Zoho CRM Sales Connector for AI agents.
10 live capabilities
Manage your sales pipeline and quotes directly through your AI client.
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Why people use Zoho CRM Sales
Zoho CRM Sales for Faster Sales Pipeline Management
This Connector lets you do all of that from a single chat window. You can ask your agent to find a deal, pull up a quote, or check an invoice status without ever leaving your current conversation. You get a clean, text-based way to interact with your entire sales cycle.
What Vinkius changes
You stop manual data entry and start managing your pipeline through natural conversation.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
BDR Lead Qualification
A BDR gets a new lead from a web form and asks the agent to create a contact and a new deal in Zoho CRM immediately.
- Real-world use case 02
Sales Rep Quote Generation
A rep finishes a call and asks the agent to create a quote for $5,000 linked to the Enterprise Plan deal.
- Real-world use case 03
Manager Pipeline Review
A manager asks the agent to list all deals in the Negotiation stage to see what is closing this week.
Complete set · 10capabilities
The complete Zoho CRM Sales capability set.
These are the exact actions your AI can choose when you ask it to work with Zoho CRM Sales.
01—04
4 capabilities in this set.
Part of 10 available through Zoho CRM Sales.
- 01 Capability
Zoho search deals
Find active sales opportunities by name to check progress or values. It gives you a quick look at your active pipeline.
- 02 Capability
Zoho search products
Look up items in your catalog to find specific pricing or descriptions. Use this to quickly reference your inventory.
- 03 Capability
Zoho create product
Add new items to your catalog with names, prices, and SKU codes. Use this to keep your product list current.
- 04 Capability
Zoho create quote
Generate a formal price proposal linked to a specific deal and account. It helps you send out pricing quickly.
05—07
3 capabilities in this set.
Part of 10 available through Zoho CRM Sales.
- 05 Capability
Zoho get deal
Pull every detail for a specific opportunity, including custom fields and history. Use this to drill into specific deals.
- 06 Capability
Zoho list invoices
See all billing documents, including totals, due dates, and payment statuses. It helps you track who still owes money.
- 07 Capability
Zoho list quotes
View all pending proposals and their current status for your accounts. Use this to check on pending pricing documents.
08—10
3 capabilities in this set.
Part of 10 available through Zoho CRM Sales.
- 08 Capability
Zoho list sales orders
Check confirmed purchase commitments and their expected shipping dates. Use this to monitor your fulfillment pipeline.
- 09 Capability
Zoho update deal
Change the stage, amount, or closing date of an existing opportunity. It keeps your pipeline data accurate as things change.
- 10 Capability
Zoho create deal
Create a new opportunity with a name, stage, and amount in your pipeline. It helps you turn conversations into trackable deals.
Set up in minutes
One URL. Then ask Zoho CRM Sales to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Zoho CRM Sales 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_AVmPQpmfzmrsTNLsbIvjKBNDqgY6LAQnpHGo3o5o/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 Sales, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Zoho CRM Sales for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_AVmPQpmfzmrsTNLsbIvjKBNDqgY6LAQnpHGo3o5o/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 Sales URL.
- Step 03
Save and start
Save the connection and enable Zoho CRM Sales in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-crm-sales": {
"url": "https://edge.vinkius.com/vk_preview_AVmPQpmfzmrsTNLsbIvjKBNDqgY6LAQnpHGo3o5o/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 Sales
Open Agent mode in chat and ask: "Using Zoho CRM Sales, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-crm-sales": {
"url": "https://edge.vinkius.com/vk_preview_AVmPQpmfzmrsTNLsbIvjKBNDqgY6LAQnpHGo3o5o/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 Sales
Ask Copilot: "Using Zoho CRM Sales, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-crm-sales": {
"url": "https://edge.vinkius.com/vk_preview_AVmPQpmfzmrsTNLsbIvjKBNDqgY6LAQnpHGo3o5o/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 Sales
Open Cascade and ask: "Using Zoho CRM Sales, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-crm-sales": {
"url": "https://edge.vinkius.com/vk_preview_AVmPQpmfzmrsTNLsbIvjKBNDqgY6LAQnpHGo3o5o/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 Sales
Ask Cline: "Using Zoho CRM Sales, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add zoho-crm-sales --transport http "https://edge.vinkius.com/vk_preview_AVmPQpmfzmrsTNLsbIvjKBNDqgY6LAQnpHGo3o5o/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 Sales
Ask Claude: "Using Zoho CRM Sales, show me...". 10 tools are ready
Where the request belongs
Work Zoho CRM can move forward.
This is for sales professionals and managers who are tired of manual CRM entry and want to manage their pipeline through a chat interface.
Sales Rep
They use this to quickly update deal statuses and create quotes without leaving their primary workspace.
BDR
They use it to qualify leads and create new records from discovery notes instantly.
Sales Manager
They get a high-level view of the pipeline and deal progress through quick queries.
Support Team
They use it to pull up account and contact history 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
Manage leads, contacts, and deals on Zoho CRM. the AI-powered sales platform for growing teams.
Zoho CRM (Full)
Manage leads, contacts, accounts, deals, and notes. complete Zoho CRM access through natural conversation.
Agile CRM
Manage contacts, deals, and marketing campaigns in one place with a CRM built for growing sales teams.
Onpipeline
Track deals through your sales pipeline with a visual CRM that focuses on activity-based selling and revenue forecasting.
Freshsales
Close deals faster with AI-powered lead scoring, visual deal pipelines, and built-in phone and email in one sales CRM.
Pipeline CRM
Manage sales and contacts via Pipeline CRM. list deals, track people, and monitor tasks directly from any AI agent.
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 -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
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 the Zoho CRM Sales MCP help me create new deals?
Yes, it lets your agent create new deals with specific names, amounts, and pipeline stages directly in your CRM.
How does the Zoho CRM Sales MCP handle quotes?
You can ask your agent to generate formal price proposals and link them to existing deals and accounts.
Can I use the Zoho CRM Sales MCP to check my invoices?
Yes, your agent can pull up a list of invoices showing the status, total amount, and due dates.
Does the Zoho CRM Sales MCP support searching for products?
It lets you search your product catalog to find specific items, prices, and SKU codes.
Can my team use the Zoho CRM Sales MCP to update deal progress?
Your agent can advance deal stages or update closing dates to keep your pipeline accurate.
Will the Zoho CRM Sales MCP work with my existing Zoho account?
It connects directly to your Zoho CRM data so your agent can interact with your actual records.
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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