# Zoho CRM (Full) MCP

> The Zoho CRM MCP gives your AI agent full access to manage every part of your sales pipeline without you ever leaving your chat window. You can search for company accounts, track potential deals, create new leads, and log detailed notes—all through natural conversation. It's complete CRM management built right into your workflow.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** lead-management, deal-tracking, pipeline-management, crm-automation, account-management, sales-workflow

## Description

Stop toggling between tabs just to update a customer record or check the status of an opportunity. This MCP connects Zoho CRM directly to any AI client, letting you manage your entire sales lifecycle using nothing but talk. Need to find a specific contact's phone number? Your agent pulls it up instantly. Want to log notes from yesterday’s call? You just ask for it. It handles everything from searching company accounts and qualifying new leads to creating detailed deals and attaching notes to any record type.

Because Vinkius hosts this MCP, you get immediate access to every module—leads, contacts, accounts, and deals—all managed by conversation. This means your AI agent doesn't just read data; it actively updates it. It lets BDRs qualify prospects on the fly and gives managers instant visibility into deal progression, making manual pipeline checks a thing of the past.

## Tools

### zoho_create_contact
Creates a new contact record in Zoho CRM, linking them to an existing company and populating their name, email, and phone number.

### zoho_create_deal
Generates a new sales opportunity by setting the deal name, expected amount, stage, and closing date within Zoho CRM.

### zoho_create_lead
Enters a brand-new lead into Zoho CRM, capturing their details along with its source (e.g., web form) and initial status for pipeline tracking.

### zoho_create_note
Adds an internal note or meeting summary to any existing record—whether it's a lead, account, deal, or contact—for historical logging.

### zoho_list_records
Retrieves a list of recent records from nearly any Zoho CRM module, useful for getting a broad overview of activities like tasks or events.

### zoho_search_accounts
Finds and returns details about specific companies or organizations (Accounts) within your CRM by name, providing the core business entity record.

### zoho_search_contacts
Searches for converted prospects or existing customers using a contact's name or email address to find their full profile details.

### zoho_search_deals
Looks up specific sales opportunities by name, returning key data like the current stage, monetary value, and closing date for quick status checks.

### zoho_search_leads
Searches the top of the funnel to find potential customer leads using criteria like email or company name to check their qualification status.

## 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

### Qualifying new potential clients
Search for prospective leads using criteria like company name or source to check their current status in the funnel.

### Finding specific contacts and accounts
Quickly retrieve contact details, phone numbers, and linked company information by searching existing records.

### Building new deals and opportunities
Create detailed sales opportunities, setting the stage, amount, and expected closing date for tracking revenue.

### Logging activity history
Attach notes, meeting summaries, or call transcripts directly to any existing record, providing a full audit trail.

### Reviewing current pipeline data
List recent records across multiple CRM modules—like deals, tasks, and contacts—for an immediate overview of activity.

## Use Cases

### Checking on a deal mid-call
A sales rep needs to verify the status of a major opportunity. Instead of interrupting the call, they ask their agent to run `zoho_search_deals` for 'Acme Mega Contract.' The agent returns the current stage and amount instantly.

### Onboarding a new BDR
A new BDR finds a list of leads from an external source. They ask their agent to use `zoho_create_lead` for each one, providing the name, company, and setting the initial status to 'Contacted' in bulk.

### Completing post-meeting follow-up
A support team member finishes a client call. They use `zoho_create_note` attached to the customer’s account record, summarizing all technical issues and next steps for the sales team.

### Preparing for a quarterly review
A sales manager needs visibility on company health. They ask their agent to use `zoho_search_accounts` to pull details on three key target companies, confirming annual revenue and owner information for the meeting.

## Benefits

- Stop clicking through tabs to document meetings. You can use the `zoho_create_note` tool to instantly attach meeting summaries or call notes to any record type, keeping your history clean and comprehensive.
- Never lose track of a prospect again. Use `zoho_search_leads` or `zoho_search_contacts` to find potential customers quickly using just their name or email, regardless of where they are in the funnel.
- Keep your pipeline accurate by creating new opportunities with `zoho_create_deal`. You can set the stage, expected amount, and closing date for immediate tracking without opening Zoho itself.
- Find out who you're talking to. The `zoho_search_accounts` tool lets you search for companies by name, giving you account-level data that ties together contacts and deals.
- Quickly qualify new prospects using `zoho_create_lead`. You provide the details like source and status, and the record is ready for immediate sales follow-up.
- Get a full picture of activity flow. By calling `zoho_list_records`, you can pull recent tasks or events across various modules to give stakeholders an instant overview.

## How It Works

The bottom line is, your AI client speaks the language of your CRM so you don't have to switch apps to work.

1. You tell your AI client exactly what you need, for example, 'Find all leads from the recent trade show.'
2. The MCP translates that request into a specific tool call to Zoho CRM and retrieves the necessary data.
3. Your agent receives the list of records or confirmation of actions taken, allowing you to continue your workflow without ever leaving the chat.

## Frequently Asked Questions

**How does the zoho_create_deal tool work?**
The `zoho_create_deal` tool lets you generate a new sales opportunity by supplying key details like the name, amount, expected stage, and closing date. It’s how you log fresh revenue potential into your pipeline.

**Can I update notes using the zoho_create_note tool?**
Yes. The `zoho_create_note` tool allows you to attach any kind of text, like a meeting summary or call transcript, directly to an existing lead, contact, deal, account, or other record.

**What if I need to find a customer's phone number?**
You can use `zoho_search_contacts` and provide the name or email. The tool returns the full profile details, including their linked account and current contact information.

**Is zoho_list_records useful for general oversight?**
Absolutely. This tool queries recent activity across many Zoho modules—like tasks, events, or calls—giving you a broad overview of what's been happening in the CRM recently.

**Do I need to know the Account ID before using zoho_create_contact?**
No. While some tools benefit from existing IDs, `zoho_create_contact` handles linking the contact to an existing account when you provide that context in your request.