Zoho CRM ActivitiesをChatGPTとClaudeに接続

• 01 / 03営業活動の記録方法
• 02 / 03タスク管理の方法
• 03 / 03連絡履歴の抽出方法

最速日

692ms

最遅日

1047ms

14日間の傾向

遅延傾向+8%

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_ngm3fQQoBqHlQnqHe3tt9Je0WSoagPGJbnW0eUIN/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-activities-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ngm3fQQoBqHlQnqHe3tt9Je0WSoagPGJbnW0eUIN/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に素早くアクセスし、顧客とのやり取りを記録します。

• 02

  BDR（ビジネス開発担当）

  リードの迅速な選別と新規リードの作成を効率化します。

• 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リアルタイムで把握します。

• 01

  How do I connect this MCP to my AI client?

  You connect once through your MCP-compatible client. Vinkius hosts the connection and manages the credentials for you.

• 02

  Do I need to manually enter my Zoho credentials?

  No. Vinkius manages the authentication and keeps the connection secure and active.

• 03

  Can I use this with Cursor or VS Code?

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

• 04

  What happens if I want to change a task status?

  You can simply tell your agent to update the task. The MCP includes a specific capability to change status, priority, or due dates.

• 05

  Is my Zoho CRM data safe?

  Vinkius manages the connection securely, allowing your agent to perform actions only through the authorized capabilities provided.

• 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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