Zoho CRM Activities Connector for AI agents.
8 live capabilities
Manage your sales pipeline and activity tracking without leaving your workspace.
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Why people use Zoho CRM Activities
Zoho CRM Activities for Automated Sales Pipeline Management
With this Connector, that process disappears. You just tell your agent what happened during the call. It uses the specific capabilities to log the call, update the record, and even schedule the next follow-up task automatically. You get a clean CRM and more time to actually talk to your customers.
What Vinkius changes
You get a hands-free way to keep your Zoho CRM updated while you focus on selling.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Logging a demo and setting a follow-up
A sales rep finishes a demo and needs to log the call and set a follow-up.
- Real-world use case 02
Creating a lead from a web form
A BDR finds a new lead but has to manually enter it into the CRM.
- Real-world use case 03
Checking account notes for context
A manager needs to know the status of a specific account's notes.
Complete set · 8capabilities
The complete Zoho CRM Activities capability set.
These are the exact actions your AI can choose when you ask it to work with Zoho CRM Activities.
01—04
4 capabilities in this set.
Part of 8 available through Zoho CRM Activities.
- 01 Capability
Zoho create event
Create a calendar event in Zoho CRM for meetings, demos, or other time-bound activities. Use this to keep your schedule organized.
- 02 Capability
Zoho create task
Create a task with a due date, priority, and status for follow-ups or action items. It ensures no lead falls through the cracks.
- 03 Capability
Zoho list calls
Review your call history, including duration, result, and the linked contact. Use this to audit your sales volume and history.
- 04 Capability
Zoho list events
View your upcoming and past calendar events, including locations and linked records. This gives you a clear view of your schedule.
05—08
4 capabilities in this set.
Part of 8 available through Zoho CRM Activities.
- 05 Capability
Zoho list notes
Retrieve all notes attached to a specific contact, deal, or account. This provides instant context for any record.
- 06 Capability
Zoho list tasks
See all pending tasks, their due dates, and current priority levels. Use this to stay on top of your daily to-do list.
- 07 Capability
Zoho update task
Change the status, priority, or due date of an existing CRM task. This keeps your pipeline data current as you work.
- 08 Capability
Zoho create call
Log a completed call or schedule an upcoming one with a subject, type, and purpose. This helps you keep an accurate record of every interaction.
Set up in minutes
One URL. Then ask Zoho CRM Activities to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Zoho CRM Activities from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_ngm3fQQoBqHlQnqHe3tt9Je0WSoagPGJbnW0eUIN/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Zoho CRM Activities, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Zoho CRM Activities for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_ngm3fQQoBqHlQnqHe3tt9Je0WSoagPGJbnW0eUIN/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Zoho CRM Activities URL.
- Step 03
Save and start
Save the connection and enable Zoho CRM Activities in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-crm-activities": {
"url": "https://edge.vinkius.com/vk_preview_ngm3fQQoBqHlQnqHe3tt9Je0WSoagPGJbnW0eUIN/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Zoho CRM Activities
Open Agent mode in chat and ask: "Using Zoho CRM Activities, help me...". 8 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-crm-activities": {
"url": "https://edge.vinkius.com/vk_preview_ngm3fQQoBqHlQnqHe3tt9Je0WSoagPGJbnW0eUIN/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Zoho CRM Activities
Ask Copilot: "Using Zoho CRM Activities, help me...". 8 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-crm-activities": {
"url": "https://edge.vinkius.com/vk_preview_ngm3fQQoBqHlQnqHe3tt9Je0WSoagPGJbnW0eUIN/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Zoho CRM Activities
Open Cascade and ask: "Using Zoho CRM Activities, help me...". 8 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-crm-activities": {
"url": "https://edge.vinkius.com/vk_preview_ngm3fQQoBqHlQnqHe3tt9Je0WSoagPGJbnW0eUIN/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Zoho CRM Activities
Ask Cline: "Using Zoho CRM Activities, help me...". 8 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add zoho-crm-activities --transport http "https://edge.vinkius.com/vk_preview_ngm3fQQoBqHlQnqHe3tt9Je0WSoagPGJbnW0eUIN/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Zoho CRM Activities
Ask Claude: "Using Zoho CRM Activities, show me...". 8 tools are ready
Where the request belongs
Work Zoho CRM can move forward.
This is for sales teams who are tired of CRM fatigue, which is the endless clicking and manual data entry that takes them away from actual selling.
Sales Representative
Logs calls and updates deal stages immediately after meetings to keep the pipeline moving.
BDR
Quickly creates and qualifies new leads from web forms or cold outreach without manual typing.
Sales Manager
Pulls deal insights and pipeline status without digging through complex menus.
Support Agent
Quickly finds contact history and notes to solve customer issues faster.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsZoho CRM (Full)
Manage leads, contacts, accounts, deals, and notes. complete Zoho CRM access through natural conversation.
Zoho CRM Admin
Manage Zoho CRM users, roles, profiles, layouts, territories, and tags. complete admin control through conversation.
Zoho CRM Marketing
Manage marketing campaigns, track campaign leads and contacts. full marketing automation in Zoho CRM.
Zoho CRM Analytics
Access custom views, organization info, module metadata, fields, and pipeline analysis in Zoho CRM.
Zoho CRM Service
Manage support cases and knowledge base solutions. customer service operations through Zoho CRM.
Zoho CRM
Manage leads, contacts, and deals on Zoho CRM. the AI-powered sales platform for growing teams.
Bring your own AI
Change the model, client or framework. Keep Zoho CRM connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
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Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
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Amazon Q -
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Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Zoho CRM.
The practical details behind the request, access and result.
Can I use Zoho CRM Activities MCP to create new leads?
Yes, you can. Your agent can find and create leads while tracking the source and status automatically.
Does this Connector work with my existing calendar?
It connects to your Zoho CRM calendar. You can use it to schedule meetings and see upcoming events.
How does this help my sales team with call logging?
It automates the boring stuff. Your team can just tell the agent about a call, and it logs the type, duration, and result.
Can I see the notes on a specific contact?
Yes, you can ask the agent to pull up all the notes for any lead, contact, or account.
Will this keep my CRM data organized?
Definitely. By using the capability to create tasks and update statuses, your data stays consistent and accurate.
Is it hard to set up Zoho CRM Activities MCP?
Not at all. You just connect your credentials through Vinkius and start giving instructions to your agent.
What Zoho CRM data can I access?
Leads, Contacts, Accounts, Deals, Notes, and any custom module. All data respects your Zoho CRM permissions.
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.
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).
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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