# Zoho CRM Contacts MCP

> Zoho CRM Contacts connects your AI agent directly to Zoho CRM data, letting you manage accounts, leads, and customer records without leaving your workflow. You can search for specific companies or individuals, create new prospects, qualify initial leads, and track deals through the entire sales pipeline.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Tags:** contact-management, lead-conversion, account-management, crm-data, customer-records, lead-tracking

## Description

Managing a complex client base usually means jumping between spreadsheets, email tabs, and separate CRM dashboards just to get one full picture of who bought what and when. This MCP changes that. It lets you use your AI agent to interact with all core Zoho CRM data—from initial cold leads to fully qualified accounts and current deals—all in the conversation window. You can ask your agent to find a company's details, then pull up every contact associated with it, see which deals are active, and even convert an unqualified prospect into a full customer record. All this happens without you ever having to switch tabs or copy a single field. This capability is available through the Vinkius catalog, giving your agent access to Zoho CRM's entire data model so you can focus on selling, not clicking.

## Tools

### zoho_convert_lead
Qualify and convert an initial lead by transforming it into linked contact, account, and deal records in one step.

### zoho_create_account
Register a brand-new company or organization in Zoho CRM with basic details like name and industry.

### zoho_search_contacts
Search for specific qualified individuals and customers within the CRM by name or email address.

### zoho_search_leads
Find unqualified prospects by searching for leads using name, email, or company data.

### zoho_create_contact
Create a new, qualified person record, linking them immediately to an existing account.

### zoho_create_lead
Log new, unqualified prospects into the CRM when they first become known.

### zoho_get_contact
Get comprehensive details for a single contact, including their title, department, and mailing address.

### zoho_related_records
Fetch all records linked to a parent item—for example, listing every deal associated with an account or every note on a lead.

### zoho_search_accounts
Find company accounts (the main organizational record) using a search query to verify business entities.

### zoho_update_contact
Change or correct specific data fields—like a phone number or email—on an existing customer record.

### zoho_get_account
Retrieve all detailed information about a specific company account, including revenue and industry type.

## 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

### Identify and retrieve customer records
Search for company accounts or specific contacts by name, email, or phone number to pull up detailed information.

### Build out the sales pipeline
Create new leads (unqualified prospects), turn them into fully vetted contact and account records, and track potential deals.

### Maintain customer data accuracy
Update existing contacts with fresh information or pull together all associated historical notes for a single client.

## Use Cases

### A BDR needs to process a batch of web form submissions.
Instead of copying names into a spreadsheet, they ask their agent to search for leads using zoho_search_leads. They then review the list and use zoho_convert_lead on all qualified records in bulk, moving them instantly out of the 'Lead' module and into active customer data.

### A support team member needs to know a client's history.
They ask their agent for the contact details using zoho_search_contacts. Next, they run zoho_related_records on that contact ID to see every previous deal and note recorded, giving them full context before responding.

### A salesperson needs to start tracking a new target company.
They first ask the agent to create the company record using zoho_create_account. Then, they use that ID to create the associated key contact via zoho_create_contact and immediately begin tracking potential deals.

### A manager needs an overview of a struggling account.
The agent retrieves all data for the company using zoho_get_account. The manager then asks to see related records, which reveals every deal that has stalled and identifies exactly who owns those accounts.

## Benefits

- Stop jumping between tabs. You can ask your agent to find a company's full details using zoho_get_account and then pull up all related contacts with one prompt.
- Accelerate qualification. When you talk to a new prospect, simply use zoho_convert_lead to turn an initial lead into actionable contact, account, and deal records immediately.
- Keep data accurate on the fly. Need to correct a phone number? Use zoho_update_contact instead of manually logging into the CRM UI just to fix one field.
- Understand relationships instantly. Don't know who works at that company? Running zoho_related_records shows you all contacts, deals, and notes attached to an account ID.
- Build your pipeline from scratch. You can use zoho_create_account first, then create the associated contact using zoho_create_contact—all without leaving the chat window.

## How It Works

The bottom line is that instead of navigating the CRM UI manually, you use natural language commands to execute complex sales tasks.

1. First, tell your AI agent what you need. You might ask it to find the details for 'Acme Corp' or look up leads from last week.
2. The MCP runs the necessary queries against Zoho CRM, pulling back structured data on accounts, contacts, and related records into your conversation window.
3. Finally, you instruct your agent to take action—like updating a phone number using zoho_update_contact, or converting an initial lead record using zoho_convert_lead.

## Frequently Asked Questions

**How do I convert a lead using zoho_convert_lead?**
You use the zoh_convert_lead tool when you have qualified an initial prospect. The agent takes the data from the unqualified lead record and automatically creates linked contact, account, and deal records.

**Can I find a company's details using zoho_search_accounts?**
Yes, zoh_search_accounts lets you search for any company name to verify its existence. Once found, you can use zoh_get_account to pull all the detailed metrics like revenue and industry.

**Does zoho_related_records cover notes?**
Yes, zoh_related_records is designed for exactly that. You pass it a parent record ID (like an Account) and specify 'Notes' as the related module to retrieve all historical communication records.

**What if I need to change a contact’s email?**
Use zoh_update_contact. You simply provide the unique ID of the contact and tell the agent which field needs updating, keeping your workflow simple and fast.

**Is this MCP only for new leads?**
Not at all. It works across the entire customer lifecycle. You can use zoho_search_contacts to find existing customers or zoh_get_contact to pull up deep details on an account manager.

**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).