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Vinkius

Zoho CRM Connector for AI agents.

10 live capabilities

Manage your sales pipeline and lead data through natural conversation.

Live agent request Zoho CRM / Connector

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AI Agent

Why people use Zoho CRM

Zoho CRM Sales Pipeline Management for Sales Teams

This Connector changes that by letting your AI agent do the digging for you. Instead of clicking through five screens to find a contact, you just ask your agent to pull up their info. It handles the data fetching so you can focus on the actual conversation.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a conversational interface for your entire Zoho sales pipeline.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Live Lead Research

    A rep needs to know a lead's status during a meeting.

  2. Real-world use case 02

    Pipeline Summaries

    A manager wants to see the total value of the pipeline.

  3. Real-world use case 03

    Inventory Verification

    An admin needs to verify if a product is available.

Complete set · 10capabilities

The complete Zoho CRM capability set.

These are the exact actions your AI can choose when you ask it to work with Zoho CRM.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 10 available through Zoho CRM.

  1. 01 Capability

    List contacts

    Browse your entire database of contacts. You can use this to find specific people for follow-ups.

  2. 02 Capability

    List deals

    See all active opportunities in your pipeline. It helps you track what's moving and what's stalled.

  3. 03 Capability

    Get contact

    Pull specific details for a single contact. This saves you from clicking into individual profiles.

  4. 04 Capability

    Get deal

    Get the full status and value of a specific deal. It's the fastest way to check transaction details.

Capability set02 / 03

05—07

3 capabilities in this set.

Part of 10 available through Zoho CRM.

  1. 05 Capability

    Get lead

    Retrieve the full profile of a specific lead. Use this to see the history of a potential customer.

  2. 06 Capability

    List leads

    See all leads currently in your sales funnel. It's your starting point for managing new prospects.

  3. 07 Capability

    List products

    Browse your full product catalog. You can quickly check pricing and availability details.

Capability set03 / 03

08—10

3 capabilities in this set.

Part of 10 available through Zoho CRM.

  1. 08 Capability

    List tasks

    See all tasks assigned to you or your team. It helps you stay on top of your daily to-do list.

  2. 09 Capability

    List accounts

    See every company account in your system. It helps you get a high-level view of your organization's relationships.

  3. 10 Capability

    List calls

    View all logged calls in your CRM. This is great for reviewing team communication history.

Set up in minutes

One URL. Then ask Zoho CRM to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Zoho CRM from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_MVN8LY9NphAgVvLlcojZOnvkgmFrZDZMeHYqId9J/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Zoho CRM, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Zoho CRM for the conversation.

Where the request belongs

Work Zoho CRM can move forward.

Built around the request

This is for the sales ops person who's tired of manual data entry and the account manager who needs to find client info fast without clicking through ten menus.

01

Sales Development Rep

Uses it to quickly pull lead details and history during live discovery calls.

02

Account Manager

Uses it to check company account history and contact details in seconds during client meetings.

03

Sales Operations

Uses it to audit call logs and tasks to ensure the team is hitting their weekly targets.

04

Marketing Coordinator

Uses it to verify lead counts and check product pricing for upcoming campaigns.

When one Connector is not enough

Combine Zoho CRM with the systems that finish the task.

View all recipes
01

MCP Recipe for Customer 360 Intelligence

Sales closed a deal last month and Support has opened 6 tickets since , but the account manager is preparing an upsell pitch without knowing the customer is one bad experience from cancelling

 02

Connectors for Revenue Operations Analytics

Sales closed a $120K deal in Zoho CRM but Accounting sent the invoice for $95K because nobody synced the pricing , the customer got a discount they never negotiated

 03

Prioritize Errors by Revenue Impact via MCP

Two crashes happened at 3am , one affects a $500/month customer and the other affects a $180K/year enterprise account , but your PagerDuty treats them identically because error monitoring has no idea how much money is at risk

 04

Turn Agency Support Into Upsells via MCP

Your support team resolves 80 tickets per week for a $4,500/month client , but nobody notices that 12 of those tickets are actually feature requests that could be billed as project work worth $15,000 if someone connected support data to the sales pipeline

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Zoho CRM (Full) logo
01 9 capabilities

Zoho CRM (Full)

Manage leads, contacts, accounts, deals, and notes. complete Zoho CRM access through natural conversation.

View Connector
Agile CRM logo
02 12 capabilities

Agile CRM

Manage contacts, deals, and marketing campaigns in one place with a CRM built for growing sales teams.

View Connector
Zoho CRM Contacts logo
03 11 capabilities

Zoho CRM Contacts

Search, create, and manage contacts, leads, and accounts. with lead conversion and related records in Zoho CRM.

View Connector
Zoho CRM Sales logo
04 10 capabilities

Zoho CRM Sales

Deep deal management with quotes, products, sales orders, and invoices. complete sales cycle in Zoho CRM.

View Connector
Agendor logo
05 6 capabilities

Agendor

CRM for sales teams. manage leads, organizations, and pipelines via AI.

View Connector
Zoho CRM Marketing logo
06 6 capabilities

Zoho CRM Marketing

Manage marketing campaigns, track campaign leads and contacts. full marketing automation in Zoho CRM.

View Connector

Bring your own AI

Change the model, client or framework. Keep Zoho CRM connected.

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Before you connect

Questions about Zoho CRM.

The practical details behind the request, access and result.

Can the Zoho CRM MCP help me find lead info faster?

Yes, it lets your agent pull lead details instantly. Instead of searching through filters, you can just ask your agent to find a specific lead and show you their history.

How does the Zoho CRM MCP work with my sales pipeline?

It lets you ask questions about deal stages and values. You can get a summary of your active opportunities without having to open the full dashboard.

Can I use the Zoho CRM MCP to see my products?

Yes, it can browse your catalog to check pricing and availability. This is great for quickly verifying what's in stock before talking to a customer.

Does the Zoho CRM MCP help with task management?

It can list all your assigned tasks so you know what to do next. You can ask your agent to show you your to-do list at any time.

Can I use the Zoho CRM MCP to audit my team's calls?

Yes, it can list all logged calls for your review. This helps you stay on top of team communication and ensure no leads are falling through the cracks.

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.

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.

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.

One connection away

Give your agent a direct line to Zoho CRM.

Connect Zoho CRM once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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