How to Use the Zoho CRM (Full) MCP in Claude Code

Q: How can I search for potential prospects using Zoho CRM (Full) and Claude Code?

Use zohosearchleads. This function queries by name, email, or company to find records in the top of the funnel. It returns critical fields like lead source and current status, which your script needs to process.

Q: What tool do I use to get a list of all accounts for my script? Zoho CRM (Full) and Claude Code?

Run zohosearchaccounts. This is the primary function for retrieving company-level data like account name, industry, website, phone, annual revenue, and owner. You can pipe this output directly into other processing scripts.

Q: What if I need to log a new qualified prospect? Zoho CRM (Full) and Claude Code?

You run zohocreatecontact. This action adds a contact record, requiring name, email, phone, and linking it back to an existing account. It's the step between a raw lead and a defined customer profile.

Q: Which function lets me see recent module activity in Zoho CRM (Full) with Claude Code?

The zoholistrecords tool allows you to retrieve records sorted by modification date across nearly every module, from 'Notes' to 'Invoices'. This is essential for scripting audit trails and status checks.

Script reliable CRM data flows using Zoho CRM (Full). Claude Code for CI/CD pipelines.

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Setup Zoho CRM (Full) with Claude Code

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Batch create new sales records

When a pipeline stage completes, you need to log the opportunity. Use `zoho_create_deal` to generate a deal record, specifying name, stage, amount, closing date, and linked account ID in your script's payload. This ensures all structured data is logged immediately.

Fetch structured contact lists

To validate an email list before sending it to a marketing campaign, use `zoho_search_contacts`. The tool returns name, email, phone, linked account, and owner. This is reliable data for scripting external processes that require verified contact details.

Document all system interactions

For auditing purposes in a pipeline, you must record every action taken. The `zoho_create_note` tool lets your script attach notes—like meeting summaries or call transcripts—by referencing the Parent ID and specific module (e.g., 'Deals').

Setup guide

Set up Zoho CRM (Full) MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see zoho-crm-full-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Zoho CRM (Full) transactions." It will automatically discover and invoke the available Zoho CRM (Full) tools.

Terminal

claude mcp add --transport http zoho-crm-full-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

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Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Zoho CRM (Full) MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "zoho-crm-full-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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Common questions about Zoho CRM (Full) MCP in Claude Code

Use `zoho_search_leads`. This function queries by name, email, or company to find records in the top of the funnel. It returns critical fields like lead source and current status, which your script needs to process.

Run `zoho_search_accounts`. This is the primary function for retrieving company-level data like account name, industry, website, phone, annual revenue, and owner. You can pipe this output directly into other processing scripts.

You run `zoho_create_contact`. This action adds a contact record, requiring name, email, phone, and linking it back to an existing account. It's the step between a raw lead and a defined customer profile.

The `zoho_list_records` tool allows you to retrieve records sorted by modification date across nearly every module, from 'Notes' to 'Invoices'. This is essential for scripting audit trails and status checks.

This server touches company-level records, specifically the Account Name. It handles financial metrics like annual revenue and industry type associated with a business entity.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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