Zoho CRMをChatGPT、Claude、Geminiに接続

• 01 / 03活動ログの監査方法
• 02 / 03リードや連絡先情報を検索する方法
• 03 / 03売上パイプラインの管理方法

最速日

634ms

最遅日

1042ms

14日間の傾向

遅延傾向+26%

Zoho CRM Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_MVN8LY9NphAgVvLlcojZOnvkgmFrZDZMeHYqId9J/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "zoho-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_MVN8LY9NphAgVvLlcojZOnvkgmFrZDZMeHYqId9J/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ Zoho CRMをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  営業プロフェッショナル

  チャットコマンドを使用して、リードの詳細確認や取引の進捗管理を迅速に行えます。

• 02

  アカウントマネージャー

  CRMを直接操作することなく、取引先や連絡先のプロフィールを素早く閲覧できます。

• 03

  マーケティングチーム

  リードの流入状況や、キャンペーンに合わせた製品カタログの詳細を簡単に確認できます。

• 01

  How do I connect my Zoho CRM to my AI client?

  You subscribe to the MCP on Vinkius and provide your Zoho Access Token and API Domain. Once connected, you can use it in any MCP-compatible client like Claude or Cursor.

• 02

  Which AI clients can I use with this MCP?

  You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

• 03

  Do I need to manually enter data into the CRM?

  This MCP is designed to retrieve and list data from your existing CRM records, making it easier to read and monitor your current information.

• 04

  Can I use this to check my team's activity?

  Yes, you can use the capability to list assigned tasks and logged calls to monitor team productivity.

• 05

  Is my Zoho data secure?

  Vinkius manages the connection and credentials, allowing your AI client to interact with your CRM through the secure MCP protocol.

• 06

  Can I see the full profile of a CRM lead through the agent?

  Yes. The get_lead_details capability allows your AI agent to retrieve the comprehensive metadata for any specific lead ID, including contact information, lead source, and custom fields recorded in Zoho CRM.

• 07

  How do I monitor active deals and their pipeline stages via chat?

  Use the list_crm_deals capability to retrieve a list of all opportunities. You can then use get_deal_details to see the current stage, closing date, and expected revenue for a specific transaction ID.

• 08

  Is it possible to see my daily assigned tasks in Zoho CRM?

  Absolutely. The list_crm_tasks capability retrieves all active tasks assigned in your account, helping you audit your daily priorities and sales productivity directly through conversation.

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