Zoho CRM SalesをChatGPT、Claude、Geminiに接続

• 01 / 02製品価格の管理方法
• 02 / 02売上オーダーを管理する方法

最速日

763ms

最遅日

1431ms

14日間の傾向

遅延傾向+22%

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_AVmPQpmfzmrsTNLsbIvjKBNDqgY6LAQnpHGo3o5o/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-sales-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_AVmPQpmfzmrsTNLsbIvjKBNDqgY6LAQnpHGo3o5o/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CRMを即座に操作し、商談管理やデータ入力を効率化します。

• 02

  BDR（ビジネスデベロップメント代表）

  リードの迅速な資格確認と新規作成をAIで行います。

• 03

  営業マネージャー

  パイプラインの可視化と商談の進捗状況をAIから即座に把握します。

• 01

  How do I connect this to Claude?

  You connect through the Vinkius platform. Once you subscribe, you can add the MCP to your Claude desktop app or any other compatible client with one click.

• 02

  Do I need to host the MCP myself?

  No. Vinkius hosts and manages the MCP for you. It stays running and handles all the technical management and credentials.

• 03

  Can I update existing deals?

  Yes. You can use the update capability to change deal amounts, move them to different stages, or adjust closing dates.

• 04

  Is my Zoho data secure?

  Vinkius manages your credentials securely, allowing your AI client to communicate with Zoho without exposing your raw login details to the model.

• 05

  Which AI clients work with this?

  This MCP works with any client that supports the Model Context Protocol, including Claude, Cursor, and Windsurf.

• 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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