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.
AnythingMCP is listed in Claude's connector directory: add it to Claude in one click (opens in a new tab), then sign in and choose which MCP servers Claude may use.
Summary
Manage Zoho CRM (leads, contacts, accounts, deals, tasks, notes, custom modules) from any AI agent. 10 tools, OAuth refresh-token auth.
Try asking
Example prompts for Zoho CRM
Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.
Claude is AI and can make mistakes. Please double-check responses.
💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Zoho CRM, paste your credentials, mint an MCP API key — done. No Docker, no
git clone, no local server.
Zoho CRM + Claude
Manage Zoho CRM (leads, contacts, accounts, deals, tasks, notes, custom modules) from any AI agent. 10 tools, OAuth refresh-token auth.
Prerequisites
See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:
ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_REFRESH_TOKEN
Step 1 — Get credentials
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. - …
Step 2 — Install the adapter
curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d
Step 3 — Add the connector in Claude
Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (
https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide showsYOUR_SERVER_ID.
Recommended path — works on claude.ai web without editing any config file.
- In Claude, open Customize → Connectors.
- Click +, then Add custom connector.
- Enter a name, e.g.
Zoho CRM, and the remote MCP server URLhttps://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID, then click Add. - Click Connect and sign in to AnythingMCP (OAuth) to allow access.
All tools below appear in your chat — start typing prompts.
Available 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 |
FAQ
Does it work with Claude Code as well as Claude Desktop? Yes — point both at https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID.
Next steps
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