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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.
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 + Gemini
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
git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d
Step 3 — Add the connector in Gemini
Gemini CLI reads MCP servers from ~/.gemini/settings.json (or %APPDATA%\gemini\settings.json on Windows). Add:
{
"mcpServers": {
"anythingmcp": {
"httpUrl": "https://cloud.anythingmcp.com/mcp",
"headers": { "Authorization": "Bearer YOUR_MCP_API_KEY" }
}
}
}
- Get your MCP API key from AnythingMCP → Profile → MCP API Keys → New Key.
- Save the file and restart
gemini. - Run
/mcpinside the Gemini CLI —Zoho CRMshould be listed as available. - Vertex AI Studio: pass
https://cloud.anythingmcp.com/mcpto thetoolsarray of your request with the same Bearer header.
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 Gemini 1.5 Pro or 2.x support MCP? Yes — Gemini CLI ≥ 0.4 and Vertex AI tools API both accept MCP httpUrl connectors with Bearer headers.
Next steps
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