Zoho CRM MCP Server

Connect your Zoho CRM account to any AI agent and manage your entire sales lifecycle through natural conversation.

What you can do

• Lead Management — List all CRM leads and retrieve comprehensive profile details to track potential customers through the sales funnel
• Contact Discovery — Browse your entire database of contacts and retrieve unique IDs for personalized engagement and follow-ups
• Deal Monitoring — Monitor active opportunities (deals) across your organization, retrieving pipeline stages and transaction values
• Account Auditing — List company accounts and retrieve metadata to understand organizational relationships within your CRM
• Product Access — Browse your product catalog directly from your agent to verify availability and pricing details
• Activity Tracking — List assigned tasks and logged calls to stay on top of your team's daily sales activities and productivity
• Deep Discovery — Quickly find unique lead, contact, deal, and account IDs required for automated CRM workflows

How it works

1. Subscribe to this server
2. Enter your Zoho Access Token and API Domain (e.g., accounts.zoho.com)
3. Start managing your sales pipeline through Claude, Cursor, or any MCP-compatible client

No more manual filtering through complex CRM views to find a lead's phone number. Your AI agent becomes your sales operations assistant.

Who is this for?

• Sales Professionals — quickly lookup lead details and monitor active deals through simple chat commands
• Account Managers — browse company accounts and contact profiles without manual navigation
• Marketing Teams — verify lead ingestion and monitor product catalog details for campaign alignment
• Operations Teams — audit tasks and call logs to ensure CRM data integrity and team productivity