# Zoho CRM Activities MCP

> Zoho CRM Activities handles every part of your sales cycle—calls, events, tasks, notes, leads, contacts, and deals—without you ever switching tabs or leaving the CRM context. It gives your AI agent full visibility into a record’s history, letting you log actions and track progress instantly.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** task-management, activity-tracking, crm-integration, event-scheduling, call-logging, notes

## Description

Your agent manages all activity within Zoho CRM so you don't have to jump between windows. You can find and create leads and contacts, search companies, or review deal pipelines directly through natural conversation. Need to schedule something? The system handles creating calendar events for demos or meetings. After a client call, your agent logs the details—who called, when, what was discussed—and even sets follow-up tasks automatically. You can also attach notes or query any record module just by asking. Because this MCP works on the Vinkius platform, you don't worry about credentials; they pass through a zero-trust proxy in transit and never sit on disk. This means your agent keeps all that history clean and secure, letting you build complex automations across multiple platforms without security headaches.

## Tools

### zoho_create_call
Records completed or scheduled phone calls in Zoho CRM with details like type and purpose.

### zoho_create_event
Schedules a time-bound meeting, demo, or appointment directly into the Zoho calendar.

### zoho_create_task
Creates follow-up action items, reminders, or assignments with due dates and priority levels.

### zoho_list_calls
Retrieves a log of past calls, showing subjects, types, results, and the linked contacts.

### zoho_list_events
Pulls all scheduled meetings from the CRM calendar, including titles, dates, and locations.

### zoho_list_notes
Retrieves specific notes attached to any record type (account, contact, deal) for review.

### zoho_list_tasks
Lists pending work items in Zoho CRM, showing status, due dates, and priority.

### zoho_update_task
Changes the status or due date of an existing task to mark progress or reschedule follow-ups.

## Prompt Examples

**Prompt:** 
```
Search for leads from web form
```

**Response:** 
```
👥 **Leads from Web Form**
| Name | Email | Company | Status |
|---|---|---|---|
| John Smith | john@acme.com | Acme Corp | New |
| Maria Garcia | maria@beta.io | Beta Inc | Contacted |
```

**Prompt:** 
```
Create a deal: Enterprise Plan $25,000
```

**Response:** 
```
✅ **Deal Created!**
- Name: Enterprise Plan
- Amount: $25,000
- Stage: Qualification
- Closing: 2024-03-30
```

## Capabilities

### Log or review calls
Record call details (subject, type, duration) or pull a list of historical activity logs.

### Schedule calendar events
Create meetings, demos, or appointments directly in the CRM calendar using title and specific date/time ranges.

### Assign action items
Set follow-up tasks, reminders, or assignments with due dates, priority levels, and status tracking.

### Review record history
Pull all attached notes and activity logs for any specific account, contact, or deal.

### Manage core records
Search for and create leads, contacts, accounts, and deals within the Zoho structure.

## Use Cases

### Client onboarding review
A CSM needs to know everything about a new client. They ask the agent, and it uses `zoho_list_notes` and `zoho_list_calls` to compile every historical note and call log into one summary.

### Post-demo cleanup
A BDR just finished a demo. The agent logs the event using `zoho_create_event`, records the discussion via `zoho_create_call`, and sets three follow-up tasks for the team using `zoho_create_task`.

### Pipeline check-in
A Sales Manager asks what's pending. The agent checks `zoho_list_tasks` to see who has overdue items, and then uses `zoho_update_task` to mark tasks as completed after the team addresses them.

### Account deep dive
A rep needs background on an account. They ask for notes, and the agent runs `zoho_list_notes`, presenting all historical comments attached to that specific company record.

## Benefits

- Don't forget to log calls. Use `zoho_list_calls` to audit call volume and check the disposition of past conversations instantly.
- Never miss a follow-up step again. The agent can create tasks with priority using `zoho_create_task`, ensuring action items are assigned when needed.
- Keep your calendar clean. Use `zoho_list_events` to review all scheduled meetings and demos without opening the CRM calendar manually.
- Track complete context history. With `zoho_list_notes`, you can pull every note attached to an account, giving a full picture of past client interactions.
- Automate follow-ups. Set up next steps by chaining calls that use both `zoho_create_call` and `zoho_create_task` in one agent workflow.

## How It Works

The bottom line is you tell your agent what business action needs logging, and it executes the precise steps in Zoho CRM for you.

1. Tell your agent what you need to do. For example: 'Log a call with Acme Corp about pricing.'
2. The agent reviews the context and pulls necessary data, then executes the appropriate function (e.g., logging calls or creating tasks) within Zoho CRM.
3. You get confirmation that the activity was recorded—the meeting is on the calendar, the task is set, or the call log is updated.

## Frequently Asked Questions

**How do I see all my past client calls with zoho_list_calls?**
Use `zoho_list_calls` to pull a summary of call logs. This returns the subject, type (Inbound/Outbound), duration, and who the contact was for.

**Can I schedule meetings using zoho_create_event?**
Yes, you can use `zoho_create_event`. You just need to give it a title, plus specific start and end dates in ISO format. It books it straight into the CRM calendar.

**What's the difference between zoho_list_tasks and zoh_update_task?**
`zoho_list_tasks` just shows you what's pending work—the status, due date, and priority. You use `zoho_update_task` when you actually want to change one of those things.

**How do I get the full activity history on an account?**
You can run `zoho_list_notes`. This pulls all attached notes and content, giving you a complete overview of what's been documented about that record.

**How do I use `zoho_list_notes` to see all communication details on a specific contact?**
It returns the note title, content, and creation date for any record. You must provide both the module (like Contacts) and the unique record ID so your agent knows exactly where to look.

**What happens if I forget a required field when calling `zoho_create_event`?**
The call fails immediately, returning an error message that details the missing or incorrectly formatted fields. Remember that Event Title, Start DateTime, and End DateTime are mandatory for scheduling.

**When I use `zoho_create_task`, what determines the task's urgency?**
You set the urgency using the Priority field (High, Normal, or Low). You also specify the Due Date in YYYY-MM-DD format to ensure follow-ups and action items are properly scheduled.

**Can I filter my call history when calling `zoho_list_calls`?**
Yes. While you guide the agent with context, the tool returns key data points like subject, type (Inbound/Outbound), result, and duration for review. It's built to help audit overall sales activity volume.

**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).