Integrate Zoho CRM (Full) with Claude, Cursor, Chatbots & AI Agents MCP Server

Manage leads, contacts, accounts, deals, and notes — complete Zoho CRM access through natural conversation.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

zoho

Zoho create contact on Zoho CRM (Full)

Last_Name is required. Account_Name links the contact to an existing account (company). Contacts represent qualified individuals in the CRM — use for customers, partners, or qualified prospects. Create a new contact in Zoho CRM with name, email, phone, and linked account for customer management

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Zoho create deal on Zoho CRM (Full)

Deal_Name is required. Stages: Qualification, Needs Analysis, Value Proposition, Identify Decision Makers, Proposal/Price Quote, Negotiation/Review, Closed Won, Closed Lost. Amount is numeric. Closing_Date uses YYYY-MM-DD. Account_Name links to an existing account. Create a new deal/opportunity in Zoho CRM with name, stage, amount, closing date, and linked account

zoho

Zoho create lead on Zoho CRM (Full)

Last_Name is required. Lead_Source values: Web Download, Advertisement, Cold Call, Employee Referral, External Referral, Partner, Conference, Trade Show. Lead_Status values: Not Contacted, Contacted, Contact in Future, Junk Lead, Lost Lead. Returns the created lead with its Zoho ID. Create a new lead in Zoho CRM with name, email, company, phone, source, and status for pipeline entry

zoho

Zoho create note on Zoho CRM (Full)

Note_Title and Note_Content are required. Link to a parent by providing Parent_Id and se_module (Leads, Contacts, Deals, Accounts). Notes appear in the record timeline. Use to log meeting summaries, call notes, or internal context. Create a note in Zoho CRM attached to a lead, contact, deal, or account for activity logging and history

zoho

Zoho list records on Zoho CRM (Full)

Module names: Leads, Contacts, Accounts, Deals, Tasks, Events, Calls, Notes, Products, Quotes, Sales_Orders, Invoices, Purchase_Orders. Returns records sorted by modification date. Use when the user wants to browse recent records or get a general overview of a module. List recent records from any Zoho CRM module (Leads, Contacts, Accounts, Deals, Tasks, etc.) for browsing

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Zoho search accounts on Zoho CRM (Full)

Returns account name, industry, website, phone, annual revenue, and owner. Accounts are the company-level records that contacts and deals are linked to. Use when the user asks about a company, needs account-level data, or wants to find an account ID. Search Zoho CRM accounts (companies/organizations) by name to find business entities in your CRM

zoho

Zoho search contacts on Zoho CRM (Full)

Returns contact name, email, phone, linked account, and owner. Contacts differ from Leads — they are qualified prospects that have been converted or manually entered. Use when the user asks about a customer or needs contact details. Search Zoho CRM contacts by name or email to find converted prospects and existing customers

zoho

Zoho search deals on Zoho CRM (Full)

Returns deal name, stage (e.g., Qualification, Needs Analysis, Proposal, Negotiation, Closed Won/Lost), amount, closing date, and linked account. Use when the user asks about pipeline opportunities, deal values, or wants to check deal progress. Search Zoho CRM deals by name to find sales opportunities with stage, amount, and closing date

zoho

Zoho search leads on Zoho CRM (Full)

Returns lead name, email, company, lead source (Web, Advertisement, Referral, etc.), lead status (Not Contacted, Contacted, Junk Lead, etc.), and owner. Use when the user wants to find a potential customer, check lead status, or review the top of the sales funnel. Search Zoho CRM leads by name, email, or company to find prospective customers in the sales funnel

Security & Code Integrity Audit

Every tool in the Zoho CRM (Full) MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

What Zoho CRM data can I access?

Leads, Contacts, Accounts, Deals, Notes, and any custom module. All data respects your Zoho CRM permissions.

Can I audit what my AI agents are doing with this integration?

Yes, Vinkius provides an immutable, HMAC-chained audit log. Every tool execution, payload, and response is tracked in real-time on your dashboard, giving you complete visibility into your agent's actions.

What if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

Automated Workflows using Zoho CRM (Full)

The Zoho CRM (Full) MCP server handles authentication and payload formatting, allowing your LLM to perform deterministic actions.

Execute lead management Commands with AI

Connect Zoho CRM (Full) to your AI agents (Claude, ChatGPT, Cursor) to manage lead management operations. The MCP server processes the underlying API requests and schema formatting for the productivity domain.

Secure deal tracking Access for Agents

Integrate Zoho CRM (Full) for AI-driven deal tracking management. The MCP server structures the outputs required for Claude to analyze productivity data.