Zoho CRM FullをChatGPT、Claude、Geminiに接続

• 01 / 03リードを作成する方法
• 02 / 03営業会議の議事録を自動登録する方法
• 03 / 03案件の進捗を管理する

最速日

716ms

最遅日

1242ms

14日間の傾向

改善傾向-17%

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_NFpSOZzfHrt1tOh6EhGorUlZ3XT2rW7MRWU6obQf/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-full-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_NFpSOZzfHrt1tOh6EhGorUlZ3XT2rW7MRWU6obQf/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

  営業担当者

  AIを通じて、手元のデバイスから即座にCRMデータを操作・確認できます。

• 02

  BDR/SDR

  見込み客の迅速な選別と、新しいリードの素早い登録が可能です。

• 03

  営業マネージャー

  パイプラインの可視化や、商談の進捗状況をリアルタイムで把握できます。

• 01

  How do I connect this MCP to my AI client?

  You connect once through your MCP-compatible client like Claude or Cursor. Vinkius hosts the connection so it is ready to use immediately.

• 02

  Can I create new leads with this capability?

  Yes, you can use the zoho_create_lead capability to add new prospects with their name, email, and source.

• 03

  Does this work with any Zoho CRM module?

  The zoho_list_records capability allows you to browse recent records from modules including Leads, Contacts, Accounts, Deals, Tasks, and more.

• 04

  Can I link a contact to a specific company?

  Yes, when you use the zoho_create_contact capability, you can provide an Account_Name to link that person to an existing company.

• 05

  How do I add meeting notes to a deal?

  You can use the zoho_create_note capability to attach text to any lead, contact, deal, or account record.

• 06

  What Zoho CRM data can I access?

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

• 07

  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.

• 08

  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).

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