# Zoho CRM Sales MCP

> Zoho CRM Sales MCP handles your entire sales cycle, letting you manage leads, accounts, contacts, and opportunities without leaving your chat window. From searching product catalogs to generating quotes and tracking invoices, it puts full revenue operation visibility right at your fingertips through any AI client.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Tags:** deal-management, sales-orders, account-management, pipeline-tracking, lead-nurturing, revenue-operations

## Description

Managing a deal means jumping between five different applications: the contact list, the product catalog, the deal tracker, the quote generator, and the invoicing system. This MCP connects all of that data in Zoho CRM to your agent. You don't have to switch tabs or copy data anymore. Need to check if an account is active? Your AI client finds it. Is there a new lead from a web form? It tracks the source and status for you. When a deal progresses, you can update its stage and amount instantly. If you need pricing, your agent generates quotes linked directly to the opportunity, or pulls up outstanding invoices for billing review. This isn't just data retrieval; it's full lifecycle management right where you work. By connecting this MCP through Vinkius, your AI client gets access to a centralized command center for every sales action.

## Tools

### zoho_create_deal
Creates a new sales opportunity in Zoho CRM by setting its name, current stage, amount, and expected closing date.

### zoho_create_product
Adds a new product to your internal catalog with a required name, unit price, and unique product code (SKU).

### zoho_create_quote
Generates a formal sales quote in Zoho CRM, linking it to an existing deal and account with subject details and validity dates.

### zoho_get_deal
Retrieves complete details for one specific deal by ID, including notes, history, amounts, and custom fields.

### zoho_list_invoices
Lists all billing documents in Zoho CRM, showing the subject, total amount, due date, and if payment has been received.

### zoho_list_quotes
Retrieves a list of formal price proposals, including their total quoted amount, account linkage, and expiration status.

### zoho_list_sales_orders
Lists confirmed customer purchase commitments by showing the subject, current status, total, and expected fulfillment date.

### zoho_search_deals
Searches for active sales opportunities across all stages to find names, amounts, linked accounts, and closing dates.

### zoho_search_products
Looks up items in the Zoho CRM product catalog by name, returning their unit price, SKU code, and description.

### zoho_update_deal
Changes an existing deal's status, amount, or expected closing date to accurately reflect pipeline movement.

## 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

### Track and Advance Opportunities
Search all active deals by name, track their current stage (like Qualification or Negotiation), and update the deal status when progress is made.

### Manage Customer Records
Find companies, locate related contacts, and search for existing leads using source and status information.

### Generate Pricing Documents
Create formal sales quotes linked to a deal or generate new products to add to your catalog.

### Handle Billing and Orders
List pending invoices, check the status of sales orders, and get full details on any specific opportunity record.

## Use Cases

### The Sales Rep needs a quick price check.
A client asks, 'What's the unit cost for X?' Instead of searching the product catalog manually, the agent runs `zoho_search_products` and replies immediately with the exact name, SKU, and current unit price.

### The BDR needs to formalize a new lead.
A web form generates a high-quality lead. The agent first searches for related accounts using `zoho_search_deals` to see if the company exists, then uses `zoho_create_deal` to establish a structured opportunity in the CRM.

### The Manager needs an end-of-week pipeline snapshot.
The manager prompts the AI client for 'all deals nearing closure.' The agent executes `zoho_search_deals`, returning a concise list of opportunities, their current stage, and probability score.

### The Account Executive needs to follow up on billing.
A customer calls asking about payment status. Instead of calling the finance department, the agent uses `zoho_list_invoices` to check the subject, total amount, and whether the invoice is marked as paid.

## Benefits

- Move deals through the pipeline instantly. Instead of logging into Zoho to change a stage, your agent uses `zoho_update_deal` to advance an opportunity from 'Qualification' to 'Proposal/Price Quote', keeping records accurate.
- Generate and track pricing documents without context switching. Use `zoho_create_quote` to build formal proposals linked directly to the relevant deal and account within a single chat session.
- Maintain perfect visibility on revenue status. You can run searches using `zoho_search_deals` to get an immediate overview of all active opportunities, showing amounts and closing dates at a glance.
- Handle billing inquiries instantly. Instead of asking accounting for data, you use `zoho_list_invoices` to pull up outstanding invoices, checking the total amount and due date right away.
- Manage your inventory catalog effortlessly. If you need pricing details or product codes, just search using `zoho_search_products`, which is much faster than navigating a separate product menu.
- Keep all customer interactions centralized. Your agent can pull up comprehensive records on any deal using `zoho_get_deal`—a single source of truth for history and custom fields.

## How It Works

The bottom line is you get full sales visibility without ever leaving your chat window.

1. Tell your AI client exactly what you need to do; for example, 'Find all deals in the Negotiation stage for Acme Corp.'
2. The MCP sends a request to Zoho CRM, pulling together account details, deal status, and necessary product information.
3. Your agent processes the data and presents it back to you—whether that's a list of accounts, a generated quote, or an updated deal record.

## Frequently Asked Questions

**How do I use the zoho_search_deals tool with Zoho CRM Sales?**
You tell your AI client what you are looking for, like 'Show me all deals in the Negotiation stage.' The agent runs `zoho_search_deals` and returns a list containing the deal name, amount, account, and closing date.

**Can I use zoho_create_quote to estimate prices?**
Yes. You run `zoho_create_quote`, providing a subject and linking it to an account and deal. This creates the formal proposal record, which you can then track later with `zoho_list_quotes`.

**What is the best way to update a deal's progress?**
Use `zoho_update_deal`. You simply instruct your agent on the change, such as 'Advance this deal to Proposal/Price Quote,' and it updates the stage record correctly.

**Does zoho_list_invoices show overdue payments?**
Yes. The tool lists invoices with details like the subject, total amount, due date, and explicitly states whether payment has been received or not.

**How do I add a new product to my catalog using this MCP?**
Use `zoho_create_product`. You provide the name, unit price, and unique SKU code. This adds it immediately so you can reference it in quotes or orders.