), passing necessary details like stage and amount.
3. Finally, your agent returns the resulting record ID and status update to you, confirming the data change in Zoho CRM.

## Frequently Asked Questions

**How do I find a customer's details using zoho_search_contacts?**
You search by name or email. This tool is designed to find qualified individuals who have been converted into contacts, meaning they are more than just raw leads.

**Can I use zoho_create_lead if the company already has a contact?**
It's better practice to search first. Use `zoho_search_contacts` or `zoho_search_accounts`. If you find nothing, then proceed with `zoho_create_lead`.

**What is the purpose of zoho_list_records?**
This tool lets your agent look at a general overview of recent records across many modules. It's useful when you just need to browse what happened recently without knowing the exact ID.

**How do I log meeting minutes with zoho_create_note?**
You must provide an existing record ID and tell your agent which module (Leads, Contacts, etc.) you're linking the note to. This keeps everything organized in the timeline.

**When using zoho_create_deal, how does it ensure the new deal links to an existing account?**
It requires providing a specific Account Name. This ensures the opportunity is properly associated with a known company record within your CRM, maintaining data integrity across modules.

**What information do I get when zoho_search_accounts runs?**
The search returns key business identifiers like the account name, industry, website, phone number, annual revenue, and owner. This gives you a solid overview of the company without needing complex manual queries.

**If I try to execute zoho_create_lead without all mandatory fields, what happens?**
The tool validates required data points like Last Name. If key information is missing, it will return an API error, forcing your agent to collect and provide the necessary details before creating the lead.

**Is zoho_list_records able to pull data from multiple different modules at once?**
No. You must call it for each specific module you want to check, such as running one call for Leads and a separate call for Deals. It's designed to show recent activity within a single, defined area.

**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).