Zoho CRM Service Connector for AI agents.
7 live capabilities
Manage your sales pipeline and customer support tickets from a single chat interface.
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Why people use Zoho CRM Service
Zoho CRM Support Case Management for Faster Resolution
With this Connector, that friction disappears. You can ask your agent to pull up the history, log the new case, and update the status without ever leaving your primary chat window. You get to stay focused on the customer while the agent handles the data entry.
What Vinkius changes
You get a conversational interface for your entire Zoho CRM database.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Logging support issues on the fly
A support agent receives a phone call about a bug and uses zoho_create_case to log the issue immediately without pausing the call.
- Real-world use case 02
Checking deal status during a review
A sales manager wants to know the status of a specific deal and asks the agent to search for it and report the current stage.
- Real-world use case 03
Verifying lead existence
A BDR wants to check if a lead exists before reaching out and uses the agent to search for the contact name.
Complete set · 7capabilities
The complete Zoho CRM Service capability set.
These are the exact actions your AI can choose when you ask it to work with Zoho CRM Service.
01—04
4 capabilities in this set.
Part of 7 available through Zoho CRM Service.
- 01 Capability
Zoho create case
Log a new customer support issue with a subject, priority, and origin channel. This helps you keep your support queue organized.
- 02 Capability
Zoho create solution
Create a new knowledge base article with a title, question, and answer. This helps build your internal help library.
- 03 Capability
Zoho list cases
View a list of support cases including their status, priority, and assigned owner. Use this to see your current workload.
- 04 Capability
Zoho search cases
Find specific customer issues by searching for keywords in the case subject. This helps you find old tickets quickly.
05—07
3 capabilities in this set.
Part of 7 available through Zoho CRM Service.
- 05 Capability
Zoho search solutions
Look up documented answers to common questions using keywords. This helps you find answers before you write new ones.
- 06 Capability
Zoho list solutions
Browse your existing knowledge base articles to see what's already been documented. This is great for auditing your content.
- 07 Capability
Zoho update case
Modify the status, priority, or subject of an existing support ticket. Use this to move tickets through the resolution flow.
Set up in minutes
One URL. Then ask Zoho CRM Service to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Zoho CRM Service 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_bx2oYUSFzCmsKevZwkxpzcnpHN48U220BDiekoDT/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 Service, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Zoho CRM Service for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_bx2oYUSFzCmsKevZwkxpzcnpHN48U220BDiekoDT/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 Service URL.
- Step 03
Save and start
Save the connection and enable Zoho CRM Service in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-crm-service": {
"url": "https://edge.vinkius.com/vk_preview_bx2oYUSFzCmsKevZwkxpzcnpHN48U220BDiekoDT/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 Service
Open Agent mode in chat and ask: "Using Zoho CRM Service, help me...". 7 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-crm-service": {
"url": "https://edge.vinkius.com/vk_preview_bx2oYUSFzCmsKevZwkxpzcnpHN48U220BDiekoDT/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 Service
Ask Copilot: "Using Zoho CRM Service, help me...". 7 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-crm-service": {
"url": "https://edge.vinkius.com/vk_preview_bx2oYUSFzCmsKevZwkxpzcnpHN48U220BDiekoDT/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 Service
Open Cascade and ask: "Using Zoho CRM Service, help me...". 7 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-crm-service": {
"url": "https://edge.vinkius.com/vk_preview_bx2oYUSFzCmsKevZwkxpzcnpHN48U220BDiekoDT/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 Service
Ask Cline: "Using Zoho CRM Service, help me...". 7 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add zoho-crm-service --transport http "https://edge.vinkius.com/vk_preview_bx2oYUSFzCmsKevZwkxpzcnpHN48U220BDiekoDT/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 Service
Ask Claude: "Using Zoho CRM Service, show me...". 7 tools are ready
Where the request belongs
Work Zoho CRM can move forward.
This is for sales and support teams who spend their day jumping between CRM tabs and chat windows. It's for the rep who wants to update a deal while on a call and the support lead who needs to see the ticket queue without manual searching.
Sales Representative
Updates deal stages and creates new leads during live discovery calls without leaving the chat.
Support Lead
Monitors the support queue and checks ticket status for specific customers via voice or text commands.
BDR
Qualifies leads and logs new contact information into the CRM as they find them in research.
Customer Success Manager
Retrieves account notes and history to prepare for weekly check-in calls.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsZoho Desk
AI-powered helpdesk: manage tickets, contacts, and support workflows via agents.
Zoho CRM (Full)
Manage leads, contacts, accounts, deals, and notes. complete Zoho CRM access through natural conversation.
Zoho CRM Activities
Create and manage tasks, calls, events, and notes. full activity tracking for your Zoho CRM.
Pylon
Automate B2B support and CRM via Pylon. manage issues, accounts, and knowledge bases with AI.
Salesforce Service Cloud
Manage support cases, search the knowledge base, track case metrics, and resolve customer issues through natural conversation.
Zendesk
Manage support tickets, users, and organizations on Zendesk. the complete customer service platform for high-scale teams.
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 I use Zoho CRM Service to manage my sales pipeline?
Yes. You can use your AI agent to search for specific deals, check their current stage, and update deal information as your sales process moves forward.
Does the Zoho CRM Service MCP support knowledge base articles?
It does. You can search for existing solutions or create new knowledge base articles directly through your AI agent to help your team stay informed.
Can I log support tickets using this capability?
Yes, you can use the capability to create new support cases with specific priorities, subjects, and origin channels, making it easier to track customer issues.
Is this Connector good for high-volume data entry?
This capability is best for operational tasks like creating records, searching for information, and updating statuses. For massive bulk imports, the native Zoho CRM capabilities are still your best bet.
How does Zoho CRM Service help with lead management?
It allows your agent to search for existing leads and create new ones with source tracking, helping you keep your database clean and up to date.
Can I update the status of an existing case?
Yes, you can use your agent to modify the status, priority, or subject of an existing case to reflect the current progress of a support request.
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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