Download PDFMarkdown Version
ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
DeepSeekMistralCursorVS CodeWindsurfJetBrainsClineLovableVercel AI SDKLangChain

Use Zoho CRM with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Search, create, and manage contacts, leads, and accounts. with lead conversion and related records in Zoho CRM.

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 11 capabilities

The complete Zoho CRM capability set.

These are the exact actions your AI can choose when you ask it to work with Zoho CRM.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 11 available through Zoho CRM.

  1. 01

    Zoho get contact

    Returns full data: name, emails, phones, account, department, title, mailing address, and custom fields. Use after searching to drill into contact details. Get complete details of a specific Zoho CRM contact by ID, including all custom fields and linked records

  2. 02

    Zoho search leads

    Returns lead name, email, company, lead source (Web/Advertisement/Referral), lead status (Not Contacted/Contacted/Junk), and owner. Leads are the top-of-funnel. unqualified prospects. Once qualified, they can be converted to contacts+accounts+deals. Search Zoho CRM leads by name, email, or company to find unqualified prospects at the top of the funnel

  3. 03

    Zoho convert lead

    This is the standard sales qualification workflow in Zoho CRM. The lead is removed from the Leads module and data transfers to the new records. Use when a lead is qualified and ready to enter the sales pipeline. Convert a qualified Zoho CRM lead into a Contact + Account + Deal. the key sales qualification step

  4. 04

    Zoho create account

    Account_Name is required. Industry should match Zoho industry picklist values. Once created, contacts and deals can be linked to this account. Create a new account (company/organization) in Zoho CRM with name, industry, phone, and website

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 11 available through Zoho CRM.

  1. 05

    Zoho create contact

    Last_Name is required. Account_Name links the contact to a company account. Use for adding qualified individuals. not raw leads (use zoho_create_lead for unqualified prospects). Create a new contact in Zoho CRM with name, email, phone, and linked account for customer management

  2. 06

    Zoho create lead

    Last_Name is required. Use for new, unqualified prospects. Lead_Source: Web Download, Advertisement, Cold Call, Employee Referral, External Referral, Partner, Conference, Trade Show. Once qualified, convert using zoho_convert_lead. Create a new lead (unqualified prospect) in Zoho CRM with name, email, company, and lead source

  3. 07

    Zoho get account

    Returns account name, industry, annual revenue, employees, billing/shipping address, and all custom fields. Use after searching to get full company details. Get complete details of a specific Zoho CRM account by ID, including industry, revenue, and linked records

  4. 08

    Zoho related records

    For example: module="Accounts", recordId="123", relatedModule="Contacts" returns all contacts at that account. Common patterns: Accounts→Contacts, Contacts→Deals, Deals→Notes, Accounts→Deals. Use when the user asks "who are the contacts at this company?" or "what deals does this contact have?" Get records related to a parent record in Zoho CRM. e.g., contacts of an account, deals of a contact, notes of a lead

Capability set03 / 03

09-11

3 capabilities in this set.

Part of 11 available through Zoho CRM.

  1. 09

    Zoho search accounts

    Returns account name, industry, website, phone, annual revenue, and owner. Accounts are the company-level records that contacts and deals are linked to. Search Zoho CRM accounts (companies) by name to find business entities and their organizational data

  2. 10

    Zoho search contacts

    Returns contact name, email, phone, linked account, and owner. Contacts represent qualified individuals. converted leads or manually created customer records. Use when the user asks about a specific person or needs contact details. Search Zoho CRM contacts by name or email to find qualified prospects and existing customers

  3. 11

    Zoho update contact

    Only specified fields change. Use to correct info, update phone numbers, or reassign accounts. Update an existing Zoho CRM contact. change name, email, phone, or other properties

Observed, not estimated

978ms average. Fast in production.

Zoho CRM is checked daily against the live service.

Daily averagePeak 1134ms
Aug 20Today
Fastest day
779ms
Slowest day
1134ms
14-day trend
Slowing+31%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 11 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Zoho CRM, so you can see the experience inside your AI.

It does not authenticate your account with Zoho CRM. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Zoho CRM Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ZS7pxz0QHi5G8b853o9BZvEufYj7wnseqsvrL49x/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Zoho CRM capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "zoho-crm-contacts-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ZS7pxz0QHi5G8b853o9BZvEufYj7wnseqsvrL49x/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

FAQ

Questions Zoho CRM owners ask.

  • 01

    What Zoho CRM data can I access?

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

  • 02

    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.

  • 03

    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).

Explore

More in Sales Automation

Suggestions