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Zoho CRM mit Cursor 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

No credit card · 7-day trial · Self-host alternative available

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
Install in one click on Cloud

7-day free trial · No credit card

  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Source-available BSL-1.1
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

No install? Use cloud.anythingmcp.com directly.

Sign in, install the Zoho CRM in one click, paste the credentials, mint an MCP API key — done. No Docker, no git clone, no local server to run.

Open Cloud

TL;DR

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

💡 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 + Cursor

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.comAdd 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.

Schritt 2 — Adapter installieren

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

Schritt 3 — Connector in Cursor hinzufügen

Cursor liest MCP-Server aus ~/.cursor/mcp.json. Füge diesen Eintrag hinzu:

{
  "mcpServers": {
    "anythingmcp": {
      "url": "https://cloud.anythingmcp.com/mcp",
      "headers": { "Authorization": "Bearer YOUR_MCP_API_KEY" }
    }
  }
}
  1. Hole deinen MCP API Key aus AnythingMCP → Profil → MCP API Keys → Neuer Key.
  2. Speichern und Cursor neu starten.
  3. Cursor → Einstellungen → MCP öffnen und prüfen, ob Zoho CRM als "Connected" gelistet ist.
  4. Chatten — alle Zoho CRM-Tools sind aufrufbar.

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

Unterstützt Cursor benutzerdefinierte MCP-Server im Free-Tier? Ja — MCP ist auf Hobby, Pro und Business verfügbar.

Nächste Schritte

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