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.
💡 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 |