Zoho CRM Sales MCP. Process deals from initial lead search to final invoice.

Listen up. This ain't just another server; it’s your whole sales cycle, right there in your chat window. You manage everything from a raw lead all the way through to getting paid, without ever switching tabs. We wrapped up Zoho CRM so you can track deals, build product lists, generate quotes, and list invoices using your AI agent.

Managing Your Sales Pipeline

When you gotta keep an eye on what's moving in the pipeline, you got a few ways to go. You can search for active opportunities by name with zoho_search_deals, which pulls key info like the stage, amount, account name, and closing date. Need more detail? Use zoho_get_deal to pull every bit of information on a specific deal ID—that includes notes, history logs, and custom fields.

If you need to adjust things because negotiations got messy, run zoho_update_deal; this lets you advance the stage or tweak the amount on an existing deal.

Cataloging Products

Building out your product line is simple. You can use zoho_create_product to add a brand-new item to your catalog, defining its name, unit price, and unique SKU. When you need to check what's already there, zoho_search_products looks up details using any query, giving you the product names, unit prices, codes, and full descriptions.

Generating Pricing Documents

You gotta make sure your pricing is legit before sending it out. You can use zoho_create_quote to generate a formal sales quote; you just link it up to an existing deal and account. For keeping tabs on what's already been priced, zoho_list_quotes retrieves a rundown of all quotes, showing the quoted amount, which deal/account it’s linked to, its validity period, and its current status.

When you're ready for the final paperwork, generating sales quotes is straightforward.

Tracking Orders and Billing

From initial quote to cash in hand, we cover all the bases. You can run zoho_list_sales_orders to see confirmed purchases from clients, getting the subject line, total amount, account name, and expected ship date. To audit billing records, use zoho_list_invoices; this lists every past invoice with its subject, total amount, linked account name, due date, and current payment status.

You can also generate a new quote using zoho_create_quote that’s tied directly to an existing deal and account.

This setup gives you full control: you create the deals with zoho_create_deal, setting the name, amount, stage, pipeline assignment, and closing date; you manage all product assets with zoho_create_product and zoho_search_products; you generate official pricing using zoho_create_quote; you track completed sales commitments via zoho_list_sales_orders; and you keep tabs on payments by running zoho_list_invoices.

It's the whole shebang, right here.