# Zoho CRM Sales MCP MCP

> Zoho CRM Sales connects your AI client directly to your entire sales cycle in Zoho CRM. Manage everything from finding new leads and tracking deals through the pipeline, to generating quotes, creating product catalogs, and reviewing invoices—all without leaving your agent interface.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Tags:** deal-management, sales-orders, account-management, pipeline-tracking, lead-nurturing, revenue-operations

## Description

This MCP lets your agent handle every step of selling a product or service. You can search for accounts, find specific contacts, and track down any deal in the pipeline using simple prompts. If you need to progress an opportunity, it will create new deals with defined amounts and stages. Need pricing? It generates formal quotes linked directly to both accounts and deals. Furthermore, you can manage product inventory by creating or checking existing products and then generate sales orders when a customer commits. When billing happens, the system lists all related invoices and outstanding sales orders for review. Because deal data involves money and key client information, every single action is logged with a cryptographically signed audit trail on Vinkius. This means you always know who changed what and why. The real value comes from chaining these tools; your agent can take search results, build a quote, and then flag the resulting invoice for review—all in one go.

## Tools

### zoho_create_deal
Creates a new sales opportunity in Zoho CRM, requiring a name, stage, amount, and closing date.

### zoho_create_product
Adds a new item to the product catalog with a unique code, name, unit price, and description.

### zoho_create_quote
Generates a sales quote proposal linked to both an account and a deal with defined pricing and validity dates.

### zoho_get_deal
Retrieves all details for one specific opportunity, including history, notes, and custom fields.

### zoho_list_invoices
Lists all billing documents in Zoho CRM, showing the status, total amount, and due date.

### zoho_list_quotes
Retrieves a list of pending price proposals with their quoted amounts, account links, and validity periods.

### zoho_list_sales_orders
Lists confirmed purchase orders from customers, detailing the status, total amount, and expected ship date.

### zoho_search_deals
Searches for active sales opportunities across the pipeline by name or stage to check current values.

### zoho_search_products
Looks up product details, pricing, and SKUs from the central CRM catalog.

### zoho_update_deal
Updates an existing deal's stage, amount, or closing date to reflect real-world progress.

## 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 Deal Progress
Search for opportunities or create new deals with specific amounts and projected closing dates.

### Manage Products & Pricing
Add items to your catalog, set unit prices, and search the existing product list by SKU or name.

### Generate Proposals
Create formal sales quotes linked directly to a customer account and a specific deal for pricing review.

### Fulfill Orders & Invoices
List confirmed sales orders or check the status of past invoices and payments.

### Update Opportunity Status
Advance a deal's stage, change the projected amount after negotiation, or mark it as closed.

## Use Cases

### End of Quarter Pipeline Review
The sales manager needs to know which deals are stuck. They ask the agent to run `zoho_search_deals` for 'Proposal' stage opportunities, and it returns a list with amounts and closing dates, allowing them to prioritize follow-ups.

### Client Needs a Price Change
A BDR finds an account by name. The agent searches the product catalog using `zoho_search_products`, confirms the new unit price, and then uses `zoho_create_quote` to send a revised proposal instantly.

### Confirming Fulfillment
The sales rep needs to know if payment was received for last month's sale. The agent runs `zoho_list_invoices`, filtering by status, and confirms the exact amount paid versus the total due.

### Closing Out an Opportunity
After a successful negotiation, the rep asks the agent to finalize the deal. The system runs `zoho_update_deal` to set the stage to 'Closed Won' and updates the final revenue amount.

## Benefits

- Instead of manually checking multiple sheets, your agent can search for deals using `zoho_search_deals` and instantly pull up full details via `zoho_get_deal`, giving you a complete picture of an opportunity's history.
- Pricing proposals are automated. Use `zoho_create_quote` to draft formal pricing documents linked directly to the customer account, saving time on document creation and ensuring accuracy.
- Stay ahead of cash flow issues. You can instantly check outstanding payments by running `zoho_list_invoices` or view all confirmed commitments using `zoho_list_sales_orders`.
- When a deal moves forward, you don't need to log into the CRM. Your agent runs `zoho_update_deal` to advance stages and adjust amounts when negotiations change the scope.
- Product management is streamlined. Use `zoho_create_product` to add new SKUs or `zoho_search_products` to verify pricing before generating a quote, keeping your catalog up-to-date.
- The entire process runs securely; since all financial movements are tracked through the Vinkius platform's audit trail, you get a tamper-proof record of every data change.

## How It Works

The bottom line is your agent handles the full flow: from initial search query to final invoice confirmation using native CRM actions.

1. Tell your agent what you need: 'Find all deals for Acme Corp in the Proposal stage.'
2. The system searches and retrieves the current deal status and linked account data.
3. You review the results, then ask it to generate a quote or create a new sales order based on those details.

## Frequently Asked Questions

**How do I check if an invoice was paid using zoho_list_invoices?**
The `zoho_list_invoices` tool shows the payment status for every billing document. You can filter the results to see exactly which invoices have been marked as 'Paid' versus those that are outstanding.

**What is the difference between zoho_create_quote and zoho_create_deal?**
`zoho_create_deal` sets up the initial opportunity with an amount. `zoho_create_quote` builds on that deal, generating a formal price proposal linked to specific products and accounts.

**Can I update a deal's stage after running zoho_search_deals?**
Yes. After searching for an opportunity using `zoho_search_deals` to confirm details, you can use the `zoho_update_deal` tool to advance its stage or change its monetary value.

**Do I need zoho_create_product before generating a quote?**
It’s best practice. If the product doesn't exist in your catalog, you should first run `zoho_create_product` to define its SKU and price before creating a reliable quote.

**What extra data does the `zoho_get_deal` tool provide beyond basic status updates?**
It returns a complete record including custom fields, full notes history, and contact details. This lets your agent drill into every detail of an opportunity without needing multiple calls.

**When I run `zoho_create_quote`, are specific linked accounts or deals required?**
Yes, the tool requires a Deal Name and an Account Name to create the quote. This ensures the proposal is correctly tied back to existing customer records in Zoho CRM.

**How do I use `zoho_update_deal` if only one piece of information changes?**
You don't have to update everything. The tool lets you specify only the fields that changed, like advancing a stage or changing just the amount, keeping your process clean and focused.

**If I need pricing details, how does `zoho_search_products` help me?**
`zoho_search_products` searches the catalog by name, giving you the unit price, product code (SKU), and description. It’s perfect for verifying inventory or quoting items.

**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).