Skip the install. Get this working in under 2 minutes.
Start a free trial on cloud.anythingmcp.com, add the Zoho CRM in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.
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.
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
Manage Zoho CRM (leads, contacts, accounts, deals, tasks, notes, custom modules) from any AI agent. 10 tools, OAuth refresh-token auth.
Einrichtung
This connector wraps the Zoho CRM API v8 (www.zohoapis.com/crm/v8).
Setup — OAuth client + refresh token:
- 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.READand copy it. - 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' - Save the
refresh_tokenfrom the response. SetZOHO_CLIENT_ID,ZOHO_CLIENT_SECRET,ZOHO_REFRESH_TOKEN. - …
Voraussetzungen: ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_REFRESH_TOKEN
Connector lokal installieren
git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d
Öffne http://localhost:3000/connectors/store, wähle Zoho CRM und trage die unter Voraussetzungen aufgelisteten Variablen ein.
Verfügbare Tools
| Tool | What it does |
|---|---|
zoho_crm_list_records | List records of any module (Leads, Contacts, Accounts, Deals, Tasks, custom) |
zoho_crm_get_record | Get a single record by ID from any module |
zoho_crm_search_records | Search records using one of three modes: criteria (Zoho's COQL-like criteria syntax), email, phone, or word (text search) |
zoho_crm_create_records | Create one or more records in a module |
zoho_crm_update_records | Update one or more records |
zoho_crm_upsert_records | Insert OR update by duplicate-check fields |
zoho_crm_delete_record | Delete a single record by ID |
zoho_crm_list_notes | List notes attached to a record (works on any module) |
zoho_crm_create_note | Add a note to a record |
zoho_crm_list_modules | List all modules in the org (standard + custom) with their API names, display names, and whether they're CRM-modifiable |
Nächste Schritte
War dieser Guide hilfreich?
