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Zoho CRM mit ChatGPT verbinden — über MCP

Manage Zoho CRM (leads, contacts, accounts, deals, tasks, notes, custom modules) from any AI agent. 10 tools, OAuth refresh-token auth.

HCBy HelpCode teamUpdated 2 min read Open source on GitHub
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Zoho CRM

MCP connector

Zoho CRM

Manage Zoho CRM (leads, contacts, accounts, deals, tasks, notes, custom modules) from any AI agent. 10 tools, OAuth refresh-token auth.

Tools

10

Region

INTL

Category

CRM

Authentication

OAuth 2.0

Required env vars

ZOHO_CLIENT_IDZOHO_CLIENT_SECRETZOHO_REFRESH_TOKEN
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  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Open source AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

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Summary

Manage Zoho CRM (leads, contacts, accounts, deals, tasks, notes, custom modules) from any AI agent. 10 tools, OAuth refresh-token auth.

Frag einfach

Beispiel-Prompts für Zoho CRM

Klick auf einen Prompt, um ihn zu kopieren. In Claude, ChatGPT, Cursor, Gemini, Copilot oder OpenClaw einfügen — und gegen diesen Konnektor laufen lassen.

Zoho CRM · live via MCP
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Opus 4.7

Claude ist KI und kann Fehler machen. Bitte Antworten gegenprüfen.

💡 Keine Installation? Nutze cloud.anythingmcp.com direkt. Einloggen, Connectors → Zoho CRM klicken, Zugangsdaten einfügen, MCP-API-Key erzeugen — fertig. Kein Docker, kein git clone, kein lokaler Server.

Zoho CRM + ChatGPT

Manage Zoho CRM (leads, contacts, accounts, deals, tasks, notes, custom modules) from any AI agent. 10 tools, OAuth refresh-token auth.

Voraussetzungen

Die vollständige Setup-Anleitung ist in den Connector eingebaut (im Store sichtbar, wenn du den Connector auswählst). Benötigte Umgebungsvariablen für diesen Connector:

ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_REFRESH_TOKEN

Schritt 1 — Zugangsdaten holen

This connector wraps the Zoho CRM API v8 (www.zohoapis.com/crm/v8).

Setup — OAuth client + refresh token:

  1. Go to https://api-console.zoho.com → Add Client → Self Client. Generate a 'grant token' with scope ZohoCRM.modules.ALL,ZohoCRM.settings.READ,ZohoCRM.users.READ and copy it.
  2. Exchange it for a refresh token via: curl -X POST 'https://accounts.zoho.com/oauth/v2/token?grant_type=authorization_code&client_id=CLIENT_ID&client_secret=CLIENT_SECRET&code=GRANT_TOKEN'
  3. Save the refresh_token from the response. Set ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_REFRESH_TOKEN.
  4. …

Schritt 2 — Adapter installieren

git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d

Schritt 3 — Connector in ChatGPT hinzufügen

ChatGPT unterstützt MCP-Server über die Connectors-Funktion (Plus-/Pro-/Team-/Enterprise-Pläne). Der kostenlose Tarif unterstützt keine eigenen Connectors.

  1. Öffne ChatGPT → Einstellungen → Connectors (oder klicke das 🔧-Icon im Composer → Manage connectors).
  2. Klicke "Add custom connector".
  3. Trage ein:
    • Name: Zoho CRM
    • MCP server URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer Token → MCP-API-Key einfügen (aus AnythingMCP → Profile → MCP API Keys → New Key)
  4. Klicke Connect zum Autorisieren.

Verfügbare Tools

ToolWhat it does
zoho_crm_list_recordsList records of any module (Leads, Contacts, Accounts, Deals, Tasks, custom)
zoho_crm_get_recordGet a single record by ID from any module
zoho_crm_search_recordsSearch records using one of three modes: criteria (Zoho's COQL-like criteria syntax), email, phone, or word (text search)
zoho_crm_create_recordsCreate one or more records in a module
zoho_crm_update_recordsUpdate one or more records
zoho_crm_upsert_recordsInsert OR update by duplicate-check fields
zoho_crm_delete_recordDelete a single record by ID
zoho_crm_list_notesList notes attached to a record (works on any module)
zoho_crm_create_noteAdd a note to a record
zoho_crm_list_modulesList all modules in the org (standard + custom) with their API names, display names, and whether they're CRM-modifiable

FAQ

Funktioniert der kostenlose ChatGPT-Tarif mit eigenen MCP-Connectors? Nein — Plus, Pro, Team oder Enterprise erforderlich.

Nächste Schritte

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